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Keep四连升累涨近30%,创始人王宁盈利后首发言:AI颠覆公司商业模式
Ge Long Hui· 2025-08-07 03:42
Core Insights - Keep has experienced a significant stock price increase, reaching a five-month high with a maximum gain of nearly 30% [1] - The company reported its first profitability, attributing this success to high-quality business growth and the cessation of low-quality operations [1] - Keep's adjusted profit for the first half of 2025 is projected to be approximately RMB 10 million, driven by improved business structure and revenue quality [1] Business Strategy - The company is focusing on enhancing its business structure and revenue quality, leading to an increase in gross margin [1] - Keep has committed to an "all in AI" strategy, launching Kinetic.ai and the AI coach Kaka to provide customized training plans [1][2] - The company aims to achieve breakeven by 2025 through AI technology, improved supply chain management, and cost control [2] Operational Adjustments - Keep is making adjustments in both business and team structures to enhance gross margin and reduce fixed costs [2] - The company is adopting a more cautious approach to business and brand investments while preparing for increased spending related to AI initiatives [2] - The first generation of the AI coach is set to be launched soon, indicating rapid progress in business development [2]