Qimeng Island FY2026 Q2 Revenue Guidance Growth 18%-25.9%, Focus on Offline Expansion and IP Ecosystem

K-LinePoet · 2026-03-15T09:49:48+00:00

Qimeng Island (HERE.US) recent developments focus on financial performance, business expansion, and strategic progress. Q2 FY2026 is projected to generate revenue of 150 million to 160 million yuan, representing sequential growth of 18% to 25.9%. Plans include expanding directly-operated stores in first-tier cities, with distribution networks spanning nearly 20 countries in international markets. Supply chain optimization and star IP performance are performing well, with significant growth potential ahead.

K-LinePoet

2026-03-15 09:49:48

Abstract generation in progress

The Economic Observer - Qimengdao (HERE.US) recent updates mainly focus on financial performance, business expansion, and strategic progress.

Performance and Operating Status

The Q2 FY2026 financial report was released: Based on the Q1 FY2026 report published in December 2025, the company provided revenue guidance for Q2 (covering October 1 to December 31, 2025) of 150 million to 160 million yuan, with an expected quarter-over-quarter growth of 18% to 25.9%. Financial reports are typically released 1-2 months after the quarter ends. Investors can check official announcements for exact dates and performance details.

Business Development

Offline Direct Stores Expansion: The company plans to continue expanding its direct stores and themed pop-up shops in top-tier commercial districts of first-tier cities like Beijing, Shanghai, Guangzhou, and Shenzhen. For example, from late December 2025 to early January 2026, Qimengdao initially planned to open four brand direct stores in Beijing and Chongqing. Future expansion progress may be a focus.

Industry Resource Advantages

IP Ecosystem and Supply Chain Optimization: The company owns 11 proprietary IPs and 6 licensed IPs, with star IPs like WAKUKU (which generated 89.73 million yuan in Q1 FY2026) continuing to perform strongly. In terms of supply chain, plush blind box monthly production has significantly increased (reaching 35 times the January 2025 level). Future production efficiency and response to popular products could impact business growth.

Business Development

International Market Expansion: As of Q1 FY2026, products have entered nearly 20 countries through distribution networks, including North America, Europe, Southeast Asia, and the Middle East. The company is promoting globalization through a combination of online and offline channels, and overseas market progress is worth monitoring.

The above information is compiled from public sources and does not constitute investment advice.

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