Viomi's Outlook for 2026 Remains Robust Despite Concerns Over Subsidy Program in China

Viomi's (NASDAQ:VIOT) outlook for 2026 remains robust, but the lack of a "new-for-old" subsidy program renewal in China has caused investor concern. Viomi's shares have underperformed domestic peers and broader indexes, driven by unrelated events such as negative sentiment towards US-listed Chinese companies, concerns over pricing pressure from broadline appliance companies, and weak consumer spending in China. Near-term catalysts may include the company's Q4 2025 results and updates on its stock buyback program.