UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 6-K

 

REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934

 

For the month of September 2026

 

 

 

Commission File Number: 001-38649

 

 

 

Viomi Technology Co., Ltd

 

No. 7 Licun Industrial Avenue, Lunjiao Subdistrict, Shunde District

Foshan, Guangdong, 528308

People’s Republic of China
(Address of principal executive offices)

 

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

 

Form 20-F ☒   Form 40-F ☐

 

 

 

 

 

 

Incorporation by Reference

This current report on Form 6-K is hereby incorporated by reference in the registration statement of Viomi Technology Co., Ltd on Form F-3 (No. 333-297335) and Form S-8 (No. 333-230431), to the extent not superseded by documents or reports subsequently filed or furnished.

 

 

 

 

Exhibit Index

 

Exhibit 99.1 —Unaudited Condensed Consolidated Financial Statements of Viomi Technology Co., Ltd
101.INS —Inline XBRL Instance Document—this instance document does not appear in the Interactive Data File because its XBRL tags embedded within the Inline XBRL document
101.SCH —Inline XBRL Taxonomy Extension Schema Document
101.CAL —Inline XBRL Taxonomy Extension Calculation Linkbase Document
101.DEF —Inline XBRL Taxonomy Extension Definition Linkbase Document
101.LAB —Inline XBRL Taxonomy Extension Label Linkbase Document
101.PRE —Inline XBRL Taxonomy Extension Presentation Linkbase Document
104 —Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

 

VIOMI TECHNOLOGY CO., LTD

 

  By:

/s/ Xiaoping Chen

  Name: Xiaoping Chen
  Title: Chief Executive Officer

 

Date: September 30, 2026

 

 

 

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Exhibit 99.1

 

VIOMI TECHNOLOGY CO., LTD

INDEX TO THE UNAUDITED CONDENSED

CONSOLIDATED FINANCIAL STATEMENTS

 

  Page
Unaudited Condensed Consolidated Financial Statements:  
   
Unaudited Condensed Consolidated Balance Sheets as of December 31, 2025 and June 30, 2026 F-2
   
Unaudited Condensed Consolidated Statements of Comprehensive Income (Loss) for the Six months Ended June 30, 2025 and 2026 F-3
   
Unaudited Condensed Consolidated Statements of Changes in Shareholders’ Equity for the Six months Ended June 30, 2025 and 2026 F-4
   
Unaudited Condensed Consolidated Statements of Cash Flows for the Six months Ended June 30, 2025 and 2026 F-5
   
Notes to the Unaudited Condensed Consolidated Financial Statements F-6

 

F-1

 

VIOMI TECHNOLOGY CO., LTD

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

   2025   2026   2026 
   As of December 31,   As of June 30, 
   2025   2026   2026 
   RMB   RMB   US$ 
           (Note2(e)) 
ASSETS               
Current assets:               
Cash and cash equivalents  806,599   603,790   88,988 
Restricted cash   164,431    153,338    22,599 
Short-term deposits   257,950    279,247    41,156 
Short-term investments   82,598    120,805    17,804 
Accounts and notes receivable from third parties (net of allowance of RMB6,750 and RMB5,334 as of December 31, 2025 and June 30, 2026, respectively)   24,535    27,015    3,982 
Accounts receivable from related parties (net of allowance of nil as of December 31, 2025 and June 30, 2026)   340,173    389,918    57,467 
Other receivables from related parties (net of allowance of nil as of December 31, 2025 and June 30, 2026)   200    537    79 
Inventories, net   126,879    116,355    17,149 
Prepaid expenses and other current assets   157,096    99,361    14,644 
Total current assets   1,960,461    1,790,366    263,868 
                
Non-current assets:               
Prepaid expenses and other non-current assets   19,055    14,893    2,195 
Property, plant and equipment, net   305,432    311,399    45,895 
Long-term deposits   20,101    20,260    2,986 
Deferred tax assets   8,415    21,737    3,204 
Intangible assets, net   6,255    5,631    830 
Right-of-use assets, net   1,646    653    96 
Land use rights, net   56,631    55,995    8,253 
Long-term investment   12,952    36,302    5,350 
Total non-current assets   430,487    466,870    68,809 
                
TOTAL ASSETS  2,390,948   2,257,236   332,677 
                
Liabilities and shareholders’ equity               
Current liabilities:               
Accounts and notes payable (including accounts and notes payable of the consolidated variable interest entities and their subsidiaries (“VIEs”) without recourse to the Company of RMB26 as of December 31, 2025 and June 30, 2026)  517,878   473,936   69,850 
Advances from customers   10,153    12,275    1,809 
Amount due to related parties   596    2,668    393 
Accrued expenses and other liabilities (including accrued expenses and other liabilities of the consolidated VIEs without recourse to the Company of RMB5,853 and RMB1,203 as of December 31, 2025 and June 30, 2026, respectively)   157,043    138,854    20,466 
Short-term borrowing   40,000    50,000    7,369 
Income tax payables   1,439    5,261    775 
Lease liabilities due within one year   1,310    453    67 
Long-term borrowing-current portion   25,061    24,959    3,679 
Total current liabilities   753,480    708,406    104,408 
                
Non-current liabilities:               
Accrued expenses and other liabilities–non-current portion   53,117    51,108    7,532 
Long-term borrowing   51,666    39,187    5,775 
Lease liabilities   421    237    35 
Total non-current liabilities   105,204    90,532    13,342 
                
TOTAL LIABILITIES   858,684    798,938    117,750 
                
Commitments and contingencies (Note 22)   -     -     -  
                
Shareholders’ equity               
Class A Ordinary Shares (US$0.00001 par value; 4,800,000,000 shares authorized; 99,200,641 and 95,171,125 shares issued and outstanding as of December 31, 2025 and June 30, 2026, respectively)   6    6    1 
Class B Ordinary Shares (US$0.00001 par value; 150,000,000 shares authorized; 102,764,548 and 102,674,548 shares issued and outstanding as of December 31, 2025 and June 30, 2026, respectively)   6    6    1 
Treasury stock   (103,085)   (112,527)   (16,584)
Additional paid-in capital   1,414,499    1,421,133    209,449 
Retained earnings   226,317    169,764    25,020 
Accumulated other comprehensive loss   (11,080)   (25,204)   (3,715)
Total equity attributable to shareholders of the Company   1,526,663    1,453,178    214,172 
Non-controlling interests   5,601    5,120    755 
Total shareholders’ equity   1,532,264    1,458,298    214,927 
                
Total liabilities and shareholders’ equity  2,390,948   2,257,236   332,677 

 

The accompanying notes are an integral part of these unaudited condensed consolidated financial statements.

 

F-2

 

VIOMI TECHNOLOGY CO., LTD

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS)

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

   2025   2026   2026 
   Six Months Ended June 30, 
   2025   2026   2026 
   RMB   RMB   US$ 
           (Note2(e)) 
Net revenues:               
Related parties  1,360,966   666,138  98,177 
Third parties   116,653    73,858    10,885 
Total net revenues   1,477,619    739,996    109,062 
Cost of revenues   (1,086,467)   (562,316)   (82,875)
Gross profit   391,152    177,680    26,187 
                
Operating expenses               
Research and development expenses   (89,313)   (96,059)   (14,157)
Selling and marketing expenses   (129,034)   (109,556)   (16,147)
General and administrative expenses   (63,029)   (41,401)   (6,102)
Total operating expenses   (281,376)   (247,016)   (36,406)
                
Other income, net   9,071    18,604    2,742 
Income (loss) from operations   118,847    (50,732)   (7,477)
                
Interest and investment income, net   18,687    14,479    2,134 
Income (loss) before income tax expenses   137,534    (36,253)   (5,343)
                
Income tax (expenses) benefit   (17,006)   9,486    1,398 
                
Net income (loss) from operations   120,528    (26,767)   (3,945)
                
Net income(loss)   120,528    (26,767)   (3,945)
 Less: Net income (loss) attributable to the non-controlling interest shareholders   133    (481)   (71)
Net income (loss) attributable to ordinary shareholders of the Company   120,395    (26,286)   (3,874)
                
Other comprehensive loss, net of tax:               
 Foreign currency translation adjustment   (3,875)   (14,124)   (2,082)
Total comprehensive income (loss) attributable to ordinary shareholders of the Company  116,520   (40,410)  (5,956)
                
Net income (loss) per share attributable to ordinary shareholders of the Company               
-Basic   0.59    (0.13)   (0.02)
-Diluted   0.58    (0.13)   (0.02)
                
Weighted average number of ordinary shares used in calculating net income (loss) per share               
-Basic   203,856,436    201,065,185    201,065,185 
-Diluted   205,865,093    201,065,185    201,065,185 

 

The accompanying notes are an integral part of these unaudited condensed consolidated financial statements.

 

F-3

 

VIOMI TECHNOLOGY CO., LTD

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS’ EQUITY

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

   Shares   Amount   Shares   Amount   Capital   Shares   Amount   Earnings   Loss   Company   Interest   Equity 
                                       Total Equity         
                                     Attributable         
   Class A ordinary shares   Class B ordinary shares  

Additional

 Paid-in

   Treasury stock   Retained  

Accumulated

Other Comprehensive

Income

  

to

Shareholders of the

  

Non-

Controlling

  

Total

Shareholders’

 
   Shares   Amount   Shares   Amount   Capital   Shares   Amount   Earnings   (Loss)   Company   Interest   Equity 
       RMB       RMB   RMB       RMB   RMB   RMB   RMB   RMB   RMB 
Balance as of January 1, 2025   101,059,544    6    102,764,550    6    1,374,451    12,626,052    (85,426)   153,125    2,279    1,444,441    5,316    1,449,757 
Net income attributable to the Company and non-controlling interest shareholders   -    -    -    -    -    -    -    120,395    -    120,395    133    120,528 
Purchase of equity interests from non-controlling interests   -    -    -    -    (821)   -    -    (6,908)   -    (7,729)   -    (7,729)
Share-based compensation related to 2015 and 2018 Share Incentive Plan   -    -    -    -    7,160    -    -    -    -    7,160    -    7,160 
Issuance of ordinary shares for exercised share options   45,426    -    -    -    164    -    -    -    -    164    -    164 
Foreign currency translation loss   -    -    -    -    -    -    -    -    (3,875)   (3,875)   -    (3,875)
Balance as of June 30, 2025   101,104,970    6    102,764,550    6    1,380,954    12,626,052    (85,426)   266,612    (1,596)   1,560,556    5,449    1,566,005 
                                                             
Balance as of January 1, 2026   99,200,641    6    102,764,548    6    1,414,499    15,703,314    (103,085)   226,317    (11,080)   1,526,663    5,601    1,532,264 
Net loss attributable to the Company and non-controlling interest shareholders   -    -    -    -    -    -    -    (26,286)   -    (26,286)   (481)   (26,767)
Share-based compensation related to 2015 and 2018 Share Incentive Plan   -    -    -    -    6,568    -    -    -    -    6,568    -    6,568 
Foreign currency translation adjustment   -    -    -    -    -    -    -    -    (14,124)   (14,124)   -    (14,124)
Issuance of ordinary shares for exercised share options   82,998    -    -    -    63    -    -    -    -    63    -    63 
Repurchase of ordinary shares   (4,202,514)   -    -    -    -    4,202,514    (9,442)   -    -    (9,442)   -    (9,442)
Appropriation to statutory reserves   -    -    -    -    3    -    -    (3)   -    -    -    - 
Dividends declared   -    -    -    -    -    -    -    (30,264)   -    (30,264)   -    (30,264)
Class B Ordinary Shares converted to Class A Ordinary Shares   90,000    -    (90,000)   -    -    -    -    -    -    -    -    - 
Balance as of June 30, 2026   95,171,125    6    102,674,548    6    1,421,133    19,905,828    (112,527)   169,764    (25,204)   1,453,178    5,120    1,458,298 

 

The accompanying notes are an integral part of these unaudited condensed consolidated financial statements.

 

F-4

 

VIOMI TECHNOLOGY CO., LTD

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

   RMB   RMB   US$ 
   Six Months Ended June 30, 
   2025   2026   2026 
   RMB   RMB   US$ 
           (Note 2(e)) 
Net cash provided by (used in) operating activities   227,478    (47,137)   (6,948)
                
Cash flows from investing activities               
Purchase of equipment   (12,673)   (25,099)   (3,699)
Purchase of lease hold improvement   -    (625)   (92)
Purchase of intangible assets   (141)   (85)   (13)
Purchase of short-term investments   (37,614)   (273,949)   (40,375)
Maturity of short-term investments   2,043    223,671    32,965 
Disposal of property and equipment   20    -    - 
Placement of long-term investments   -    (8,000)   (1,179)
Placement of long-term deposits   -    (22,156)   (3,265)
Maturities of long-term deposits   -    21,813    3,215 
Placement of short-term deposits   (598,688)   (779,848)   (114,935)
Maturities of short-term deposits   336,454    751,361    110,737 
Net cash used in investing activities   (310,599)   (112,917)   (16,641)
                
Cash flows from financing activities               
Proceeds from exercise of vested share options   164    -    - 
Receipt of borrowing   41,118    50,000    7,369 
Repayment of borrowing   (64,817)   (52,581)   (7,749)
Dividend Paid   -    (30,264)   (4,460)
Purchase of non-controlling interests   (7,729)   -    - 
Repurchase of ordinary shares   -    (9,442)   (1,392)
Net cash used in financing activities   (31,264)   (42,287)   (6,232)
                
Effect of exchange rate changes on cash and cash equivalents   (3,338)   (11,561)   (1,704)
                
Net decrease in cash and cash equivalents and restricted cash   (117,723)   (213,902)   (31,525)
Cash and cash equivalents and restricted cash at the beginning of the period   1,167,480    971,030    143,112 
Cash and cash equivalents and restricted cash at the end of the period  1,049,757   757,128   111,587 
Including:               
Cash and cash equivalents of operations at the end of the period   709,217    603,790    88,988 
Restricted cash of operations at the end of the period   340,540    153,338    22,599 
Supplemental disclosures of cash flow information:               
Acquisition of equipment in form of other payable   -    2,572    379 
Decrease in a right-of-use asset due to remeasurement of lease terms   -    163    24 

 

The accompanying notes are an integral part of these unaudited condensed consolidated financial statements.

 

F-5

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

1.ORGANIZATION AND PRINCIPAL ACTIVITIES

 

(a)Principal activities

 

Viomi Technology Co., Ltd (the “Company”) is a holding company incorporated under the Laws of the Cayman Islands in January 2015. The Company, through its consolidated subsidiaries and “VIEs” (collectively referred to as the “Group”) is primarily engaged in the operation of developing and selling Home water solution businesses products in the People’s Republic of China (the “PRC”).

 

As of June 30, 2026, details of the Company’s principal subsidiaries and VIEs were as follows:

 

  

Place of

incorporation

 

Date of

incorporation

 

Percentage

of beneficial

ownership

   Principal activities
Subsidiaries:              
Viomi HK  Hong Kong  January 30, 2015   100%  Investment holding
Lequan  PRC  May 05, 2015   100%  Investment holding
Codream HK  Hong Kong  August 20, 2019   100%  Investment holding
Yunmi Hulian  PRC  December 9, 2019   100%  Investment holding
Zhumeng Hulian  PRC  October 14, 2020   100%  Investment holding
Guangdong Lizi  PRC  July 26, 2018   100%  Home appliance development and sales
VIEs:              
Guangdong Interconnect  PRC  December 7, 2020   100%  Internet information services
Beijing Viomi  PRC  January 12, 2015   100%  No substantial business

 

(b)VIE Arrangements between the VIEs and the Company’s PRC subsidiaries

 

The Company, through Lequan or Zhumeng Hulian, entered into a series of contractual arrangements, including: (1) exclusive consultation and service agreements; (2) exclusive purchase option agreements, (3) shareholder voting proxy agreements and (4) equity pledge agreements with Beijing Viomi, Guangdong Interconnect and their shareholders, respectively. These arrangements enable Lequan or Zhumeng Hulian through their PRC subsidiaries to (1) have power to direct the activities that most significantly affects the economic performance of the VIEs, through the exercise of the shareholders’ rights under the shareholder voting proxy agreement as the shareholders’ meetings of the VIEs appoint the board of directors of the VIEs, and (2) receive the economic benefits of the VIEs that could be significant to the VIEs through the exclusive consultation and service agreement. Accordingly, Lequan or Zhumeng Hulian are considered the primary beneficiaries of the respective VIEs and have consolidated the VIEs’ financial results of operations, assets and liabilities in the Company’s consolidated financial statements.

 

In making the conclusion that Lequan or Zhumeng Hulian are the primary beneficiaries of the VIEs, the Company believes Lequan or Zhumeng Hulian’s rights under the terms of the option agreement provide them with a substantive kick-out right. As advised by the Company’s PRC legal counsel, the Company believes the terms of the option agreement are valid, binding and enforceable under PRC laws and regulations currently in effect. The Company also believes that the consideration which is the minimum amount permitted by the applicable PRC law to exercise the option does not represent a financial barrier or disincentive for Lequan or Zhumeng Hulian to currently exercise their rights under the exclusive option agreement.

 

A simple majority vote of Lequan or Zhumeng Hulian’s board of directors is required to pass a resolution to exercise their rights under the option agreement. Lequan or Zhumeng Hulian’s rights under the option agreement give them the power to control the shareholders of Beijing Viomi and Guangdong Interconnect In addition, Lequan or Zhumeng Hulian’s rights under the shareholder voting proxy agreement also reinforce their abilities to direct the activities that most significantly impact the VIEs’ economic performance. The Company also believes that this ability to exercise control ensures that the VIEs will continue to execute consultation and service agreements and also ensures that consultation and service agreements will be executed and renewed indefinitely unless a written agreement is signed by all parties to terminate it or a mandatory termination is requested by PRC laws or regulations. Lequan and Zhumeng Hulian have the rights to receive substantially all of the economic benefits from the VIEs.

 

On March 20, 2026, the exclusive consultation and service agreements and equity pledge agreements between Lequan, Beijing Viomi and each of the shareholders of Beijing Viomi was subsequently amended and restated, and the terms were substantially similar to the exclusive consultation and service agreements described before. Other than the amendments described above, there have been no material changes to the contractual arrangements with the VIEs, the Company’s determination of the primary beneficiary of the VIEs, or the related risks since December 31, 2025.

 

The Company believes that the contractual arrangements among its subsidiaries, their VIEs and their respective shareholders are in compliance with PRC laws and regulations and are legally enforceable. However, uncertainties in the PRC legal system could limit Lequan and Zhumeng Hulian’s ability to enforce the contractual arrangements. If the legal structure and contractual arrangements were found to be in violation of PRC laws and regulations, the PRC government could could take various regulatory or enforcement actions that could adversely affect the Company’s business and its ability to consolidate the VIEs.

 

F-6

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

1.ORGANIZATION AND PRINCIPAL ACTIVITIES (Continued)

 

(b) VIE Arrangements between the VIEs and the Company’s PRC subsidiaries (Continued)

 

The following table sets forth the assets, liabilities, results of operations and cash flows of the VIEs and its subsidiaries taken as a whole on an aggregated basis, which were included in the Group’s unaudited condensed consolidated financial statements. For purposes of this presentation, activity within and between the VIEs and their subsidiaries have been eliminated, but transactions with other entities within the Consolidated Group have been included without elimination.

 

  

As of

December 31,

  

As of

June 30,

 
   2025   2026 
   RMB   RMB 
        (unaudited) 
Cash and cash equivalents   334,198    890 
Accounts receivable from third parties (net of allowance of nil as of December 31, 2025 and June 30, 2026)   -    35 
Accounts receivable from related parties   -    61 
Amounts due from Group companies   173,911    509,951 
Inventories   68    - 
Other assets   5,163    828 
Total assets   513,340    511,765 
Accounts and notes payable   26    26 
Amounts due to Group companies   94    94 
Accrued expenses and other liabilities   5,853    1,203 
Other liabilities   1,305    4,618 
Total liabilities   7,278    5,941 

 

   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Revenue from Group companies (1)   -    1,602 
Revenue from a related party and third parties   -    18 
           
Cost from a related party and third parties   (40)   (1,785)
           
Net loss   (400)   (237)

 

(1)Inter-company revenues between VIEs and other subsidiaries

 

VIEs sell certain products and provide marketing services to other subsidiaries. For the six months ended June 30, 2025 and 2026, the inter-company sales recognized by VIEs to Primary beneficiaries of VIEs and their subsidiaries for the six months ended June 30, 2025 and 2026 are nil and RMB1,602, respectively.

 

F-7

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

2.SIGNIFICANT ACCOUNTING POLICIES

 

(a)Basis of presentation

 

The unaudited condensed consolidated financial statements of the Group have been prepared in accordance with accounting principles generally accepted in the United States of America (“U.S. GAAP”) for interim financial information, and with the rules and regulations of the SEC. Accordingly, they do not include all of the information and footnotes required by U.S. GAAP for complete financial statements. In the opinion of the Group, the accompanying unaudited condensed financial statements contain all adjustments, consisting of only normal recurring adjustments, necessary for a fair statement of its financial position as of June 30, 2026, and its results of operations for the six months ended June 30, 2025 and 2026, and cash flows for the six months ended June 30, 2025 and 2026. The condensed balance sheet as of December 31, 2025, was derived from audited annual financial statements. The accompanying unaudited condensed consolidated financial statements should be read in conjunction with audited consolidated financial statements and accompanying notes in the Company’s Annual Report on Form 20-F for the fiscal year ended December 31, 2025. The consolidated results of operations for any interim period are not necessarily indicative of the results to be expected for the full year or for any other future years or interim periods.

 

(b)Consolidation

 

The Group’s unaudited condensed consolidated financial statements include the financial statements of the Company, its subsidiaries and VIEs for which the Company or its subsidiaries are the primary beneficiaries. All transactions and balances among the Company, its subsidiaries and VIEs have been eliminated upon consolidation.

 

(c)Use of estimates

 

The preparation of unaudited condensed consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the amounts reported and disclosed in the unaudited condensed consolidated financial statements and accompanying notes. Significant accounting estimates reflected in the Group’s unaudited condensed consolidated financial statements include sales returns, inventory valuation, product warranties, variable consideration, share-based compensation, allowance for credit losses, and the valuation allowance for deferred tax assets. Actual results could differ from those estimates, and such differences may be material to the unaudited condensed consolidated financial statements.

 

(d)Foreign currency translation

 

The Group uses Renminbi (“RMB”) as its reporting currency. The functional currency of the Company and its subsidiaries incorporated in Hong Kong and British Virgin Islands are United States dollar (“US$”), while the functional currency of the Group’s entities in the PRC is RMB, which is their respective local currency. In the unaudited condensed consolidated financial statements, the financial information of the Company and its subsidiaries in Hong Kong and British Virgin Islands, which use US$ as their functional currency, have been translated into RMB. Assets and liabilities are translated at the exchange rates on the balance sheet date, equity amounts are translated at historical exchange rates, and revenues, expenses, and incomes are translated using the average exchange rate for the period. Translation adjustments arising from these are reported as foreign currency translation adjustments and are shown as a component of other comprehensive loss in the statements of comprehensive income (loss).

 

Foreign currency transactions denominated in currencies other than functional currency are translated into the functional currency using the exchange rates prevailing at the dates of the transactions. Monetary assets and liabilities denominated in foreign currencies at the balance sheet date are remeasured at the applicable rates of exchange in effect at that date. Foreign exchange gains and losses resulting from the settlement of such transactions and from remeasurement at year-end are recognized in Foreign currency translation adjustment in the unaudited condensed consolidated statements of comprehensive income (loss).

 

F-8

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

2.SIGNIFICANT ACCOUNTING POLICIES (Continued)

 

(e)Convenience translation

 

Translations of balances in the unaudited condensed consolidated balance sheets, unaudited condensed consolidated statements of comprehensive income (loss) and unaudited condensed consolidated statements of cash flows from RMB into US$ as of and for the six months ended June 30, 2026 are solely for the convenience of the reader and were calculated at the noon buying rate of US$1.00 = RMB6.7851 on June 30, 2026 as set forth in the H.10 statistical release of the U.S. Federal Reserve Board. No representation is made that the RMB amounts could have been, or could be, converted, realized or settled into US$ at that rate on June 30, 2026, or at any other rate.

 

(f) Accounts receivable

 

Accounts receivable are stated at the historical carrying amount net of allowance for credit losses. On January 1, 2020, the Group adopted ASC326, “Financial Instruments—Credit Losses” using modified retrospective transition approach. The Group provides an allowance against accounts receivable to the amount management reasonably believe will be collected. The Group writes off trade receivable when they are deemed uncollectible.

 

The Group maintains an allowance for credit losses which reflects its best estimate of amounts that potentially will not be collected. Accounts receivable have been grouped based on shared credit risk characteristics and days past due to estimate, taking into consideration various factors including but not limited to historical collection experience and credit-worthiness of the debtors.

 

(g) Revenue recognition

 

In May 2014, the FASB issued ASU No. 2014-09, “Revenue from Contracts with Customers (Topic 606)” (“ASU 2014-09”) and subsequently, the FASB issued several amendments which amend certain aspects of the guidance in ASC 2014-09 (ASU No. 2014-09 and the related amendments are collectively referred to as “ASC 606”). According to ASC 606, revenue is recognized when control of the promised good or service is transferred to the customers, in an amount that reflects the consideration the Group expects to be entitled to in exchange for those goods or services. The Group will enter into contracts that can include various combinations of products and services, which are generally capable of being distinct and accounted for as separate performance obligations. Revenue is recognized net of allowances for returns and any taxes collected from customers, which are subsequently remitted to governmental authorities. The Group adopted ASC 606 for all periods presented.

 

The Group’s revenue is primarily derived from (i) Home water systems, which are composed of smart water purification systems, kettles and heaters, (ii) consumable products complementary to the Group’s Home water systems, such as water purifier filters, (iii) Kitchen appliances and others. Refer to Note 14 to the unaudited condensed consolidated financial statements for disaggregation of the Group’s revenue by type of product and service for the six months ended June 30, 2025 and 2026.

 

1) The Group conducts its business through various contractual arrangements.

 

a)Sales to Xiaomi

 

The Group generated a substantial portion of its revenues from sales of products to Xiaomi.

 

Under the cooperation agreement entered into between the Group and Xiaomi, the Group is responsible for design, research, development, production, and delivery of designated products using the brand name of “Xiaomi” (“Xiaomi-branded products”). Xiaomi is responsible for commercial distributions and sales. Revenue is recognized upon acceptance by this customer, which is considered at the time the control of the products is transferred to Xiaomi.

 

For a majority of types of products sold to this customer, the selling price is a fixed amount as agreed by both parties. For other types of products sold to this customer, the sales arrangement includes two installment payments. The first installment is priced to recover the costs incurred by the Group in developing, producing, and shipping the products to this customer and is payable to the Group upon acceptance by the customer after delivery. The Group is also entitled to receive a potential variable second installment payment calculated as certain portion of the future gross profits from commercial sales made by this customer.

 

F-9

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

2. SIGNIFICANT ACCOUNTING POLICIES (Continued)

 

The second installment payment represents variable consideration because the amount of consideration to which the Group is entitled depends on future events, including the customer’s subsequent commercial sales of the relevant products and the determination of the related gross profits. Accordingly, the Group determines the transaction price as the fixed first installment payment plus the variable second installment payment to the extent that it is probable that a significant revenue reversal will not occur when settling with the customer subsequently.

 

For the six months ended June 30, 2025 and 2026, total net revenues earned from the variable second installment payment arrangement, represented 12.4% and 7.8% of total revenue from Xiaomi, respectively. These amounts consist of two components: (i) amounts determined through monthly settlements with this customer, for which the uncertainty has been resolved, and (ii) estimated second installment consideration for unsettled units as of the respective reporting dates.

 

b)Sales to third-party customers, including: sales to leading e-commerce platforms and offline stores; and sales to customers directly through the online platforms operated by Xiaomi, third parties and the Group.

 

The Group recognizes revenue for the sales to third-party customers in accordance with the applicable revenue recognition method for each of the distinct performance obligation identified. Sales of products is recognized upon acceptance by customers after delivery. Installation services revenues are recognized when the services are rendered.

 

- Sales to leading e-commerce platforms and offline experience stores

 

Pursuant to the contracts between the Group and the leading e-commerce platforms/offline experience stores (“e-commerce platforms and stores”), the e-commerce platforms and stores have legal title and physical possession of the products upon acceptance and they would bear the risk of loss due to physical damage before the products are transferred and accepted by end customers. The e-commerce platforms and stores are responsible for delivering the products to end customers and can direct the use of the products and obtain the remaining benefits from the products by reselling the products. The e-commerce platforms and stores have flexibility in determining the retail sales price within relatively broad price range set by the Group. Based on these indicators, the Group determined the e-commerce platforms and stores (as opposed to the end customers) as its customers according to ASC 606-10-55-39. The Group recognizes revenue equal to the sales price to the e-commerce platforms and stores when control of the inventory is transferred.

 

- Sales to customers directly through the online platforms operated by Xiaomi, third parties and the Group

 

Under the cooperation agreements entered between the Group and online platforms, the platforms’ responsibilities are limited to offering an online marketplace, while the Group is primarily obligated in a sales transaction and takes inventory risk and has latitude in determining prices. The platforms charged the Group commission fees at pre-determined amounts or a fixed rate based on the sales amounts. Commission fees are recognized as selling expenses. The Group determined the end customers (as opposed to the platforms) as its customers and recognizes revenue equal to the sales price to the end customers when control of the inventory is transferred.

 

- Rendering of services

 

The Group provides installation service to end customers for designated Viomi-branded products without separate charge. The installation service is considered being distinct and accounted for as a separate performance obligation. The Group expects to be entitled to a breakage amount in the contract liabilities related to installation services. The Group estimates the breakage portion based on historical customers’ requests and recognizes estimated breakage as revenue in proportion to the pattern of rights exercised by end customers on a semi-annually basis.

 

The Group allocates the arrangement consideration to the separate accounting of each distinct performance obligation based on their relative standalone selling price. The standalone selling price of the products is determined based on adjusted market assessment approach, while the standalone selling price of the installation services is determined using a cost-plus margin approach.

 

2) Sales returns and sales incentives

 

For sales to leading e-commerce platforms, the Group estimates sales returns and sales incentives as variable consideration in determining the transaction price. Based on historical information and other relevant evidence, the Group recognizes revenue only to the extent that it is probable that a significant reversal of cumulative revenue recognized will not occur. For the six months ended June 30, 2025 and 2026, the expected sales return was RMB474 and RMB789, respectively. Accordingly, the Group recognizes an expected return asset of RMB63 and RMB401 and a refund liability of RMB129 and RMB892 as of December 31, 2025 and June 30, 2026, respectively. The Group updates its estimates of expected returns and sales incentives at each reporting period. The expected return asset is presented and assessed for impairment separately from the refund liability.

 

F-10

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

2. SIGNIFICANT ACCOUNTING POLICIES (Continued)

 

Further, the Group might provide various consideration to the e-commerce platforms, such as gross margin guarantee, advertising and promotion fees, in the form of cash, or directly reducing amounts owed to the Group by the e-commerce platforms. The Group evaluates each type of incentives or fees to be paid in accordance with ASC 606 and reduces the transaction price for the sale of products by the amount of various consideration payable to the e-commerce platforms considering that the Group either does not receive any service from the e-commerce platforms or cannot elect to engage another vendor to provide similar advertising services on a standalone basis.

 

For sales through online platforms, end customers have an unconditional right to return products purchased through online platforms within 7 days. The Group bases its estimates of sales returns on historical results and recognizes revenue net of estimated sales returns and sales incentives.

 

3)Warranty

 

The Group offers product warranty pursuant to standard product quality required by consumer protection law. Such warranties are accounted for in accordance with ASC 460 Guarantees. At the time revenue is recognized, an estimate of warranty expenses is recorded and recognized as cost of revenues.

 

4)Value added taxes

 

Value added taxes (“VAT”) on sales is calculated at 13% after April 1, 2019. The Group reports revenue net of VAT. Subsidiaries and VIEs that are VAT general taxpayers are allowed to offset qualified VAT paid against their output VAT liabilities.

 

5)Contract balances

 

Key customers, including Xiaomi and third-party customers, are entitled to a credit term. The expected length of time between the products being transferred to customers and when they pay for those products is short. There is no difference between the amount of promised consideration and the cash selling price of the promised products. Therefore, the Group concludes that the contracts with these key customers generally do not include a significant financing component.

 

The Group does not have contract assets as of December 31, 2025 and June 30, 2026. Contract liabilities consist of deferred revenue related to the Group’s provision of installation services, where there is still an obligation to be fulfilled by the Group. The contract liabilities will be recognized as revenue when all of the revenue recognition criteria are met.

 

As of December 31, 2025 and June 30, 2026, deferred revenue were RMB416 and RMB3,028, respectively. During the six months ended June 30, 2025 and 2026, the Group recognized revenue of installation services amounted to RMB1,864 and RMB416, respectively, that was included in the corresponding contract liability balance at the beginning of the years. The Group expects to recognize RMB3,028 of the unearned amount for the Group’s remaining performance obligations related to installation services in the next 12 months. During the six months ended June 30, 2025 and 2026, the Group does not have any arrangement where the performance obligations have already been satisfied in the past period, but the corresponding revenue is only recognized in a later period.

 

F-11

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

2.SIGNIFICANT ACCOUNTING POLICIES (Continued)

 

(h)Current expected credit losses

 

The Group’s accounts and notes receivable and other receivables from related parties and third parties are within the scope of ASC Topic 326. The Group has identified the relevant risk characteristics of its customers and the related accounts and notes receivable and other receivables based on their credit rating. Receivables with similar risk characteristics have been grouped into pools. For each pool, the Group considers the historical credit loss experience, current economic conditions, supportable forecasts of future economic conditions, and any recoveries in assessing the lifetime expected credit losses. Other key factors that influence the expected credit loss analysis include payment terms offered in the normal course of business to customers and industry-specific factors that could impact the Group’s receivables. Additionally, macroeconomic factors are also considered. This is assessed at each period based on the Group’s specific facts and circumstances. For the six months ended June 30, 2025, and 2026, the Group recorded expected credit losses of RMB11,565 and RMB1,792, respectively in general and administrative expenses. As of December 31, 2025 and June 30, 2026, the expected credit loss provision for the accounts and notes receivable and other receivables is RMB6,750 and RMB5,334, respectively. The decrease is primarily attributable to the reversal of allowance for expected credit loss.

 

The following table summarizes the activity in the allowance for credit losses related to accounts and notes receivable and other receivables from related parties for the six months ended June 30, 2025, and 2026:

 

   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Balance at beginning of the period   10,965    6,750 
Current period provision   11,874    2,007 
Reversals   (309)   (215)
Write off   (2,083)   (3,208)
Balance at end of the period   20,447    5,334 

 

(i)Income taxes

 

Current income taxes are provided on the basis of net income for financial reporting purposes, adjusted for income and expense items which are not assessable or deductible for income tax purposes, in accordance with the regulations of the relevant tax jurisdictions. Deferred income taxes are accounted for using an asset and liability method. Under this method, deferred income taxes are recognized for the tax consequences of temporary differences by applying enacted statutory rates applicable to future years to differences between the financial statement carrying amounts and the tax bases of existing assets and liabilities. The tax base of an asset or liability is the amount attributed to that asset or liability for tax purpose. The effect on deferred taxes of a change in tax rates is recognized in the consolidated statements of comprehensive income (loss) in the period of change. A valuation allowance is provided to reduce the amount of deferred tax assets if it is considered more likely than not that some portion of, or all of the deferred tax assets will not be realized.

 

Uncertain tax positions

 

The guidance on accounting for uncertainties in income taxes prescribes a more likely than not threshold for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Guidance was also provided on the recognition of income tax assets and liabilities, classification of current and deferred income tax assets and liabilities, accounting for interest and penalties associated with tax positions, accounting for income taxes in interim periods, and income tax disclosures. Significant judgment is required in evaluating the Group’s uncertain tax positions and determining its provision for income taxes. The Group recognizes interests and penalties, if any, under accrued expenses and other current liabilities on its consolidated balance sheets and under other expenses in its consolidated statements of comprehensive income (loss). The Group did not recognize any interest and penalties associated with uncertain tax positions for the six months ended June 30, 2025 and 2026. As of December 31, 2025 and June 30, 2026, the Group did not have any significant unrecognized uncertain tax positions.

 

F-12

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

2.SIGNIFICANT ACCOUNTING POLICIES (Continued)

 

(j)Statutory reserves

 

The Company’s subsidiaries and VIEs established in the PRC are required to make appropriations to certain non-distributable reserve funds.

 

In accordance with the laws applicable to the Foreign Investment Enterprises established in the PRC, the Company’s subsidiaries registered as wholly-owned foreign enterprise have to make appropriations from their annual after-tax profits (as determined under generally accepted accounting principles in the PRC (“PRC GAAP) to reserve funds including general reserve fund, enterprise expansion fund and staff bonus and welfare fund. The appropriation to the general reserve fund must be at least 10% of the annual after-tax profits calculated in accordance with PRC GAAP. Appropriation is not required if the general reserve fund has reached 50% of the registered capital of the company. Appropriations to the enterprise expansion fund and staff bonus and welfare fund are made at the respective company’s discretion.

 

In addition, in accordance with the PRC Company Laws, the Group’s VIEs registered as Chinese domestic company must make appropriations from its annual after-tax profits as determined under the PRC GAAP to non-distributable reserve funds including statutory surplus fund and discretionary surplus fund. The appropriation to the statutory surplus fund must be 10% of the annual after-tax profits as determined under PRC GAAP. Appropriation is not required if the statutory surplus fund has reached 50% of the registered capital of the company. Appropriation to the discretionary surplus fund is made at the discretion of the company.

 

The use of the general reserve fund, enterprise expansion fund, statutory surplus fund and discretionary surplus fund are restricted to offsetting of losses or increasing of the registered capital of the respective company. The staff bonus and welfare fund are a liability in nature and is restricted to fund payments of special bonus to employees and for the collective welfare of all employees. None of these reserves are allowed to be transferred to the Company in terms of cash dividends, loans or advances, nor can they be distributed except under liquidation.

 

The appropriations to statutory reserve funds amounted to nil and RMB3 during the six months ended June 30, 2025 and 2026. Statutory reserve funds amounting to RMB39,010 and RMB39,013 were recognized in additional paid-in capital as of December 31, 2025 and June 30, 2026, respectively.

 

(k)Income (Loss) per share

 

Basic income (loss) per share is computed by dividing net income (loss) attributable to ordinary shareholders by the weighted average number of ordinary shares outstanding during the period using the two-class method. Under the two-class method, net income is allocated between ordinary shares and other participating securities based on their participating rights. Net losses are not allocated to other participating securities if based on their contractual terms they are not obligated to share the losses.

 

Diluted income (loss) per share is calculated by dividing net income (loss) attributable to ordinary shareholders, as adjusted for the effect of dilutive ordinary equivalent shares, if any, by the weighted average number of ordinary and dilutive ordinary equivalent shares outstanding during the period. Ordinary equivalent shares consist of ordinary shares issuable upon the exercise of share options using the treasury stock method. Ordinary equivalent shares are not included in the denominator of the diluted loss per share calculation when inclusion of such shares would be anti-dilutive.

 

F-13

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

2.SIGNIFICANT ACCOUNTING POLICIES (Continued)

 

(l)Recently issued accounting pronouncements

 

Recently issued accounting pronouncements adopted

 

In December 2023, the FASB issued ASU No. 2023-09, Improvements to Income Tax Disclosures (Topic 740). The ASU requires disaggregated information about a reporting entity’s effective tax rate reconciliation as well as additional information on income taxes paid. The ASU is effective on a prospective basis for annual periods beginning after December 15, 2024. Early adoption is also permitted for annual financial statements that have not yet been issued or made available for issuance. The Group adopted ASU No. 2023-09 from the annual period beginning from January 1, 2025. The adoption of this standard did not have a material impact to its unaudited condensed consolidated financial statements.

 

In July 2025, the FASB issued ASU No. 2025-05, Financial Instruments—Credit Losses (Topic 326): Measurement of Credit Losses for Accounts Receivable and Contract Assets. This ASU provides a practical expedient for all entities related to the estimation of expected credit losses for current accounts receivable and current contract assets that arise from transactions accounted for under Topic 606. The standard is effective for annual periods beginning after December 15, 2025. Early adoption of ASU 2025-05 is permitted and should be applied prospectively. The Group adopted this guidance effective January 1, 2026. The adoption of this standard did not have a material impact to its unaudited condensed consolidated financial statements.

 

Recently issued accounting pronouncements not yet adopted

 

In November 2024, the FASB issued ASU No. 2024-03, “Income Statement-Reporting Comprehensive Income-Expense Disaggregation Disclosures. This ASU requires entities to 1. disclose amounts of (a) purchase of inventory, (b) employee compensation, (c) depreciation, (d) intangible asset amortization, and, (e) depreciation, depletion, and amortization recognized as part of oil-and gas-producing activities, 2. include certain amounts that are already required to be disclosed under current Generally Accepted Accounting Principles in the same disclosures as other disaggregation requirements, 3. disclose a qualitative description of the amounts remaining in relevant expense captions that are not necessarily disaggregated quantitatively, and 4. disclose the total amount of selling expenses, in annual reporting periods, an entity’s definition of selling expense. The ASU is effective for annual reporting periods beginning after December 15, 2026 and interim reporting periods beginning after December 15, 2027. Additionally, in January 2025, the FASB issued ASU No. 2025-01 to clarify the effective date of ASU 2024-03. The standard provides guidance to expand disclosures related to the disaggregation of income statement expenses. The standard requires, in the notes to the financial statements, disclosure of specified information about certain costs and expenses which includes purchases of inventory, employee compensation, depreciation, and intangible asset amortization included in each relevant expense caption. This guidance is effective for fiscal years beginning after December 15, 2026, and interim periods within annual reporting periods beginning after December 15, 2027, on a retrospective or prospective basis, with early adoption permitted. The Group plans to adopt this guidance effective January 1, 2027 and the Group is currently evaluating the impact of adopting this ASU on its unaudited condensed consolidated financial statements.

 

In November 2025, the FASB issued ASU 2025-08, Financial Instruments—Credit Losses (Topic 326): Purchased Loans (ASU 2025-08). The amendments expand the population of acquired loans subject to the gross-up approach, treating non-credit-deteriorated loans (excluding credit cards) as “seasoned” if purchased at least 90 days after origination or acquired in a business combination. ASU 2025-08 is effective for annual reporting periods beginning after December 15, 2026 and interim reporting periods within those annual reporting periods, and the Group is currently evaluating the impact of adopting this ASU on its unaudited condensed consolidated financial statements.

 

In December 2025, the FASB issued ASU 2025-10, Government Grants (Topic 832): Accounting for Government Grants Received by Business Entities (ASU 2025-10), introducing U.S. GAAP guidance on the accounting for government grants for business entities. The new standard closely aligns with International Accounting Standard (IAS) 20, Accounting for Government Grants and Disclosure of Government Assistance, covering monetary and tangible nonmonetary assets received from governments while excluding exchange transactions. ASU 2025-10 is effective for annual periods beginning after December 15, 2028 (including interim periods within) and one year later for all other entities, with early adoption permitted. The Group is currently evaluating the impact of adopting this ASU on its unaudited condensed consolidated financial statements.

 

Recently issued ASUs by the FASB, except for the ones mentioned above, are not expected to have a significant impact on the Group’s unaudited condensed consolidated results of operations or financial position. Other accounting standards that have been issued or proposed by FASB that do not require adoption until a future date are not expected to have a material impact on the unaudited condensed consolidated financial statements upon adoption. The Group does not discuss recent pronouncements that are not anticipated to have an impact on or are unrelated to its unaudited condensed consolidated financial condition, results of operations, cash flows, or disclosures.

 

F-14

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

3.CONCENTRATION AND RISKS

 

(a)Foreign exchange risk

 

The revenues and expenses of the Group’s entities in the PRC are generally denominated in RMB and their assets and liabilities are denominated in RMB. The RMB is not freely convertible into foreign currencies. Remittances of foreign currencies into the PRC or remittances of RMB out of the PRC as well as exchange between RMB and foreign currencies require approval by foreign exchange administrative authorities and certain supporting documentation. The State Administration for Foreign Exchange, under the authority of the People’s Bank of China, controls the conversion of RMB into other currencies.

 

(b)Credit risk

 

Financial instruments that potentially expose the Group to credit risk consist primarily of cash and cash equivalents, restricted cash, short-term investments, short-term and long-term deposits, accounts and notes receivable and amounts due from related parties. The Group places its cash and cash equivalents, restricted cash, short-term investments and short-term deposits with financial institutions with high credit ratings and quality. There has been no recent history of default in relation to these financial institutions and credit risk is immaterial.

 

The Group conducts credit evaluations of third-party customers and related parties, and generally does not require collateral or other security from its third-party customers and related parties. The Group establishes an allowance for credit losses primarily based upon the age of the receivables and factors surrounding the credit risk of specific third-party customers and related parties.

 

Concentration risk of accounts and notes receivable from third parties are presented as below:

  

   As of December 31,   As of June 30, 
   2025   2026 
   RMB       RMB     
       (unaudited) 
Company A   16,070    51%   9,174    35%
Company B   6,004    19%   6,237    24%

 

Concentration risk of accounts receivable from related parties are presented as below:

 

   As of December 31,   As of June 30, 
   2025   2026 
   RMB       RMB     
       (unaudited) 
Xiaomi   304,078    89%   366,158    94%
Foshan Viomi   36,095    11%   23,760    6%

 

Concentration risk of other receivables from related parties are presented as below:

 

   As of December 31,   As of June 30, 
   2025   2026 
   RMB       RMB     
       (unaudited) 
Xiaomi   200    100%   537    100%

 

(c)Revenue concentration risk

 

   Six Months ended June 30, 
   2025   2026 
   RMB       RMB     
   (unaudited)   (unaudited) 
Xiaomi   1,347,652    91%   652,894    88%

 

4.CASH AND CASH EQUIVALENTS

 

Cash and cash equivalents represent cash on hand and demand deposits placed with banks or other financial institutions. Cash and cash equivalents balance as of December 31, 2025 and June 30, 2026 primarily consist of the following currencies:

 

   Amount   RMB equivalent   Amount   RMB equivalent 
   As of December 31, 2025   As of June 30, 2026 
   Amount   RMB equivalent   Amount   RMB equivalent 
                 
       (unaudited) 
RMB   642,729    642,729    512,545    512,545 
US$   22,589    158,775    12,920    87,999 
Other (i)   107,755    5,095    102,694    3,246 
Cash and cash equivalents        806,599         603,790 

 

(i)As of June 30, 2026, other currency primarily consists of Korean Won.

 

F-15

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

5.RESTRICTED CASH

 

As of December 31, 2025 and June 30, 2026, the Group held restricted cash of RMB164,431 and RMB153,338, respectively, in designated bank accounts, which were primarily composed of the deposit required for issuing bank acceptance bills of RMB77,332 and RMB45,956, respectively, capital deposit of RMB770 and RMB771, and the foreign exchange deposits of RMB79,717 and RMB78,532, respectively.

 

6.SHORT-TERM INVESTMENTS

 

Short-term investments mainly represent company securities and structured deposits. Short-term investments balance as of December 31, 2025 and June 30, 2026 is denominated in RMB, amounted to RMB82,598 and RMB120,805, respectively.

 

7.INVENTORIES, NET

 

Inventories, net consisted of the followings:

  

  

As of

December 31,

  

As of

June 30,

 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Finished goods   105,315    87,507 
Raw materials   21,564    28,848 
Inventories, net   126,879    116,355 

 

The Group recorded inventory written down amounted to RMB805 and RMB1,039 as of December 31, 2025 and June 30, 2026, respectively.

 

8.PREPAID EXPENSES AND OTHER ASSETS

 

  

As of

December 31,

  

As of

June 30,

 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Advances to suppliers   96,911    67,404 
Prepaid expenses   16,101    18,341 
Other receivables   45,267    13,847 
Prepayment for equipment   17,225    10,631 
Lease hold improvement   584    3,630 
Expected return assets   63    401 
Total   176,151    114,254 
Less: non-current portion   (19,055)   (14,893)
Prepaid expenses and other assets-current portion   157,096    99,361 

 

9.PROPERTY, PLANT, AND EQUIPMENT, NET

 

  

As of

December 31,

  

As of

June 30,

 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Buildings   258,910    258,910 
Computers and equipment   171,989    196,988 
Vehicles   3,038    3,498 
Total   433,937    459,396 
Less: accumulated depreciation   (128,505)   (147,997)
Property, plant, and equipment, net   305,432    311,399 

 

The Group had recorded depreciation expense of RMB16,335 and RMB19,494 for the six months ended June 30, 2025 and 2026, respectively. No impairment was recorded for the six months ended June 30, 2025 and 2026.

 

In addition, the Group also pledged certain property, plant, and equipment for the Group’s long-term borrowings (See Note 11).

 

F-16

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

10.LAND USE RIGHT, NET

 

In 2020, the Group obtained a land use right in Foshan from the local authorities. Amortization of the land use right is made over the remaining term of the land use right period from the date when the land was made available for use by the Group. The land use right is summarized as follows:

  

   As of December 31,   As of June 30, 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Land use right   63,618    63,618 
Less: accumulated amortization   (6,987)   (7,623)
Land use right, net   56,631    55,995 

 

The Group had recorded amortization expense of RMB637 and RMB636 for the six months ended June 30, 2025 and 2026, respectively.

 

In addition, the Group also pledged its land use right for the Group’s long-term borrowings (See Note 11).

 

The estimated future amortization expense for land use rights as of June 30, 2026 is as follows:

  

   RMB 
Remaining in fiscal year 2026   637 
2027   1,273 
2028   1,273 
2029   1,273 
2030   1,273 
Thereafter   50,266 
Total   55,995 

 

11.BORROWINGS

 

(1)Short-term borrowings

 

Short-term bank loans consisted of the following:

  

   As of December 31,   As of June 30, 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Agricultural Bank of China (1)   -    40,000 
Bank of China (2)   30,000    10,000 
Industrial and Commercial Bank of China (3)   10,000    - 
Total   40,000    50,000 

 

(1)On January 1, 2026, the Group entered into a loan agreement with Agricultural Bank of China to borrow RMB20.0 million as working capital for one year, with a maturity date of December 31, 2026. The loan has a fixed interest rate of 2.25% per annum. On April 28, 2026, the Group entered into a loan agreement with Agricultural Bank of China to borrow RMB20.0 million as working capital for one year, with a maturity date of April 27, 2027. The loan has a fixed interest rate of 2.31% per annum.
   
(2)On January 8, 2025, the Group entered into a loan agreement with Bank of China to borrow RMB30.0 million as working capital for one year. The loan was withdrawn on January 15, 2025 and as a maturity date in January 15, 2026. The loan has a fixed interest rate of 2.85% per annum. The loan was fully repaid upon maturity.

 

On January 21, 2026, the Group entered into a loan agreement with Bank of China to borrow RMB10.0 million as working capital for one year, with a maturity date of January 21, 2027. The loan has a fixed interest rate of 2.30% per annum.

 

(3)On March 25, 2025, the Group entered into a loan agreement with Industrial and Commercial Bank to borrow RMB10.0 million as working capital for one year, with a maturity date of March 26, 2026. These loans have a fixed interest rate of 2.75% per annum. The loan was fully repaid upon maturity.

 

F-17

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

11.BORROWINGS (Continued)

 

The Group incurred interest expenses for short-term borrowings of RMB602 and RMB510 for the six months ended June 30, 2025 and 2026, respectively. The annual weighted average interest rates were 3.64% and 2.84% for the six months ended June 30, 2025 and 2026, respectively.

  

   As of December 31,   As of June 30, 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Agricultural Bank of China   76,727    64,146 
Total   76,727    64,146 
           
Less: long-term borrowing-current portion   (25,061)   (24,959)
           
Long-term borrowing   51,666    39,187 

 

On March 8, 2021, The Group entered into a line of credit agreement with Agricultural Bank of China, which is used for the development of Viomi Technology Park, a comprehensive high-tech industrial campus, which was completed in the second half of 2023. The line of credit was effective from March 8, 2021 to March 7, 2026 with a credit limit of RMB310,000. On March 7, 2026, the Group renewed the line of credit agreement. The renewed line of credit is effective from March 7, 2026 to March 6, 2031 and remains the credit limit of RMB310,000. The loan is guaranteed by Foshan Viomi, a related party of the Group.

 

As of June 30, 2026, the Group borrowed, in aggregate, a total of RMB193,489 under the line of credit, with interest rate ranging from 2.75% to 2.90% per annum. The Group repaid a total of RMB129,343, and the outstanding balance of long-term borrowings was RMB64,146 as of June 30, 2026. As of June 30, 2026, the Group had unutilized lines of credit of RMB116,511 under the line of credit agreement with Agricultural Bank of China.

 

The future maturities of long-term borrowings as of June 30, 2026 were as follows:

  

   RMB 
Remaining in fiscal year 2026   12,480 
2027   24,959 
2028   24,959 
2029   1,180 
2030   568 
Total long-term borrowings   64,146 

 

The Group’s building properties with net book values of RMB227,140 and land use right with net book values of RMB55,995 were pledged as collateral to secure these loans as of June 30, 2026.

 

The Group completed the construction in the second half of 2023, and prior to the completion, the Group capitalized the interest expense as cost of the assets, and after the assets was ready for its intended use, the Group expenses off the interest expenses. The Group recorded interest expenses of RMB912 and RMB1,081 for the six months ended June 30, 2025 and 2026, respectively.

 

F-18

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

12.ACCRUED EXPENSES AND OTHER LIABILITIES

 

   As of December 31,   As of June 30, 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Accrued payroll and welfare   62,810    51,533 
Payment for purchase of property   42,127    43,136 
Product warranty   31,035    25,095 
Professional fee payables   14,670    19,495 
Deposit from suppliers   11,988    12,745 
Marketing and promotion expenses   18,461    12,209 
Freight payable   11,364    9,858 
Other tax payable   9,871    2,072 
Installation fee payables   335    1,888 
Refund liabilities   129    892 
Other current liabilities   7,370    11,039 
Total   210,160    189,962 
Less: non-current portion   (53,117)   (51,108)
Accrued expenses and other liabilities-current portion   157,043    138,854 

 

Product warranty activities were as follows:

  

   Product Warranty 
   RMB 
Balance at January 1, 2025   40,568 
Provided during the period   19,624 
Utilized during the period   (29,157)
Balance at June 30, 2025   31,035 
      
Balance at January 1, 2026   31,035 
Provided during the period   18,737 
Utilized during the period   (24,677)
Balance at June 30, 2026   25,095 

 

13.SEGMENT REPORTING

 

The Group derives revenue by developing and selling Home water solution businesses products in the PRC. The Group operates as one operating and reportable segment and its sole business activity consists of the design, development, manufacturing and marketing of Home water solution businesses products. The Group provides Home water solution businesses products mainly to its customers in the PRC and manages its business activities on a consolidated basis.

 

The accounting policies of the segment are the same as those described in Note “2. Summary of Significant Accounting Policies” in the Company’s Annual Report on Form 20-F for the fiscal year ended December 31, 2025. The Group’s CODM uses net income or loss to measure segment profit or loss and assesses performance against expectations to make resource allocation decisions. Additionally, the CODM reviews and uses functional expenses included in net income to manage the Group’s operations and assess operating profitability. The Group operates as one operating and reportable segment, and as such the significant segment expenses regularly provided to the CODM are those presented on the unaudited condensed consolidated statements of comprehensive income (loss). These significant segment expenses include cost of revenue, research and development, selling and marketing, and general and administrative expenses. Other segment items that are presented on the unaudited condensed consolidated statements of comprehensive income (loss) include other income, net, interest and investment income, net, and other non-operating income (loss), income tax (expenses) benefit. The Group’s entity-wide disclosures, including the breakout of revenue between products are included in Note “14. Revenue”.

 

F-19

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

14.REVENUE

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Sales of products          
- Home water solutions   1,058,318    473,374 
- Consumables   123,182    131,743 
- Kitchen appliances and others   286,048    127,260 
Total of sales of products   1,467,548    732,377 
Rendering of services   10,071    7,619 
Total   1,477,619    739,996 

 

All the revenue is recognized at a point in time when control of the promised goods is transferred to the customers.

 

15.INCOME TAX EXPENSES

 

Cayman Islands

 

Under the current tax laws of the Cayman Islands, the Company and its subsidiaries are not subject to tax on income or capital gains. Besides, upon payment of dividends by the Company to its shareholders, no Cayman Islands withholding tax will be imposed.

 

Hong Kong

 

Under the current Hong Kong Inland Revenue Ordinance, the subsidiaries of the Group in Hong Kong are subject to 8.25% and 16.5% Hong Kong profit tax on its taxable income within HKD$2 million and beyond HKD$2 million, respectively, generated from operations in Hong Kong. Additionally, payments of dividends by the subsidiaries incorporated in Hong Kong to the Company are not subject to any Hong Kong withholding tax.

 

PRC

 

In accordance with the Enterprise Income Tax Law (“EIT Law”), Foreign Investment Enterprises (“FIEs”) and domestic companies are subject to Enterprise Income Tax (“EIT”) at a uniform rate of 25%. The subsidiaries and VIEs of the Group in the PRC are subject to a uniform income tax rate of 25% for years presented except for the entities which are qualified to certified High and New Technology Enterprises (“HNTE”) that are entitled to a favorable statutory tax rate of 15%. According to a policy promulgated by the State Tax Bureau of the PRC and effective from 2008 onwards, enterprises engaged in research and development activities are entitled to claim an additional tax deduction amounting to 50% of the qualified research and development expenses incurred in determining its tax assessable profits for that year. The additional tax deduction has been increased from 50% of the qualified research and development expenses to 75%, effective from 2018 to 2020, according to a new tax incentives policy promulgated by the State Tax Bureau of the PRC in September 2018. The additional tax deduction has been increased from 75% of the qualified research and development expenses to 100%, effective from 2021, according to a new tax incentives policy promulgated by the State Tax Bureau of the PRC in May 2021 (“Super Deduction”).

 

Withholding tax on undistributed dividends

 

Under the CIT Law and its implementation rules, the profits of a foreign-invested enterprise arising in 2008 and thereafter that are distributed to its immediate holding company outside the PRC are subject to withholding tax at a rate of 10%. A lower withholding tax rate will be applied if there is a beneficial tax treaty between the PRC and the jurisdiction of the foreign holding company. A holding company in Hong Kong, for example, will be eligible, with approval of the PRC local tax authority, to be subject to a 5% withholding tax rate under the Arrangement Between the PRC and the Hong Kong Special Administrative Region on the Avoidance of Double Taxation and Prevention of Fiscal Evasion with Respect to Taxes on Income and Capital if such holding company is considered to be a non-PRC resident enterprise and holds at least 25% of the equity interests in the PRC foreign-invested enterprise distributing the dividends. However, if the Hong Kong holding company is not considered to be the beneficial owner of such dividends under applicable PRC tax regulations, such dividend will remain subject to withholding tax at a rate of 10%. Aggregate undistributed earnings of the Group entities located in the PRC that are available for distribution to the Company as of December 31, 2025 and June 30, 2026 are approximately RMB334,248 and RMB344,825, respectively. The Company does not intend to have any of its subsidiaries located in the PRC distribute any undistributed earnings of such subsidiaries in the foreseeable future, but rather expects that such earnings will be reinvested by such subsidiaries for their PRC daily operations. Accordingly, no withholding tax was recorded as of December 31, 2025 and June 30, 2026.

 

F-20

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

15.INCOME TAX EXPENSES (Continued)

 

Composition of income tax expenses (benefits)

 

The current and deferred components of income taxes appearing in the unaudited condensed consolidated statements of comprehensive income (loss) are as follows:

  

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Current tax expenses   18,520    3,836 
Deferred tax benefits   (1,514)   (13,322)
Income tax expenses (benefits)   17,006    (9,486)

 

Reconciliation between the income tax expenses (benefits) computed by applying the PRC enterprise tax rate to income (loss) before income taxes and actual provision were as follows:

  

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   %   RMB   % 
   (unaudited)   (unaudited) 
Income (loss) from operations in the PRC   128,325         (30,186)     
Income (loss) from overseas entities   9,209         (6,067)     
Income (loss) before income tax   137,534         (36,253)     
Tax expenses (benefits) from overseas entities at PRC enterprise income tax rate   34,384    25.0%   (9,063)   25.0%
Effect of income tax in jurisdictions other than the PRC   (2,285)   (1.7)%   561    (1.5)%
                     
Nontaxable or nondeductible items                    
Income tax on tax holiday   (14,993)   (10.9)%   3,406    (9.4)%
Tax effect of permanent differences   (7,050)   (5.1)%   (9,209)   25.4%
                     
Change in valuation allowance   5,876    4.3%   3,818    (10.5)%
Effect of share-based compensation   1,074    0.8%   1,001    (2.8)%
Income tax expenses (benefits)   17,006    12.4%   (9,486)   26.2%

 

The per share effect of the tax holidays were as follows:

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Net income (loss) per share effect–basic   0.07    (0.02)
Net income (loss) per share effect–diluted   0.07    (0.02)

 

Deferred tax assets

 

The significant components of the Group’s deferred tax assets were as follows:

  

   As of December 31,   As of June 30, 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Net operating loss carry forwards   49,541    66,838 
Accrued expenses and others   8,343    8,161 
Inventories write downs   120    154 
Deferred income   28    19 
Total deferred tax assets   58,032    75,172 
Less: valuation allowance   (49,617)   (53,435)
Deferred tax assets, net   8,415    21,737 

 

Movement of valuation allowance:

  

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Balance at beginning of the period   40,032    49,617 
Provided   5,876    3,818 
Balance at end of the period   45,908    53,435 

 

Uncertain tax positions

 

The Group evaluates the level of authority for each uncertain tax position (including the potential application of interest and penalties) based on the technical merits, and measures the unrecognized benefits associated with the tax positions. As of December 31, 2025 and June 30, 2026, the Group did not have any significant unrecognized uncertain tax positions.

 

According to the PRC Tax Administration and Collection Law, the statute of limitations is generally three years and can be extended to five years under special circumstances.

 

F-21

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

16.ORDINARY SHARES

 

The Company adopts a dual-class ordinary share structure. Pursuant to the resolution of the shareholders of the Company on August 23, 2018, the Company’s authorized share capital became US$50,000 divided into 5,000,000,000 shares comprising of (i) 4,800,000,000 class A ordinary shares of a par value of US$0.00001 each (“Class A Ordinary Shares”), (ii) 150,000,000 class B ordinary shares of a par value of US$0.00001 each (“Class B Ordinary Shares”) and 50,000,000 shares of a par value of US$0.00001 each of such class or classes (however designated) as the board of directors may determine in accordance with post-offering amended and restated memorandum and articles of association. In respect of all matters subject to a shareholder vote, each Class A ordinary share is entitled to one vote, and each Class B Ordinary Share is entitled to ten (10) votes, voting together as one class. Each Class B Ordinary Share is convertible into one Class A Ordinary Share at any time by the holder thereof. Class A Ordinary Shares are not convertible into Class B Ordinary Shares under any circumstances. Upon any transfer of Class B Ordinary Shares by a holder to any person or entity other than holders of Class B Ordinary Shares or their affiliates, such Class B Ordinary Shares shall be automatically and immediately converted into the equivalent number of Class A Ordinary Shares.

 

Immediately prior to the completion of the IPO, 16,145,454 issued Class A Ordinary Shares held by certain key management founders, 33,818,182 issued Pre-IPO Class B Ordinary Shares held by Red Better, and 67,636,364 issued Pre-IPO Class B Ordinary Shares held by Mr. Chen’s wholly-owned entity Viomi Limited was automatically converted by way of re-designation and re-classification into Class B Ordinary Shares on a one-for-one basis, and the rest of the outstanding 4,000,000 Class A Ordinary Shares, the rest of the outstanding 33,818,182 Pre-IPO Class B Ordinary Shares, and all outstanding 18,181,818 Series A Preferred Shares was automatically converted by way of re-designation and re-classification into Class A Ordinary Shares on a one-for-one basis. Upon the completion of the Company’s IPO in 2018, 34,200,000 Class A Ordinary Shares were issued, and the Company had 90,200,000 Post-IPO Class A Ordinary Shares and 117,600,000 Post-IPO Class B Ordinary Shares outstanding, respectively.

 

As of June 30, 2026, the Company had 95,171,125 Class A Ordinary Shares and 102,674,548 Class B Ordinary Shares outstanding, respectively, following the share option exercises into Class A Ordinary Shares, conversions of Class B Ordinary Shares to Class A Ordinary Shares as well as the repurchase of Class A Ordinary Shares following the IPO during the previous years.

 

17.SHARE-BASED COMPENSATION

 

Compensation expense recognized for share-based awards was as follows:

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Share-based compensation expenses          
—Share options(a)   7,160    6,568 

 

(a)Share options

 

On September 17, 2015, the Board of Directors of the Company approved the establishment of 2015 Share Incentive Plan, the purpose of which is to provide an incentive for employees contributing to the Group. The 2015 Share Incentive Plan shall be valid and effective for 10 years from the grant date. The maximum number of shares that may be issued pursuant to all awards (including incentive share options) under 2015 Share Incentive Plan shall be 12,727,272 shares.

 

In June 2018, the Board of Directors and shareholders of the Company approved the 2018 Share Incentive Plan. As of Jun 30, 2026, the maximum of shares that may be issued under the 2018 Share Incentive Plan was 34,186,675.

 

For the six months ended June 30, 2025, the Company granted 780,000 share options to employees pursuant to the 2018 Share Incentive Plan. Among which, with respect to the share options granted, 40% of the options will be vested after 24 months of the vesting commencement date and the remaining 60% will be vested in three equal installments over the following 36 months.

 

For the six months ended June 30, 2026, the Company granted 1,210,000 share options to employees pursuant to the 2018 Share Incentive Plan. Among which, with respect to the share options granted, 40% of the options will be vested after 24 months of the vesting commencement date and the remaining 60% will be vested in three equal installments over the following 36 months.

 

F-22

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

17.SHARE-BASED COMPENSATION (Continued)

 

A summary of the stock option activity under the 2015 Share Incentive Plan and 2018 Share Incentive Plan for the six months ended June 30, 2025 and 2026 is included in the table below.

 

   Number of options  

Weighted

average

 exercise

price (US$)

  

Weighted

average

remaining

contractual

life (years)

  

Aggregate

intrinsic

value (US$)

 
Outstanding at January 1, 2025   24,440,836    0.51    11.43    19,794 
Granted   780,000    1.68    -    - 
Forfeited   (1,671,573)   0.20    -    - 
Exercised   (45,426)   0.50    -    - 
Outstanding at June 30, 2025   23,503,837    0.52    10.80    19,475 
                     
Outstanding at January 1, 2026   25,036,905    0.46    11.73    21,353 
Granted   1,210,000    0.11    -    - 
Forfeited   (3,328,587)   0.32    -    - 
Exercised   (82,998)   0.11    -    - 
Outstanding at June 30, 2026   22,835,320    0.46    11.03    18,770 
Exercisable as of June 30, 2026   11,179,334    0.81    3.23    12,720 
Expected to vest as of June 30, 2026   13,486,116    0.17    17.97    8,036 

 

The weighted average grant date fair value of options granted for the six months ended June 30, 2025 and 2026 was RMB3.08 (US$0.45) per option and RMB6.96 (US$1.01) per option, respectively.

 

As of December 31, 2025 and June 30, 2026, there was RMB40,415 and RMB RMB24,023 (US$3,485) of unrecognized compensation expenses related to the options, respectively.

 

(b)Restricted shares to an investee

 

The Group established Guangdong Lizi in July 2018 as a subsidiary of the Company. In November 2020, following the Group’s restructuring plan on its water purifiers business, the Group entered into an agreement with Sunglow to sell 1% of equity interest of Guangdong Lizi for a consideration of RMB175. Sunglow has paid up the consideration in December 2021 but is not entitled to any shareholder’s rights of Guangdong Lizi until the fulfilment of certain conditions pursuant to the supplemental agreement in November 2021.

 

Under the requirement of ASC 718, the Group should recognize share-based compensation if there is a difference between the fair value of Guangdong Lizi’s 1% of equity interest and the consideration paid up by Sunglow on the date of capital injection. The Group calculated the estimated fair value of the options on the respective grant dates using the discounted cash flow model.

 

During 2025, Sunglow exited the arrangement. Accordingly, there were no more unrecognized compensation expenses associated with restricted shares granted to Sunglow to be recognized in future periods.

 

F-23

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

18.NET INCOME (LOSS) PER SHARE

 

Basic net income (loss) per share is the amount of net income (loss) available to each share of ordinary shares outstanding during the reporting period. Diluted net income (loss) per share is the amount of net income (loss) available to each share of ordinary shares outstanding during the reporting period adjusted to include the effect of potentially dilutive ordinary shares.

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Numerator:        
Numerator for basic calculation-Net income (loss) attributable to ordinary shareholders   120,395    (26,286)
           
Denominator:          
Denominator for basic calculation-weighted average ordinary shares outstanding   203,856,436    201,065,185 
Dilutive effect of share options   2,008,657    - 
Denominator for diluted calculation   205,865,093    201,065,185 
           
Basic net income (loss) per ordinary share   0.59    (0.13)
Diluted net income (loss) per ordinary share   0.58    (0.13)

 

19.RELATED PARTY TRANSACTIONS

 

 

Name Relationship with the Group
Foshan Viomi and its subsidiaries (“Foshan Viomi”) Controlled by a principal shareholder of the Company
Xiaomi Shareholder of the Group

 

The Group’s relationship and transaction with Xiaomi

 

Xiaomi is the Group’s strategic partner and shareholder.

 

The Group’s sales to Xiaomi are governed by a business cooperation agreement, pursuant to which Xiaomi is responsible for the distribution and sales of such products through their network and sales channels.

 

The Group also sells products through Xiaomi’s online e-commerce channel Xiaomiyoupin.com, and is charged of commissions pursuant to a commission sales agreement.

 

F-24

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

19.RELATED PARTY TRANSACTIONS (Continued)

 

Transactions with Foshan Viomi

 

The Group sells water purifiers and other products to and purchases raw materials from Foshan Viomi. In addition, The Group leases its office premises to Foshan Viomi, and the Group also engages Foshan Viomi for other services such as transportation services, maintenance services as well as installation services etc.

 

(1)Amount due from/to related parties

 

   As of December 31,   As of June 30, 
   2025   2026 
   RMB   RMB 
       (unaudited) 
Accounts receivable from related parties:          
Xiaomi(a)   304,078    366,158 
Foshan Viomi(c)   36,095    23,760 
Total   340,173    389,918 
           
Other receivables from related parties:          
Other receivables from Xiaomi   200    537 
Total   200    537 
           
Amounts due to related parties:          
Purchase and other payable to Xiaomi(a)   596    2,668 

 

(2)Purchase from related parties

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Foshan Viomi(c)   5,366    9,798 
Total   5,366    9,798 

 

F-25

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

19.RELATED PARTY TRANSACTIONS (Continued)

 

(3)Revenue from related parties

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Xiaomi(a)   1,347,652    652,894 
Foshan Viomi(c)   13,314    13,244 
Total   1,360,966    666,138 

 

(4)Selling and marketing expenses

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Commission expenses charged by Xiaomi(b)   22,596    16,047 
Other expenses charged by Foshan Viomi(d)   5,460    3,465 
Total   28,056    19,512 

 

  (a) The Group both sells water purifiers and other products to and purchase Xiaomi branded products and certain raw materials from Xiaomi. The amount due from Xiaomi represents receivable arising from sales of water purifiers and other products. The balance due to Xiaomi represents payable arising from purchase of Xiaomi branded products and certain raw materials.
     
  (b) The Group sells its own brand products on the E-platform of Xiaomi, which charges the Group commission and technical service fees, also Xiaomi provides advertising and promotion service. The amount due from Xiaomi represents sales receivable net of commission, advertising and promotion service.
     
    Certain amounts in prior periods have been reclassified to conform with current period presentation. These reclassifications had no impact on the Group’s consolidated financial statements.
  (c) The Group purchases certain raw materials from Foshan Viomi and its subsidiaries. The Group also sells its own branded products to Foshan Viomi, and provides rental services, and other services to Foshan Viomi and its subsidiaries.
     
  (d) The Group’s related party provides transportation services, maintenance services, promotion services as well as installation services for the Group.

 

 

20.FAIR VALUE MEASUREMENTS

 

The Group did not have any other financial instruments that were required to be measured at fair value on a recurring basis as of December 31, 2025 and June 30, 2026 except for short-term investments (Note 6).

 

The following table summarizes the Group’s assets that are measured at fair value on a recurring basis and are categorized using the fair value hierarchy as of December 31, 2025 and June 30, 2026:

 

   Level 1   Level 2 (i)   Level 3   Total 
As of June 30, 2026                    
Short-term investments   -    120,805    -    120,805 
As of December 31, 2025                    
Short-term investments   -    82,598    -    82,598 

 

(i)These short-term investments represent mainly company securities and structured deposits, and the Company values these short-term investments based on quoted prices of similar products provided by banks at the end of each period, and accordingly, the Company classifies the valuation techniques that use these inputs as Level 2.

 

Apart from the short-term investments, the Group’s other financial instruments consist principally of cash and cash equivalents, restricted cash, short-term and long-term deposits, accounts and notes receivable, other receivables, amounts due to/from related parties, accounts and notes payable and certain accrued expenses. They are recorded at cost which approximates fair value.

 

F-26

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

21.LEASES

 

The Group’s operating leases are principally for office space and facilities. As of December 31, 2025 and June 30, 2026, The Group’s operating leases had a weighted average discount rate of 4.75% and 4.75% and a weighted-average remaining term of 0.9 years and 1.4 years for the six months ended June 30, 2025 and 2026, respectively. The components of lease expense were as follow:

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Lease cost          
Operating lease expense   868    863 
Short-term lease expense (i)   71    186 
Total lease cost   939    1,049 

 

(i)Includes leases with a term of one year or less.

 

Supplemental cash flow information for leases was as follows:

 

   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Operating cash flows relating to operating leases   790    830 

 

As of June 30, 2026, the aggregate future minimum rental payments under non-cancelable agreement were as follows:

 

Years ending December 31,  RMB 
Remaining in fiscal year 2026   358 
2027   225 
2028   131 
Total future minimum rental payment   714 
Less amount representing imputed interest   (24)
Present value of future minimum rental payments   690 
Less current portion, recorded in other current liabilities   453 
Long-term lease liabilities, recorded in other long-term liabilities   237 

 

22.COMMITMENTS AND CONTINGENCIES

 

(a)Operating lease commitments

 

The operating commitments mainly consist of the short-term lease commitments and leases that have not yet commenced but that create significant rights and obligations for the Company, which are not included in operating lease right-of–use assets and lease liabilities. As of June 30, 2026, there were no future minimum commitments under non-cancelable agreements.

 

(b)Capital and other commitment

 

Capital expenditures contracted for at the balance sheet dates but not recognized in the unaudited condensed consolidated financial statements are as follows:

 

   As of December 31,   As of June 30, 
   2025   2026 
    RMB    RMB 
         (unaudited) 
Property, plant, and equipment   57,147    57,772 

 

(c)Legal proceedings

 

From time to time, the Group is involved in claims and legal proceedings that arise in the ordinary course of business. Based on currently available information, management does not believe that the ultimate outcome of these unresolved matters, individually and in the aggregate, is likely to have a material adverse effect on the Group’s financial position, results of operations or cash flows.

 

However, litigation is subject to inherent uncertainties and the Group’s view of these matters may change in the future. If an unfavorable outcome were to occur, there exists the possibility of a material adverse impact on the Group’s financial position and results of operations for the periods in which the unfavorable outcome occurs.

 

F-27

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

23.RESTRICTED NET ASSETS

 

Relevant PRC laws and regulations permit payments of dividends by the Group’s entities incorporated in the PRC only out of their retained earnings, if any, as determined in accordance with PRC accounting standards and regulations. In addition, the Company’s entities in the PRC are required to annually appropriate 10% of their net after-tax income to the statutory general reserve fund prior to payment of any dividends, unless such reserve funds have reached 50% of their respective registered capital. As a result of these and other restrictions under PRC laws and regulations, the Company’s entities incorporated in the PRC are restricted in their ability to transfer a portion of their net assets to the Company either in the form of dividends, loans or advances, which restricted portion amounted to RMB653,035 and RMB623,920 as of December 31, 2025 and June 30, 2026. Even though the Company currently does not require any such dividends, loans or advances from the PRC entities for working capital and other funding purposes, the Company may in the future require additional cash resources from them due to changes in business conditions, to fund future acquisitions and development, or merely to declare and pay dividends or distributions to its shareholders. Except for the above, there is no other restriction on use of proceeds generated by the Group’s subsidiaries and VIEs to satisfy any obligations of the Company.

 

For the six months ended June 30, 2026, the Company performed a test on the restricted net assets of subsidiaries and VIEs in accordance with Securities and Exchange Commission Regulation S-X Rule 4-08 (e) (3), “General Notes to Financial Statements” and concluded that the restricted net assets exceed 25% of the consolidated net assets of the Company as of June 30, 2026 and the condensed financial information of the Company are required to be presented.

 

Cash transfers from the Company’s PRC subsidiaries to their parent companies outside of China are subject to PRC government control of currency conversion. Shortages in the availability of foreign currency may temporarily restrict the ability of the PRC subsidiaries and VIEs and their subsidiaries to remit sufficient foreign currency to pay dividends or other payments to the Company, or otherwise satisfy their foreign currency denominated obligation.

 

24.SUBSEQUENT EVENT

 

The Group has evaluated the impact of events that have occurred subsequent to June 30, 2026, through September 30, 2026, the issuance date of the unaudited condensed consolidated financial statements, and concluded that no subsequent events have occurred that would require recognition in the unaudited condensed consolidated financial statements or disclosure in the notes to the unaudited condensed consolidated financial statements.

 

F-28

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

25.UNAUDITED CONDENSED FINANCIAL INFORMATION OF THE PARENT COMPANY

 

Pursuant to the requirements of Rule 12-04(a), 5-04(c) and 4-08(e)(3) of Regulation S-X, the condensed financial information of the parent company shall be filed when the restricted net assets of consolidated subsidiaries exceed 25 percent of consolidated net assets as of the end of the most recently completed fiscal year. The Group performed a test on the restricted net assets of consolidated subsidiaries in accordance with such requirement and concluded that it was applicable to the Company as the restricted net assets of the Company’s PRC subsidiaries exceeded 25% of the consolidated net assets of the Company. Therefore, the condensed financial statements for the parent company are included herein.

 

For purposes of the above test, restricted net assets of consolidated subsidiaries shall mean that amount of the Company’s proportionate share of net assets of consolidated subsidiaries (after intercompany eliminations) which as of the end of the most recent fiscal year may not be transferred to the parent company by subsidiaries in the form of loans, advances or cash dividends without the consent of a third party.

 

The unaudited condensed financial information of the parent company has been prepared using the same accounting policies as set out in the Company’s unaudited condensed consolidated financial statements except that the parent company used the equity method to account for investment in its subsidiaries. Such investment is presented on the condensed balance sheets as “Investment in subsidiaries/VIEs” and the respective profit or loss as “Equity in (loss) gain of subsidiaries/VIEs” on the condensed statements of operations.

 

The footnote disclosures contain supplemental information relating to the operations of the Company and, as such, these statements should be read in conjunction with the notes to the unaudited condensed consolidated financial statements of the Company. Certain information and footnote disclosures normally included in financial statements prepared in accordance with U.S GAAP have been condensed or omitted.

 

The Company did not pay any dividend for the periods presented. As of December 31, 2025 and June 30, 2026, there were no material contingencies, significant provisions for long-term obligations, or guarantees of the Company, except for those which have been separately disclosed in the unaudited condensed consolidated financial statements, if any.

 

UNAUDITED CONDENSED PARENT COMPANY BALANCE SHEETS

 

   As of December 31,   As of June 30, 
   2025   2026 
    RMB    RMB 
         (unaudited) 
ASSETS          
Cash and cash equivalents   2,918    2,370 
Short-term investments   2,667    2,208 
Amounts due from Group companies   501,851    461,878 
Investments in subsidiaries   471,430    455,685 
Other assets   660,149    647,738 
Total assets   1,639,015    1,569,879 
           
Liabilities          
Accounts and notes payable   863.00    - 
Accrued expenses and other liabilities   4,608    3,727 
Amounts due to Group companies   106,881    112,974 
Total Liabilities   112,352    116,701 
Shareholders’ equity          
Class A Ordinary Shares (US$0.00001 par value; 4,800,000,000 shares authorized; 99,200,641 and 95,171,125 shares issued and outstanding as of December 31, 2025 and June 30, 2026, respectively)   6    6 
Class B Ordinary Shares (US$0.00001 par value; 150,000,000 shares authorized; 102,764,548 and 102,674,548 shares issued and outstanding as of December 31, 2025 and June 30, 2026, respectively)   6    6 
Treasury stock   (103,085)   (112,527)
Additional paid-in capital   1,403,419    1,395,929 
Retained earnings   226,317    169,764 
Total equity attributable to shareholders of the Company   1,526,663    1,453,178 
Total liabilities and shareholders’ equity   1,639,015    1,569,879 

 

F-29

 

VIOMI TECHNOLOGY CO., LTD

NOTES TO THE UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FOR THE SIX MONTHS ENDED JUNE 30, 2025 AND 2026

(Amounts in thousands, except shares, ADS, per share and per ADS data)

 

25.CONDENSED FINANCIAL INFORMATION OF THE PARENT COMPANY (Continued)

 

UNAUDITED CONDENSED PARENT COMPANY STATEMENTS OF OPERATIONS

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Operating expenses          
General and administrative expenses   (2,184)   (2,348)
Total operating expenses   (2,184)   (2,348)
Other (expenses) income, net   (57)   1,472 
Equity in gain (loss) of subsidiaries/VIEs   109,668    (33,401)
Total operating income (expenses)   107,427    (34,277)
Interest and investment income, net   13,288    7,991 
Income (loss) before income tax expenses   120,715    (26,286)
Income tax expenses   (320)   - 
Net income (loss) attributable to ordinary shareholders of the Company   120,395    (26,286)

 

UNAUDITED CONDENSED PARENT COMPANY STATEMENTS OF CASH FLOWS

 

   2025   2026 
   Six Months ended June 30, 
   2025   2026 
   RMB   RMB 
   (unaudited)   (unaudited) 
Net cash provided by operating activities   447,348    83,059 
Net cash used in by investing activities   (238,896)   (23,838)
Net cash used in financing activities   (35,629)   (31,912)
Effect of exchanges rates on cash and cash equivalents   15,425    (27,857)
Net increase (decrease) in cash and cash equivalents   188,248    (548)
Cash and cash equivalents at the beginning of the period   164,583    2,918 
Cash and cash equivalents at the end of the period   352,831    2,370 

 

F-30