证券代码：002862 证券简称：实丰文化 公告编号：2025-063 实丰文化发展股份有限公司 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 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、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"）之全资子公司广东实丰智能科技有限公司（以下简称"实丰智能"）拟以增 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"或"增资方"），由其以货币方式向实丰智能增资人民币 4,470 万元，获得实丰智能增资后 14.90%股权，同时公司放弃本次增资之优先认缴出资权 （以下简称"本次交易"）。 2、本次交易涉及潜在的回购股权义务，若出现协议约定的特殊情形，公司可能 触发股权回购的义务。敬请广大投资者谨慎投资，注意投资风险。 3、本次增资交易不涉及上市公司合并报表范围的变更。 4、本次不构成《上市公司重大资产重组管理办法》规定的重大资产重组；本次 交易事项涉及控股股东蔡俊权先生为本次交易提供担保，根据《深圳证 ...

证券代码：002862 证券简称：实丰文化 公告编号：2025-064 实丰文化发展股份有限公司 关于变更会计师事务所签字注册会计师及 项目质量控制复核人的公告 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"）于 2025 年 4 月 14 日召开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 2024 年年度股东大会，审议通过了《关于拟续 聘 2025 年度审计机构的议案》，同意聘任广东司农会计师事务所（特殊普通合 伙）（以下简称"司农会计师事务所"）为公司 2025 年度财务审计及内控审计 机构。具体内容详见公司 2025 年 4 月 15 日披露的《关于拟续聘 2025 年度审计 机构的公告》（公告编号：2025-019）。 二、本次变更签字注册会计师及质控复核人的基本信息 （一）基本信息 公司于近日收到司农会计师事务所出具的《关于变更签字会计师及项目质 量控制复核人的告知函》，现将有关情况公告如下： 一、签字注册会计师变更情况说明 司农会计师事 ...

证券代码：002862 证券简称：实丰文化 公告编号：2025-065 实丰文化发展股份有限公司 关于召开 2025 年第二次临时股东会的通知 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）股东会届次：2025 年第二次临时股东会。 （二）会议召集人：本次股东会的召集人为公司董事会。2025 年 12 月 5 日 召开的公司第四届董事会第十四次会议召集。 （三）会议召开的合法、合规性：公司第四届董事会第十四次会议审议通过 了关于召开本次股东会的决议，本次股东会的召集程序符合《中华人民共和国公 司法》、《上市公司股东会规则》等有关法律、行政法规、部门规章、规范性文件 和《实丰文化发展股份有限公司章程》的规定。 （四）会议召开日期和时间 1、现场会议时间：2025 年 12 月 22 日（星期一）下午 14:00 开始，会期半 天。 （七）出席本次股东会的对象： 1、截至 2025 年 12 月 17 日下午收市时在中国证券登记结算有限责任公司深 圳分公司登记在册的公司全体普通股股东均有权出席股东会，并可以以书面形式 委托代理人出席会 ...

（一）会议以 6 票同意、0 票反对、0 票弃权、1 票回避表决，审议通过了《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 保的议案》。 关联董事蔡俊权回避表决。 董事会认为，本次广东实丰智能科技有限公司（以下简称"实丰智能"）拟增资 扩股引入投资人，契合实丰智能玩具业务布局的战略需要，有助于夯实实丰智能资本 实力、提升综合竞争力，切实保障全体股东的长远利益。本次交易遵循公平、公正、 自愿、诚信的原则，交易价格合理公允，交易方式符合市场规则，不存在损害公司和 股东特别是中小股东合法权益的情形。 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（www.cninfo.com.cn）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 证券代码：002862 证券简称：实丰文化 公告编号：2025-062 实丰文化发展股份有限公司 第四届董事会第十四次会议决议公告 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。 一、董事 ...

Group 1 - The core point of the article highlights the significant box office success of "Zootopia 2," which has positively impacted the stock prices of related companies, particularly China Film, the sole distributor in mainland China [1][2][3] - As of December 2, 2025, "Zootopia 2" has grossed over 2 billion yuan in its first week, with projections suggesting a total box office of 4.2 billion yuan, potentially placing it among the top ten highest-grossing films in Chinese history [1][2] - Following the initial surge in stock prices, there was a notable decline in the shares of China Film and its partners, indicating a market correction after the initial excitement [1][2][3] Group 2 - Disney, as the producer of "Zootopia 2," has seen its stock rise significantly, with a market capitalization reaching 190.6 billion dollars by December 2 [2] - The film's release has benefited cinema chains, with "Zootopia 2" capturing a 77% share of screenings, leading to substantial box office earnings for companies like Wanda Film [2][3] - Despite the initial positive market reaction, many related companies experienced stock price declines shortly after, suggesting that the market's optimism may have been overly inflated [3][6][7] Group 3 - The article discusses the broader implications of the film's success, noting that while "Zootopia 2" has strong box office potential, the actual financial benefits for associated companies may vary due to their indirect involvement [6][7] - Analysts suggest that the success of "Zootopia 2" reflects the enduring appeal of high-quality animated IPs in China, contrasting with the struggles faced by other Hollywood genres [7][8] - Future projections for the film industry in China are optimistic, with expectations for strong box office performance during the upcoming holiday seasons, potentially reaching 481 to 580 billion yuan in total box office for 2026 [8]

Group 1: Company Overview and Market Position - The company is committed to the AI toy sector, driven by market growth, technological advancements, and evolving user demands [2][3] - AI toys are experiencing rapid growth, with significant capital influx breaking traditional industry growth ceilings [2] - The company aims to establish a "hardware + content + service" ecosystem to create long-term connections with users, enhancing both product and corporate value [3] Group 2: Product Development and Features - The company is focusing on three product design directions: "fun tools," "emotional companionship," and "growth mentorship" [3][8] - AI Magic Star, designed for children aged 3-10, is the first AI toy to achieve continuous dialogue, featuring smart voice interaction and knowledge retrieval [8] - The AI Little Bear, set to launch soon, utilizes a 230B parameter model for low-latency interaction and real-time voice capabilities [5] Group 3: Competitive Advantages - The company possesses a fully self-developed intelligent interaction platform, allowing rapid product development across various categories and user demographics [12] - Strong partnerships with renowned IP copyright holders enable the company to create unique character designs and narratives, enhancing product appeal [12] - The company emphasizes flexible manufacturing to quickly respond to market changes, ensuring seamless integration of innovative product designs [12] Group 4: Future Product Strategy - Future products will focus on three core areas: fun tools for knowledge services, emotional companionship with personalized traits, and growth mentorship for educational purposes [9][10][11] - The company plans to leverage AI technology for personalized educational toys, targeting different age groups with tailored learning experiences [11] - Upcoming AI + IP products, such as "Piglet P" and "Clever Baby," are set to launch in Q1 2026, combining AI capabilities with popular IPs [13]

Core Insights - The release of "Zootopia 2" has significantly impacted the stock market, with the main distributor, China Film (600977), experiencing a stock price surge, while other associated companies like Shifeng Culture (002862) and Semir Apparel (002563) also saw substantial gains [1][4] - As of December 2, 2025, "Zootopia 2" has grossed over 2.05 billion yuan in its first week, with projections suggesting a total box office of 4.2 billion yuan, potentially placing it among the top ten highest-grossing films in Chinese history [1][4] - Despite initial stock price increases, a market correction occurred on December 2, with many related companies experiencing declines, raising questions about the sustainability of the stock price increases and the actual financial benefits derived from the film's success [4][12] Company Performance - Disney, as the primary beneficiary of "Zootopia 2," saw its stock rise for three consecutive trading days, reaching a closing price of $106.77 per share and a market capitalization of $190.6 billion by December 2 [4][7] - China Film, the sole distributor of "Zootopia 2" in mainland China, had its stock price hit the daily limit of 19.02 yuan per share on December 1, resulting in a total market capitalization of 35.5 billion yuan [4][7] - The cinema sector also benefited, with Wanda Film (002739) achieving a box office of 324 million yuan on December 1, supported by a high screening ratio of 81% for "Zootopia 2" [6][7] Market Dynamics - The initial stock price increases were driven more by market expectations of high box office performance rather than confirmed revenue, indicating a speculative environment [7][12] - The film's success is attributed to its strong global appeal and family-friendly nature, which resonates well with Chinese audiences, contrasting with the declining interest in Hollywood live-action films [13][14] - The upcoming holiday seasons, including the New Year and Spring Festival, are expected to boost box office performance, with projections suggesting a potential recovery in the overall film market [14] Related Companies - Companies involved in merchandise related to "Zootopia 2," such as Shifeng Culture and Semir Apparel, experienced stock price surges due to the film's popularity, with Shifeng Culture's stock hitting the daily limit on December 1 [9][10] - Other companies like IMAX China reported record earnings from the film, indicating strong performance in the premium cinema segment [6][12] - However, many of these companies faced stock price corrections shortly after the initial surge, highlighting the volatility and speculative nature of the market surrounding film-related stocks [12][14]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002862 | 实丰文化 | 22.59 | -10.00% | 36.02万 | 8.36亿 | | 300703 | 创源股份 | 24.63 | -2.84% | 4.77万 | 1.18亿 | | 301156 | 美农生物 | 18.41 | -2.49% | 3.40万 | 6271.29万 | | 300119 | 瑞普生物 | 19.38 | -2.27% | - 3.83万 | 7472.02万 | | 002940 | 昂利康 | 36.97 | -2.20% | 7.01万 | 2.60亿 | | 300233 | 金城医药 | 16.50 | -1.96% | 3.64万 | 6031.86万 | | 301335 | 大元宠物 | 29.32 | -1.94% | 1.24万 | 3659.09万 | | 300824 | 北鼎股份 | 12.24 | -1.84% | 2.69万 | 3295.86万 | | 6885 ...

实丰文化今日跌停，全天换手率28.53%，成交额8.36亿元，振幅8.46%。龙虎榜数据显示，机构净买入 491.94万元，营业部席位合计净卖出5688.74万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 2368.50 | 1961.22 | | 买二 | 机构专用 | 1839.11 | 1358.61 | | 买三 | 中国银河证券股份有限公司北京中关村大街证券营业 | 1383.47 | 1.16 | | | 部 | | | | 买四 | 机构专用 | 1169.32 | 765.69 | | 买五 | 机构专用 | 944.33 | 915.57 | | 卖一 | 开源证券股份有限公司西安西大街证券营业部 | 0.90 | 3820.71 | | 卖二 | 机构专用 | 2368.50 | 1961.22 | | 卖三 | 国新证券股份有限公司北京分公司 | 2.80 | 1796.61 | | 卖四 | 机构专用 | 886.08 | 1714.31 | | 卖五 | 国泰海通 ...

Market Overview - As of December 2, the Shanghai Composite Index closed at 3897.71 points, down 16.29 points, a decrease of 0.42% [1] - The Shenzhen Component Index closed at 13056.70 points, down 90.02 points, a decrease of 0.68% [1] - The ChiNext Index closed at 3071.15 points, down 21.35 points, a decrease of 0.69% [1] High Turnover Stocks - A total of 88 A-shares had a turnover rate exceeding 20% on December 2 [1] - Notable stocks with high turnover rates include: - Jingchuang Electric (920035) with a turnover rate of 93.84% and a closing price of 52.12 yuan, up 330.74% [1] - Beilong Precision (301567) with a turnover rate of 70.88% and a closing price of 57.04 yuan, up 2.53% [1] - Leike Defense (002413) with a turnover rate of 49.17% and a closing price of 9.27 yuan, up 9.96% [1] - Qingshuiyuan (300437) with a turnover rate of 44.72% and a closing price of 24.08 yuan, up 11.48% [1] Additional High Turnover Stocks - Other stocks with significant turnover rates include: - Jianglong Shipbuilding (300589) with a turnover rate of 43.86% and a closing price of 23.24 yuan, up 7.34% [1] - Shida Group (600734) with a turnover rate of 42.63% and a closing price of 5.93 yuan, up 6.08% [1] - Hengfeng Information (300605) with a turnover rate of 38.45% and a closing price of 19.61 yuan, up 12.12% [1] Summary of Notable Stocks - The following stocks also exhibited notable turnover rates: - Dapeng Industrial (920091) with a turnover rate of 36.20% and a closing price of 55.55 yuan, up 0.98% [1] - Guanghetong (300638) with a turnover rate of 35.60% and a closing price of 34.40 yuan, up 6.24% [1] - Yaguang Technology (300123) with a turnover rate of 34.60% and a closing price of 8.49 yuan, up 8.85% [1]