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Keep(3650.HK)大升超11%!賈玲新片掀全民運動熱潮健身賽道受追捧
格隆匯 02-19 12:44

港股“賈玲概念股”Keep(3650.HK)半日手中拿過11.48%報5.73港元,成交6563萬港元。

近日,體育元素濃烈的電影《熱辣滾燙》領跑春節檔,截至2月18日,已斬獲超28億票房。該影片一上映,減肥100斤的賈玲成了熱搜常客,“賈玲瘦了100斤”“賈玲聲音都變了”“賈玲這一年真的好餓好累”各種話題熱度不斷,影片引發熱議的同時,也為健身行業添了一把火。拳擊、運動健身、強壯等關鍵詞頻頻被討論,同時不少拳館表示諮詢的用户明顯增多。

近年來,健身已經成為了一種全民青睞的生活方式,健身行業也在逐漸恢復元氣。根據Keep發佈的《2023國民健身趨勢趣讀》,2023年規律健身人羣平均每週健身2.47天,平均每天健身43.5分鐘。《熱辣滾燙》的熱映,讓健身行業在2024年開年迎來一波短期增長,為行業帶來了全新利好。

根據國泰君安證券研報,中國健身市場將在未來五年保持快速增長,2022-27 年的 CAGR 將達 17.2%,規模從2022年的9419億元增長至2027年的2.08 萬億元。

行業的快速增長,也讓頭部玩家大放異彩。

日前,Keep公佈了股份回購計劃,表示將根據授權協議,依市場條件使用最多1600萬港元,不定時在公開市場上進行股票回購。回購計劃一經發布,就引發了市場巨大關注,當日盤中升幅超過15%。

作為頭部運動科技公司,Keep通過打通線上線下健身場景,鏈接軟硬件,強化競爭護城河,佔據了國內線上健身四分之一的月活,形成了獨特的商業模式,其業務涵蓋客户整個健身週期,發揮出強大的協同效應。

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