Core Insights - The opening of Shanghai LEGO Land marks the third major global theme park in China, following Shanghai Disneyland and Beijing Universal Studios, further solidifying Shanghai's status as the "first city" for theme parks in the country [1][3][5] Theme Park Market Dynamics - The competition in China's theme park market is intensifying, with LEGO Land being the largest in the world and featuring unique attractions that blend LEGO's brand with Chinese cultural elements [3][4] - Shanghai LEGO Land is strategically located to connect various regional attractions, enhancing the overall tourism experience and economic impact in the area [4][8] Economic Impact - The establishment of large theme parks like LEGO Land is expected to significantly boost local economies, with projections indicating that every 1 yuan of revenue from theme parks can generate 3.8 yuan for the city [11] - Historical data shows that Shanghai Disneyland contributed an average of 0.13% to the city's GDP through fixed asset investment and 0.21% through consumer spending from 2016 to 2019 [5] Future Developments - Shanghai continues to attract new theme park projects, including the upcoming Peppa Pig theme park and an immersive sci-fi park, indicating a growing trend in the region's theme park landscape [7][10] - The overall theme park market in China is projected to grow significantly, with estimates suggesting a market size exceeding 150 billion yuan by 2025 and potentially reaching 300 billion yuan by 2030 [11]

ri 8 | 纵使仲夏炎热，暑期文旅市场热度却有增无减。暑假是一年之中最长的旅游旺季，也是观察旅游业供需变化的窗口。纵观今年暑假演出赛事、主题公园以及 避暑游、邮轮游等的旅游供给，产品丰富多样，玩法层出不穷。一系列新供给一方面反映出文旅融合趋势下，行业边界不断延展，"文旅+""+文旅"的消费 潜力无穷，另一方面也体现了消费心理的转变，从追求以性能为导向的"性价比"到看重以品质为导向的"质价比"。 赛事演出"火" ：票根经济撬动暑期消费 近期，除了常规避暑游、研学游，"跟着赛事去旅行""跟着演出去旅行"等旅游方式兴起，票根经济有效串联文旅、商业、交通等多元场景，正在成为撬动暑 期消费的新支点。 "苏超"（即"江苏省城市足球联赛"）之火从赛场燃至场外。前不久，球迷凭入场券可在江苏各地享景区、住宿、餐饮等优惠活 动的消息不胫而走，球迷消 费热情被点燃，江苏夜间消费、异地消费增势明显。 张晋 摄 - - - �过线 �ussel 2025江苏福行江苏省城市足球联赛 3 : 苏州队 下半场 83:54 扬州队 P THE WORLD "一张票玩转一座城"，已然有效释放文旅消费多元场景的潜能。一方面，赛事、演出、展览、电 ...

据悉，暑期职业体验设置了140个项目，6月30日开启第一批报名，80个项目当天就报满。昨天，第 一批体验活动已经开启，体验时间从7月10日持续至8月10日。第二批报名时间为7月30日19:00—8月8日 19:00，体验时间为8月11日—8月31日。 记者 李蕾 今年暑假正确打开方式是什么？昨天，上海学生暑期职业体验活动正式拉开序幕，将带领学生们解 锁百余种职业技能。 上海市信息管理学校、上海市第二轻工业学校都开设了AI奇妙之旅，让学生们探索人工智能大模 型与未来。想绘制美图？在AIGC大模型的奇妙世界里，只需在AIGC大模型中精准描述心中画面，从缥 缈梦幻的仙境到繁华喧嚣的都市街景，它都能凭借强大算法，生成色彩绚丽、细节满满的惊艳画作。若 投身故事创作，输入关键角色与情节线索，大模型瞬间化身为奇幻故事编织者，不管是魔法纷飞的异世 界冒险，还是充满悬疑反转的现代传奇，都能手到擒来。 在上海市贸易学校，学生们在蔚来农场主的"魔法校园"里化身"智能园艺家"，用科技超能力守护植 物宝宝，通过动手实践+脑力风暴，解锁物联网、人工智能的奥秘，打造属于自己的"会思考"的花园。 科技如何与工程结合？不妨先到上海市经济管理学 ...

实际上，这只是当前上海市文商旅市场加速发展的一个缩影。上海市统计局数据显示，今年1—5月，上 海市实现社会消费品零售总额6872.11亿元，同比增长1.4%，重回全国消费第一城。 《中国经营报》记者注意到，上海市目前正进一步扩大文商旅融合消费，部分知名商圈借助这一趋势 向"全球顶级零售目的地"进发。 中经记者 杨让晨 石英婧 上海报道 从上海国际电影节、上海电视节完美落幕，到LV全球唯一"巨轮""路易号"亮相南京西路，再到乐高乐 园打头阵的"上海之夏"国际消费季，上海首发经济燃动消费新引擎，吸引全球消费者的目光。 7月5日，上海乐高乐园正式对外开放，尽管彼时上海正经历高温，但开园仅1小时仍然涌入了7500名游 客。 戴德梁行大中华区研究内容主管Shaun Brodie表示，展望未来，在政策引导与市场选择的双重作用下， 上海的购物中心将突破传统购物空间，向城市文化载体与消费创新平台演进。 场景突破、IP深耕重塑消费逻辑 随着消费市场持续迭代，沉浸式体验以及情绪价值消费成为新趋势。 据了解，今年的上海国际电影节、上海电视节期间，不仅首次向公众开放展区，还首创了"剧好玩 MART"市集概念，打造沉浸式影视文化嘉年华 ...

Core Insights - The new LEGO product "Toothless" has faced poor sales performance, with a significant price difference between the official store and second-hand platforms, indicating a cooling market for LEGO products [2][11] - The overall LEGO market is experiencing increased competition, with some speculators shifting their focus to Labubu, a new toy brand, which is impacting LEGO's customer base [2][13] Sales Performance - Despite the challenges, the LEGO store in Jinan's Hang Lung Plaza reported stable customer traffic and sales, particularly during the summer season [3][5] - The official price of the new "Toothless" product remains consistent across online and offline channels, with no current discounts available [5][11] Market Trends - LEGO's overall financial performance remains strong, with a reported revenue of 743 billion Danish Kroner (approximately 70.27 billion RMB) for 2024, reflecting a 13% year-on-year growth [7] - Older LEGO sets are reportedly selling better than new releases, with some customers preferring completed sets for their affordability and ease of use [11][12] Consumer Behavior - Many consumers express that LEGO products are becoming too expensive, leading to a decline in speculative buying behavior [11][13] - The appeal of completed LEGO sets is growing, as they offer a more immediate satisfaction compared to the higher-priced new sets [12][13] Competitive Landscape - The rise of Labubu and other domestic brands is creating a more competitive environment for LEGO, with some consumers feeling that LEGO has not innovated enough to maintain its market dominance [11][13] - The LEGO brand is attempting to adapt by increasing collaborations with popular IPs, such as Mario and Pixar, to attract a broader audience [14]

Core Viewpoint - Shanghai is launching the 2025 "Shanghai Summer" International Consumption Season to enhance its global appeal as an international consumption center, focusing on attracting inbound tourists during the summer [1] Group 1: Event Overview - The 2025 "Shanghai Summer" season officially started on July 4, 2023, and aims to promote summer inbound consumption through various activities and unique products [1] - Key themes for this year's event include summer vacations, family activities, cultural tourism, and sports events, providing a rich array of experiences for visitors [1] Group 2: LEGO Land Opening - The newly opened LEGO Land in Shanghai is a major attraction, being the largest among the 11 LEGO parks worldwide, and it officially opened on July 5, 2023 [4] - On its opening day, popular rides had wait times exceeding 40 minutes, with the LEGO Big Roller Coaster reaching 105 minutes [4] - The park has seen a fivefold increase in search volume on travel platforms since June, and ticket sales for the opening day sold out quickly [4] Group 3: Visitor Experience Enhancements - LEGO Land is offering promotional activities, including half-price dining for visitors during July and August, and gift packages for children under 12 [4] - The park's location in Jinshan District allows easy access to major cities like Hangzhou and Suzhou, potentially attracting a large number of visitors from a population of around 100 million [4][5] Group 4: Consumer Trends and Economic Impact - The event reflects current consumer trends, with a focus on trendy IP and cultural products, leading to significant economic benefits, such as a 40% increase in foot traffic at the 百联创趣场 shopping center last year [6] - Brands like Pop Mart are participating in the event, launching themed pop-up stores and exclusive exhibitions [6] Group 5: Improvements for International Tourists - The 2025 "Shanghai Summer" has made notable improvements for international tourists, including multilingual services and a city custom card for easier access to transportation and shopping [8] - The scope of the tax refund program has expanded to 1,391 locations, with self-service machines and electronic payment options introduced [8] Group 6: Growth Metrics - Last year's "Shanghai Summer" saw a 42.2% increase in the number of international visitors and a 68.2% rise in foreign card spending [10] - From January to June 2023, Shanghai welcomed 4.248 million inbound tourists, a 38.5% year-on-year increase, and saw an 85% rise in sales of tax-refunded goods [10]

Core Insights - The opening of Shanghai LEGO Park marks the largest LEGO theme park globally, reflecting the confidence in China's expanding consumer market and the ongoing high-level opening-up policies [1] Group 1: Company Data - There are currently 3,247 theme park-related enterprises in China, with nearly 80% established for over five years [2] - Among these, 55.85% of the enterprises have been operating for 5 to 10 years, while 21.74% have been in operation for over 10 years [2] - In 2024, a total of 183 new enterprises are expected to be registered, with 67 already registered this year [2] Group 2: Regional Distribution - Theme park-related enterprises are primarily concentrated in South China, accounting for 32.09% of the total [3] - East China, North China, and Central China follow, with respective shares of 19.59%, 15.28%, and 11.40% [3] Group 3: City Distribution - A significant portion of theme park-related enterprises is located in first-tier cities, making up 25.72% of the total [4] - Third-tier and fourth-tier cities account for 20.01% and 16.30% of the enterprises, respectively [4]

以下文章来源于启阳路4号 ，作者凤凰网财经 启阳路4号 . 聚焦财经热点事件，通过深度调查寻找财经真相。 来源|凤凰网财经《公司研究院》 7月5日，被称为"亚洲最贵"的上海乐高乐园开业锣鼓，终究没能盖过消费者的怨声。 这个承载着无数家庭期待的乐园，本该用积木搭起欢乐的城堡，却在开门迎客前，先被预售年卡用 户的吐槽裹成了一团乱麻。 01 预售年卡不给退？ 这话听着像极了商家把 "规划失误" 包装成 "用户关怀"，反倒让冲着"假期遛娃自由" 下单的家长 更窝火：孩子上学、大人上班，非周末哪来的时间？ 时间拉回 5月 7日 10点，上海乐高乐园开园限量纪念年卡（含试运营门票）正式开售，1399元起 的定价搭配"超高性价比，入园 2.5次即可回本"的宣传，戳中了不少家长的遛娃需求。要知道，乐 园当前的标准票为 549 元，老人票与儿童票也需 439 元。 但说好的 "超 300天可预约入园"，在现实里却成了块拼不拢的零件。 乐园目前只开放 7月和 8月预约，周末名额更是手慢无的"秒光" 状态。 有消费者晒出与客服的沟通记录，对方轻飘飘一句 "错峰出行"，理由竟是 "暑假高峰期需保障年卡 用户体验"。 已读 06月12 ...

上海迪士尼度假区 上海乐高乐园度假区 作为全球开园规模最大的乐高乐园，该项目总投资超55亿元，涵盖8个主题区、75项互动设施，预计今 年接待游客240万人次，工作日平均客流0.8万人次，周末及假期有望突破2万人次。 战略定位专家、福建华策品牌定位咨询创始人詹军豪表示，上海乐高乐园度假区的落地，进一步丰富并 完善了上海"主题公园矩阵"，在整体布局中填补了14岁以下亲子家庭这一细分市场的空白。其融合中国 元素与经典乐高体验，通过差异化定位，与上海迪士尼度假区形成互补，提升了上海文旅产品的多元供 给，推动城市旅游结构向全年龄、全业态、全场景的方向加速拓展。 ◎记者 严曦梦 宋薇萍 "主题乐园已成为拉动上海暑期经济的重要引擎。主题乐园具有强大的人流集聚效应，可持续吸引全国 乃至全球游客前来消费，直接带动交通、住宿、餐饮、购物等相关产业发展，成为撬动区域文旅经济增 长、释放城市消费潜力的重要抓手。"詹军豪说。 西有中国首座乐高乐园开门迎客，东有常驻"网红"迪士尼乐园人潮如织——在上海，两大国际知名主题 乐园东西呼应，共同点燃暑期旅游热情，带动文旅消费全面升温。数据显示，截至目前，上海的暑期门 票预订量同比增长近30%， ...

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 ...