以下文章来源于浪潮工作室 ，作者浪潮工作室 浪潮工作室 . 网易旗下栏目，给你另一种看世界的角度和态度 谁在全世界最快乐的地方，嚎啕大哭。 文 ｜ 慢羊羊 编辑 ｜ 慢羊羊 来源｜ 浪潮工作室（ID： WelleStudio163） 封面来源 ｜ Unsplash 不知道你有没有遇到过：跟对象一起去迪士尼，原本计划要玩遍所有热门项目、拍满整个相册，结果从进园第一刻就开启了"速通争吵"模式——路线怎么 走、项目先玩哪个、排队多久、吃什么、要不要花钱买快速通道…… 华特·迪士尼曾梦想将迪士尼乐园打造成"世界上最快乐的地方"。然而，走进园区后，现实往往并不如童话。日均上万游客让每一条街道、每一个角落都 挤满了人。游乐园里，笑声与尖叫交织，但仔细观察，你会发现角落里有人因疲惫而落泪，有人因路线、预算或行程安排而冷脸争吵。 迪士尼本是情侣约会的圣地，为何却成了情绪崩溃、矛盾频发的高发地？ 所有好的体验，都要花钱 你可能想象不到，跟你对象一起去游乐园玩，未必会让你更开心。 有研究发现"其他游客互动时会影响积极情感，但与同游的家人朋友互动并不会影响积极情感 [1] 。"也就是说，你和对象的互动，可能并不如你和玲娜贝 儿的互 ...

Core Insights - Disney's announcement of its first theme park in the Middle East on Yas Island, Abu Dhabi, led to the breaking of a regional record within hours of the announcement [2][9] - The launch event featured a spectacular drone light show, which set the record for the largest drone display in the region, utilizing over 9,000 drones to create a detailed replica of Cinderella Castle [11][12] Group 1: Event Highlights - The launch event included a high-profile press conference followed by a grand son et lumière show, featuring celebrities and a live orchestra [9][10] - The show was directed by experienced Disney professionals, ensuring a high-quality production [13][16] - The event was organized by HQ Worldwide Shows, a leading event management company in the region, in collaboration with Lumasky Drone Show, known for its innovative drone displays [16][17] Group 2: Technological Innovations - Lumasky developed its own drones, allowing for unique designs and control over both hardware and software, which sets it apart from competitors [18][19] - The drones used in the show emitted 3,200 lumens, making them the brightest in the Middle East [20] - The complexity of the show required meticulous planning, including 3D simulations and precise synchronization with music [22][23] Group 3: Economic Context - The UAE is diversifying its economy from oil and gas to tourism, investing in world-class attractions to attract global visitors [6][7] - The competition among Emirates to set records has led to a proliferation of high-profile events, with Guinness World Records establishing a permanent office in Dubai [7][8]

Core Viewpoint - The meeting emphasized the importance of advancing the construction of archaeological heritage parks in Anhui Province, aligning with current trends in cultural and archaeological enthusiasm, and integrating cultural tourism with a focus on protection and service enhancement [1] Group 1: Development and Strategy - The meeting highlighted the need to enhance the understanding of archaeological heritage parks and to promote high-level construction [1] - It was stressed to deepen the integration of cultural tourism and to create a diverse product matrix through multi-industry collaboration [1] - The importance of digital empowerment and the establishment of a flexible and efficient operational service model was discussed [1] Group 2: Expert Insights - Wang Wei emphasized that building good archaeological heritage parks is crucial for bringing cultural relics to life and effectively conveying the historical and cultural information embedded in the sites [3] - Chen Tongbin suggested that archaeological parks should integrate "archaeological stories" within the framework of the "Chinese Civilization Identification System" to highlight the contributions of Chinese civilization to global culture [5] Group 3: Case Studies and Experiences - The representatives from various archaeological parks, including Liangzhu, Jinsha, and Yinxu, shared their experiences in protection, construction, and operation [5][8][9] - The Liangzhu site was noted as a testament to 5,000 years of Chinese civilization, with significant explorations in cultural display and tourism integration [7] - The Jinsha site focused on solidifying the foundation for relic display and expanding cultural roots to promote regional development [8] - The Yinxu site achieved notable results in archaeological research, cultural experience creation, and community engagement [9] - The Lingjiatan site has rapidly developed by leveraging large archaeological projects for cultural tourism, emphasizing protection and management [11]

在15名董事会成员中，尽管董事长焦健等5名与中国中化相关的董事投出反对票，但决案以9人同意，1名弃权的票型通过，大股东失去了话语权。 01 前些天，麦肯锡发布了一个报告，在国际供应链重组和市场多元化的背景下，2025年全球并购市场将踏入上升轨道，并购交易有希望大幅提升，特别是中国 企业出海意愿强烈。 像我们单仁牛商很多学员也告诉我，2025年有出海的计划，跟海外企业合作，甚至是到海外合资建厂。 但有一件事也给我们想要通过出海，创造第二增长曲线的企业，敲响了警钟。 02 在2015年，中国化工集团宣布以71亿欧元的价格收购了全球知名轮胎品牌倍耐力37%的股份，成为倍耐力的大股东，这也是当时国企第五大海外并购案。 但在10年后的今天，倍耐力董事会投票决定剥夺大股东中化集团对公司的控制权。 倍耐力拿出了两条理由，一个是意大利政府通过的"黄金权利法案"，防止外国投资者对关键技术和管理的控制，限制了中化访问敏感信息，特别是轮胎中嵌 入的传感器相关的数据不准对中化集团开放。 另一个就是美国宣布从2027年开始禁止中国控制的汽车供应商的产品服务，美国又是倍耐力轮胎领域的关键市场，倍耐力就通过国际财务报告准则第十条 （IFR ...

Core Insights - Despite a challenging economic environment, domestic tourism consumption during the May Day holiday showed positive growth, with 314 million domestic trips taken, a year-on-year increase of 6.4%, and total spending reaching 180.27 billion yuan, up 8.0% [1] - The "IP + cultural tourism" model, particularly represented by theme parks, is a focal point, but it faces stagnation in growth after a rebound in 2023, raising questions about its future potential [1][4] - Major theme parks like Shanghai Disneyland and Beijing Universal Studios reported significant visitor numbers and ticket sales during the holiday, indicating a temporary recovery in the sector [2][4] Industry Performance - Beijing Universal Studios saw ticket sales increase by approximately 213% year-on-year, with peak daily attendance reaching nearly 50,000, resulting in ticket revenue exceeding 170 million yuan during the holiday [2] - Shanghai Disneyland's ticket revenue during the holiday is estimated to surpass 310 million yuan, reflecting strong consumer interest [2] - Happy Valley parks, under the ownership of Overseas Chinese Town A, attracted over 800,000 visitors during the holiday, marking a nearly 20% increase year-on-year [2] Financial Challenges - Despite the holiday's positive indicators, many theme park operators are facing financial difficulties, with companies like Huasheng Fantawild reporting a 4.18% decline in annual revenue from theme park operations [6] - Huasheng Fantawild's operating costs increased by 9.17%, leading to a significant drop in gross margin [6][7] - Overseas Chinese Town A also reported a 13.03% decrease in tourism revenue for 2024, with total visitors down by 13.7% [8] Future Prospects - The industry is witnessing a shift towards developing proprietary IPs and enhancing visitor experiences through innovative attractions and collaborations with well-known franchises [12][14] - New international theme parks, such as the Warner Bros. Studio Tour in Shanghai and the Peppa Pig Theme Park, are set to enter the market, intensifying competition [16][18][20] - Domestic parks are exploring various IP strategies, including partnerships and themed attractions, to enhance their appeal and drive visitor engagement [12][14] Consumer Trends - The rise of "emotional consumption" is evident, with products and experiences that cater to consumer emotions gaining traction, although the overall spending on non-essential entertainment remains cautious [1][4] - New tourism trends such as "taste tours," "performance tours," and "family-friendly experiences" are emerging, reflecting a diversification in consumer preferences [1]

每经记者｜杜蔚 每经编辑｜董兴生 丨 2025年5月16日 星期五 丨 NO.1 娃哈哈回应产能调整等问题 近期，有多家媒体关注娃哈哈工厂停工和员工投诉维权内容。5月15日，娃哈哈方面表示，去年因水产 品市场需求快速增长，故公司的产品结构对应调整，导致公司出现产能紧张，公司迅速启动了应对措 施，委托代工厂生产，同时进行自有设备改造与投资新建工厂。为增强终端市场的响应能力，需要调整 优化产销布局结构，导致部分工厂停工停产。对于停工停产的公司，娃哈哈表示已按相关法律程序开展 清算流程。 点评：娃哈哈此次回应，展现了企业在应对市场变化时的灵活性与前瞻性。通过委托代工、设备改造及 新建工厂，娃哈哈有效缓解了产能紧张，强化了自主生产能力，为市场稳定供应提供保障。内部合规化 改革虽引发短期阵痛，但长远来看，有助于企业构建现代化产业体系，提升竞争力。 NO.2 魅族声明：从未计划砍掉手机业务 点评：针对不实言论的及时澄清，彰显了企业对自身品牌与业务发展的坚定信心及维护商誉的决心。在 信息传播迅速的网络时代，不实言论易对品牌形象造成难以估量的损害，对行业来说，这种不实言论也 可能会影响市场对整个手机行业的信心。魅族此举不仅有 ...

United Parks & Resorts (PRKS) Q1 2025 Earnings Call May 12, 2025 09:00 AM ET Company Participants Matthew Stroud - Investor RelationsMarc Swanson - Chief Executive OfficerJim Mikolaichik - CFO & TreasurerSteven Wieczynski - Managing DirectorSean Wagner - AVPArpine Kocharian - Executive DirectorLizzie Dove - Vice President Equity Research Conference Call Participants Brandt Montour - Director, Equity Research AnalystChris Woronka - AnalystThomas Yeh - Analyst Operator Good day, and welcome to the United Park ...

United Parks & Resorts (PRKS) Q1 2025 Earnings Call May 12, 2025 09:00 AM ET Company Participants Matthew Stroud - Investor RelationsMarc Swanson - Chief Executive OfficerJim Mikolaichik - CFO & TreasurerSteven Wieczynski - Managing DirectorSean Wagner - AVPArpine Kocharian - Executive DirectorLizzie Dove - Vice President Equity Research Conference Call Participants Brandt Montour - Director, Equity Research AnalystChris Woronka - AnalystThomas Yeh - Analyst Operator Good day, and welcome to the United Park ...

Core Viewpoint - Shanghai LEGO Land, the first in China and the 11th globally, has faced significant operational challenges and consumer dissatisfaction just days after its pre-sale launch, raising questions about its readiness and potential success in the competitive theme park market [3][4][6]. Group 1: Operational Challenges - The pre-sale for Shanghai LEGO Land opened on May 7, with limited offerings such as a commemorative annual pass priced at 1399 yuan and a hotel package at 3588 yuan, but the ticket purchasing system experienced severe technical issues, leading to customer frustration [3][4][9]. - Many fans expressed disappointment over the system failures, which included crashes and lost orders, undermining the excitement built over six years of anticipation [4][9][16]. - The park's operational readiness has been called into question, with consumers feeling let down after a long wait [4][6]. Group 2: Pricing and Market Position - The annual pass offers access for approximately 308 days, with a break-even point at just 2.5 visits, but the pricing has been criticized as being higher than other regional LEGO parks [7][12]. - Ticket prices for children range from 255 to 479 yuan, while adult tickets are priced between 319 and 599 yuan, making it more expensive compared to similar offerings in Japan [12][14]. - The park's location in Jinshan District, about 70 kilometers from downtown Shanghai, poses accessibility challenges, further complicating its competitive positioning against established parks like Disney and Universal [12][14]. Group 3: Target Audience and Differentiation - Shanghai LEGO Land targets families with children aged 2 to 12, aiming to differentiate itself from Disney's broader demographic and Universal's focus on young adults [14][19]. - The park features eight themed areas and over 75 interactive attractions, including a unique area themed around the Chinese classic "Journey to the West," which is a global first for LEGO [14][19]. - LEGO's brand strength lies in its educational and creative play aspects, appealing to parents' desires for enriching experiences for their children [23][26]. Group 4: Economic Impact and Future Prospects - Despite initial controversies, the park is seen as a potential economic driver, with estimates suggesting that every 1 yuan of revenue could generate up to 18.8 yuan in additional economic activity [28]. - The investment in Shanghai LEGO Land is projected to reach around 100 billion yuan, with expectations of significant annual revenue from ticket sales alone [30][28]. - The surrounding area has already seen a rise in accommodation prices, indicating the park's potential to stimulate local economic growth [28][30].

Financial Performance Overview - Disney's total revenues for FY2Q25 reached $236.2 billion, beating consensus estimates by 2.48% [1] - The operating income was reported at $44.36 billion, exceeding expectations by 10.18% [1] - Adjusted EPS grew by 20.83% year-over-year, reaching $1.45, which also surpassed consensus [1] - Free cash flow for the quarter was $48.91 billion, indicating strong liquidity [1] Segment Performance - The Experience segment showed strong performance with revenues of $106.82 billion, beating estimates by 1.90% [1] - The Entertainment segment continued to grow, with significant box office success from Marvel's "Thunderbolts" [5] - ESPN's viewership in the key 18-49 age demographic increased by 32%, marking a record for the second quarter [6] Strategic Developments - Disney announced plans to build a new theme park in Abu Dhabi, enhancing its global footprint [2] - The company is investing over $30 billion to enhance its theme park services in Florida and California, creating job opportunities [3] - Disney's focus remains on future growth while managing current operations effectively [3] Content Strategy - Disney+ is integrating more Hulu and ESPN+ content to enhance user engagement and retention [7] - Upcoming film releases include highly anticipated titles such as "Lilo & Stitch" and "Avatar: Fire and Ash," expected to drive further growth [5]