证券代码：002862 证券简称：实丰文化 公告编号：2025-052 实丰文化发展股份有限公司 关于公司为下属公司提供担保进展的公告 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、授信融资及担保情况概述 （一）授信融资情况概述 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 2025 年 4 月 14 日召开的第四届董事会第十次会议和第四届监事会 第十次会议、2025 年 5 月 6 日召开的 2024 年年度股东大会，审议通过了《关于 2025 年度为公司及下属公司申请授信融资提供担保额度预计的议案》（下属公 司含下属全资、控股、参股子公司，包括现有的、新设立的和通过收购等方式 取得股权的公司，下同），为满足公司和下属公司业务发展和日常经营的资金 需求，2025 年公司及下属公司拟向相关金融机构（包括银行及非银行类金融机 构等）申请不超过 12 亿元（含本数）的授信融资额度，授信方式为信用、抵押 或担保（包括公司及下属公司因业务需要由第三方担保机构提供担保的，公司 及下属公司需要向该第三方担保机构提供的反担保），业务种类 ...

Group 1 - Quantum Song reported its Q4 and full-year financial results for FY2025, with revenue from the trendy toy business reaching 65.78 million yuan, accounting for approximately 10.6% of total revenue. The company expects Q3 revenue to be between 100 million to 110 million yuan, and for FY2026, revenue is projected to be between 750 million to 800 million yuan [1] - The company has fully transformed into trendy toys and acquired Letsvan, rebranding it as "Qimeng Island," which now holds 11 proprietary IPs and 4 licensed IPs, operating over 40 blind box product lines and 30 plush card products [1] - The main IPs contributing to revenue include Wakuku, Ziyuli, and Siinono, with Wakuku generating 42.96 million yuan in Q2, and its series "Fox and Rabbit's Mischief Diary" selling over 1 million boxes since its launch in May [3][5] Group 2 - The online self-operated business launched in April 2025 achieved a GMV of over 18 million yuan by August, which is more than nine times the figure from April. The offline distribution network covers over 10,000 terminals, with plans to open at least three self-operated stores by the end of December [5] - The international distribution network is expanding to over 20 countries, including Japan and North America, with a successful pop-up test in Jakarta, Indonesia [5] - The production capacity for plush products exceeded 1 million units in August 2025, representing a growth of over 20 times since the beginning of the year [5] Group 3 - The toy industry in China has seen 16 companies report half-year revenues exceeding 100 million yuan, including prominent players like Pop Mart and Bilibili [7][8] - Bilibili's "IP derivatives and others" segment generated approximately 907 million yuan in revenue for H1 2025, with Q2 revenue around 434 million yuan [9] - TOP TOY reported a revenue of approximately 742 million yuan for H1 2025, a year-on-year increase of 73%, with an average store count increasing by about 60% [13][14] Group 4 - Aofei Entertainment's revenue for H1 2025 was approximately 1.198 billion yuan, with a net profit of about 37.01 million yuan, and toy business revenue around 459 million yuan [21][24] - Aofei is focusing on enhancing its K12 content advantages and pushing core IPs towards younger demographics, aiming to revitalize existing IPs and deepen cross-generational operations [24] - The company has partnered with major firms like Mihayou and Tencent to develop trendy toys, maintaining a focus on enhancing playability [27] Group 5 - Meili's revenue for H1 2025 was approximately 238 million HKD, a year-on-year increase of 22.5%, with a loss of about 12.24 million HKD, narrowing by 85.4% [30] - The company highlighted that 68.6% of its revenue came from the U.S. market, which has become increasingly significant [30] - The company is expanding its market presence in China while maintaining a strong focus on overseas markets [34] Group 6 - Star Shine Entertainment's toy business generated revenue of approximately 201 million yuan in H1 2025, with a net profit of about 33.01 million yuan, and a gross margin of 47.14% [36] - The company is divesting its football club business to concentrate on toys and games, planning to invest more resources into game development and AI technology applications [36] - The company has launched several new toy products, including remote-controlled cars and building blocks, with plans for further releases [36] Group 7 - Color Star Toys reported revenue of approximately 186 million HKD for H1 2025, a decrease of 58% due to the absence of major film releases for its key IPs [38] - The company anticipates further adjustments to tariff rates, which may increase operational uncertainties [40] - The company is preparing for the release of new products related to its IPs, including a sequel to "Teenage Mutant Ninja Turtles" [40] Group 8 - Huali Technology's revenue from anime IP derivative products reached approximately 166 million yuan in H1 2025, a year-on-year increase of 14.51%, although the gross margin declined from 44% to 39% [41][43] - The company is exploring strategic extensions by launching new IP operation brands and music labels to engage younger audiences [45] - The company has successfully launched new card products that have performed well in the market [43] Group 9 - Gao Le's revenue for H1 2025 was approximately 131 million yuan, a year-on-year increase of 36%, with a net loss of about 27.95 million yuan [46] - The company's toy and related business revenue was approximately 127 million yuan, reflecting a 40% increase [46] - The company has increased its focus on IP products, which saw a revenue increase of 96% [49] Group 10 - Shifeng Culture reported revenue of approximately 190 million yuan for H1 2025, a year-on-year increase of 22%, with a net profit of about 4.17 million yuan [51] - The company is diversifying its product strategy, focusing on AI smart toys and IP anime derivative toys [55][57] - The company has secured licenses for several popular IPs, including Pokémon and Super Wings, to develop new toy products [57] Group 11 - Cardao, a subsidiary of Yaoji Technology, reported revenue of approximately 105 million yuan for H1 2025, a year-on-year increase of 33%, with a net profit of about 12 million yuan [59] - The company has successfully returned to profitability after facing losses in the previous year [61]

Group 1 - The company plans to provide a guarantee for credit financing not exceeding RMB 1.2 billion for itself and its subsidiaries to meet business development and operational funding needs [1][3] - The company has authorized its chairman to handle specific procedures and sign relevant contracts within the approved financing limit without needing to convene additional board or shareholder meetings [2][3] - The company will provide joint liability guarantees for its subsidiary, Shifeng (Shenzhen) Network Technology Co., Ltd., for its financing with CITIC Bank [3][8] Group 2 - Shifeng Network, a wholly-owned subsidiary of the company, has signed a comprehensive credit contract with CITIC Bank for a financing amount of RMB 10 million [2][5] - The company has a total of RMB 248.55 million in actual guarantees, accounting for 34.53% of its most recent audited total assets, with no overdue guarantees or litigation-related guarantees [10]

证券代码：002862 证券简称：实丰文化 公告编号：2025-051 实丰文化发展股份有限公司 关于公司为下属公司提供担保进展的公告 证券代码：002862 证券简称：实丰文化 公告编号：2025-051 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、授信融资及担保情况概述 （一）授信融资情况概述 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 2025 年 4 月 14 日召开的第四届董事会第十次会议和第四届监事会 第十次会议、2025 年 5 月 6 日召开的 2024 年年度股东大会，审议通过了《关于 2025 年度为公司及下属公司申请授信融资提供担保额度预计的议案》（下属公 司含下属全资、控股、参股子公司，包括现有的、新设立的和通过收购等方式 取得股权的公司，下同），为满足公司和下属公司业务发展和日常经营的资金 需求，2025 年公司及下属公司拟向相关金融机构（包括银行及非银行类金融机 构等）申请不超过 12 亿元（含本数）的授信融资额度，授信方式为信用、抵押 或担保（包括公司及下属公司因业务需要由第三方担保机构提 ...

Core Viewpoint - Shifeng Culture has shown a mixed performance in stock price and financial metrics, with a recent increase in stock price but a year-to-date decline, indicating potential volatility in the market [1][2]. Financial Performance - For the first half of 2025, Shifeng Culture achieved revenue of 190 million yuan, representing a year-on-year growth of 22.05% [2]. - The net profit attributable to shareholders for the same period was 4.17 million yuan, reflecting a significant year-on-year increase of 69.02% [2]. Stock Market Activity - As of September 16, Shifeng Culture's stock price was 19.69 yuan per share, with a market capitalization of 3.308 billion yuan [1]. - The stock has experienced a year-to-date decline of 5.50%, but has increased by 3.36% over the last five trading days [1]. - The company has appeared on the "龙虎榜" (a stock trading board) twice this year, with the most recent instance on February 5, where it recorded a net buy of -72.17 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 32,700, a rise of 23.48% from the previous period [2]. - The average number of circulating shares per shareholder was 3,865, up by 13.38% [2]. Dividend Distribution - Since its A-share listing, Shifeng Culture has distributed a total of 18 million yuan in dividends, with 3.6 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Huashang Advantage Industry Mixed A ranked as the seventh largest circulating shareholder, holding 699,800 shares, an increase of 339,300 shares from the previous period [3]. - Two funds, Yongying Ruixin Mixed A and Yongying Intelligent Leading A, have exited the list of the top ten circulating shareholders [3].

Market Overview - The entertainment products sector experienced a decline of 1.14% on September 12, with Jinling Sports leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Individual Stock Performance - High乐股份 (Code: 002348) closed at 4.00, up 2.83% with a trading volume of 474,700 shares and a transaction value of 188 million [1] - 海伦钢琴 (Code: 300329) closed at 13.11, up 1.00% with a trading volume of 78,100 shares and a transaction value of 103 million [1] - 金陵体育 (Code: 300651) closed at 24.68, down 4.16% with a trading volume of 133,100 shares and a transaction value of 331 million [2] Capital Flow Analysis - The entertainment products sector saw a net outflow of 100 million from institutional investors, while retail investors had a net inflow of 90.34 million [2] - The main capital inflow and outflow for individual stocks showed that 高乐股份 had a net inflow of 31.96 million from institutional investors [3] - In contrast, 金陵体育 experienced a significant net outflow of 33.1 million from institutional investors [3]

格隆汇9月11日丨实丰文化(002862.SZ)公布，近日收到公司控股股东之一致行动人蔡俊淞先生发来的 《告知函》，蔡俊淞先生在2025年8月26日至2025年9月10日期间通过大宗交易方式累计减持公司股份 1,680,000股，占公司总股本的1.00%。 ...

Core Viewpoint - The company Shifeng Culture (002862.SZ) announced that its controlling shareholder's concerted actor, Mr. Cai Junsong, has reduced his shareholding through block trading, indicating a potential shift in shareholder sentiment [1] Summary by Relevant Categories Shareholding Changes - Mr. Cai Junsong reduced his shareholding by 1,680,000 shares, which represents 1.00% of the company's total share capital [1]

证券代码：002862 证券简称：实丰文化 公告编号：2025-050 实丰文化发展股份有限公司 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。 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之一致行动人蔡俊淞先生发来的《告知函》，蔡俊淞先生 在 2025 年 8 月 26 日至 2025 年 9 月 10 日期间通过大宗交易方式累计减持公司股份 1,680,000 股，占公司总股本的 1.00%。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： 1.基本情况 信息披露义务人 蔡俊淞 住所 广东省汕头市****** 权益变动时间 2025 年 8 月 26 日-2025 年 9 月 10 日 权益变动过程 因个人资金需求，蔡俊淞先生在 2025 年 8 月 26 日至 2025 年 9 月 10 日期间通过大宗交易方式累计减持公司 股份 1,680,000 股，占公司总股本的 1.00%。本次减持 计划的实施不会导致公司控制权发生变 ...

证券代码：002862 证券简称：实丰文化 公告编号：2025-049 实丰文化发展股份有限公司 2025 年第一次临时股东大会决议公告 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。 特别提示： 1、本次股东大会无否决提案的情况。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开时间： 1、现场会议时间：2025 年 9 月 9 日（星期二）下午 14:00 开始，会期半天。 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 9 月 9 日上午 9:15—9:25,9:30—11:30，下午 13:00-15:00；通过深圳证券 交易所互联网投票系统进行网络投票的具体时间为 2025 年 9 月 9 日上午 09:15-下 午 15:00。 3、会议地点：广东省汕头市澄海区文冠路澄华工业区实丰文化发展股份有限公 司一楼会议室。 4、召开方式：现场投票和网络投票相结合的方式。 5、本次会议由公司董事会召集，公司董事长蔡俊权先生主持。实丰文化发展股 份有限公司（以下简称"公司"、"实丰 ...