Keep在财报中表示，2025年，公司聚焦于两大战略方向：推进AI驱动的平台架构转型和推动经营结果 扭亏为盈。上半年，该双轨战略成效显著：一方面，完成AI基础架构重构并推出基础版AI教练，另一 方面，对业务增肌减脂，实现经调整净利润，达成盈利拐点。 消息面上，8月25日，Keep发布中期业绩。上半年Keep实现营收8.22亿元人民币；非国际财报准则下经 调整净利润1035万元，对比去年同期经调整净亏损(非国际财报准则)1.67亿元，实现扭亏为盈；录得毛 利4.29亿元，毛利率由上一年度同期的46.0%提升至52.2%。 Keep(03650)绩后涨近6%，截至发稿，涨3.98%，报7.06港元，成交额888.61万港元。 ...

消息面上，8月25日，Keep发布中期业绩。上半年Keep实现营收8.22亿元人民币；非国际财报准则下经 调整净利润1035万元，对比去年同期经调整净亏损(非国际财报准则)1.67亿元，实现扭亏为盈；录得毛 利4.29亿元，毛利率由上一年度同期的46.0%提升至52.2%。 Keep在财报中表示，2025年，公司聚焦于两大战略方向：推进AI驱动的平台架构转型和推动经营结果 扭亏为盈。上半年，该双轨战略成效显著：一方面，完成AI基础架构重构并推出基础版AI教练，另一 方面，对业务增肌减脂，实现经调整净利润，达成盈利拐点。 智通财经APP获悉，Keep(03650)绩后涨近6%，截至发稿，涨3.98%，报7.06港元，成交额888.61万港 元。 ...

2025年，集团聚焦于两大战略方向：推进 AI驱动的平台架构转型和推动经营结果扭亏为盈。2025年上 半年，该双轨战略成效显著：一方面，完成AI基础架构重构并推出基础版AI教练，另一方面，对业务 增肌减脂，实现经调整净利润，达成盈利拐点。集团将持续聚焦于打造运动健康领域的专业AI应用， 为用户提供个性化、智能化和科学的服务体验，重塑差异化竞争优势。Keep立足于数字化健身发展前 沿，借助AI基座技术的快速进化，以高效的运营效率驱动长期可持续发展与盈利能力提升。 截至2025年6月30日止六个月，该集团的平均月活跃用户和平均月度订阅会员数分别为2250万和280万， 会员渗透率达到12.4%，较2024年同期的11.1%有所提升，每名月活跃用户的每月平均收入在 2025年上 半年同比增至人民币6.1元，较去年同期的人民币5.8元同比提升4.5%。上述变化反映了公司的主动调 整：在AI产品体系完善前，优先聚焦于用户活跃及留存，而非规模扩张。期内，公司通过优化营销投 放效率，主动削减低效拉活费用，获客费用同比缩减约60%。通过深化户外、舞蹈等垂类领域，渗透青 少年与进阶用户等细分人群，持续升级AI产品体验，增加权益 ...

Group 1: Smart Fitness Facilities - The introduction of smart fitness equipment in parks, such as data analysis and health guidance, enhances the exercise experience for users [3][4][5] - Users can access personalized fitness plans and real-time data on their workouts, making fitness more effective and engaging [4][5][6] - The popularity of smart fitness areas has led to increased foot traffic, with many visitors waiting to use the equipment [5][6] Group 2: Innovative Services in Parks - Parks like Bijiashan Park in Shenzhen offer convenient services such as online reservations for sports facilities and AI-assisted event broadcasting [6][9] - The integration of drone delivery services for food and smart coffee robots enhances the overall visitor experience [9][10] - Bijiashan Park attracts around 6,000 sports enthusiasts monthly, showcasing its growing popularity [10] Group 3: Emerging Sports Venues - The Shenyang International Pump Track Park, covering 45,800 square meters, features nine tracks for various wheeled sports, catering to both beginners and professionals [11][12] - The park has hosted 15 international and domestic events, drawing participants from around the world and becoming a new leisure sports landmark in Shenyang [12][13] - The park's free access policy and high daily visitor numbers indicate its success in promoting outdoor activities [12]

Group 1 - The driving training industry in China is entering an adjustment period due to the overlapping of macroeconomic fluctuations, industry transformation, and demand upgrades, necessitating driving schools to improve quality and efficiency [1] - The industry development logic is shifting from "scale expansion" to "value deepening," with an expected acceleration in regional market intensification and the emergence of a "one-fee system" as the mainstream prepayment model [1][8] - The importance of professional digital marketing for driving schools is increasing, and more schools are likely to integrate into the low-altitude economy development trend [1] Group 2 - The driving training market is transitioning from a growth phase to a mature phase, requiring a shift from focusing on "enrollment quantity" to "operational quality" [3] - Driving schools are encouraged to adopt intelligent driving simulators, AI coaches, and new energy training vehicles to reduce costs and improve efficiency [3][6] - The integration of AI and other advanced technologies is expected to reshape traditional teaching models and industry ecology by 2025 [6] Group 3 - Leading companies in the upstream industry are focusing on AI integration, with Mucang Technology launching systematic intelligent solutions, including smart driving simulators and AI coaches [4] - The smart driving simulator, based on high-precision simulation technology, helps students accumulate emergency response experience in a safe environment, significantly reducing training risks [4] Group 4 - Digital marketing is becoming increasingly important for driving schools targeting young users, who prioritize consumer experiences and peer reviews when selecting driving schools [7] - A new "third-party custody" model has emerged in the industry, allowing training fees to be frozen in bank accounts until certain training milestones are met, enhancing both student and school protections [7][8] - The report predicts that the implementation of the "third-party custody" model will lead to the "one-fee system" becoming the mainstream prepayment model in the driving training market [7] Group 5 - Future recommendations include improving policies based on industry ecological changes and exploring innovative development paths such as "driving training + internet," "driving training + AI," and "driving training + low-altitude economy" [8]

Core Viewpoint - The article emphasizes the necessity for companies to adapt to the AI era by defining what "good" means in the context of AI, and highlights the importance of AI innovators who create opportunities rather than compete with AI [1][6][8]. Group 1: AI Innovators and Their Role - AI innovators are defined as those who create jobs for AI rather than compete with it, positioning themselves as users who leverage AI to achieve goals and create value [6][9]. - The core task of AI innovators is to define value and ensure that AI enhances and realizes that value, rather than merely improving job skills [9][12]. - AI innovators serve as a bridge between AI productivity and commercial value, requiring skills in choice, judgment, and integration [9][16]. Group 2: Key Focus Areas in AI Application - Companies should focus on three key elements in AI application: identifying demand, producing effective outcomes, and ensuring quality, rather than solely on computational power, algorithms, and data [12][13][15]. - Quality is highlighted as the future core competitive advantage, with many AI products currently lacking stable high-quality output, leading to varied user experiences [15][18]. Group 3: Capability and Upgrade Maps - AI innovators need to possess four essential capabilities: AI leadership, AI cognitive ability, AI business acumen, and AI organizational skills [21][25]. - The career development in the AI era is categorized into four levels (L1-L4), with each level representing a significant increase in value and capability [25][26]. - The levels include: L1 - AI Supervisor, L2 - AI Manager, L3 - AI Leader, and L4 - AI Ecosystem Builder, with a clear progression in responsibilities and impact [26][28]. Group 4: Strategies for Mastering AI Capabilities - Companies are encouraged to adopt four strategies to enhance their capabilities: engaging with leading innovators, fostering team growth, achieving tangible results through practical applications, and understanding the commercial essence of AI [31][33][35]. - The essence of AI is described as a "silicon-based life" that evolves based on biological principles rather than traditional mechanistic views, emphasizing the need for personalized services over standardized products [35][41]. Group 5: Future Directions and Market Opportunities - The future of AI is expected to align more closely with human evolution, with a focus on education and collaboration to enhance capabilities [41][43]. - Companies should prepare for rapid AI development and create job opportunities for AI, recognizing the dual roles of creating and utilizing intelligence [45][48].

Core Insights - The traditional corporate training faces a supply-demand mismatch, and the application of generative AI is transforming organizational learning from experience-based to intelligence-empowered methods [1] - AI enables personalized learning experiences, moving away from a one-size-fits-all approach to tailored learning paths, reshaping knowledge transfer and value creation in enterprises [1][3] Group 1: AI in Learning - AI customizes learning content and paths based on learners' backgrounds, interests, and habits, replacing traditional linear learning models with a dynamic adjustment mechanism [3] - This personalized learning experience enhances efficiency and outcomes, allowing learners to engage at their own pace and style [3] - AI's ability to update learning content in real-time based on the latest developments ensures learners access cutting-edge knowledge [3] Group 2: Intelligent Coaching and Support - Learners seek personalized, companion-like guidance to solve real business challenges, a need that has been difficult to meet in corporate training [5] - AI technology is gradually fulfilling this need through intelligent coaching, providing tailored learning plans and promoting self-directed learning [5] - The AI+ learning product system developed by Zhixueyun exemplifies this intelligent training approach, pushing corporate training towards more personalized, practical, and intelligent directions [5] Group 3: Innovative Learning Ecosystem - AI-assisted learning integrates teaching, practice, and assessment, creating a new ecosystem for smoother and more efficient learning [6] - AI coaching focuses on precise learning through practical exercises, significantly improving learning efficiency [6] - AI practice sessions utilize voice interaction to simulate real dialogue scenarios, effectively enhancing employees' soft skills and communication abilities [6]