【CNMO科技消息】据CNMO了解，云米科技创始人兼CEO陈小平在社交平台上宣布，在近日的公司年 会上，为表彰一位负责大客户的员工"尽职尽责的不懈努力"并推动项目取得重要进展，公司决定奖励其 一台小米YU7汽车。陈小平同时许下愿景："2026年期待能奖励出更多台车。" 小米YU7 CNMO注意到，此次奖励的车辆为小米YU7的"寒武岩灰"配色。公开资料显示，该颜色是小米官方为 YU7提供的多种配色之一。而选装此类特殊车漆通常需要额外付费，根据行业信息，小米YU7的付费车 漆选择费用约为7000元。小米YU7于2025年6月正式发布，提供标准版、Pro版和Max版三个版本。陈小 平并未透露此次奖励的小米YU7是哪个版本。 云米科技是一家专注于全屋智能，尤其是净水领域的科技公司。在当前市场竞争激烈的环境下，公司正 寻求持续发展。根据市场调研机构GfK中怡康2025年上半年的数据，国内净水市场品牌竞争集中，云米 同样面临着激烈的市场角逐。此次CEO以高价值实物奖励核心员工，被视为在关键业务突破后，提振团 队士气、强化绩效文化的一种姿态。 陈小平将热门智能电动汽车作为对员工的最高奖赏之一，反映了智能汽车作为"硬通货"奖 ...

Core Viewpoint - Chinese concept stocks experienced significant declines, with several companies facing steep drops in their stock prices, indicating potential volatility in the market [1] Group 1: Stock Performance - Next Technology (NXTT) saw a decline of 22.54%, closing at 7.150, with a drop of 2.080 and a trading volume of 1.5556 million [1] - FIEE INC (FIEE) fell by 17.78%, ending at 3.190, down by 0.690, with a trading volume of 256,000 [1] - Huizhou Finance (INTJ) decreased by 15.01%, closing at 0.5000, down by 0.0883, with a trading volume of 122,700 [1] - Roma Green Finance (ROMA) dropped by 11.56%, closing at 1.300, down by 0.170, with a trading volume of 34,100 [1] - Viomi Technology (VIOT) declined by 11.17%, ending at 1.590, down by 0.200, with a trading volume of 2.0474 million [1]

Core Viewpoint - Viomi Technology Co., Ltd has initiated a share repurchase program, reflecting confidence in its fundamentals and long-term growth prospects [1][3]. Group 1: Share Repurchase Program - The board of directors approved a share repurchase program allowing the company to buy back up to US$20 million worth of its American depositary shares (ADSs) until December 31, 2027 [1]. - As of December 31, 2025, the company has repurchased approximately 1.02 million ADSs for a total of US$2.5 million, leaving approximately US$17.5 million available for future buybacks [2]. Group 2: Company Overview - Viomi is a leading technology company in home water solutions, focusing on AI technology to enhance drinking water quality for households globally [3][4]. - The company operates a "Equipment + Consumables" business model, leveraging AI and intelligent hardware to improve filter replacement and water quality monitoring [4]. - Viomi's "Water Purifier Gigafactory" is designed for optimal efficiency and economies of scale, facilitating advancements in water purification technology [4].

Core Insights - The holiday season is shifting towards valuing long-term health and safety over traditional gifts [2] - VIOMI promotes its AI water purifiers as meaningful gifts that enhance family health [3][20] Product Offerings - VIOMI MASTER M1 is highlighted as a premium water purifier with remineralization technology, enriching water with 6 essential minerals [6][7] - The MASTER M1 features a 9-Stage Filtration system that removes up to 99% of harmful substances [8] - The product includes a Smart Faucet with real-time control and a capacity of 1000 GPD [9] Family-Oriented Solutions - VIOMI VORTEX V8 is designed for larger households, offering a high-capacity flow rate of 800 GPD [10][11] - The VORTEX V8 also utilizes a 9-Stage Filtration System, effectively reducing contaminants with a precision of 0.0001μm [12] - It provides significant cost savings over bottled water, with a 4-year lifespan for the RO filter [13] Compact Options - VIOMI VORTEX V6 is tailored for smaller living spaces, featuring a compact design that saves up to 65% of under-sink space [16] - It maintains the same high filtration standards as larger models, effectively reducing PFAS and other contaminants [17] - The VORTEX V6 offers a 600 GPD flow rate and a 3:1 pure to drain ratio, making it an economical choice [18] Maintenance and Convenience - Both MASTER M1 and VORTEX series have a Hassle-Free Replacement design for easy filter changes [19] Promotional Offers - VIOMI is currently offering discounts of up to 38% on its products during the holiday season [20]

Core Viewpoint - Cloud Mi (VIOT) has shown significant financial growth, with a notable increase in revenue and net profit, reflecting its strong position in the IoT home appliance market [1] Financial Performance - As of December 31, 2024, Cloud Mi's total revenue reached 2.119 billion RMB, representing a year-on-year growth of 29.31% [1] - The company's net profit attributable to shareholders was 63.414 million RMB, marking a substantial increase of 174.89% year-on-year [1] Company Overview - Cloud Mi is a holding company established in January 2015 under Cayman Islands law, focusing on redefining future homes through IoT concepts [1] - The company has developed a unique IoT home platform that includes an innovative ecosystem of smart home products, along with complementary consumables and value-added services [1] - This platform serves as an attractive entry point into consumer households, enabling smart interactions with a wide range of IoT products, enhancing convenience, efficiency, and enjoyment in daily life [1]

Core Viewpoint - Viomi Technology (VIOT) has experienced a significant decline in its year-to-date gains as 2025 approaches, despite initially strong performance in providing drinking water solutions [1]. Company Summary - Viomi Technology is focused on delivering improved drinking water solutions, indicating a commitment to health and wellness in its product offerings [1]. Market Performance - The company has lost a substantial portion of its year-to-date gains, suggesting potential volatility or challenges in maintaining its previous growth trajectory as the year progresses [1].

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Investment Philosophy - The "First Principles" approach allows the company to uncover overlooked investment opportunities by analyzing financial and technological aspects [1] - The company is passionate about sharing insights and learning from fellow investors to drive positive change in sustainability and innovation [1]

Core Insights - VIOMI Technology Co., Ltd. achieved significant commercial milestones during the 2025 Black Friday and Cyber Monday sales period, ranking in the Top 19 in the Amazon U.S. water purifier category and No. 4 in its subcategory, marking a breakthrough in North America [1] Commercial Performance - As of November 2025, VIOMI's U.S. market sales revenue is surpassing that of comparable peer brands at similar market entry stages, reflecting the company's technological capabilities and product competitiveness [3] Intellectual Property and Manufacturing - VIOMI has secured 1,847 patents in water purification, including 690 invention patents, supporting ongoing product innovation [4] - The company established a "Water Purifier Gigafactory" with a capital investment of approximately USD 150 million, providing an annual production capacity of 5 million water purifiers and 30 million filter elements, ensuring consistent manufacturing standards and cost control [4] Product Strategy - The MASTER M1 AI Alkaline Mineral Water Purifier is expected to be a core growth driver in the U.S. market, addressing North American water quality challenges such as PFAS contamination [5][6] Market Expansion Strategy - VIOMI plans to enhance its U.S. presence through a differentiated growth strategy, including establishing a local sales team, expanding its Amazon footprint, and introducing new products [7] Leadership Perspective - The CEO emphasized the importance of the North American market in VIOMI's long-term strategy, highlighting the company's commitment to achieving tenfold growth in 2026 and advancing R&D investments [8] Company Mission - VIOMI's mission, "AI for Better Water," focuses on delivering advanced drinking water solutions, enhancing water quality and user experience through AI-powered technologies [9]

Core Insights - VIOMI Technology Co., Ltd. is positioning itself as a leader in smart water purification technology, emphasizing the importance of safe and high-quality drinking water for households during the holiday season [1][14] - The company is offering significant discounts on its water purifiers during Amazon's Black Friday event, with promotions running from November 20 to December 1, featuring discounts of up to 50% [2][14] Product Offerings - The flagship product, VIOMI MASTER M1, integrates a 9-stage filtration system with remineralization technology, significantly reducing reliance on bottled water and enhancing water quality [4][5] - The VORTEX V8 is designed for larger households, providing a high-capacity flow rate of 800 GPD and a 3:1 pure-to-drain ratio, which minimizes water waste [8][10] - The VORTEX V6 is positioned as a cost-effective option, certified to reduce up to 99.60% of PFOA/PFOS and 94.75% of TDS, making it accessible for small to medium-sized homes [12][13] Technological Features - The MASTER M1 features a smart touch-screen faucet that connects with the VIOMI App, providing real-time data on water quality and filter lifespan [6] - The VORTEX V8's tankless design saves space and prevents bacterial growth, ensuring fresh water availability [11] - All products utilize advanced filtration technology, with the MASTER M1 removing over 99% of harmful substances, and the VORTEX series maintaining high efficiency and long filter lifespans [5][11] Company Overview - VIOMI is committed to redefining modern homes with its mission of "AI for Better water," integrating artificial intelligence with advanced filtration systems [14] - The company operates one of the world's most advanced water purifier manufacturing facilities and holds a substantial portfolio of over 7,200 patent applications [14]

(NASDAQ: VIOT) Company Presentation Safe Harbor Statement This presentation has been prepared by Viomi Technology Co., Ltd ("Viomi" or the "Company") solely for informational purposes and does not constitute an offer to sell or issue or the solicitation of an offer to buy or acquire securities of the Company in any jurisdiction or an inducement to enter into investment activity, nor may it or any part of it form the basis of or be relied on in connection with any contract or commitment whatsoever. This docu ...