证券代码：002862 证券简称：实丰文化 公告编号：2026-005 证券代码：002862 证券简称：实丰文化 公告编号：2026-005 | | 通过证券交易所的大宗交易 | | √ | | | --- | --- | --- | --- | --- | | | 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 | | 本次变动后持有股份 | | | | 股数 股数 (股) (股) | 占总股本 比例(%) | | 占总股本 比例(%) | | 蔡俊权 | 52,560,950 | 31.2863 | 52,192,502 | 31.0670 | | 蔡俊淞 | 10,921,680 8,401,680 | 6.5010 | | 5.0010 | | 蔡锦贤 | 3,717,210 3,717,210 | 2.2126 | | 2.2126 | | 合计持有股份 | 67,199,840 | 39.9999 | 64,311,392 | 38.2806 | | 其中：无限售条件股份 | 27 ...

实丰文化发展股份有限公司 关于实丰智能完成工商变更登记并换发营业执照的公告 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。 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）。 | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 注册资本 | 5,000 万元 | 5,875.44 万元 | | 股东 | 实丰文化 ...

为抢占玩具行业智能化先机，实丰文化在合肥设立AI玩具技术研发中心——安徽实丰智联信息技术有 限公司。该中心聚焦多智能体平台搭建和端-边-云协同架构的研发，依托合肥的AI产业优势，重点攻克 多模态交互、大模型轻量化适配等核心技术。未来，研发中心将与汕头制造基地协同，实现技术成果的 规模化落地，并通过全球渠道网络推动商业化进程。 实丰文化近期推出多款AI玩具新品，进一步丰富产品矩阵。同时，实丰文化通过IP授权构建了多赛道的 IP产品矩阵。 中证报中证网讯（记者 万宇）2月4日，实丰文化与灵优智学签署投资协议，旨在通过资源互补，共同 拓展AI玩具及消费电子领域的新机遇。 实丰文化表示，此次投资将强化公司在技术创新与市场拓展方面的协同效应，为业务增长注入新动能。 灵优智学作为AI技术企业，其核心能力将与实丰文化的制造及渠道优势结合，推动产业升级。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-02-03 | 002862 | 实丰文化 | 16.60 | 168.00 | 2,788.因泰海通证券股份 | 国联民生证券股份 | | | | | | | 有限公司深圳前海 | 有限公司汕头珠港 | | | | | | | 分公司 | 新城高山路证券营 | | | | | | | | 게 몰 | | 2026-02-03 | 002862 | 实幸文化 | 16.60 | 84.00 | 1,394.4国联民生证券股份 | 国联民生证券股份 | | | | | | | 有限公司汕头珠港 | 有限公司汕头珠港 | | | | | | | 新城嵩山路证券营 | 新城嵩山路证券营 | | | | | | | 业部 | 业普 | 2月3日，实丰文化大宗交易成交252万股，成交额4183.2万元，占当日总成交额的31.85%，成交价16 ...

Group 1 - The entertainment products sector increased by 0.82% on February 3, with Zhejiang Natural leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the entertainment products sector showed various performance, with Zhejiang Natural at 26.61, up 3.22%, and Qunxing Toys at 8.11, up 2.40% [1] Group 2 - The entertainment products sector experienced a net outflow of 110 million yuan from main funds, while retail investors saw a net inflow of 45.42 million yuan [2] - The main funds' net inflow for Tongda Chuangzhi was 19.79 million yuan, while Zhejiang Natural had a net inflow of 8.49 million yuan [3] - Retail investors showed a negative net inflow for several stocks, including Tongda Chuangzhi with -29.84 million yuan and Zhejiang Natural with -9.38 million yuan [3]

Group 1 - The company expects a loss for the fiscal year 2025, primarily due to investment losses and fair value changes from its associate company Anhui Chaolong Optoelectronics Technology Co., Ltd., impacting net profit by approximately 82 million yuan [2] - Quality issues with overseas sales products have led to customer compensation, affecting net profit by about 16 million yuan [3] - A slowdown in overseas market sales has resulted in the clearance of unsold products, impacting net profit by approximately 39 million yuan [4] Group 2 - The company is transitioning from traditional toys to integrating artificial intelligence technology in toy development, which has incurred significant upfront costs, affecting net profit by around 19 million yuan [4] - The data in the performance forecast is based on preliminary calculations by the company's finance department and has not been audited by the accounting firm [5]

Group 1 - The company expects a net loss attributable to shareholders of 150 million to 180 million yuan for 2025, a significant decline from the previous year's profit [1] - Basic earnings per share are projected to be a loss of 0.89 to 1.07 yuan, compared to a profit of 0.08 yuan in the same period last year [1] - The primary reasons for the performance change include losses from the associate company Anhui Chaolong Optoelectronics Technology Co., Ltd., which impacted net profit by approximately 82 million yuan [1] Group 2 - Quality issues with overseas sales products led to compensation costs affecting net profit by about 16 million yuan [1] - A slowdown in overseas market sales resulted in the company clearing unsold pre-orders, impacting net profit by approximately 39 million yuan [1] - The company's strategic shift towards developing IP trend toys and AI-integrated toys has incurred significant upfront costs, affecting net profit by around 19 million yuan [1]

Core Viewpoint - The company expects a significant net loss for the year 2025, with projected losses ranging from 150 million to 180 million yuan for net profit attributable to shareholders, and from 115 million to 145 million yuan for net profit after deducting non-recurring gains and losses [1] Summary by Relevant Categories Financial Performance - The company anticipates a net loss of 150 million to 180 million yuan for 2025 [1] - The expected net loss attributable to shareholders, excluding non-recurring items, is projected to be between 115 million and 145 million yuan [1] Reasons for Loss - Continuous operational losses from the associated company Anhui Chaolong Optoelectronics Technology Co., Ltd. are expected to result in investment losses and fair value changes impacting net profit by approximately 82 million yuan [1] - Quality issues with overseas sales products have led to customer compensation, affecting net profit by around 16 million yuan [1] - A slowdown in overseas market sales has necessitated the clearance of unsold pre-orders, impacting net profit by about 39 million yuan [1] - The company's strategic shift towards developing IP trend toys and AI-integrated toys has incurred significant upfront costs, affecting net profit by approximately 19 million yuan [1]

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% | | | | ...