Core Viewpoint - Qimengdao (NASDAQ: HERE) reported a significant revenue increase in its潮玩 (IP toy) business, achieving 127.1 million yuan in Q1 of FY2026, a 93.3% quarter-on-quarter growth, indicating a successful strategic focus on the潮玩 market [2] Group 1: Financial Performance - The company completed the divestiture of non潮玩 businesses, concentrating all resources on潮玩, which led to substantial performance growth [2] - WAKUKU, one of the owned IPs, generated revenue of 89.73 million yuan, contributing significantly to Qimengdao's overall performance [2] Group 2: Strategic Initiatives - Qimengdao has established a presence in over 20 countries, including North America, Europe, Southeast Asia, and the Middle East, through its distribution network [3] - The company is implementing a dual-engine strategy of "IP development + multi-channel expansion" to align with global leading潮玩 enterprises [3] Group 3: Market Expansion - Qimengdao is expanding its offline network, covering hundreds of key channels, and plans to open new brand stores in major cities like Beijing and Chongqing by early next year [2] - The company has launched a "Double Festival Theme Pop-up" in Shanghai and Shenzhen, enhancing its "online traffic + offline experience" model [2]
奇梦岛借自有IP转型潮玩 WAKUKU营收接近9000万元
Zhong Guo Jing Ying Bao·2025-12-02 12:08