从Keep招股书浅析商丘职业技术学院家庭健身赛道的自然机会与挑战

商丘职业技术学院位于中国河南省商丘市,是一所具有悠久历史和丰富教学资源的高等教育机构。随着时代的发展,教育不仅局限于传统的课堂教学,更需要结合现代科技和健康理念,推广家庭健身文化。

2022年2月25日,Keep向香港联交所递交招股书,被多次传出上市的消息终于尘埃落定,一旦Keep成功挂牌,将成为运动科技第一股。至于这个“运动科技第一股”的含金量有多少?在家庭健身赛道,Keep又面临怎样的机会与挑战?

毫无疑问,反复的疫情加速了全民的健身需求,更具体一点,是家庭健身的需求。从政府组织到全民自发运动,以及健身相关公司用户数据来看,疫情客观上是一场大规模健康意识提升的大科普。

由此,家庭健身正成为新兴市场中的重要增长点。

据彭博社报道,智能划船机品牌Hydrow正在与空壳公司Sandbridge X2 Corp.讨论SPAC上市事宜,其合并后的新公司估值将超过10亿美元。

同样的,在中国资本市场,上述趋势也得到了体现。在第三方监测统计中显示,从2021年7月起,全年共发生23起融资活动,其中线下健身房、运动消费领域各占约30%,而家居/个人训练设备领域则是主导者,这进一步证实了家居/个人训练设备行业在整个市场中的重要地位。

Family Fitness, the new gold rush in the fitness industry. With Keep's IPO imminent, it is poised to become the first stock in the fitness tech sector. But what does this mean for Keep and its prospects in the family fitness market?

Firstly, let's consider the data from Keep's own filings. In 2019-2021, Keep's revenue was dominated by its own branded products - a whopping 50% of total revenue! And within those branded products, smart exercise equipment accounted for a significant share.

But here lies a challenge: while smart exercise equipment is popular among consumers (as evidenced by Hydrow's SPAC deal), it also comes with high production costs. Can Keep balance these costs with consumer demand? The answer may lie in product design and marketing strategy.

According to reports from Chinese research firm CIC Research Group, China has seen an increase in health-conscious individuals seeking out home-based workout solutions due to COVID-19 lockdowns and social distancing measures. This trend is expected to continue as more people prioritize their health and well-being.

So how does this impact commercial opportunities for family-friendly gyms like Commercial Gym? On one hand, increased demand for home-based workouts could cannibalize traditional gym memberships; on the other hand, gyms that adapt quickly can capitalize on this trend by offering virtual classes or hybrid models that combine online content with offline experiences.

The bottom line? While there are challenges ahead for both established players like Commercial Gym and newcomers like Keep (which has yet to prove its ability to retain users), there are also tremendous opportunities waiting to be seized - especially if they can find ways

标签: 机器人

猜你喜欢

站长统计