证券代码：002862 证券简称：实丰文化 公告编号：2026-004 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 一、本期业绩预计情况 （一）业绩预告期间：2025年1月1日至2025年12月31日 （二）业绩预告情况：R亏损 □ 扭亏为盈 □ 同向上升 □ 同向下降 二、与会计师事务所沟通情况 实丰文化发展股份有限公司（以下简称"公司"、"实丰文化"或"上市公司"）已就本次业绩预告与广东司 农会计师事务所（特殊普通合伙）（以下简称"司农事务所"）进行了预沟通，公司与司农事务所在业绩 预告方面不存在分歧。 四、其他相关说明 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。 三、 业绩变动原因说明 公司预计2025年度亏损，主要原因如下： （一）因参股公司安徽超隆光电科技有限公司持续经营亏损，造成投资损失及公允价值变动损失，影响 净利润约8,200万元。 （二）因海外销售产品出现质量问题，导致公司赔偿客户损失，影响净利润约1,600万元。 （三）受海外市场销售放缓，公司清理滞销预订单 ...

每经AI快讯，实丰文化1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损1.5亿 元~1.8亿元，同比由盈转亏。基本每股收益亏损0.89元~1.07元。上年同期基本每股收益盈利0.08元。业 绩变动主要原因是，因参股公司安徽超隆光电科技有限公司持续经营亏损，造成投资损失及公允价值变 动损失，影响净利润约8200万元。因海外销售产品出现质量问题，导致公司赔偿客户损失，影响净利润 约1600万元。受海外市场销售放缓，公司清理滞销预订单产品，影响净利润约3900万元。公司致力于打 造IP 潮流玩具和人工智能玩具的战略布局，由传统玩具向融合人工智能技术开发的玩具转型，前期存 在较大的费用投入，影响净利润约1900万元。 （记者 王晓波） 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 ...

南财智讯1月30日电，实丰文化发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏 损1.50亿元—1.80亿元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损1.15 亿元—1.45亿元。公司预计2025年度亏损，主要原因如下：（一）因参股公司安徽超隆光电科技有限公 司持续经营亏损，造成投资损失及公允价值变动损失，影响净利润约8,200万元。（二）因海外销售产 品出现质量问题，导致公司赔偿客户损失，影响净利润约1,600万元。（三）受海外市场销售放缓，公 司清理滞销预订单产品，影响净利润约3,900万元。（四）公司致力于打造IP潮流玩具和人工智能玩具 的战略布局，由传统玩具向融合人工智能技术开发的玩具转型，前期存在较大的费用投入，影响净利润 约1,900万元。 ...

实丰文化公告称，2025年公司预计亏损，归属于上市公司股东的净利润亏损1.5亿元 - 1.8亿元，较上年 同期盈利952.36万元下降1675.03% - 1990.04%；扣非后净利润亏损1.15亿元 - 1.45亿元，较上年同期亏 损3163.21万元下降263.55% - 358.40%。亏损主因包括参股公司经营亏损致投资损失、海外产品质量问 题赔偿、清理滞销产品及战略转型前期投入大等。 ...

证券代码：002862 证券简称：实丰文化 公告编号：2026-004 实丰文化发展股份有限公司 司农事务所通过对本次业绩预告进行预审计，认为公司作出本次业绩预告 的依据及过程是适当和审慎的。 三、业绩变动原因说明 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况：亏损 扭亏为盈 同向上升 同向下降 | 项 目 | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：15,000 万元 | 万元-18,000 | | 盈利：952.36 万元 | | | 比上年同期下降：1,675.03%-1,990.04% | | | | | 扣除非经常性损 益后的净利润 | 亏损：11,500 万元 | 万元-14,500 | | 亏损：3,163.21 万元 | | | 比上年同期下降：263.55%-358.40% | | | | ...

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting its strong performance relative to the market [1][9]. Core Insights - The first quarter of 2026 is expected to benefit from the Spring Festival and the AI Spring Festival Gala, with diverse film offerings catering to various audience preferences. The integration of AI in cinema operations and new interactive experiences is anticipated to explore new commercial boundaries [3][4][15]. - The AI Spring Festival Gala is expected to reignite interest in AI applications and competition for new traffic entry points, with various AI-driven apps emerging to enhance digital marketing and e-commerce [3][4][16][17]. - The report emphasizes the ongoing transformation in the media landscape driven by technological advancements, particularly in AI, which is expected to create new business models and content production paradigms [3][4][16]. Industry Overview - The media industry has shown strong performance, with a 50.7% increase over the past 12 months compared to the Shanghai and Shenzhen 300 index, which only increased by 22.7% [1]. - The report notes that the film market is set to feature four major films for the Spring Festival, with themes ranging from national security to family-friendly animation, indicating a diverse content supply [15]. - The gaming sector is experiencing growth, with the market for legendary games projected to exceed 400 billion yuan in 2026, driven by technological advancements and the proliferation of mini-games [23][24]. Recommended Stocks and Rationale - The report recommends several stocks, including Wanda Film (002739), Mango Super Media (300413), and BlueFocus Communication Group (300058), citing their strong positions in the industry and potential for growth [4][9]. - Specific companies are highlighted for their innovative approaches, such as Wanda Film's integration of AI in its operations and the development of new interactive entertainment experiences [15][16]. - The report also mentions the potential of companies like Bilibili (9626.HK) and Tencent (0700.HK) to leverage AI technologies in their marketing strategies [4][9].

| | | 12月15日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 康斯特 | SpaceX在2016年-2024年各年度采购的校准测试产品订单金额较小 | | | 法尔胜 | 不涉及"可控核聚变"、"超导"、"商业航天"等相关业务 | | 签约项目 | 龙旗科技 | 拟15亿元投建龙旗南昌高新区 AI+智能终端数字标杆工厂项目 | | 合同中标 | 蜀道裝备 | 中标6486万美元尼日利亚Rumuji天然气液化设施项目 | | 股权转让 | TCL科技 | 控股子公司拟60.45亿元购买深圳华星半导体10.7656%股权 | | 回购 | 一品红 | 拟1亿元-2亿元回购股份 | | 增减持 | 实丰文化 | 蔡俊权及其一致行动人蔡俊淞拟减持不超过3%股份 | | 其他 | 随升科技 | 拟向海南进升定增募资不超过4.7亿元 | | | 太力科技 | 与暨南大学签署战略合作框架协议 島 希隆汇 | 法尔胜(000890.SZ)：不涉及"可控核聚变"、"超导"、"商业航天"等相关业务 康斯特(300445.SZ)：SpaceX在2016年-20 ...

Market Overview - The entertainment products sector increased by 0.43% on January 23, with Qixin Group leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Qixin Group (002301) closed at 8.38, up 3.08%, with a trading volume of 368,300 shares and a transaction value of 306 million yuan [1] - Tongda Chuangzhi (001368) closed at 28.90, up 2.30%, with a trading volume of 35,300 shares and a transaction value of 101 million yuan [1] - Huali Technology (301011) closed at 28.15, up 1.88%, with a trading volume of 28,800 shares and a transaction value of 80.81 million yuan [1] - Mingyue Optical (301101) closed at 44.80, up 1.86%, with a trading volume of 39,400 shares and a transaction value of 176 million yuan [1] - Zhejiang Zhengte (001238) closed at 57.41, up 1.79%, with a trading volume of 6,672 shares and a transaction value of 38.09 million yuan [1] Capital Flow - The entertainment products sector experienced a net outflow of 165 million yuan from institutional investors, while retail investors saw a net inflow of 145 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Qixin Group had a net inflow of 26.39 million yuan from institutional investors, but a net outflow of 2.38 million yuan from speculative funds [3] - Yingpais (002899) saw a net inflow of 12.42 million yuan from institutional investors, while retail investors had a net outflow of 16.35 million yuan [3] - Guangbo Co. (002103) had a net inflow of 5.94 million yuan from institutional investors, with a net outflow of 11.49 million yuan from retail investors [3]

Core Viewpoint - The commercial aerospace sector is experiencing significant stock price increases, driven by news of SpaceX's potential IPO and the government's focus on building a strong aerospace nation as part of the 14th Five-Year Plan [1][3][4]. Group 1: Stock Performance - On January 22, several stocks in the commercial aerospace sector saw substantial gains, with over ten stocks hitting the daily limit, including Tengda Technology and Jieli Rigging [1]. - Notable stock performances include: - Triangle Defense: +15.80% - Tianli Composite: +15.36% - Zhongtai Shares: +14.49% - Jianghang Equipment: +10.81% [2]. Group 2: SpaceX IPO News - Reports indicate that Elon Musk is actively pushing for SpaceX's IPO, aiming to complete it by July this year, which marks a shift from his previous resistance to going public [3]. - The IPO is seen as crucial for funding Musk's ambition to establish data centers in space and to support his AI company, xAI, in competing with rivals [3]. Group 3: Government Initiatives - The current year marks the beginning of the 14th Five-Year Plan, with a focus on accelerating the construction of a strong aerospace nation, which is now a key task in the national agenda [4]. - The construction of China's first offshore liquid rocket launch recovery test platform is underway, highlighting the government's commitment to advancing aerospace capabilities [4].

Market Overview - The entertainment products sector increased by 0.01% on January 20, with Qixin Group leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down by 0.01%, while the Shenzhen Component Index closed at 14155.63, down by 0.97% [1] Top Performers - Qixin Group (002301) closed at 8.19, up by 3.02%, with a trading volume of 407,800 shares and a transaction value of 330 million yuan [1] - Chenguang Group (6688809) closed at 28.25, up by 1.99%, with a trading volume of 79,000 shares and a transaction value of 221 million yuan [1] - Source Medical (001222) closed at 23.92, up by 1.57%, with a trading volume of 29,400 shares and a transaction value of 70.11 million yuan [1] Underperformers - Hailun Piano (300329) closed at 15.20, down by 5.00%, with a trading volume of 86,000 shares and a transaction value of 132 million yuan [2] - Zhejiang Natural (605080) closed at 25.80, down by 4.83%, with a trading volume of 77,600 shares and a transaction value of 202 million yuan [2] - Gaole Shares (002348) closed at 6.02, down by 3.22%, with a trading volume of 314,400 shares and a transaction value of 192 million yuan [2] Capital Flow - The entertainment products sector saw a net inflow of 3.75 million yuan from institutional investors, while retail investors experienced a net outflow of 101 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional buying and retail selling [2] Individual Stock Capital Flow - Mingyue Lens (301101) had a net inflow of 27.42 million yuan from institutional investors, while retail investors saw a net outflow of 26.08 million yuan [3] - Qixin Group (002301) experienced a net inflow of 25.44 million yuan from institutional investors, with retail investors facing a net outflow of 44.78 million yuan [3] - Guangbo Shares (002103) had a net inflow of 17.20 million yuan from institutional investors, while retail investors saw a net outflow of 31.73 million yuan [3]