AIFU (AIFU) Company Report

Analyst Coverage

Research analysts covering AIFU.

Recent press releases and 8-K filings for AIFU.

AIFU Inc. Completes Acquisition of Nova Lumina Limited

AIFU

M&A

New Projects/Investments

AIFU Inc. completed the acquisition of 100% of the equity interest in Nova Lumina Limited on January 9, 2026.
The total consideration for the acquisition included 102,578,839 Class A ordinary shares of AIFU Inc. at US$1 per share and a US$22.0 million cash payment.
Following the transaction, YS Management Company Limited (YSM) holds approximately 78.2% of AIFU's total issued and outstanding shares, and Ethereal Group Ltd (Ethereal) holds approximately 4.9%.
The acquisition provides AIFU with approximately 4,000 metric tons of premium tea inventory, representing a strategic diversification into the health and wellness sector.

Jan 9, 2026, 12:00 PM

AIFU Inc. to acquire Nova Lumina Limited

AIFU

M&A

New Projects/Investments

AIFU Inc. entered into a transaction agreement on December 12, 2025, to acquire 100% of Nova Lumina Limited from YS Management Company Limited and Ethereal Group Ltd.
The total consideration for the acquisition includes 102,578,839 Class A ordinary shares of AIFU, based on a purchase price of US$1.0 per share, and a cash payment of US$22.0 million.
YS Management Company Limited will receive 96,526,648 Class A ordinary shares, which will be subject to a five-year lock-up period, while Ethereal Group Ltd will receive 6,052,191 Class A ordinary shares and the US$22.0 million cash payment.
The transaction is expected to close in January 2026.
Following the transaction and a separate issuance of 5,000,000 Class B ordinary shares, YS Management Company Limited is projected to hold approximately 78.2% of AIFU's total issued and outstanding shares, representing about 11.2% of the total voting power.

Dec 12, 2025, 1:47 PM

AIFU Inc. announces issuance of Class B Ordinary Shares to Expansion Group Ltd.

AIFU

On November 7, 2025, AIFU Inc. entered into an agreement with Expansion Group Ltd. to issue 5,000,000 Class B ordinary shares at US$0.4 per share, totaling US$2,000,000, with proceeds designated for general working capital purposes.
The issuance, anticipated by the end of December 2025, will result in Expansion Group Ltd. beneficially owning 23.96% of AIFU's total outstanding shares and 65.50% of its aggregate voting power.
These Class B shares provide 100 votes per share but come with no rights to dividends or liquidation distributions and are not transferable.

Nov 13, 2025, 10:00 PM

AIFU Reports Substantial Revenue Decline and Net Loss in First Half 2025

AIFU

Earnings

Demand Weakening

M&A

AIFU Inc. reported a 67.0% decrease in total net revenues to RMB297.4 million (US$41.5 million) for the first half of 2025, down from RMB901.1 million in the corresponding period of 2024.
The company recorded a net loss attributable to shareholders of RMB465.7 million (US$65.0 million) for the first half of 2025, a significant reversal from net income of RMB6.6 million in the prior year, largely due to a RMB486.3 million (US$67.9 million) loss from impairment of other receivables.
Basic and diluted net loss per ordinary share from continuing operations was RMB85.41 (US$11.92) for the first half of 2025, compared to net income per share of RMB1.82 in the first half of 2024.
AIFU streamlined operations by divesting its claims adjusting business in January 2025 and an online insurance distribution platform in December 2024, resulting in a reduction of sales outlets from 539 to 360 as of June 30, 2025.