STOCK TITAN

Cheche Group Reports First Half 2026 Unaudited Financial Results

Cheche’s first-half 2026 shows deeper NEV focus and higher margins but significantly wider losses and sharply reduced full-year guidance.

(Neutral)
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Cheche Group (CCG) reported unaudited results for the six months ended June 30, 2026, marked by a sharp revenue decline and a mix shift toward higher-margin NEV insurance.

Net revenues fell 34.4% year over year to RMB885.0 million as the company restructured its business portfolio. Gross margin improved to 6.5% from 4.9%, but gross profit still declined 12.6% to RMB57.5 million. Partnerships with NEV companies reached 18, generating 1,049,000 policies and RMB3.2 billion in written premiums, up 29.5% and 23.7%, respectively, with NEV premiums rising to 31.0% of total written premiums from 22.5%.

Net loss widened 72.3% to RMB44.1 million, and adjusted net loss rose 257.7% to RMB37.7 million. Cheche cut full-year 2026 net revenue guidance to RMB1.5–1.8 billion from RMB3.0–3.2 billion, and NEV written premiums guidance to RMB8.0–10.0 billion from RMB10.5–12.0 billion, while estimating adjusted net loss of RMB42.7–47.4 million.

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Positive

  • NEV written premiums RMB3.2 billion in H1 2026, up 23.7% year over year
  • NEV policies reached 1,049,000 and partnerships with NEV companies grew to 18
  • Gross margin improved to 6.5% from 4.9% year over year
  • Selling and marketing expenses decreased 4.3% to RMB35.6 million in H1 2026
  • Research and development expenses decreased 21.0% to RMB14.5 million
  • Cash, restricted cash and short-term investments totaled RMB173.7 million at June 30, 2026
  • Launch of AI products including intelligent NEV pricing, Cheche Score and ABAO Agent Family to support AI-driven insurance infrastructure

Negative

  • Net revenues fell 34.4% year over year to RMB885.0 million in H1 2026
  • Gross profit decreased 12.6% to RMB57.5 million despite higher margin
  • Net loss widened 72.3% to RMB44.1 million in H1 2026
  • Adjusted net loss increased 257.7% to RMB37.7 million year over year
  • General and administrative expenses rose 55.4% to RMB57.9 million, including RMB35.1 million specific credit-loss allowance
  • Total operating expenses increased 16.4% to RMB108.0 million; excluding share-based pay, up 31.8%
  • Full-year 2026 net revenue guidance cut to RMB1.5–1.8 billion from RMB3.0–3.2 billion
  • Full-year 2026 NEV written premiums guidance reduced to RMB8.0–10.0 billion from RMB10.5–12.0 billion

News Explained

At June 30, 2026, Cheche reported RMB173.7 million in cash-like holdings against RMB708.8 million in liabilities during its restructuring.

As of June 30, 2026, Cheche reported RMB173.7 million in cash, restricted cash and short-term investments, alongside RMB708.8 million in total liabilities and RMB304.7 million in shareholders’ equity.

Current assets included RMB665.9 million of accounts receivable, while restricted cash totaled RMB41.8 million.

General and administrative expenses included a RMB35.1 million specific allowance for credit losses on long-aged and high-risk receivables.

The company said it had ceased using total written premiums placed as a key business performance indicator following its strategic pivot, changing what it will emphasize in future operating updates.

The release also states that ABAO Agent had been commercially deployed at scale in auto-insurance renewal scenarios by June 22, 2026.

Market Context

Tag-specific earnings history recorded an average 24-hour move of -4.08% across four events. That ba...
Analysis

Tag-specific earnings history recorded an average 24-hour move of -4.08% across four events. That baseline frames this release as a restructuring tradeoff: improved margin mix versus weaker revenue, larger losses, and lower guidance.

Key Figures

Net revenues: RMB885.0 million (US$130.4 million), down 34.4% Gross margin: 6.5%, up from 4.9% Net loss: RMB44.1 million (US$6.5 million), up 72.3% +5 more
8 metrics
Net revenues RMB885.0 million (US$130.4 million), down 34.4% First half 2026 year over year
Gross margin 6.5%, up from 4.9% First half 2026 versus prior-year period
Net loss RMB44.1 million (US$6.5 million), up 72.3% First half 2026 year over year
Credit-loss allowance RMB35.1 million (US$5.2 million) First half 2026 general and administrative expenses
Adjusted net loss RMB37.7 million (US$5.6 million), up 257.7% First half 2026 year over year
Net revenue guidance RMB1.5 billion to RMB1.8 billion Full-year 2026, revised from RMB3.0 billion to RMB3.2 billion
NEV written premium guidance RMB8.0 billion to RMB10.0 billion Full-year 2026, revised from RMB10.5 billion to RMB12.0 billion
Cash and investments RMB173.7 million (US$25.6 million) As of June 30, 2026

Previous Earnings Reports

4 past events · Latest: Apr 02 (Positive)
Same Type Pattern 4 events
Date Event Sentiment 24h Move Catalyst
Apr 02 Full-year earnings Positive +1.7% Full-year revenue growth, improved losses, and higher NEV premium mix
Aug 28 Half-year earnings Negative -5.1% Revenue declined despite narrower net loss and stronger NEV partnerships
Mar 28 Full-year earnings Positive -19.9% Revenue and operating losses improved alongside strong NEV partnership growth
Nov 26 Third-quarter earnings Positive +7.0% Revenue growth, first net income, and increased NEV written premiums

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Tag-specific earnings reactions were mixed, with 3 of 4 events aligned with the reported earnings tone and 1 diverging.

Key Terms

written premium, large language model, dynamic pricing, non-GAAP financial measures
4 terms
written premium financial
"policies with corresponding written premium of RMB3.2 billion"
Written premium is the total dollar value of insurance policies an insurer issues or renews during a reporting period, recorded when the policy is sold rather than when coverage is provided. Investors use it as a measure of sales momentum and market share—like 'bookings' for a subscription business—because rising written premiums signal potential revenue growth and changing risk exposure, though they are not the same as earned revenue or immediate profit.
large language model technical
"proprietary vertical insurance large language model"
A large language model is a computer system trained on vast amounts of text to understand and generate human-like writing, like a very well-read virtual assistant that can summarize, draft, translate, or answer questions. Investors care because it can change how businesses operate and compete—boosting productivity, cutting costs, or enabling new products—while also creating risks around accuracy, regulation, and security that can affect revenue and valuation.
dynamic pricing technical
"full NEV insurance lifecycle from dynamic pricing to claims processing"
Dynamic pricing is a strategy where the cost of a product or service changes frequently based on factors like demand, time, or availability. It’s similar to how airline tickets or hotel rooms can become more expensive during busy periods and cheaper when demand is low. For investors, understanding this approach is important because it affects a company's revenue, competitiveness, and overall market behavior.
non-GAAP financial measures financial
"Cheche has provided non-GAAP financial measures in this press release"
Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don’t always tell the full story and should be looked at alongside standard financial figures.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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BEIJING, Sept. 4, 2026 /PRNewswire/ -- Cheche Group Inc. (NASDAQ: CCG) ("Cheche", "the Company" or "we"), China's leading auto insurance technology platform, today announced its unaudited financial results for the six months ended June 30, 2026.

Key Business Highlights

  • Partnerships with New Energy Vehicle (NEV) companies numbered 18 in the first half 2026 and led to 1,049,000 policies with corresponding written premium of RMB3.2 billion (US$472.0 million), representing an increase of 29.5% and 23.7%, respectively, compared to the prior-year period.

  • Net revenues decreased 34.4% to RMB885.0 million (US$130.4 million) as we have been proactively restructuring business portfolio to focus on high-margin segments.

  • Gross margin increased to 6.5% from 4.9% in the prior-year period, driven by an improved business mix, with NEV premiums increasing to 31.0% of total written premiums from 22.5% in the prior-year period.

Management Comments

"In the first half of 2026, Cheche made meaningful progress in reshaping our business for the next phase of growth," said Lei Zhang, Founder, CEO and Chairman of Cheche. "We made deliberate choices to shift away from lower-margin, less strategic revenue streams and concentrate our resources on the business and capabilities where we believe we can create greater long-term value through technology, data and differentiated solutions. As a result, while net revenues declined 34.4% to RMB885.0 million, gross margin expanded by 160 basis points, reflecting a fundamentally stronger revenue mix.

"This transformation is now visibly expressed in our recent launch of the ABAO Agent Family – a suite of five specialized AI agents, built on Cheche's proprietary vertical insurance large language model that spans the full NEV insurance lifecycle from dynamic pricing to claims processing. Together with our Cheche Score and proprietary NEV intelligent pricing model, ABAO marks our strategic evolution from a digital insurance transaction platform into an AI-driven insurance infrastructure provider. These capabilities are deepening our relationships with insurance carrier partners, improving the economics of our core operations and expanding the ways in which our technology can be applied.

"Transformation requires discipline, and we remain focused on streamlining operations, strengthening our foundation and directing resources toward our highest-value opportunities. We are also exploring ways to broaden our platform and enhance the scale and resilience of our operations as we enter the next phase of our evolution. Our objective is to build a more diversified enterprise with the flexibility to pursue compelling opportunities while maintaining disciplined execution and a clear focus on shareholder value."

Unaudited First Half Year 2026 Financial Results

Net Revenues were RMB885.0 million (US$130.4 million), representing a 34.4% year-over-year decrease from the prior-year period as a result of the restructuring of our business portfolio.

Cost of Revenues decreased 35.5% year-over-year to RMB827.6 million (US$122.0 million) from the prior-year period due to a decline in net revenues and higher gross margin driven by the restructuring of our business portfolio.

Gross profit decreased 12.6% to RMB57.5 million (US$8.5 million) compared to the prior-year period due to the decrease of net revenues, partially offset by the improved business structure which led to a higher gross margin.

Selling and Marketing Expenses decreased 4.3% to RMB35.6 million (US$5.3 million) from RMB37.3 million in the prior-year period, mainly due to the decrease in staff cost and share-based compensation expenses. Excluding share-based compensation expenses, selling and marketing expenses were RMB34.5 million (US$5.1 million), a decrease of 2.5% compared to the prior-year period.

General and Administrative Expenses increased 55.4% to RMB57.9 million (US$8.5 million) from RMB37.3 million for the prior-year period due to the recognition of RMB35.1 million (US$5.2 million) specific allowance of credit losses for long-aged and high-risk receivables, partially offset by the decrease in share-based compensation expenses and professional service fees. Excluding share-based compensation expenses, general and administrative expenses increased 112.7% year over year, from RMB26.6 million to RMB56.5 million (US$8.3 million).

Research and Development Expenses decreased 21.0% to RMB14.5 million (US$2.1 million) from RMB18.3 million in the prior-year period, mainly due to the decrease in staff costs and professional service fees. Excluding share-based compensation expenses, research and development expenses decreased 21.0% to RMB14.1 million (US$2.1 million) from RMB17.8 million in the prior-year period.

Total Operating Expenses increased 16.4% to RMB108.0 million (US$15.9 million) from RMB92.8 million in the prior-year period, mainly due to the recognition of specific allowance of credit losses for long-aged and high-risk receivables, partially offset by the decrease in staff cost, share-based compensation expenses and professional service fees. Excluding share-based compensation expenses, total operating expenses increased 31.8% to RMB105.1 million (US$15.5 million) from RMB79.8 million in the prior-year period.

Net Loss increased 72.3% to RMB44.1 million (US$6.5 million) from RMB25.6 million in the prior-year period. Excluding non-GAAP expenses, the Adjusted Net Loss increased 257.7% to RMB37.7 million (US$5.6 million) from RMB10.5 million in the prior-year period.

Net Loss Per Share, basic and diluted, was RMB18.57 (US$2.74), increasing RMB7.68 from a loss of RMB10.89 for the prior-year period.

Adjusted Net Loss Per Share, basic and diluted, was RMB15.89 (US$2.34), increasing RMB11.4 from a loss of RMB4.49 for the prior-year period.

First Half Year 2026 Business Developments

  • On January 29, 2026, Cheche announced that Volkswagen (Anhui) Digital Sales and Services Co., Ltd ("DSSO"), Beijing Cardif Airstar Property & Casualty Insurance Co., Ltd. ("Cardif Airstar Insurance"), and Cheche Group Inc. held a strategic cooperation signing ceremony on January 29, 2026. They will collaborate to develop digital insurance services for Volkswagen owners and expand into areas such as intelligent pricing, intelligent-driving insurance, and non-auto insurance. The partnership aims to establish a digital financial and insurance service system covering the full lifecycle of electric vehicle ownership.

  • On May 28, 2026, Cheche announced the official launch of its proprietary, AI large model-driven intelligent connected vehicle pricing product. Targeting China's expanding market of approximately 20 million intelligent connected NEVs, the platform utilizes advanced machine learning and multi-dimensional data analytics. By analyzing real-time driving behavior, usage patterns, and localized risk scenarios, the technology delivers precise, personalized insurance pricing tailored to individual drivers.

  • On June 22, 2026, Cheche announced the official launch of "ABAO Agent," an AI-powered intelligent underwriting agent. ABAO Agent is now commercially deployed in auto insurance renewal scenarios at scale. Its 24/7 autonomous capabilities allow the agent to independently execute the complete renewal workflow—customer outreach, needs identification, policy follow-up, and conversion—functions that previously required dedicated human teams. The result is a reduction in labor and operational costs for carrier partners, with no compromise to service continuity.

  • On June 24, 2026, Cheche announced the launch of "Cheche Score," a proprietary AI-powered dynamic pricing solution for NEV insurance. Cheche Score is fully commercialized and functioning across multiple cities in China. Cheche has entered into dedicated AI-powered renewal cooperation agreements with several of China's largest insurance carriers, jointly building a digital operating ecosystem that connects intelligent pricing, precision renewal, and closed-loop customer service.

  • On September 1, 2026, Cheche announced the launch of the ABAO Agent Family, a suite of five specialized AI agents built on Cheche's proprietary vertical insurance large language model. Spanning the full NEV insurance lifecycle, from dynamic pricing optimization to claims processing and specialized diagnostics, the ABAO Agent Family marked Cheche's strategic evolution from a digital insurance transaction platform into an AI-driven insurance infrastructure provider.

Balance Sheet

As of June 30, 2026, the Company had RMB173.7 million (US$25.6 million) in total cash and cash equivalents, restricted cash and short-term investments.

Business Outlook

For the full year 2026:

  • Cheche is revising its Net Revenue guidance to an approximate range of RMB1.5 billion to RMB1.8 billion, from the previously announced approximate range of RMB3.0 billion to RMB3.2 billion, to reflect the impact of its ongoing business restructuring.

  • Cheche is revising its NEV Written Premiums Placed guidance to an approximate range of RMB8.0 billion to RMB10.0 billion from the previously announced approximate range of RMB10.5 billion to RMB 12.0 billion, to reflect the change of NEV sales in the domestic market.

  • Cheche ceased using Total Written Premiums Placed as a key business performance indicator as a result of its strategic pivot.

  • Cheche is estimating an Adjusted Net Loss range of RMB42.7 million to RMB47.4 million for the full year 2026, due primarily to the ongoing restructuring.

Exchange Rate Information

This announcement contains translations of certain RMB amounts into U.S. dollars at a specified rate solely for the reader's convenience. Unless otherwise noted, all translations from RMB to U.S. dollars and from U.S. dollars to RMB are made at a rate of RMB6.7851 to US$1.00, the exchange rate on June 30, 2026, set forth in the H.10 statistical release of the Federal Reserve Board. The Company makes no representation that the RMB or U.S. dollar amounts referenced could be converted into U.S. dollars or RMB, as the case may be, at any particular rate or at all.

About Cheche Group Inc.

Established in 2014 and headquartered in Beijing, China, Cheche is a leading auto insurance technology platform with a nationwide network of around 101 branches licensed to distribute insurance policies across 25 provinces, autonomous regions, and municipalities in China. Capitalizing on its leading position in auto insurance transaction services, Cheche has evolved into a comprehensive, data-driven technology platform that offers a full suite of services and products for digital insurance transactions and insurance SaaS solutions in China. Learn more at https://www.chechegroup.com/en

Cheche Group Inc.:

IR@chechegroup.com 

Crocker Coulson
crocker.coulson@aummedia.org
(646) 652-7185

Non-GAAP Financial Measures

Cheche has provided non-GAAP financial measures in this press release that have not been prepared in accordance with generally accepted accounting principles (GAAP) in the United States.

Cheche uses adjusted selling and marketing expenses, adjusted general and administrative expenses, adjusted research and development expenses, adjusted total operating expenses, adjusted net loss, and adjusted net loss per share, which are non-GAAP financial measures, in evaluating our operating results and for financial and operational decision-making purposes.

Cheche defines adjusted total operating expenses as total operating expenses adjusted for the impact of share-based compensation. Cheche defines adjusted net loss as net loss adjusted for the impact of share-based compensation expenses, amortization of intangible assets, and changes in fair value of amounts due to a related party related to the acquisition of Cheche Insurance Sales & Services Co., Ltd. (previously named Fanhua Times Sales and Service Co., Ltd), and change in fair value of warrants. Adjusted net loss per share, basic and diluted, is calculated as adjusted net loss divided by weighted-average ordinary shares outstanding.

Cheche believes that these non-GAAP financial measures help identify underlying trends in its business that could otherwise be distorted by the impact of share-based compensation expenses, amortization of intangible assets related to acquisition, and change in fair value of amounts due to a related party related to the acquisition of Cheche Insurance Sales & Services Co., Ltd. (previously named Fanhua Times Sales and Service Co., Ltd), and change in fair value of warrants. Cheche believes that such non-GAAP financial measures also provide useful information about its operating results, enhance the overall understanding of its past performance and future prospects, and allow for greater visibility with respect to key metrics used by its management in its financial and operational decision-making.

The non-GAAP financial measures are not defined under U.S. GAAP and are not presented in accordance with U.S. GAAP. They should not be considered in isolation or construed as alternatives to net loss or any other measure of performance or as an indicator of Cheche's operating performance. Further, these non-GAAP financial measures may not be comparable to similarly titled measures presented by other companies. Other companies may calculate similarly titled measures differently, limiting their usefulness as comparative measures to the Company's data. Cheche encourages investors and others to review the Company's financial information in its entirety and not rely on a single financial measure. Investors are encouraged to compare the historical non-GAAP financial measures with the most directly comparable GAAP measures. Cheche mitigates these limitations by reconciling the non-GAAP financial measures to the most comparable U.S. GAAP performance measures, all of which should be considered when evaluating its performance.

Safe Harbor Statements

This press release includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "expect," "anticipate," "believe," "seek," "target" or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements also include, but are not limited to, statements regarding projections, estimations, and forecasts of revenue and other financial and performance metrics, projections of market opportunity and expectations, the Company's ability to scale and grow its business, the Company's advantages and expected growth, and its ability to source and retain talent, as applicable. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of the Company's management and are not predictions of actual performance. These statements involve risks, uncertainties, and other factors that may cause the Company's actual results, levels of activity, performance, or achievements to materially differ from those expressed or implied by these forward-looking statements. Further information regarding these and other risks, uncertainties, or factors is included in the Company's filings with the U.S. Securities and Exchange Commission. Although the Company believes that it has a reasonable basis for each forward-looking statement contained in this press release, the Company cautions you that these statements are based on a combination of facts and factors currently known and projections of the future, which are inherently uncertain. The forward-looking statements in this press release represent the views of the Company as of the date of this press release. Subsequent events and developments may cause those views to change. Except as may be required by law, the Company does not undertake any duty to update these forward-looking statements.

 

 

Unaudited Condensed Consolidated Balance Sheets (All amounts in thousands, except for share and per
share data)




December 31,



June 30,



June 30,




2025



2026



2026




RMB



RMB



USD












ASSETS













Current assets:













Cash and cash equivalents



144,511




131,730




19,415


Restricted cash



5,000




41,779




6,157


Short-term investments



226




226




33


Amounts due from related parties



-




14,303




2,108


Accounts receivable, net



1,145,752




665,931




98,146


Prepayments and other current assets



60,059




64,256




9,470


Total current assets



1,355,548




918,225




135,329















Non-current assets:













Restricted cash



21,086




-




-


Property, equipment and leasehold improvement, net



831




893




132


Intangible assets, net



3,850




2,800




413


Right-of-use assets



6,453




5,016




739


Goodwill



84,609




84,609




12,470


Other non-current assets



2,477




1,981




292


Total non-current assets



119,306




95,299




14,046


Total assets



1,474,854




1,013,524




149,375















LIABILITIES AND SHAREHOLDERS' EQUITY













Current liabilities:













Accounts payable



842,728




430,847




63,499


Short-term borrowings



80,500




98,190




14,471


Contract liabilities



1,044




1,238




182


Salary and welfare benefits payable



83,686




79,321




11,690


Tax payable



22,657




18,320




2,700


Amounts due to a related party



50,626




52,949




7,804


Accrued expenses and other current liabilities



19,206




20,167




2,974


Short-term lease liabilities



4,727




3,510




517


Total current liabilities



1,105,174




704,542




103,837















Non-current liabilities:













Deferred tax liabilities



963




700




103


Long-term borrowings



9,800




-




-


Long-term lease liabilities



801




604




89


Deferred revenue



1,432




1,432




211


Warrant



1,512




1,544




228


Total non-current liabilities



14,508




4,280




631















Total liabilities



1,119,682




708,822




104,468















Ordinary shares



6




6




1


Treasury stock



(1,025)




(1,025)




(151)


Additional paid-in capital



2,550,197




2,553,093




376,279


Accumulated deficit



(2,192,846)




(2,236,903)




(329,679)


Accumulated other comprehensive loss



(1,160)




(10,469)




(1,543)


Total the Company's shareholders' equity



355,172




304,702




44,907















Total liabilities and shareholders' equity



1,474,854




1,013,524




149,375


 

 

Unaudited Condensed Consolidated Statements of Operations and Comprehensive Loss (All amounts in
thousands, except for share and per share data)




For the Six Months Ended




June 30,



June 30,



June 30,




2025



2026



2026




RMB



RMB



USD












Net revenues



1,348,652




885,048




130,440


Cost of revenues



(1,282,869)




(827,573)




(121,969)


Gross profit



65,783




57,475




8,471















Operating expenses:













Selling and marketing expenses



(37,250)




(35,637)




(5,252)


General and administrative expenses



(37,255)




(57,902)




(8,534)


Research and development expenses



(18,293)




(14,457)




(2,131)


Total operating expenses



(92,798)




(107,996)




(15,917)


Operating loss



(27,015)




(50,521)




(7,446)















Other expenses:













Interest income



1,669




1,112




164


Interest expense



(1,213)




(1,396)




(206)


Foreign exchange gains



893




6,630




977


Government grants



1,295




2,839




418


Changes in fair value of warrant



1,114




(80)




(12)


Changes in fair value of amounts due to related party



(2,052)




(2,330)




(343)


Others, net



(454)




(552)




(81)


Loss before income tax



(25,763)




(44,298)




(6,529)


Income tax benefit



195




241




36















Net loss



(25,568)




(44,057)




(6,493)















Other comprehensive loss:













Foreign currency translation adjustments, net of nil tax



(1,302)




(9,316)




(1,373)


Fair value changes of amounts due to related party due to own credit risk



(453)




7




1


Total other comprehensive loss



(1,755)




(9,309)




(1,372)















Total comprehensive loss



(27,323)




(53,366)




(7,865)















Net loss per ordinary shares outstanding(1)













Basic



(10.89)




(18.57)




(2.74)


Diluted



(10.89)




(18.57)




(2.74)


Weighted average number of ordinary shares outstanding(1)













Basic



2,348,249




2,372,032




2,372,032


Diluted



2,348,249




2,372,032




2,372,032


(1) The shares and per share information are presented on a retroactive basis to reflect the 35-for-1 share consolidation of its Class A ordinary shares and Class B ordinary shares effective on July 20, 2026.

 

 

Reconciliation of GAAP Operating Expenses to Non-GAAP Operating Expenses (Unaudited)


(All amounts in thousands)




For the Six Months Ended




June 30,



June 30,



June 30,




2025



2026



2026




RMB



RMB



USD


Selling and marketing expenses



(37,250)




(35,637)




(5,252)


Add: Share-based compensation expenses



1,851




1,135




167


Adjusted Selling and marketing expenses



(35,399)




(34,502)




(5,085)















General and administrative expenses



(37,255)




(57,902)




(8,534)


Add: Share-based compensation expenses



10,674




1,354




200


Adjusted General and administrative expenses



(26,581)




(56,548)




(8,334)















Research and development expenses



(18,293)




(14,457)




(2,131)


Add: Share-based compensation expenses



512




407




60


Adjusted Research and development expenses



(17,781)




(14,050)




(2,071)















Total operating expenses



(92,798)




(107,996)




(15,917)


Adjusted total operating expenses



(79,761)




(105,100)




(15,490)


 

 

Reconciliation of GAAP Net Loss and Net Loss Per Ordinary Share to Non-GAAP Net Loss and Net Loss Per
Ordinary Share (Unaudited)


(All amounts in thousands, except for share data and per share data)




For the Six Months Ended




June 30,



June 30,



June 30,




2025



2026



2026




RMB



RMB



USD


Net loss



(25,568)




(44,057)




(6,493)


Add: Share-based compensation expenses



13,040




2,896




427


Amortization of intangible assets related to acquisition



1,050




1,050




155


Changes in fair value of warrant



(1,114)




80




12


Changes in fair value of amounts due to related party



2,052




2,330




343


Adjusted net loss



(10,540)




(37,701)




(5,556)















Weighted average number of ordinary shares used in
computing non-GAAP adjusted net loss per ordinary
share
(1)













Basic



2,348,249




2,372,032




2,372,032


Diluted



2,348,249




2,372,032




2,372,032















Net loss per ordinary share(1)













Basic



(10.89)




(18.57)




(2.74)


Diluted



(10.89)




(18.57)




(2.74)















Non-GAAP adjustments to net loss per ordinary share(1)













Basic



6.40




2.68




0.40


Diluted



6.40




2.68




0.40















Adjusted net loss per ordinary share(1)













Basic



(4.49)




(15.89)




(2.34)


Diluted



(4.49)




(15.89)




(2.34)


(1) The shares and per share information are presented on a retroactive basis to reflect the 35-for-1 share consolidation of its Class A ordinary shares and Class B ordinary shares effective on July 20, 2026.

 

 

Cision View original content:https://www.prnewswire.com/news-releases/cheche-group-reports-first-half-2026-unaudited-financial-results-302870447.html

SOURCE Cheche Group Inc.

FAQ

How did Cheche Group (CCG) perform financially in the first half of 2026?

For the six months ended June 30, 2026, Cheche reported net revenues of RMB885.0 million, down 34.4% year over year. Gross profit declined 12.6% to RMB57.5 million, while net loss widened 72.3% to RMB44.1 million and adjusted net loss reached RMB37.7 million.

What were the key NEV business metrics for Cheche Group (CCG) in H1 2026?

In H1 2026, Cheche’s partnerships with NEV companies reached 18, producing 1,049,000 policies and RMB3.2 billion in written premiums, up 29.5% and 23.7% year over year. NEV premiums accounted for 31.0% of total written premiums, up from 22.5%.

How did Cheche Group’s margins and expenses change in the first half of 2026?

Cheche’s gross margin rose to 6.5% from 4.9% on an improved business mix. However, total operating expenses increased 16.4% to RMB108.0 million, driven mainly by a RMB35.1 million specific allowance for credit losses, while selling and marketing and R&D expenses declined.

What guidance did Cheche Group (CCG) provide for full-year 2026 revenues and NEV premiums?

For 2026, Cheche now expects net revenues of RMB1.5–1.8 billion, reduced from RMB3.0–3.2 billion. Guidance for NEV written premiums placed was cut to RMB8.0–10.0 billion from RMB10.5–12.0 billion, reflecting ongoing restructuring and changes in domestic NEV sales.

What is Cheche Group’s expected adjusted net loss for full-year 2026?

Cheche estimates a full-year 2026 adjusted net loss in the range of RMB42.7 million to RMB47.4 million. The company attributes this expected loss primarily to the impact of its ongoing business restructuring toward higher-margin segments.

What AI and technology initiatives did Cheche Group (CCG) launch in 2026?

In 2026, Cheche launched an AI large-model NEV pricing product, the Cheche Score dynamic pricing solution, and the ABAO Agent and ABAO Agent Family, a suite of five AI agents covering NEV insurance pricing, renewals and claims, supporting its shift to an AI-driven insurance infrastructure role.

What is Cheche Group’s liquidity position as of June 30, 2026?

As of June 30, 2026, Cheche held RMB173.7 million (US$25.6 million) in total cash and cash equivalents, restricted cash and short-term investments, providing liquidity to support its restructuring and continued investment in NEV-focused and AI-driven insurance solutions.