第2笔成交价格为19.12元，成交28.34万股，成交金额541.80万元，溢价率为-10.02%，买方营业部为国 泰海通证券股份有限公司深圳前海分公司，卖方营业部为中银国际证券股份有限公司深圳海德一道证券 营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为3212.16万元。该股近5个交易日累 计上涨6.52%，主力资金合计净流出748.13万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月25日，实丰文化收涨0.05%，收盘价为21.25元，发生2笔大宗交易，合计成交量168万股，成交金额 3212.16万元。 第1笔成交价格为19.12元，成交139.66万股，成交金额2,670.36万元，溢价率为-10.02%，买方营业部为 国泰海通证券股份有限公司深圳前海分公司，卖方营业部为国联民生证券股份有限公司汕头珠港新城嵩 山路证券营业部。 责任编辑：小浪快报 ...

Core Insights - The company reported a total revenue of 1.9 billion yuan for the first half of 2025, representing a year-on-year increase of 22.05% [1] - The net profit attributable to shareholders reached 4.174 million yuan, up 69.02% year-on-year [1] - The gross margin improved to 42.8%, a significant increase of 28.94% compared to the previous year [1] Financial Performance - Total revenue for Q2 2025 was 1.09 billion yuan, with a year-on-year growth of 21.99% [1] - Q2 net profit attributable to shareholders was 1.9538 million yuan, showing a remarkable increase of 214.55% year-on-year [1] - The company's total expenses (selling, administrative, and financial) accounted for 35.89% of total revenue, an increase of 33.78% year-on-year [1] Key Financial Metrics - The company's net profit margin improved to 2.18%, up 41.55% year-on-year [1] - The earnings per share (EPS) remained at 0.02 yuan, reflecting a year-on-year increase of 20.39% [1] - The company's cash flow from operations per share was -0.28 yuan, a decrease of 55.7% year-on-year [1] Changes in Financial Items - Cash and cash equivalents decreased by 64.37% due to purchases of raw materials and investments in fixed assets [3] - Inventory increased by 42.31% as the company prepared stock based on customer orders [3] - Sales expenses surged by 100.57% due to increased game promotion costs linked to higher game revenue [3] Investment and Debt Analysis - The company’s return on invested capital (ROIC) was 2.91%, indicating weak capital returns [4] - The company has experienced cyclical performance, with a historical median ROIC of 5.69% since its listing [4] - The debt ratio for interest-bearing liabilities reached 29.97%, indicating a significant level of debt relative to assets [5]

Company Overview - Luoxing (Shenzhen) Trendy Toy Creative Co., Ltd. has been established with Cai Jialin as the legal representative [1] - The company is wholly owned by Shifeng Culture (002862) through indirect shareholding [1] Business Scope - The business scope includes sales of toys, animation, and gaming products, as well as artistic creation, animation game development, graphic design, and professional design services [1][2] - Additional activities include cultural and artistic exchange organization, internet sales (excluding licensed products), technical consulting, advertising services, software development, and various retail sales [2] Company Registration Details - The company was registered with a capital of 1 million yuan and is classified as a limited liability company [2] - The registration date is August 8, 2025, and it is located in Nanshan District, Shenzhen, Guangdong Province [2]

Market Performance - The entertainment products sector increased by 0.85% on August 22, with Qunxing Toys leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Individual Stock Performance - Qunxing Toys (002575) closed at 9.32, rising by 10.04% with a trading volume of 1.26 million shares and a transaction value of 1.167 billion [1] - Shifeng Culture (002862) closed at 21.24, up 4.84%, with a trading volume of 195,500 shares and a transaction value of 411 million [1] - Helen Piano (300329) closed at 12.28, increasing by 2.50%, with a trading volume of 136,500 shares and a transaction value of 165 million [1] - Other notable stocks include Zhejiang Natural (605080) at 30.73 (+2.19%), Jinling Sports (300651) at 24.86 (+1.47%), and Mingyue Lens (301101) at 49.00 (+1.20%) [1] Fund Flow Analysis - The entertainment products sector saw a net inflow of 86.11 million from institutional investors, while retail investors contributed a net inflow of 80.85 million [2] - The sector experienced a net outflow of 167 million from speculative funds [2] Detailed Fund Flow for Selected Stocks - Qunxing Toys had a net inflow of 192.1 million from institutional investors, but a net outflow of 122 million from speculative funds [3] - Shifeng Culture saw a net inflow of 34.62 million from institutional investors, with a net outflow of 31.82 million from speculative funds [3] - Zhejiang Natural experienced a net inflow of 22.99 million from institutional investors, while speculative funds had a net outflow of 3.35 million [3]

Core Insights - The company reported a total revenue of 190 million yuan for the first half of 2025, an increase of 34.27 million yuan compared to the same period last year, marking a year-on-year growth of 22.05% [1] - The net profit attributable to shareholders was 4.17 million yuan, up by 1.70 million yuan year-on-year, reflecting a growth of 69.02% [1] - The company experienced a negative cash flow from operating activities amounting to -47.69 million yuan [1] Financial Metrics - The latest debt-to-asset ratio stands at 36.93% [3] - The gross profit margin is 42.80%, which is an increase of 4.56 percentage points from the previous quarter, achieving a consecutive rise over four quarters, and up by 9.61 percentage points year-on-year [3] - The return on equity (ROE) is 0.90%, an increase of 0.30 percentage points compared to the same period last year [3] - The diluted earnings per share remained stable compared to the same period last year, with a year-on-year increase of 20.39% [3] - The total asset turnover ratio is 0.26 times, an increase of 0.01 times year-on-year, reflecting a growth of 5.93% [3] - The inventory turnover ratio is 0.92 times [3] Shareholder Structure - The number of shareholders is 32,700, with the top ten shareholders holding a total of 81.02 million shares, accounting for 48.23% of the total share capital [3] - The largest shareholder, Cai Junquan, holds 33.14% of the shares [3] - Other notable shareholders include Cai Junsong (7.50%), Shenzhen High-tech Investment Group Co., Ltd. (2.92%), and Cai Jinxian (2.21%) [3]

2025年8月22日，实丰文化(002862.SZ)发布2025年中报。 公司营业总收入为1.90亿元。归母净利润为417.40万元。经营活动现金净流入为-4769.47万元，较去年同报告期经营活动现金净流入减少2581.43万元。 公司最新资产负债率为36.93%，较上季度资产负债率增加3.05个百分点，较去年同期资产负债率增加1.81个百分点。 公司最新毛利率为42.80%。最新ROE为0.90%。 公司最新总资产周转率为0.26次。最新存货周转率为0.92次，较去年同期存货周转率减少0.10次，同比较去年同期下降9.83%。 公司股东户数为3.27万户，前十大股东持股数量为8102.01万股，占总股本比例为48.23%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 蔡俊权 | 33.1 | | 2 | 蔡俊淞 | 7.50 | | 3 | 深圳市高新投集团有限公司 | 2.92 | | 4 | 蔡锦贤 | 2.21 | | 5 | 陈振聪 | 0.71 | | 6 | 王魏 | 0.42 | | 7 | 中国建设银行股份有限公司-华商 ...

2025年1至6月份，实丰文化的营业收入构成为：玩具自产业务占比47.93%，游戏业务占比35.58%，玩 具贸易业务占比11.65%，光伏业务占比4.69%，其他业务占比0.15%。 （文章来源：每日经济新闻） 实丰文化（SZ 002862，收盘价：20.26元）8月21日晚间发布公告称，公司第四届第十二次董事会会议 于2025年8月21日在广东省汕头市澄海区文冠路澄华工业区公司一楼会议室以现场结合通讯表决方式召 开。会议审议了《关于修订的议案》等文件。 ...

证券代码：002862 证券简称：实丰文化 公告编号：2025-045 实丰文化发展股份有限公司 第四届监事会第十二次会议决议公告 本公司及监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、监事会会议召开情况 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"） 第四届监事会第十二次会议通知于 2025 年 8 月 8 日以邮件及专人送达等方式给各位 监事及列席人员。会议于 2025 年 8 月 21 日在广东省汕头市澄海区文冠路澄华工业区 公司一楼会议室以现场结合通讯表决方式召开。本次会议由公司监事会主席陈少仰女 士召集，会议应出席监事 3 名，实际出席监事 3 名，其中监事侯安成先生以通讯表决 的方式出席会议。会议由公司监事会主席陈少仰女士主持，公司董事会秘书列席了会 议。本次会议的出席人数、召集、召开程序和议事内容均符合《中华人民共和国公司 法》 （以下简称"《公司法》"）和《实丰文化发展股份有限公司章程》 （以下简称"《公 经审核，监事会认为：公司《2025 年半年度报告全文》及《2025 年半年度报告 摘要》的编制和审核的程序符合法律、 ...

证券代码：002862 证券简称：实丰文化 公告编号：2025-047 实丰文化发展股份有限公司 关于召开 2025 年第一次临时股东大会的通知 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、会议召开基本情况 （一）股东大会届次：2025 年第一次临时股东大会。 本次股东大会采取现场投票与网络投票相结合的方式。公司股东只能选择现 场投票（现场投票可以委托他人代为投票）和网络投票中的一种表决方式。公司 将通过深圳证券交易所交易系统和互联网投票系统（http://wltp.cninfo.com.c n）向公司股东提供网络形式的投票平台，公司股东可以在网络投票时间内通过上 述系统行使表决权。如同一股份通过现场、交易系统或互联网投票系统重复进行 表决的，以第一次投票结果为准。 （二）会议召集人：本次股东大会的召集人为公司董事会。2025 年 8 月 21 日召开的公司第四届董事会第十二次会议召集。 （六）股权登记日：2025 年 9 月 3 日（星期三）。 （三）会议召开的合法、合规性：公司第四届董事会第十二次会议审议通过 了关于召开本次股东大会的决议，本次股东 ...

Group 1 - The company Shifeng Culture announced the resignation of Ms. Wang Yanwei as the head of the internal audit department due to work adjustments, while she will continue to hold other positions within the company [2] - Mr. Zhang Chuanghuan has been appointed as the new head of the internal audit department, as nominated by the company's board audit committee [2] - For the first half of 2025, the revenue composition of Shifeng Culture is as follows: toy self-manufacturing business accounts for 47.93%, gaming business accounts for 35.58%, toy trading business accounts for 11.65%, photovoltaic business accounts for 4.69%, and other businesses account for 0.15% [2]