港股异动 | KEEP(03650)涨超6% 联合顺丰同城推骑士健康运动计划 机构看好AI贡献业绩增量

智通财经
Sep 16, 2025

智通财经APP获悉,KEEP(03650)早盘涨超6%,截至发稿,涨5%,报6.09港元,成交额389.75万港元。

消息面上,日前,Keep与顺丰同城达成战略合作,合作涵盖线上、线下及骑士节等多个模块。线上方面,Keep为骑手开通团队版服务“顺丰同城骑士运动圈”,据预测,顺丰同城骑士带来的运动日活可达3万人规模。线下方面,顺丰同城每年将举办8场线下活动,将以Keep奖牌作为活动激励。另值得关注的是,据此前公开信息,2025年Keep计划将对App 8.0版本再一次升级迭代,将上线全新 9.0 AI版本,在大模型的推动下,全力打造智能时代下的 AI Agent。同时,Kinetic.ai为Keep 研发的运动健康垂类专属模型,为行业首发。

今年上半年,Keep经调利润实现扭亏为盈,AI教练进展顺利。方正证券发布跟踪报告称,Keep后续收入端有望止跌回暖,利润持续改善。“维持推荐评级”。报告指出,Keep下半年有望重回增长态势,后续AI释放增量下有望贡献弹性。鉴于公司上半年主动战略收缩低效业务,但下半年随着 AI功能及服装产品线逐步完善,公司将配合重新做合理的费用投放,预计收入将重回增长态势,同时经调净利率有望继续改善至5%以上水平。

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