奇梦岛的增长不仅体现在财务数据上，更源自其清晰的双引擎战略路径：IP内容构建与全渠道协同发 展。在线上渠道方面，2026财年Q1电商GMV达4,460万元，抖音旗舰店GMV环比增长97.2%，抖音与小 红书平台内容总播放量分别达到6.79亿和1.71亿次，显示出IP内容的社交渗透力。在线下方面，奇梦岛 加速直营门店与快闪店布局，上海K11、深圳壹方城的双旦主题快闪已正式亮相，北京与重庆的4家品 牌直营店也将在12月底至次年初陆续开业。 （奇梦岛在深圳壹方城B2的快闪店） 在国际市场，奇梦岛显示出海外市场潜力。公司通过北美TikTok Shop平台迅速崛起，成为收藏品类目 头部品牌，产品已覆盖近20个国家。 2025年12月3日，第十届智通财经上市公司颁奖典礼在深圳举办，奇梦岛（NASDAQ:HERE）荣获"最具 投资价值中概股"大奖。该奖项由国内领先的港美股资讯平台智通财经与中资海外私募基金一站式服务 平台新智基金网联合评选，旨在表彰商业模式卓越、经营情况优良，不仅能够给投资者带来持续价值回 报，更给这个社会提供了更美好的产品或服务，且在社会责任方面作出优异贡献的美股上市公司。 12月2日，奇梦岛（NASDA ...

北京时间12月2日，奇梦岛公布了2026财年第一季度（2025年7月1日至2025年9月30日）财报。完成业务重组以纯潮玩业务亮相的首个财季，奇梦岛营收实现 显著环比增长，核心经营指标全面向好，交出了一份亮眼成绩单，标志着公司已全面进入战略落地加速期。 OT 'FY2026 Q1 为2025年7月1日至2025年9月30日期间 货币单位:元(人目 业绩摘要 载压 直播 好自 超过此前公布的指引最高区间值 0 营业收入1.27亿 环比增长93.3 2026财年Q2营收指引 1.5 亿~ 1.6 ZIYULI又梨 营收2,076万 聚焦核心战略，业绩环比高速增长 WAKUKU哇库库 营收8,973 万 SIINONO! 营收 1,28 本财报季度，奇梦岛全面聚焦IP潮玩市场，完成非潮玩业务的剥离，将所有资源集中于潮玩业务，这一战略聚焦带来了显著的业绩增长，公司已从"转型 期"进入"加速模式"。 财报显示，本财季奇梦岛实现潮玩业务总营收1.271亿元，环比激增93.3%，远超1至1.1亿元的业绩指引区间上限。2026财年Q2营收指引为1.5亿—1.6亿元。 在IP生态方面，奇梦岛展现出系统性的IP孵化和打造能力。截 ...

Core Insights - The 2025 "Beijing Gift" Global Cultural and Creative Competition announced its results, showcasing 58 outstanding cultural products from over 4,400 entries, marking an upgrade in the brand's consumer network [1][4] Brand Upgrade - The "Beijing Gift" brand is evolving, focusing on emotional value rather than just functional attributes, as the "Z Generation" becomes the main consumer group [3] - The competition included various categories such as international gifts, cultural heritage, and technological integration, highlighting the diverse nature of the awarded products [1][3] Product Highlights - Notable winning products include the "Double-layer Refrigerator Magnet" from Beijing Enamel Factory and the "Victory Commemorative Medal" from Beijing Lubo Cultural Co., Ltd., among others [1] - The competition also featured a dedicated category for trendy products, with entries like the "Dreamlike Series Figurines" from Qimeng Island [3] Store Expansion - Six new "Beijing Gift" stores were officially opened, expanding the brand's retail presence and enhancing consumer access [4] - The store layout has shifted from a "scenic spot orientation" to "full coverage," focusing on cultural experiences rather than just product sales [4] Sales and Partnerships - As of October 2023, "Beijing Gift" has partnered with 141 quality enterprises, developing 932 unique products across various categories, with projected sales exceeding 400 million yuan in 2024 [5] - The initiative has been supported by a reward system to encourage participation from quality enterprises, with a total of 11 million yuan awarded over three years [5]