实丰文化发展股份有限公司董事会 2026年2月12日 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"）于近日收到公司控股股东蔡 俊权先生之一致行动人蔡俊淞先生发来的《告知函》，蔡俊淞先生在2026年2月10日通过大宗交易方式 减持公司股份840,000股，占公司总股本的0.50%。根据有关法律法规和规范性文件的要求，现将具体情 况公告如下： ■ 特此公告。 登录新浪财经APP 搜索【信披】查看更多考评等级 股东蔡俊淞先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 ...

证券代码：002862 证券简称：实丰文化 公告编号：2026-007 | | 其他 | | □（请注明） | | | --- | --- | --- | --- | --- | | 3.本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | 股份性质 | 本次变动前持有股份 股数 股数 | 占总股本 | 本次变动后持有股份 | | | | (股) (股) | 比例(%) | | 占总股本 比例(%) | | 蔡俊权 | 52,192,502 52,192,502 | 31.0670 | | 31.0670 | | 蔡俊淞 | 8,401,680 7,561,680 | 5.0010 | | 4.5010 | | 蔡锦贤 | 3,717,210 3,717,210 | 2.2126 | | 2.2126 | | 合计持有股份 | 64,311,392 63,471,392 | 38.2806 | | 37.7806 | | 其中：无限售条件股份 | 24,890,680 24,050,680 | 14.8159 | | 14.3159 | | 有限售条件股份 | 39,420,7 ...

Group 1 - Several A-share listed companies are launching "Year of the Horse" themed products as the 2026 Spring Festival approaches [3][6] - Kweichow Moutai has introduced a new marketing plan focusing on a pyramid product structure to meet diverse consumer needs, emphasizing premium and zodiac wines [3] - Other liquor companies like Wuliangye and Yanghe are also releasing zodiac-themed products, available on major e-commerce platforms [6] Group 2 - The demand for gold jewelry has significantly increased with the upcoming Year of the Horse, leading to seasonal growth in customer traffic and order volume for companies like Cuihua Jewelry [6][8] - Qingdao Kingwang has launched a new ceramic fragrance gift box for the Year of the Horse, available on Tmall [8] - Various companies are implementing special marketing activities for the Year of the Horse, such as Senma's interactive online events and in-store experiences [8]

Investment Rating - The industry investment rating is "Hold" [1] Core Insights - The report highlights that the demand for AI toys is expected to increase due to the upcoming Spring Festival, with AI toys becoming a new choice on the "New Year goods list" [4][23] - AI toys are transitioning from traditional electronic and educational toys to "smart companion terminals," with significant growth potential in the Chinese market, which is currently in the early stages of penetration [19][20] - The report predicts that the AI toy market in China could exceed 70 billion yuan by 2030, supported by advancements in AI technology and favorable local policies [19][21] Summary by Sections Weekly Special Report - The report discusses the release of demand catalyzed by the Spring Festival, emphasizing the potential for increased penetration of AI toys in the market [3][4] - AI toys are gaining popularity as they offer interactive features that appeal to children, making them suitable for gifting during the festive season [23][25] Weekly Market Review - From February 2 to February 6, 2026, the Shanghai Composite Index fell by 1.27%, while the ShenZhen Component Index and the ChiNext Index dropped by 2.11% and 3.28%, respectively [31] - The light industry manufacturing index rose by 0.96%, ranking 9th among 31 industry indices, while the textile and apparel index increased by 1.32%, ranking 7th [31] Key Data Tracking Home Furnishing - In the week of January 25 to February 1, 2026, the transaction area of commercial housing in 30 major cities was 1.5129 million square meters, a month-on-month increase of 24.93% [8] - The report notes a decline in residential construction and sales for the year 2025, with new construction area down by 19.8% year-on-year [8] Packaging and Paper - As of February 6, 2026, the prices for various paper products showed slight fluctuations, with white cardboard priced at 4,269 yuan per ton, remaining stable [51] - The report indicates that the industry may see improvements due to reduced competition and production cuts by leading companies [13] Textile and Apparel - The cotton price index in China was reported at 16,025 yuan per ton, reflecting a week-on-week decrease of 0.98% [10] - Retail sales for clothing and textiles in December 2025 were 166.1 billion yuan, showing a year-on-year increase of 0.6% [12]

Investment Rating - The industry investment rating is "Hold" [1] Core Viewpoints - The report highlights that the demand for AI toys is expected to increase due to the upcoming Spring Festival, with AI toys becoming a new choice on the "New Year goods list" [4][23] - AI toys are transitioning from traditional electronic and educational toys to "smart companionship terminals," leveraging advancements in AI technology [19][20] - The market for AI toys in China is still in its early penetration stage, but there is significant growth potential, with predictions that the market size could exceed 70 billion yuan by 2030 [19][21] - Local policies are supporting the development of AI toys, aiming for a penetration rate of over 30% by 2027 in Guangdong province [20] Summary by Sections Weekly Special Report - The report discusses the release of demand catalyzed by the Spring Festival, emphasizing the potential for increased penetration of AI toys [3][4] - Retail data indicates a 125% year-on-year increase in searches for AI toys on platforms like JD.com since the start of the New Year goods festival [25] Weekly Market Review - From February 2 to February 6, 2026, the Shanghai Composite Index fell by 1.27%, while the ShenZhen Component Index and the ChiNext Index fell by 2.11% and 3.28%, respectively [31] - The light industry manufacturing sector rose by 0.96%, ranking 9th among 31 sectors, while the textile and apparel sector increased by 1.32%, ranking 7th [31] Key Data Tracking Home Furnishing - In the week of January 25 to February 1, 2026, the transaction area of commercial housing in 30 major cities was 1.5129 million square meters, up 24.93% month-on-month [8] - The report notes a decline in residential new construction and completion areas in 2025, with a total sales area of 8.81 billion square meters, down 8.7% year-on-year [8] Packaging and Paper - As of February 6, 2026, the prices for various paper products showed slight fluctuations, with white cardboard priced at 4,269 yuan per ton, remaining stable [51] - The report indicates that the industry may see improvements due to reduced competition and production cuts by leading companies [13] Textile and Apparel - As of February 6, 2026, the cotton price index was 16,025 yuan per ton, down 0.98% week-on-week [10] - Retail sales for clothing and textiles in December 2025 reached 166.1 billion yuan, showing a slight increase of 0.6% year-on-year [12]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 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"）下属公司广东实丰智能科技 有限公司（以下简称"实丰智能"）以增资扩股方式引入广东省粤财产业科技股权投资基金合伙企业(有 限合伙)（以下简称"粤财产投基金"）， 由其以货币方式向实丰智能增资人民币4,470万元，其中875.44 万元计入注册资本、3,594.56万元计入资本公积。增资后，粤财产投基金获得实丰智能增资后14.90%股 权。具体内容详见公司于2025年12月6日在《证券时报》、《中国证券报》、《上海证券报》、《证券 日报》和巨潮资讯网上披露的《关于公司全资子公司拟增资扩股引入投资者暨放弃权利涉及对外担保及 接受关联方担保的公告》（公告编号：2025-063）。 一、本次变更事项 ■ 二、变更后工商登记信息 目前实丰智能已收到粤财产投基金全部增资款，并已完成变更登记手续，并取得汕头市市场监督管理局 核发的《营业执照》。变更后的企业基本信息登记如下： （一）汕头市市场监督管理局换发的《 ...

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"）于近日收到公司控股股东蔡 俊权先生及其一致行动人蔡俊淞先生发来的《告知函》，蔡俊权先生及蔡俊淞先生在2026年1月9日至 2026年2月3日期间通过集中竞价及大宗交易方式累计减持公司股份2,888,448股，占公司总股本的 1.7193%。根据有关法律法规和规范性文件的要求，现将具体情况公告如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002862证券简称：实丰文化 公告编号：2026-005 实丰文化发展股份有限公司 关于股东及其一致行动人减持股份超过1%的公告 股东蔡俊权先生及其一致行动人蔡俊淞先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 ■■ 特此公告。 实丰文化发展股份有限公司董事会 2026年2月5日 ...

（文章来源：证券日报） 证券日报网讯 2月4日，实丰文化发布公告称，公司下属公司广东实丰智能科技有限公司（简称"实丰智 能"）以增资扩股方式引入广东省粤财产业科技股权投资基金合伙企业（有限合伙）（简称"粤财产投基 金"），由其以货币方式向实丰智能增资人民币4，470万元，其中875.44万元计入注册资本、3，594.56 万元计入资本公积。增资后，粤财产投基金获得实丰智能增资后14.90%股权。目前实丰智能已收到粤 财产投基金全部增资款，并已完成工商变更登记手续，并取得汕头市市场监督管理局核发的《营业执 照》。 ...

格隆汇2月4日丨实丰文化(002862.SZ)公布，公司于近日收到公司控股股东蔡俊权先生及其一致行动人 蔡俊淞先生发来的《告知函》，蔡俊权先生及蔡俊淞先生在2026年1月9日至2026年2月3日期间通过集中 竞价及大宗交易方式累计减持公司股份288.84万股，占公司总股本的1.7193%。 ...

Group 1 - The core point of the article is that Shifeng Culture (002862.SZ) announced a share reduction by its controlling shareholders, Cai Junquan and Cai Junsong, during a specified period in early 2026 [1] - Cai Junquan and Cai Junsong will reduce their holdings by a total of 2.8884 million shares, which represents 1.7193% of the company's total share capital [1]