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南向資金持股比例提升,多家證券機構給予Keep“增持”評級,預測2025年盈利

據股票社區富途App數據監測,Keep(03650)自12月4日正式調入港股通以來,便頻獲南向資金增持。近5個交易日,南向資金增持Keep(3650.HK)38.36萬股,累計資金淨流入530萬港元。截至目前,南向資金持股比例超0.18%。

作為最大的線上健身平台,Keep憑藉優質的健身內容、智能硬件、運動裝備、線下健身房等產品覆蓋用户“吃穿用練”週期,鏈接軟硬件、打通線上線下,形成了“線上內容+消費品”的獨特商業模式。

12月1日,上交所發佈港股通標的名單調整公吿,上市不到5個月的Keep(3650.HK)正式被納入“港股通”候選股票。作為行業稀缺的投資標的,Keep被納入港股通後持續獲得南下資金增持。

基於對Keep公司成長性,多家證券公司國泰君安、國信證券、德邦證券發佈研報,深入探討Keep的商業模式與成長空間,基於Keep在品牌、內容與產品等方面的競爭優勢,並對未來盈利能力與盈利空間的看好,給予“增持”評級。國信證券、方證證券預測Keep將於2025年實現盈利。

全民健身浪潮下,國內健身產業有着巨大的市場機會。2022年國內線上健身行業規模4860億元,複合增速19%,健身人羣滲透率相比歐美仍有較大空間。作為國內最大的線上健身平台,Keep佔了國內25%的月活量。

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