Core Points - Shanghai Disneyland Resort announced an expansion of the popular attraction "Soaring Over the Horizon," which will increase its daily capacity by approximately 50% [1] - The attraction will remain open to visitors during the expansion process [1] - In addition to the expansion of "Soaring Over the Horizon," the resort is also developing a new Spider-Man themed area and a third hotel, both of which are progressing steadily [1] Company Structure - Shanghai Disneyland Resort is a joint investment project between The Walt Disney Company and Shanghai Shendi Group, with Shendi holding 57% of the shares in the two owner companies and Disney holding the remaining 43% [1] - The management company, responsible for the resort's operations, is 70% owned by The Walt Disney Company and 30% owned by Shanghai Shendi Group [1]

Core Viewpoint - Shanghai Disneyland Resort announced the expansion of its iconic attraction "Soaring Over the Horizon," significantly increasing its daily capacity by approximately 50% while remaining open during the construction period [1] Group 1: Expansion Details - The expansion of "Soaring Over the Horizon" will enhance the guest experience with upgrades, including a new destination at the end of the flight journey, which will now reach the Shanghai Disneyland Resort [1] - Since its global debut in 2016, "Soaring Over the Horizon" has welcomed millions of visitors, highlighting its popularity and the need for increased capacity [1] Group 2: Industry Implications - The expansion of this attraction serves as a testament to the ongoing development and growth of the Shanghai Disneyland Resort, indicating a positive trend in the theme park industry [1]

Core Viewpoint - Shanghai Disneyland Resort announced the expansion of its iconic attraction "Soaring Over the Horizon," which will significantly increase the daily capacity of this popular ride while remaining open to visitors during the construction period [1] Group 1: Expansion Details - The expansion will increase the visitor capacity of "Soaring Over the Horizon" by approximately 50% compared to its current capacity [1] - The upgraded attraction will feature a new ending that will take guests to the Shanghai Disneyland Resort [1] Group 2: Historical Context - "Soaring Over the Horizon" is located in Adventure Isle and has welcomed millions of guests since its global debut in 2016 [1] - The expansion of this attraction is a testament to the ongoing development and growth of the Shanghai Disneyland Resort [1]

Group 1 - The Shenzhen Nanshan District Cultural, Radio, Television, Tourism and Sports Bureau responded to concerns regarding a public performance at Shenzhen Happy Valley, stating that they have contacted the park's management to address the issue [1][2] - The "Summer Carnival" event at Happy Valley, which included an impromptu dance performance, concluded on August 24, 2023, and the bureau has required the park to conduct a thorough self-examination of the performance content and imagery [1][2] - The performance in question featured actors in uniforms and provocative outfits, raising concerns about appropriateness for the audience, particularly minors [1][2] Group 2 - Shenzhen Happy Valley is managed by Happy Valley Cultural Tourism Development Co., Ltd., a subsidiary of Overseas Chinese Town Group, with its headquarters in Shenzhen [2] - The company operates multiple theme parks across China, including eight Happy Valley parks and ten Maya Beach Water Parks, covering 13 cities [2] - Happy Valley parks collectively receive approximately 40 million visitors annually, with a total of nearly 300 million visitors since inception [2]

8月27日傍晚，贝壳财经记者致电深圳市文化广电旅游体育局投诉举报电话，工作人员表示相关问题已 经记录在案，将派专人进行核实处理。此次时隔25天，南山区文化广电旅游体育局对上述投诉终于做出 回应解释。 另据悉，深圳欢乐谷乐园隶属于欢乐谷文化旅游发展有限公司，华侨城集团旗下二级子企业，总部设在 深圳。据其官方网站信息，欢乐谷公司致力于深耕主题公园行业，目前管理深圳、北京、成都、上海、 武汉、天津、重庆、南京、西安、南昌、衡阳等地8个欢乐谷和10个玛雅海滩水公园，以及深圳锦绣中 华.中国民俗文化村、深圳世界之窗、襄阳度假区等共25个主题公园，遍布全国13个城市，其中5A级景 区3个、4A级景区9个；年接待游客约4000万人次，累计接待游客近3亿人次。 回应称，南山区文化广电旅游体育局高度重视并及时联系欢乐谷景区相关负责人。经了解，欢乐谷景区 在2025年"夏浪狂欢节"活动期间，邀请了表演团队进行即兴舞蹈表演，景区"夏浪狂欢节"活动于8月24 日已结束，女团演出环节也随之结束。南山区文化广电旅游体育局已约谈欢乐谷景区相关负责人，要求 景区对活动演出内容、演出形象进行全面自查自纠，督促景区严格把控表演主题，主动规避可能 ...

Core Insights - MBK Partners' subsidiary, Haihe An Cultural Tourism, has completed the acquisition of Suzhou Huayi Brothers Movie World, rebranding it as "Haihe An Suzhou Yangcheng Peninsula Paradise" and investing 100 million to develop three new projects [1][3][5] Group 1: Acquisition and Rebranding - The acquisition involves a 690-acre theme park located in the core area of the Yangcheng Lake Peninsula National Tourism Resort [3] - The park aims to integrate local culture, innovate performance formats, and enhance visitor experiences to create the first lakeside immersive cultural tourism destination in the Yangtze River Delta [3][5] Group 2: Investment and New Projects - Haihe An Cultural Tourism has committed over 100 million to develop three major new projects: the "Milk Dragon Magic Time" theme area, the large immersive show "Zhuangyuan Returns," and the "Yangcheng Starlight Night" product system [5][7] - The "Milk Dragon Magic Time" area spans 30,000 square meters and includes over 30 interactive entertainment facilities and a themed restaurant [5] Group 3: Visitor Experience and Future Plans - The park plans to enhance nighttime operations, extending hours until 9 PM and offering over 30 attractions during the night, along with unique dining and cultural markets [5][7] - The park aims to connect various commercial activities within the resort area, including hotels, dining, and sports, to create a collaborative tourism ecosystem [7]

Core Viewpoint - The acquisition of Suzhou Huayi Brothers Movie World by MBK Partners' subsidiary, Haihe An Cultural Tourism, marks a significant shift in the cultural tourism industry in East China, transitioning from scale expansion to quality enhancement [1][3][30]. Group 1: Acquisition and Strategic Importance - The acquisition involves a 690-acre theme park, previously known as Huayi Brothers Movie World, located in a key national tourism resort area [3]. - Haihe An Cultural Tourism aims to integrate local culture and enhance visitor experiences, establishing the first lakeside immersive cultural tourism destination in the Yangtze River Delta [3][8]. - This acquisition is seen as a landmark event for the development of the cultural tourism industry in East China, reflecting a strategic choice based on the region's cultural richness and ecological resources [3][8]. Group 2: Brand Renewal and Experience Enhancement - The park has undergone a brand renewal, officially rebranded as "Haihe An Suzhou Yangcheng Peninsula Paradise," with a new slogan "Yangcheng Lake, Joy Together" [11][13]. - The brand strategy emphasizes a five-experience system focusing on natural ecology, family-friendly entertainment, cultural heritage, night economy, and festive activities [13][16]. - Three major new products have been launched, including the largest immersive theme experience area in China, a large-scale cultural show, and a night product system to enhance nighttime consumption [17][20][22]. Group 3: Economic and Cultural Impact - The park's reopening has led to significant visitor engagement, with over 350,000 visitors during the summer trial operation and a 68% increase in revenue year-on-year [24]. - The integration of the theme park with local cultural festivals and activities aims to create a comprehensive tourism ecosystem, enhancing regional economic vitality [25][27]. - The initiative is expected to transform the Yangcheng Lake Peninsula into a world-class lake tourism destination, promoting sustainable growth in the cultural tourism sector [25][28].

Core Viewpoint - The acquisition of the former Suzhou Huayi Brothers Movie World by the Asian private equity giant, Anbo Kai Investment Fund, through its cultural tourism management platform, Haihe An Cultural Tourism, marks a significant development in the East China cultural tourism industry, with plans for a comprehensive upgrade and rebranding of the park as "Haihe An Suzhou Yangcheng Peninsula Paradise" [1][3][9]. Group 1: Acquisition and Rebranding - Haihe An Cultural Tourism has completed the full acquisition of the former Suzhou Huayi Brothers Movie World, which spans 460,000 square meters (690 acres) and is located in a key national-level tourist resort area [1][3]. - The park will undergo a systematic upgrade and integration, focusing on local cultural elements and enhancing visitor experiences to create the first lakeside immersive cultural tourism destination in the Yangtze River Delta [3][9]. Group 2: New Offerings and Experience - The park will introduce three major new products: the "Milk Dragon Magic Time" themed area, the large immersive show "Zhuangyuan Returns," and the "Yangcheng Starlight Night" product system, aiming to cover all age groups and operate throughout the day [6][7]. - The park's new offerings have already attracted over 350,000 visitors during the trial operation period in the summer of 2025, with a single-day peak of over 20,000 visitors and a revenue increase of 68% year-on-year [7]. Group 3: Strategic Importance and Future Plans - The acquisition is viewed as a landmark event for the cultural tourism industry in East China, leveraging Suzhou's rich cultural heritage and the unique ecological resources of Yangcheng Lake to invigorate regional tourism [9]. - Haihe An Cultural Tourism aims to integrate its experience in operating large cultural tourism projects with local culture, creating a theme park that reflects both international standards and Suzhou's unique charm [9][10].

Core Insights - Foreign companies are increasingly committed to the Chinese market, transitioning from merely investing in China to establishing a deeper presence and integrating with local opportunities [1][5] - The Shanghai Lego Resort, the first of its kind in China, exemplifies the rapid development supported by the local government, highlighting the favorable business environment [1][3] - Numerous foreign investment projects have been launched in Shanghai this year, including Toyota's electric vehicle and battery R&D facility and Dassault Systèmes' first open innovation lab in China [3][4] Group 1: Foreign Investment Projects - The Shanghai Lego Resort opened in just 18 months, showcasing the efficiency and support from the local government [1][3] - Toyota is establishing a wholly-owned Lexus electric vehicle and battery R&D company in Shanghai, indicating strong foreign investment in the automotive sector [3] - Dassault Systèmes has set up its first open innovation lab in China, focusing on advanced manufacturing, new materials, and life sciences, aiming to empower local startups [3][4] Group 2: Business Growth and Opportunities - Dassault Systèmes has experienced over 22 times growth in its business in China over the past 20 years, with double-digit growth expected in the first half of 2025 [3][4] - The establishment of joint offices has enhanced legal service capabilities for Chinese companies expanding internationally, reflecting the evolving service trade landscape [4] - From January to July this year, Shanghai saw the establishment of 3,624 new foreign enterprises, a 3.1% increase year-on-year, with nearly 80,000 foreign companies currently operating in the city [4]

Group 1 - Cathay Pacific and Hong Kong Disneyland have signed a memorandum of cooperation to create a unique travel experience for passengers, combining air travel with theme park enjoyment [1][2] - The collaboration aims to explore innovative projects, including a product specifically designed for transit travelers in Hong Kong, expected to launch in 2026 [2] - The partnership seeks to leverage both companies' strengths to promote tourism in Hong Kong and reinforce its position as a travel destination and regional transportation hub [2] Group 2 - Cathay Pacific's CEO expressed the intention to attract global travelers to Hong Kong by offering memorable and surprising journeys through the combination of world-class airline services and Disneyland experiences [2] - The companies plan to continuously expand their cooperation to provide richer and more unforgettable travel experiences for tourists [2]