证券日报网讯金马游乐（300756）10月31日发布公告，在公司回答调研者提问时表示，受设备到期、标 准提升、IP更新、技术进步等因素驱动，国内部分主题公园、游乐园等存量文旅项目已陆续进入设备更 新周期，逐步通过设备更换、设备升级等方式满足运营需求，提升园区整体品质及市场竞争力。设备更 新政策明确把和公司产品相关的观光游览设施、游乐设施、沉浸式体验设备等列入重点支持领域，为行 业提质升级、加速进口替代、创造更好的观光和消费体验提供了重要指导方向和政策支持。未来，随着 设备更新具体支持政策的有序落地，有望助力国产设备加速进口替代，为公司及行业发展带来重大机 遇。 ...

人民财讯10月31日电，金马游乐（300756）10月30日在机构调研时表示，受设备到期、标准提升、IP更 新、技术进步等因素驱动，国内部分主题公园、游乐园等存量文旅项目已陆续进入设备更新周期，逐步 通过设备更换、设备升级等方式满足运营需求，提升园区整体品质及市场竞争力。设备更新政策明确把 和公司产品相关的观光游览设施、游乐设施、沉浸式体验设备等列入重点支持领域，为行业提质升级、 加速进口替代、创造更好的观光和消费体验提供了重要指导方向和政策支持。未来，随着设备更新具体 支持政策的有序落地，有望助力国产设备加速进口替代，为公司及行业发展带来重大机遇。 ...

Core Insights - The 2025 IAAPA Expo Asia is a significant event for the amusement and attractions industry, taking place in Shanghai from July 1 to July 3, 2025, with 350 exhibitors and covering 8,500 square meters [1][2] - The event aims to foster deep communication among participants and promote long-term industry connections, featuring over 20 educational programs [2] - The expo marks the return of IAAPA to Shanghai after six years, highlighting the city's growing importance as a hub for the amusement and attractions market [3][4] Industry Growth - The number of registered buyers and attendees for the expo has increased by 40% compared to 2024, indicating a healthy growth trend in China's amusement and attractions market [4] - The Chinese market currently has 4,437 large attractions and amusement parks, with an expected compound annual growth rate of 19% over the next three years [5] - The average per capita spending in the Asia-Pacific region is projected to grow by 4.6% over the next three years, reflecting a positive outlook for the industry [5] Policy Support - The Chinese government is actively supporting the industry through policies aimed at upgrading and replacing equipment in the cultural and tourism sectors, with a focus on attractions and amusement facilities [4] - The initiatives aim to maintain stable investment growth and enhance service quality in the cultural and tourism sectors by 2027 [4] Event Highlights - The opening ceremony featured a culturally rich performance that set the tone for creativity and innovation, reflecting the expo's core themes [2][3] - The event serves as a platform for sharing goals, visions, and innovations within the industry, showcasing Shanghai's unique charm as a host city [6]