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港股异动 | Keep(03650)尾盘涨近14% 公司减亏趋势向好 今年消费品业务有望改善

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Keep(03650)尾盘涨近14%,截至发稿,涨12.07%,报4.55港元,成交额7040.99万港元。

国信证券指出,2023年Keep付费渗透率、月活用户平均收入均有明显增长,在良好成本及费用管控下,减亏趋势向好。2023年公司开始拓展户外装备品类和课程内容,在户外行业热潮下,有望带动消费品收入及毛利率提升。

德邦证券则指出,Keep作为全国最大的线上健身平台,在内容获客及会员变现方面优势逐渐凸显,当前会员渗透率达到10.7%,预计在优质内容完善、户外场景拓展、AI赋能下,会员留存与转化有望进一步提升。而在消费品变现方面,公司已逐步搭建其智能健身设备及配套产品矩阵,随消费情绪回流线上,有望带动24年消费品业务取得改善。

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