智通财经记者 | 范易成 智通财经编辑 | 庄键 智通财经9月12日从上海乐高乐园获悉，上海乐高乐园开园后首个暑假，乐园核心目标客群占比、主题 酒店入住情况、园内活动互动参与度等多项指标表现突出。 据上海乐高乐园总经理陈洁介绍，乐园人气项目"驾驶学校"和"初级驾驶学校"暑期累计"毕业"近86000 名小"驾驶员"，过山车项目累计行驶里程突破1.8万公里，"入园必排"项目乐高大飞车已运行超过1.4万 圈，园区已推出了4800余场演出活动及互动表演。 陈洁表示，8月25日，度假区单日接待量更创下新高，并连续三天实现门票售罄，反映出强劲的市场需 求，配套主题酒店在暑期也持续处于"一房难求"状态。在游玩设施方面，暑期，乐园设备最高人均乘坐 频次达8.73次，这显示出运营体系逐渐完善，跑出了成熟速度。 此外，在整个暑假期间，乐园近8成的游客来自江浙沪区域，除上海本地游客外，来自长三角其他地区 的家庭游客占比在持续上升，到8月下旬已达30%，对周边城市的辐射力不断增强。 金山区文旅局副局长卢佳瑛在接受智通财经采访时表示，上海乐高乐园作为金山的重磅文旅项目，是区 域文旅发展的标杆，有着非常强的引流带动作用。 上 海乐高乐园 ...

日经GO 大阪USJ今年万圣节有这些活动！ 原创 阅读全文 ...

此外，当日香港迪士尼举行了20周年纪念庆典。香港特别行政区政府财政司司长陈茂波表示，过去20年，香港迪士尼已成长为一个具有标志性的世界级目的 地，吸引着来自世界各地数以百万的旅客。 北京商报讯（记者 吴其芸）9月12日，香港迪士尼乐园度假区（以下简称"香港迪士尼"）发布消息称，香港迪士尼两大扩建项目为"皮克斯主题娱乐体 验"及"漫威主题体验"。据悉，香港迪士尼将在全新的皮克斯主题娱乐体验项目中，推出沉浸式剧场历险之旅。同时，漫威主题体验项目将座落于香港迪士 尼明日世界园区，在该扩展区域内将推出"香港限定"的全新沉浸式游乐设施和购物体验。 15 Artist Concept Only ©Disney/Pixar ...

Core Viewpoint - The pricing of essential sanitary products at Shanghai Disneyland has sparked public outrage, leading to a price adjustment from 15 yuan to 7 yuan per pack for two types of sanitary pads [1][6]. Group 1: Pricing Controversy - A social media user criticized the price of sanitary pads at Shanghai Disneyland, stating that they were sold for 15 yuan, which is significantly higher than the 5.2 yuan price found in local supermarkets [3][5]. - The user expressed disbelief at the high markup on such essential items, especially in a place where visitors have already paid for entry [3][5]. Group 2: Company Response - Following the backlash, Shanghai Disneyland's management acknowledged the feedback and announced a price reduction to 7 yuan per pack for the sanitary pads, effective immediately [6][8]. - The company also indicated plans to improve visitor experience by adding signage in stores to help guests locate and understand the pricing of sanitary products [6][8].

默林回应杜莎夫人关停：租约到期，押注乐高乐园 继重庆杜莎夫人蜡像馆闭馆后，北京杜莎夫人蜡像馆也宣布将于10月闭馆，一时引发市场关注。9月7 日，北京商报记者从杜莎夫人蜡像馆运营方默林娱乐集团获悉，北京馆闭馆主要因为租金过高且租约到 期，不再续约。从曾经的网红打卡点到如今相继闭馆，默林娱乐集团产品也面临市场调整。针对上海、 香港及武汉杜莎夫人蜡像馆，集团也将做相应的升级，并对其他景点进行调整。面对经营压力及消费者 偏好的变化，默林娱乐集团也在不断调整在华的布局与发展战略，未来或许会将侧重点放在乐高乐园。 租约到期不再续约 近日，北京杜莎夫人蜡像馆发布公告称，经审慎考虑，由于租约到期以及品牌战略的规划调整，蜡像馆 将从2025年10月1日起永久关闭。对此，北京商报记者向默林娱乐集团发去采访提纲，默林娱乐集团回 应称，关闭该场馆的决定并非草率作出，而是在仔细全面评估了其他选择后作出的，集团将支持场馆员 工度过这一过渡期，比如为他们提供在集团其他景点工作的就业机会。 有接近默林娱乐集团的知情人士也透露，北京杜莎夫人蜡像馆租金过高，此次租期到期后便不再续约。 针对下一步的布局与其他蜡像馆的运营，默林娱乐集团方面还表示， ...

Core Viewpoint - The integration of digital technology in the cultural heritage sector, particularly in the display and preservation of the Anyue Grottoes, enhances visitor engagement and protects historical artifacts [5][6][10]. Digital Display - The Anyue Grottoes Digital Display Center features a 3D 8K dome theater with 12 4K projectors, creating an immersive experience for visitors [3][4]. - A 1:1 replica of the Zizhu Guanyin statue has been created using 3D printing technology, showcasing the artistic charm of the original [4][5]. - The center has received over 158,000 visitors since its opening in May [7]. Cultural Heritage Protection - Anyue County has over 230 grotto sites and more than 100,000 rock carvings, making it the highest density of such heritage in the country [5][6]. - The digital center consolidates scattered grotto resources into an interactive cultural experience, allowing visitors to engage with the history of the artifacts [6]. Technological Empowerment - The use of advanced technologies in cultural tourism, such as immersive theaters and interactive exhibits, transforms the visitor experience from passive observation to active participation [8][9]. - The Ziyang Fantawild National Color Spring project has attracted over 220,000 visitors in just a few weeks, demonstrating the effectiveness of technology in enhancing cultural experiences [8][10]. Economic Impact - The integration of culture and technology has led to a significant increase in consumer spending, with Ziyang's retail sales reaching 24.71 billion yuan, a 4.4% increase year-on-year [10].

2025.09.05 本文字数：2111，阅读时长大约4分钟 作者 |第一财经 郑娜 深陷亏损中的华侨城迎来了新的掌舵人。 9月5日，国资委披露了多家央企的领导人员职务任免信息。其中，曾先后履职华润置地、中国建筑等大 型央企的吴秉琪被委任为华侨城集团有限公司党委副书记、董事，并提名为华侨城集团有限公司总经理 人选。 吴秉琪的"空降"被业内认为是推动华侨城业务破局的重要举动。2022年以来，华侨城营收进入下滑通 道，并连亏三年，今年上半年的亏损额度仍在加大，公司经营面临的挑战不可小觑，业务转型尚未取得 有效进展。吴秉琪过往的经验能否带领华侨城突破当前的困局，仍需拭目以待。 尽管过去"战绩"亮眼，但吴秉琪如今接手的华侨城集团正面临着极大的挑战。 深耕地产30余年 现年54岁的吴秉琪毕业于同济大学，并获得澳大利亚南澳大学工商管理硕士学位，1993年加入华润集 团，并从基层岗位起步，曾在华润物业、华润营造等公司任职。 2007年，吴秉琪加入华润置地，并实现了从区域负责人向公司核心管理层的进阶。 2013年10月，吴秉琪获委任为华润置地高级副总裁，兼任华润置地战略总监及成都区域总经理；2019年 2月，获委任为华润置地 ...

Core Viewpoint - The appointment of Wu Bingqi as the new leader of Overseas Chinese Town Group is seen as a crucial move to address the company's ongoing losses and operational challenges, as the company has faced declining revenues and increasing losses since 2022 [1] Group 1: Leadership Change - Wu Bingqi has been appointed as the Deputy Secretary of the Party Committee and nominated as the General Manager of Overseas Chinese Town Group, bringing extensive experience from major state-owned enterprises [1][2] - His previous roles include significant positions at China Resources Land and China State Construction, where he demonstrated strong business capabilities, achieving notable sales growth in various regions [3][4] Group 2: Company Performance - Overseas Chinese Town Group has experienced a decline in revenue since 2022, with losses accumulating over three consecutive years, indicating significant operational challenges [1][5] - The company reported a revenue drop from approximately 1,000 billion yuan in 2021 to projected revenues of 767.67 billion yuan in 2022, 557.44 billion yuan in 2023, and 544.07 billion yuan in 2024, reflecting year-on-year declines of 25.17%, 27.39%, and 2.4% respectively [7] - The net profit attributable to shareholders saw a drastic decline, with a loss of 109 billion yuan in 2022, marking the first loss since the company's listing, and continued losses of 65 billion yuan and 86.62 billion yuan projected for 2023 and 2024 [7][8] Group 3: Business Model and Challenges - The company has historically operated under a "cultural tourism + real estate" model, achieving significant revenue growth from 355 billion yuan in 2016 to 818 billion yuan in 2020, with a maintained gross profit margin between 49.86% and 60.35% [5] - However, the model has faced limitations, leading to a restructuring effort in 2022 to separate tourism and real estate operations for more specialized development [6] - The real estate sector's downturn has severely impacted the company's financial health, with a significant drop in sales and project turnover, compounded by the effects of the pandemic [7][8]

Core Insights - Douyin is evolving from an entertainment platform to a critical commercial strategy hub for brands, as evidenced by Apple's recent decision to enter Douyin Mall ahead of the iPhone 17 launch [1][3] Group 1: Apple's Strategic Shift - Apple's entry into Douyin marks a significant change in the rules of product launches in the content e-commerce era, reinforcing the idea that "wherever the traffic is, business will follow" [3] - The upcoming Apple product launch event on September 10, 2025, will see new products available for purchase on Douyin, including the iPhone 17 series and other devices [4] - Apple's previous cautious approach to the Chinese market has shifted dramatically, with Douyin now being the second platform officially selected by Apple for product launches, reflecting changes in the competitive landscape of the smartphone market [6][7] Group 2: Market Dynamics and Brand Engagement - In 2024, Apple's iPhone shipments in mainland China fell by 17%, the largest decline among the top five manufacturers, prompting a strategic adjustment that includes price cuts and store closures [7] - Douyin is no longer a secondary channel but a strategic choice for Apple to reconnect with users and achieve precise exposure, as demonstrated by local brands leveraging Douyin for significant sales growth [8] - The automotive industry is also recognizing Douyin as a vital platform, with brands like Huawei and Changan actively engaging with consumers through Douyin to enhance brand visibility and sales [9] Group 3: Content-Driven Marketing - The concept of "content is king" has transformed into a practical business methodology, with Douyin's daily active users exceeding 1 billion, creating an ecosystem that supports both brand storytelling and sales conversion [11] - Douyin's initiatives, such as "Douyin Heartbeat New Product Day," have facilitated over 200 new product events and generated nearly 50 billion in GMV, showcasing the effective integration of content and sales channels [11] - The automotive sector is rapidly expanding its content ecosystem on Douyin, with a significant increase in content creators and user engagement, indicating a shift in marketing strategies towards younger demographics [12][13]

Summary of Comcast (CMCSA) 2025 Conference Call Company Overview - **Company**: Comcast Corporation (CMCSA) - **Event**: 2025 Conference Call - **Date**: September 4, 2025 Key Industry Insights - **Focus on Revenue Growth**: Comcast aims to reaccelerate revenue growth after a period of deceleration, emphasizing a clear strategy centered around six core growth drivers that represent about 60% of total revenue [5][6][21] - **Market Dynamics**: The broadband market is competitive, with a noted 10% year-over-year increase in average consumer data consumption, reaching over 800 gigabytes per customer per month [12][39] - **Content and Experiences**: The parks and streaming segments are identified as significant growth areas, with parks expected to contribute positively in upcoming quarters [16][18][21] Financial Performance and Strategy - **Revenue Composition**: The company is transitioning from a 50-50 revenue mix to a 70-30 mix favoring growth businesses, with actions like the spin-off of cable networks and the sale of Sky Germany [7][8] - **Investment Year**: Comcast is currently in an investment phase, which may impact EBITDA growth in the short term but is expected to yield positive results in the long run [35][36] - **Capital Allocation**: Since 2021, Comcast has returned $62 billion to shareholders, indicating a strong commitment to capital return alongside reinvestment in growth [92][93] Growth Drivers Connectivity - **Wireless**: Identified as the largest addressable market, with ongoing efforts to increase market share and customer acquisition through promotions like free lines for new customers [9][33][61] - **Broadband**: Despite competitive pressures, Comcast sees long-term growth potential in broadband, with strategies to enhance pricing transparency and customer experience [11][30][41] - **Business Services**: This segment is growing mid-single digits, with a focus on small and medium enterprises, leveraging existing customer relationships to increase service uptake [64][71] Content - **Parks**: Comcast is expanding its parks segment with new launches and enhancements, positioning it as a key growth engine [16][86] - **Streaming**: The company has scaled to 41 million subscribers on Peacock, with a strong content pipeline including major sports events expected to drive further subscriber growth [19][78][80] Challenges and Considerations - **Competitive Landscape**: The broadband market is experiencing increased competition, particularly from fiber providers, which necessitates strategic pivots to maintain market share [11][25][39] - **Investment Costs**: The current investment strategy may lead to short-term headwinds in ARPU growth, but is expected to stabilize and enhance customer satisfaction in the long run [34][41][37] Future Outlook - **Positive Indicators**: Early signs of success in broadband and wireless segments, with expectations for significant improvements in customer satisfaction and revenue growth as investments mature [36][37] - **Strategic Partnerships**: Comcast is exploring partnerships and bundling opportunities in streaming, leveraging its strong content portfolio to enhance market positioning [88][89] Conclusion - Comcast is strategically focused on reaccelerating growth through its core business segments while navigating competitive challenges and investing in future capabilities. The company remains committed to returning capital to shareholders while enhancing its service offerings across connectivity and content.