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押注AI时代 Keep上车了
Zhi Tong Cai Jing· 2025-08-26 06:40
AI是当前这一代人能看到的最后一轮真正意义上的革命,但仍有许多人看不懂其中的意义,Keep们又 是如何做到的? AI价值正从"技术竞赛"转向"场景赋能" 实际上,今年中以来,AI市场普遍有一个感受:大模型一个接一个的发,版本更新越来越频繁,甚至 众望所归了近两年的GPT5都发布了,但市场的爆点却并不明显,GPT5的发布会甚至被用户喷成了"筛 子","大失所望""发布会PPT做错了"等都成了槽点。 而在8月21日,DeepSeek-V3.1发布时,官方的命名方式似乎预示着这又是一个"小更新",即便其官方也 提到,这是"迈向Agent时代的第一步",并且其首次采用V系列和R系列模型混用的模式,有更长的上下 文记忆,更强的编程和工程能力…… 从OpenAI o1的发布,再到年初DeepSeek R1的引爆,架构创新让AI真正实现了全民普及。近日,二者又 先后发布了工程业务能力更强的GPT5和DeepSeek-V3.1,大模型与生成式AI正来到前所未有的新高度。 过去半年多,市场情绪也从该不该入局AI,变成了AI一定会改变很多行业。然而,相比于此时才决定 入局的,真正的赢家早就已经浮出水面了。 市场还是不满意的抛出了 ...
下一款全民级AI应用,可能是个老熟人
36氪· 2025-08-12 10:16
Core Viewpoint - The article highlights a pivotal moment in the technology revolution, presenting an opportunity for smaller players to overtake industry giants as AI technology matures and shifts towards vertical applications rather than pure technical advancements [2][9]. Group 1: AI Technology and Market Dynamics - The release of GPT-5 by OpenAI was met with disappointment, indicating a slowdown in pure AI technology innovation [4][5]. - In contrast, Keep announced profitability in July 2025, achieving its goal of turning losses into profits ahead of schedule, which led to a significant stock price increase [6][7]. - The juxtaposition of these events suggests that while AI technology is evolving, the focus is shifting towards practical applications in specific industries [9][10]. Group 2: Competitive Landscape - As competition intensifies, companies must not only excel in technology but also in understanding user needs and effective marketing strategies [11]. - The AI landscape is becoming increasingly competitive, with opportunities for established players and agile newcomers to thrive [12][16]. - Companies that have deep vertical expertise, operate in industries suitable for AI transformation, and are proactive in AI adoption are likely to gain more attention [19][20]. Group 3: Keep's Strategic Positioning - Keep has established itself as a leader in the fitness technology sector, addressing the complete consumer journey from awareness to equipment and community engagement [22]. - The company has made significant investments in AI, launching Kinetic.ai and the AI coach Kaka, which personalizes training plans based on user needs [26][27]. - Keep's focus on AI has led to improved operational efficiency and a better business structure, contributing to its recent profitability [32]. Group 4: Future Potential of AI in Fitness - AI is expected to enhance both the quantity and quality of content offered by Keep, allowing for the inclusion of previously underrepresented sports [37][38]. - The shift from content delivery to personalized coaching through AI could significantly increase user engagement and willingness to pay, potentially raising ARPU significantly [39][43]. - Future developments may include specialized AI coaches for various sports, further expanding Keep's service offerings and revenue potential [44][46]. Group 5: Conclusion on AI's Role - AI is positioned not merely as a lifeline for Keep but as a new engine for growth, illustrating the unpredictable nature of business success and the potential for innovation beyond traditional tech companies [48].
下一款全民级AI应用,可能是个老熟人
3 6 Ke· 2025-08-12 10:04
Core Insights - The contrasting developments of OpenAI's GPT-5 release and Keep's profitability signal a shift in the AI landscape, emphasizing the importance of vertical applications over pure technological advancements [7][9]. Company Developments - Keep announced its profitability on July 21, 2025, ahead of its goal to turn losses into profits, leading to a nearly 5% stock increase to 5.9 HKD [4][5]. - The company's stock has risen approximately 20% this year, driven by its commitment to AI integration [6]. - Keep's founder, Wang Ning, declared an "All in AI" strategy at the beginning of the year, which has been pivotal in its recent success [6][21]. Industry Trends - The AI sector is entering a phase of complex competition, where companies must not only excel in technology but also in understanding user needs and effective marketing strategies [9]. - The emergence of AI applications in vertical markets is seen as the next battleground for companies, moving away from general-purpose AI solutions [7][10]. AI Integration and Impact - Keep has developed a dedicated AI model, Kinetic.ai, and launched its AI coach, Kaka, which personalizes training plans based on user needs [21][22]. - The integration of AI is expected to enhance user engagement and increase the average revenue per user (ARPU) significantly, potentially by up to tenfold [29][27]. - AI's role in improving operational efficiency and reducing costs is highlighted as a key factor in Keep's recent profitability [25][26]. Future Prospects - Keep plans to expand its AI coaching services into specialized areas, such as marathon and boxing coaching, indicating a strategic move towards more personalized and professional offerings [31][32]. - The company aims to connect various aspects of fitness, including training, body metrics, and nutrition, through AI, thereby redefining its service delivery model [32].
KEEP盘中涨超9% 预计中期经调整利润扭亏为盈 AI战略得到初步验证
Zhi Tong Cai Jing· 2025-08-04 06:53
Core Viewpoint - KEEP is experiencing significant improvement in its financial performance, with a projected net loss reduction and a return to adjusted profitability, primarily driven by business restructuring and AI technology integration [1][2] Financial Performance - KEEP expects a net loss of approximately 36 million RMB for the first half of 2025, a substantial decrease from a net loss of 163 million RMB in the same period of 2024 [1] - The adjusted net profit is projected to be around 10 million RMB, compared to an adjusted net loss of 161 million RMB in 2024 [1] Business Strategy and AI Integration - In February 2025, KEEP announced its "All in AI" strategy, marking a significant shift towards integrating AI into its business model [2] - The company launched its first dedicated model in the sports health vertical, Kinetic.ai, in March, followed by the introduction of a general AI coach named Kaka [2] - The new version of the AI coach released in May includes multi-modal capabilities, offering users intelligent workout plans, training guidance, and dietary tracking [2] Strategic Goals - KEEP set a target to return to profitability in 2025, and the recent half-year profit marks a critical validation of its AI strategy [2] - The achievement of this interim profitability indicates a successful transition from an internet-based model to an AI-driven agent model, showcasing the potential of AI to reshape its business operations [2]
Keep聚焦AI战略半年即盈利,核心业务模型被重构
Xin Lang Zheng Quan· 2025-07-22 02:37
Core Viewpoint - Keep's recent earnings announcement indicates a significant improvement in profitability, with a loss of approximately RMB 36 million for the first half of 2025, a 78% reduction from RMB 163 million in the same period last year, and an adjusted net profit of about RMB 10 million, signaling a successful strategic pivot towards AI [1][2]. Group 1: Financial Performance - The company's core financial indicators show accelerated recovery, with improved gross margins and significantly reduced losses despite a challenging strategic transition [2]. - The positive financial results are attributed to a focus on optimizing business structure and revenue quality, leading to increased gross margins and enhanced operational efficiency through AI technology [2][3]. Group 2: AI Technology Integration - Keep launched Kinetic.ai, a specialized AI model for the sports and health sector, trained on data from 400 million users, which customizes workout plans for users [3]. - The introduction of the AI coach Kaka enhances user experience by providing personalized training plans and multi-modal capabilities, including voice control and image recognition [3][4]. - Keep's hardware products, such as the Keep Watch Pilot 1, serve as essential infrastructure for user retention and data accumulation, evolving from mere revenue supplements to core components of the business model [4][5]. Group 3: Market Position and Future Outlook - The market has mixed reactions to Keep's AI strategy, with some concerns about profitability and competition, while others see potential in the intelligent restructuring of the sports health industry [6]. - Institutions like Guosen Securities and Huatai Securities express optimism about Keep's future, recognizing the shift from a simple tool-based app to an AI application as a significant valuation change [6][7]. - The national health policy aimed at improving weight management awareness and skills by 2026 creates a larger potential user base for Keep's AI health management services, transitioning from optional to essential consumption [7][8]. Group 4: Revenue Model Transformation - The traditional fitness industry's bottleneck of scarce professional trainers is being addressed by Keep's AI-generated content, which now constitutes nearly 15% of its course offerings [8]. - The AI Coach redefines the revenue model from "content commodification" to "service experience," enhancing user engagement and payment motivation [8][9]. - The integration of AI allows for a dynamic service loop that simulates the emotional support of in-person trainers, potentially increasing the average revenue per user (ARPU) significantly [9][10]. Group 5: Conclusion - The combination of policy-driven demand and AI-enhanced personalized services is expected to catalyze unprecedented growth in the fitness industry, positioning Keep for a potential market explosion [10].
Keep发布2024年年报:全面布局AI,逐步释放积极效益并目标2025年扭亏
IPO早知道· 2025-03-28 12:38
各业务均衡健康发展。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 财报显示, 2 024 年 Keep实现营收20.66亿元 (人民币, 下同) —— Keep营收来源主要分为 三大板块:自有品牌运动产品、线上会员及付费内容与广告及其他。 2 024 年, Keep自有品牌运 动产品营收9.54亿元,较 2 023年同期增长0.8%,其中,运动装备和运动服装实现了16.0%的同 比增长;线上会员及付费内容业务实现营收9.18亿元;广告及其他业务实现营收1.94亿元。 值得指出的是, 2 024年Keep自有品牌健身产品实现毛利3.02亿元,大幅增长15.3%,毛利率从 2 023年的27.7%大幅提升至31.7%。 而整体毛利率则从 2 023 年的 45.0%提升至46.7% 。 2024年,Keep经调整净亏损(非国际财务报告准则计量)为4.69亿元,亏损扩大主要原因是,为 夯实长期竞争力,公司持续投入资源于新的战略业务及技术革新计划,导致相关费用有所增加。 同时财报指出, 这些战略预计将从 2025年起逐步释放积极效益,公司计划通过技术赋能(包括人工 智能技 ...