以下文章来源于海湖策 ，作者李金萍 海湖策 . 做最深度最前沿最有意思的长三角观察者。专注地区政经动态和行业一线，挖掘沪苏浙皖新机遇。 作 者丨李金萍 编 辑丨周上祺 7月5日，中国首家乐高乐园度假区在上海正式营业。前一天，深圳乐高乐园度假区也释出最新 进展，81个单体建筑中，38个已封顶，57个在建，现已进入快速建设阶段。 这是今年主题公园加速抢占市场的缩影。据21世纪经济报道记者梳理，在长三角和大湾区，今 年先后有超过10家主题公园有了新进展。 为何新主题乐园加速入场？乐园经济规模不断扩大或是重要因素。灼识咨询研究数据显示， 2023年中国乐园经济市场规模接近600亿元，预计在各类活动助力下，到2028年规模将突破 1100亿元。 随着新入场主题公园队伍的不断壮大，区域分布格局呈现出新态势， 一方面，长三角作为拥 有全国最多主题公园数量的区域，正在通过加速引进国际顶流IP ，增强在区域竞争中的客流 吸引力。 另一方面，大湾区作为接待主题游客数量仅次于长三角的区域，在本土化品牌形 成头部优势的基础上，通过引入更多元本土主题公园丰富市场供给，巩固区域竞 争力。 在本土化品牌已经形成头部优势品牌集聚的基础上，也 ...

Core Insights - The rapid expansion of theme parks in China, particularly in the Yangtze River Delta and Greater Bay Area, reflects a growing market for the theme park economy, projected to reach 1100 billion yuan by 2028 [1][6] - The competition landscape is shifting, with the Yangtze River Delta attracting international IPs while the Greater Bay Area focuses on local brands [5][8] - Pricing strategies are diverging, with international brands commanding higher prices compared to local brands, which are adopting more affordable pricing to maintain local customer bases [9][10] Group 1: Market Expansion - The first LEGO Resort in China opened in Shanghai on July 5, 2023, while the Shenzhen LEGO Resort is rapidly progressing with 38 out of 81 buildings completed [1] - Over 10 theme parks have made advancements in the Yangtze River Delta and Greater Bay Area this year, indicating a competitive market [1] - The theme park economy in China is expected to grow from nearly 600 billion yuan in 2023 to over 1100 billion yuan by 2028 [1] Group 2: Regional Dynamics - The Yangtze River Delta has the highest number of theme parks in China, with 36 large parks receiving 47.37 million visitors in 2023 [6] - The Greater Bay Area, while having fewer parks, focuses on local brands like Fantawild and Happy Valley, with 2.178 million visitors in 2023 [8] - The introduction of international IPs in the Yangtze River Delta is seen as a strategy to enhance competitiveness and attract more visitors [5][6] Group 3: Pricing Strategies - International theme parks like LEGO Resort in Shanghai have high ticket prices, with annual passes priced at 1399 yuan and daily tickets at 549 yuan, making it one of the most expensive in Asia [9][10] - Local brands like Happy Valley offer more affordable options, with annual passes priced at 499 yuan, significantly lower than international counterparts [9][11] - The overall trend shows a polarization in pricing strategies, with local parks also beginning to increase their prices in response to market dynamics [11][12] Group 4: Visitor Experience - Theme parks are focusing on continuous updates and immersive experiences to combat visitor fatigue and enhance repeat visits [2][10] - The concept of "peak-end experience," such as fireworks shows, is emphasized as crucial for creating lasting memories for visitors [2][10] - The need for innovation and adaptation in offerings is highlighted as essential for maintaining visitor interest and satisfaction [2][10]

Core Insights - The opening of Shanghai's LEGO Land on July 5 marks a significant addition to China's theme park economy, being the largest LEGO park globally and expected to boost the local economy [1][9] - The park is anticipated to attract between 3 million to 5 million visitors annually, highlighting its potential as a key project for Merlin Entertainment in the Chinese market [7][4] - The park's unique features include several "global first" attractions and a strong incorporation of Chinese cultural elements, enhancing its appeal to both local and international visitors [3][4] Economic Impact - The opening of the LEGO Land has led to a surge in hotel and accommodation bookings in the surrounding area, with searches for family rooms increasing fivefold year-on-year [7][8] - The park is expected to transform Jinshan District from a local weekend getaway into a destination attracting visitors from various provinces, with over 70% of hotel bookings coming from outside Shanghai [7][8] - The broader economic impact includes upgrades in surrounding services such as dining and transportation, with new connections established between the park and central Shanghai [8][9] Competitive Landscape - The theme park sector in the Yangtze River Delta is highly competitive, with over 20 parks either opening or being prepared across the country, including major attractions in Shanghai and Hangzhou [10][11] - Shanghai has become a hub for major theme park IPs, including Disney and LEGO, with plans for further developments like the Harry Potter studio tour and Peppa Pig theme park [10][11] - The success of theme parks is linked to their ability to attract visitors and generate significant economic returns, with each dollar of revenue potentially driving 3.8 dollars in local economic activity [11][12] Future Developments - The LEGO Land project includes plans for future expansions and additional attractions over the next 5 to 10 years, aiming to enhance its offerings and visitor experience [8][12] - Local authorities are initiating tourism festivals and themed events to further integrate the park with local cultural resources, aiming to create a cohesive tourism experience [8][9] - Sustainable development strategies for theme parks emphasize the importance of unique IPs and interactive experiences to attract family visitors, particularly during peak travel seasons [12]

以下文章来源于盐财经 ，作者莫奈 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 本文来自微信公众号： 盐财经 ，作者：莫奈，编辑：江江，题图来自：视觉中国 7月5日，今天，作为亚洲规模最大的、备受瞩目的乐高乐园，上海乐高乐园 （以下简称"上海乐 高"） 正式开幕了。 不过，网友们却吵成了一片，意见主要分成了两派：一派认为里面能玩的项目太少，没意思，像个乡 村乐园；另一派则认为乐园是乐高爱好者的打卡圣地，小朋友玩得很开心。 此外，就在前几日，6月28日中午，乐园内的热门游乐设施"乐高大飞车"在运行过程中突发故障，导 致十余名游客被悬挂于轨道上长达30余分钟。 值得留意的是，乐园6月20日才开启公众试运营，开放接待游客。事发项目是该乐园内最受欢迎、排 队时间最长的项目。因此，有评论吐槽道：排队1小时，结果烈日下被悬挂半空30分钟。 今天的乐高，已经站稳世界第一玩具品牌的脚跟，而这家公司所贩售的一直是一门神奇的生意。它的 消费群体既有爱拼积木的小朋友，又有一群庞大的ADOL （Adult of the Lego，沉迷乐高的成年人） ；二级市场里，乐高绝版套装的收益率超过了富时100指数和黄金，创造了 ...

以下文章来源于盐财经 ，作者莫奈 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 亚洲最贵乐园， 要坐"冷板凳"？ 十余名游客被挂在半空中/图源：广州日报 今天的乐高，已经站稳世界第一玩具品牌的脚跟，而这家公司所贩售的一直是一门神奇的生意。它的消费群体既有爱拼积木的小朋友，又有一群庞大的 ADOL（Adult of the Lego，沉迷乐高的成年人）；二级市场里，乐高绝版套装的收益率超过了富时100指数和黄金，创造了一套"玩具经济学"。 乐高一度因有所谓升值、保值作用，而被视为"理财产品"，但今天，市场发生的转变，令乐高开始变得很着急。据媒体报道，乐高在7月1日发售的新品"无 牙仔"积木，淘宝官方旗舰店售价629元，但在二手平台上，不少卖家正以低于官方售价约200元的价格出售该新品。那是因为有玩家称，今年以来他们都转 战Labubu了。 五年前，在迪士尼、环球影城等国际IP纷纷抢滩内地市场后，如今，乐高决定在中国先后开设三座主题乐园。尽管世界上第一座乐高乐园在57年前就已经建 立，但是，它在乐高集团的地位起起伏伏，一度被部分出售给英国默林娱乐集团。 这个重资产的主题乐园生意正在被重估，但结果可 ...

Core Insights - The Jiangxinzhou E^3PARK Sports Park in Nanjing has officially opened, covering approximately 100 acres and is a key project aimed at establishing high-quality outdoor sports destinations in China [1][2] - The park features various sports facilities, including 6 outdoor tennis courts, 5 indoor tennis courts, 6 standard basketball courts, and more, accommodating multiple sports activities [1] - The park has seen significant interest, with daily visitor numbers around 1,500 and facilities often fully booked within 5 minutes during trial operations [2] Group 1: Development and Features - The park is part of the Nanjing Ecological Science Island initiative, which emphasizes ecological preservation with 55% of the area designated for ecological protection and over 70% green coverage [2] - The park's name, E^3, reflects its focus on Ecology, Energy, and Enjoyment, highlighting its unique characteristics [2] - The park is expected to host approximately 70 events in the latter half of the year, enhancing its role as a community sports hub [1] Group 2: Strategic Positioning - The Nanjing government aims to create a national high-quality outdoor sports destination, leveraging the ecological advantages of the island [3] - The spatial structure of the area includes a racing circuit, waterfront sports areas, and designated zones for various outdoor activities, positioning the island as a premier destination for marathons and extreme sports [3] - The initiative aligns with national policies promoting high-quality outdoor sports development, indicating strong governmental support for such projects [3]

Group 1 - The recall of over 1.2 million charging products by brands like Romoss and Anker highlights increasing safety regulations in the industry, with the Civil Aviation Administration of China prohibiting the transport of non-CCC certified and recalled models on domestic flights [1] - Romoss has issued a notice for consumers to safely dispose of recalled products and receive refunds without returning the items, addressing logistics challenges and demonstrating corporate responsibility [1] - The incident serves as a reminder for the industry that safety is paramount, urging companies to maintain quality control and consumers to be vigilant about using outdated products [1] Group 2 - The summer box office for 2025 has surpassed 2.5 billion yuan by early July, indicating a strong market performance with diverse film offerings [2] - Over 60 domestic and international films have been scheduled for release during the summer, showcasing a variety of genres and catering to different audience preferences [2] - The robust ticket sales reflect the progress in the Chinese film market regarding genre diversification and content innovation, contributing to the industry's sustained growth [2] Group 3 - The opening of Shanghai Lego Park has significantly increased search and booking activity, with a fivefold increase in searches on travel platforms since May [3] - Room rates have surged, with some prices reaching 7,823 yuan per night, indicating the park's strong market appeal and its potential as a new tourist landmark [3] - Industry experts suggest that achieving a return on investment within 7 to 10 years would be considered successful, emphasizing the need for theme parks to balance short-term popularity with long-term operational sustainability [3] Group 4 - Anjiu Foods became the first company to list on both A-share and H-share markets, but its stock price fell by 5% on the first trading day, reflecting market concerns [4] - The company faced opposition from some minority shareholders prior to its listing, and its growth rate has shown signs of slowing down [4] - In a competitive environment emphasizing quality and price, Anjiu Foods must focus on product innovation, channel optimization, and supply chain efficiency to drive internal growth [4]

以下文章来源于城市进化论 ，作者杨弃非 城市进化论 . 探寻城市路径，揭秘经济逻辑 （互联网新闻信息服务许可证编号：51120190017） 本文来自微信公众号： 城市进化论 （ID：urban_evolution） ，作者：杨弃非，题图来自： Unsplash 一线城市们还在"抢"乐园。 7月5日，内地首座乐高乐园度假区在上海正式营业。深圳乐高乐园度假区也在今天释出最新进展， 现已进入快速建设阶段，建成后将成为中国第二个乐高乐园度假区。还有北京，此前也曾提出将建乐 高乐园。 作为"最先吃螃蟹的人"，上海自然备受关注。不过，眼下出现的却并非都是"叫好声"—— 先是开 票"遇冷"，还有试营业期间游乐设施故障情况。 有媒体报道，乐高乐园试运营首日门票仅售出千余 张，且有余票，甚至二手平台上还出现了低于官方价格的折扣票。 难免有人拿上海迪士尼度假区开业的盛况作对比——彼时，开园首日5万张票瞬间售罄，甚至有人不 惜溢价数倍品尝"头啖汤"。也是 从迪士尼开始，国内城市拉开了对于大型主题公园的竞逐 ，"内地 首座乐高乐园"一度成为深圳等多座城市争夺的焦点。 如今，聚光灯再次回到上海，情况已经有所变化。去年，全国多座主题公 ...

比亚迪汽车：比亚迪正式宣布与上海乐高乐园度假区达成战略合作伙伴关系。 ...

Core Viewpoint - Shanghai Lego Park opened on July 5, 2025, with a focus on providing an enjoyable experience for visitors, aiming for wait times not to exceed one hour for attractions [1]. Group 1 - The opening day saw long wait times for the Lego Big Ride, approximately 90 minutes in the morning [1]. - By the afternoon, wait times for various attractions decreased significantly, ranging from 5 to 20 minutes for most rides, including water attractions and several themed areas [1]. - The park's general manager expressed the goal of keeping wait times under one hour for visitors [1].