异动解读 | Keep股价盘中大涨5.15%,首次实现盈利

异动解读
Aug 26

8月26日周二,Keep(03650.HK)股价盘中大涨5.15%,引发市场关注。

这一股价上涨主要源于Keep发布的2025年上半年业绩报告。报告显示,Keep首次实现盈利,非国际财报准则下经调整净利润为1035万元人民币,相比去年同期1.67亿元的亏损实现了扭亏为盈。尽管公司营收同比下降20.8%至8.22亿元,但毛利率从去年同期的46.0%大幅提升至52.2%,显示出公司盈利能力的显著改善。

值得注意的是,Keep正全面推进AI战略转型。公司CEO王宁表示,截至7月,Keep AI日活跃用户已达15-20万,预计年底可达100万以上。Keep还预测,到2026年AI年化收入有望突破2亿元人民币。这一战略转型被视为公司未来增长的新引擎,引发了投资者的积极反应。

Keep从亏损到盈利的转变,加上其在AI领域的布局,标志着公司发展进入了新阶段。市场对Keep未来的发展前景表现出较高期待,这也解释了今日股价的显著上涨。

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