迪士尼乐园

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90家乐园激战,仅10%赚钱!上海成必争之地,靠啥戳中消费命门?
Sou Hu Cai Jing· 2025-10-03 08:36
2025年夏,上海乐高乐园交出了一份亮眼的开园成绩单:8月亲子客群占比高达85%,门票收入与二次消费(下称"二销")占比接近1:1。 这个总投资超100亿人民币的项目,不仅打破了外界对"高投入难盈利"的质疑,更撕开了中国主题乐园产业的深层矛盾——一面是市场需求的爆发,一面是 盈利模式的困局。 数据显示,截至2025年,国内大型及特大型主题乐园数量已达90家,较去年新增8家,行业规模持续扩张。 但与之相悖的是,"70%亏损、20%持平、仅10%盈利"的行业魔咒仍未打破。 从消费端看,一线城市家庭已有30%的支出流向休闲娱乐,乐园早已从"年度旅游目的地"转变为"周末日常消费场景",市场需求正以高频次、常态化的方式 增长;从供给端看,单座大型乐园投资门槛普遍在15亿以上,仅乐高乐园的核心区域投资就达5.5亿美元,高投入与低盈利的失衡,让多数项目陷入"旺丁不 旺财"的困境。 值得注意的是,主题乐园对城市经济的拉动效应早已被验证。 央视新闻曾测算,主题乐园每1元收入可带动18.8元的综合消费,涵盖交通、酒店、餐饮、零售等上下游产业。 上海乐高开园首月,便直接带动金山区周边酒店入住率提升40%,餐饮消费增长65%,清晰展 ...
迪士尼的新棋局:为IP注入本土文化,携手F1抢年轻消费者
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-01 02:32
(原标题:迪士尼的新棋局:为IP注入本土文化,携手F1抢年轻消费者) 华特迪士尼大中华区 2026 消费品部启动大会现场 南方财经 21世纪经济报道记者 李依农 上海报道 2025年的最后一个季度,电影市场或将迎来一个"疯狂时刻"。 9月29日,迪士尼中国宣布《疯狂动物城2》中国内地定档11月26日,与北美同步上映。届时,上海迪士 尼度假区将举办盛大全球庆典,而"疯狂动物城"主题园区将作为主会场。从银幕到乐园,一场典型的迪 士尼式"狂欢"即将来临。 事实上,这也是近年迪士尼开疆拓土的一个方向,多个迪士尼经典电影IP将走进全球各地的迪士尼乐 园,比如上海迪士尼度假区正在建设的蜘蛛侠主题园区、法国巴黎迪士尼乐园将新增加《狮子王》主题 园区、美国加州迪士尼乐园计划增加的《寻梦环游记》主题园区等。 从电影IP,到卡通形象的周边产品,再到乐园的沉浸式体验,迪士尼为消费者打造了一个独有的消费生 态环境。不过,随着年轻一代消费习惯的改变,迪士尼的消费品业务在不断推陈出新的同时,正寻求更 多的跨界合作。 近期,在迪士尼大中华区2026消费品部启动大会上,华特迪士尼公司消费品部总裁费书雅(Tasia Filippatos)在接 ...
国庆中秋假期来临 各地文旅有哪些新玩法?
Yang Shi Xin Wen Ke Hu Duan· 2025-09-30 23:58
新闻1+1丨国庆中秋假期来临 各地文旅有哪些新玩法? 据悉,今年国庆中秋8天假期,全社会跨区域人员流动量将达23.6亿人次,日均约2.95亿人次。各地文旅 部门使出了十八般武艺吸引游客,那么,这个假期会有哪些新玩法?文旅消费会有什么样的新趋势? 《新闻1+1》关注:"双节"长假期,靠啥引客来? 大型基建变文旅顶流 桥旅融合模式有何新启示? 中国旅游研究院院长 戴斌:桥本来就跟我们的旅游和文化是密切相关的。一个高山峡谷中间横竖都是 世界第一的贵州花江峡谷大桥,一定是有很多人愿意来打卡的,而且它创造了很多文化新空间和旅游消 费新场景,比如这有咖啡厅、还可以蹦极、坐观光电梯。这都体现了当地的文旅部门和交通部门相互配 合打造了一个桥旅融合的"花江样本"。 戴斌:今天的花江峡谷大桥、港珠澳大桥,还有很多现代化的基建,都是美丽的风景。桥本身是一个通 道,也是美丽的风景线,更可以成为我们文旅融合、交旅融合,创造、创新的新空间和新样板。我希望 花江峡谷大桥的做法可以对各地文化和旅游部门,特别是假期旅游能有新的启示,新的借鉴。 增加了节假日期间旅游基础设施公共服务的弹性供给,优化了供需结构。 增加了城市的温度,这些以人民的名义 ...
上海旅游节与时俱进擦亮城市IP
Xin Lang Cai Jing· 2025-09-12 23:30
旅游节半价优惠景点几乎覆盖上海所有热门景点,迪士尼乐园、乐高乐园、东方明珠、上海天文馆均在 其列。这一惠民举措降低了市民游客的出行成本,让更多人有机会走进景点感受上海的文旅魅力,也带 动餐饮、住宿、交通等相关产业的发展,实现文旅惠民与产业赋能的双赢。上海旅游节还不断走出上 海,将分会场拓展至长三角及更广大的区域。今年,上海旅游节将设立浙江宁波、江苏盐城、四川绵 阳、新疆喀什、西藏日喀则五大分会场,将上海的节庆IP与惠民福利辐射全国,吸引更多游客到访上 海、喜欢上海,也令旅游节成为兄弟省市展示自身旅游资源与产品的广阔"秀场",彰显上海作为文旅高 地的辐射力与包容性。(解放日报) ...
解码暑期文旅消费:“文旅+”延长消费链 “质价比”俘获游客心
Sou Hu Cai Jing· 2025-07-11 06:21
Core Insights - The summer tourism market is experiencing significant growth, driven by diverse offerings such as performances, theme parks, and cruise travel, reflecting a shift in consumer preferences from cost-effectiveness to quality-oriented experiences [3][4][10] Group 1: Ticket Economy and Consumer Behavior - The rise of "ticket economy" is effectively linking tourism, commerce, and transportation, becoming a new driver for summer consumption [4][8] - Events like the Jiangsu Super League have sparked increased consumer enthusiasm, leading to noticeable growth in nighttime and out-of-town spending [4][8] - Data shows that during the Beijing International Film Festival, ticket holders enjoyed discounts at over 1,100 businesses, attracting 76.66 million visitors and generating 25.17 billion yuan in consumption [8] Group 2: Theme Park Competition - The online parent-child vacation market in China is projected to reach 300 billion yuan by 2025, with new entrants like Shanghai Lego Land intensifying competition against established players like Disney and Universal Studios [10][11] - Shanghai Lego Land opened with over 7,500 visitors in its first hour, indicating strong demand despite concerns over high ticket prices [10][11] - Traditional parks like Guangzhou's Xingji World are adapting by offering family-friendly pricing strategies to capture the summer family entertainment market [11] Group 3: Summer Travel Trends - The demand for summer cooling destinations has surged, with water parks and beach resorts seeing over 40% growth compared to last year [16][19] - High-quality summer travel experiences are increasingly sought after, with destinations like Guizhou offering attractive pricing strategies to enhance value [19] - The trend of "off-peak travel" is emerging, with discounts of 15%-20% available for trips after mid-August [20] Group 4: Cruise Tourism Growth - The cruise market in the Greater Bay Area is expected to grow, with the return of the "Navigator of the Seas" signaling a shift from market cultivation to demand-driven growth [23][25] - New cruise itineraries are designed to maximize onshore exploration time, catering to family and educational travel needs [25][26] - The integration of local cultural elements and services in cruise offerings is enhancing the overall experience for Chinese tourists [26]
亚洲最贵乐园,吓退上海中产
36氪· 2025-07-06 23:58
Core Viewpoint - The opening of Shanghai Lego Land, the largest in Asia, has sparked mixed reactions, with some criticizing the limited attractions while others celebrate it as a haven for Lego enthusiasts and children [3][4]. Group 1: Market Position and Competition - Shanghai Lego Land is positioned as the most expensive theme park in Asia, with adult ticket prices reaching 549 yuan, surpassing those in Malaysia and Japan [15][24]. - The park's opening comes after major competitors like Disney and Universal Studios have already established their presence in China, raising questions about Lego's timing and market strategy [9][43]. - Despite Lego's strong brand recognition in China, with a market share of 48.6% in the building toy sector as of 2021, the park's initial reception suggests it may struggle to attract visitors compared to its competitors [42][44]. Group 2: Visitor Experience and Pricing - The park's pricing strategy includes a high single-day ticket price, while annual passes are priced at 1399 yuan, encouraging repeat visits to boost ancillary spending on food and merchandise [18][21]. - Visitor feedback highlights concerns about the park's focus on younger children (ages 2-12), leading to perceptions that it may not cater well to older children or adults [18][20]. - The hotel associated with the park has faced criticism for its strict check-in and check-out policies, as well as high compensation fees for damages, which may deter potential guests [20][21]. Group 3: Economic Context and Consumer Behavior - The current economic environment in China has led to more conservative spending habits among consumers, impacting the profitability of theme parks, which rely heavily on secondary spending [47][49]. - Research indicates that ticket sales typically account for about 30% of total revenue for mature theme parks, with food, retail, and accommodation making up the rest; however, secondary spending has seen a decline of 10%-30% recently [47][49]. - The competitive landscape in the Yangtze River Delta is intensifying, with new attractions like the Peppa Pig theme park set to open, further challenging Lego Land's market position [49].
迪士尼怎么成了情侣分手第一现场
36氪· 2025-05-18 23:52
Core Viewpoint - The article discusses the paradox of visiting Disneyland, which is marketed as "the happiest place on earth," yet often leads to emotional stress and conflicts among couples due to high expectations, financial pressures, and the overwhelming environment [3][4][22]. Group 1: Emotional and Financial Dynamics - Couples often experience conflicts over spending, as many experiences in Disneyland come with a price tag, leading to arguments about necessary expenses and unexpected costs [6][10]. - The average spending per visitor at Shanghai Disneyland ranges from 1,000 to 2,000 yuan, indicating a significant financial commitment that can strain relationships [9]. - Disney's financial reports show that ticket sales account for only about one-third of the "Parks and Experiences" revenue, with merchandise and food contributing nearly a quarter, highlighting the importance of additional spending [13][22]. Group 2: Psychological and Social Factors - Research indicates that interactions with other visitors can enhance positive emotions, while interactions with partners may not have the same effect, potentially leading to dissatisfaction [6]. - The high-pressure environment of Disneyland can amplify emotional responses, making couples more susceptible to conflicts over minor issues [27]. - Studies suggest that differences in spending habits and leisure preferences between partners are common sources of tension, particularly in high-stress situations like theme park visits [10][28]. Group 3: Visitor Experience and Expectations - The experience of visiting Disneyland can be physically and emotionally exhausting, with long wait times for attractions often exceeding one hour, especially during peak seasons [21]. - The expectation to maximize the visit by completing numerous attractions can lead to a "KPI mode," where couples feel pressured to achieve specific goals, detracting from the enjoyment of the experience [16][22]. - The article notes that many visitors, particularly men, may have less interest in theme parks, leading to a disparity in enthusiasm and engagement during the visit [25].
迪士尼(纪要):新乐园 “落户” 中东
海豚投研· 2025-05-11 12:53
Financial Performance Overview - Disney's total revenues for FY2Q25 reached $236.2 billion, beating consensus estimates by 2.48% [1] - The operating income was reported at $44.36 billion, exceeding expectations by 10.18% [1] - Adjusted EPS grew by 20.83% year-over-year, reaching $1.45, which also surpassed consensus [1] - Free cash flow for the quarter was $48.91 billion, indicating strong liquidity [1] Segment Performance - The Experience segment showed strong performance with revenues of $106.82 billion, beating estimates by 1.90% [1] - The Entertainment segment continued to grow, with significant box office success from Marvel's "Thunderbolts" [5] - ESPN's viewership in the key 18-49 age demographic increased by 32%, marking a record for the second quarter [6] Strategic Developments - Disney announced plans to build a new theme park in Abu Dhabi, enhancing its global footprint [2] - The company is investing over $30 billion to enhance its theme park services in Florida and California, creating job opportunities [3] - Disney's focus remains on future growth while managing current operations effectively [3] Content Strategy - Disney+ is integrating more Hulu and ESPN+ content to enhance user engagement and retention [7] - Upcoming film releases include highly anticipated titles such as "Lilo & Stitch" and "Avatar: Fire and Ash," expected to drive further growth [5]
迪士尼(DIS.US)首座中东主题乐园落定阿布扎比 填补区域空白开启新市场
智通财经网· 2025-05-07 13:58
Core Insights - Disney announced the construction of its first theme park in the Middle East, located in Abu Dhabi, UAE, marking the company's 13th theme park globally [1] - The project is part of Disney's ten-year plan to accelerate growth in its theme park business, which is currently its most profitable segment [1][2] - The park will be developed by Miral Group, which will handle the construction, ownership, and operation, allowing Disney to avoid capital expenditures [2] Group 1: Project Details - The new theme park will be situated on Yas Island, a significant tourist destination in the UAE, which already features attractions like Ferrari World and Warner Bros. World [1] - The design process for the resort and its attractions is expected to take about two years, followed by a construction period of five to six years [1] - The park will integrate local architectural styles with Disney's design philosophy, aiming to create a unique blend of Disney charm and Emirati culture [3] Group 2: Market Strategy - Disney views the Middle East as a market with substantial opportunities, particularly due to the high passenger traffic at Abu Dhabi and Dubai airports, which collectively see over 120 million visitors annually [2] - The negotiations with Miral Group lasted approximately 18 months, indicating a strategic partnership aimed at enhancing Disney's global footprint [2] - The Abu Dhabi park will be Disney's seventh theme park, joining locations in California, Florida, Tokyo, Paris, Shanghai, and Hong Kong [2] Group 3: Financial Performance - Disney recently reported better-than-expected Q2 earnings, with total revenue increasing by 7% to $23.6 billion and adjusted earnings per share rising by 20% to $1.45, surpassing market expectations [3] - The growth in revenue is attributed to the profitability of domestic parks, streaming services, and film studios [3]
失业年轻人的新标配:一周三刷迪士尼
后浪研究所· 2025-04-10 09:31
Core Viewpoint - The article discusses how unemployed young people are increasingly visiting Disney parks as a form of escapism and social interaction, finding joy and comfort in the environment despite their joblessness [2][20]. Group 1: Young People and Disney - Many young individuals from various professions, including lawyers and HR personnel, are sharing their experiences of visiting Disney after losing their jobs, indicating a trend of seeking solace in the park [2][19]. - The affordability of visiting Disney, such as the low cost of parking and the option to bring food, makes it an attractive option for those on a budget [3][11]. Group 2: Activities and Experiences - Unemployed individuals are engaging in various activities at Disney, such as self-study, fitness, and socializing, rather than just focusing on rides [10][23]. - The park serves as a creative outlet, with some individuals documenting their experiences on social media, leading to increased engagement and a sense of community [23][24]. Group 3: Emotional Impact - Disney is perceived as a refuge where individuals can escape their anxieties about job searching and societal expectations, allowing them to express themselves freely [22][20]. - The environment at Disney fosters a sense of happiness and relaxation, contrasting sharply with the stress of job hunting and previous work environments [10][19].