Market Analysis and Prospect of China's Amusement Equipment Industry from 2025 to 2030

1、 Market pattern: intensified competition and emergence of head effect
Differentiation of competitive entities
International brands: Disney, Universal Studios and others dominate the high-end theme park market by virtue of their IP advantages and operating experience.
Local enterprises such as Huaqiang Fantawild and OCT are accelerating their layout in second - and third tier cities, seizing market share through the "culture+technology" model.
Emerging players: Small and medium-sized technology companies focus on niche tracks such as VR devices and AI interactive devices to drive industry innovation.
Increased market concentration
Top enterprises have expanded their advantages through mergers and acquisitions, as well as industrial chain integration, with the top ten companies having a market share of over 40%. However, there is still a long tail competition space in regional markets.
2、 Demand driven: dual engines of consumption upgrading and technological revolution
Consumer transformation
Family parent-child customer group: The dividend of the two child policy has been released, and the demand for parent-child interactive devices has surged (such as indoor children's playgrounds and science and education experience halls).
Rise of Generation Z: Pursuing immersive and social experiences, promoting the cross-border integration of escape rooms, murder mystery games, and amusement equipment.
Silver haired economic potential: Age appropriate amusement facilities (such as low-intensity fitness equipment and nostalgic themed scenes) have become new growth points.
Technology Empowerment Scenarios
VR/AR/MR applications: Virtual roller coasters, holographic projection theaters, and other technologies enhance equipment attractiveness and reduce physical space limitations.
IoT and data-driven: intelligent ticketing system, tourist behavior analysis to optimize operational efficiency and achieve personalized services.
Green and low-carbon trend: The use of solar powered equipment and environmentally friendly materials responds to the "dual carbon" policy, shaping new industry standards.
3、 Policy environment: a regulatory framework that combines regulation and support
Policy dividend release
The National Development and Reform Commission has included "smart culture and tourism" in the new infrastructure category and encouraged local governments to support the construction of theme parks through special bonds.
The Ministry of Culture and Tourism has released the "Safety Technical Specifications for Amusement Facilities" to promote industry standardization and eliminate outdated production capacity.
Regional development opportunities
The Yangtze River Delta and Guangdong Hong Kong Macao Greater Bay Area rely on the advantages of industrial clusters to create international level theme entertainment destinations.
The central and western regions are leveraging the "rural revitalization" policy to develop rural complexes and characteristic town supporting amusement projects.
4、 Challenges and Risks: Hidden Concerns for Industry Development
Homogenized competition: Small and medium-sized manufacturers are prone to imitation, lacking original IPs and differentiated designs, leading to frequent price wars.
High operating costs: Equipment maintenance and labor costs account for over 50%, and the fluctuation of passenger flow after the epidemic has intensified profit pressure.
Security and compliance risks: Equipment failures in multiple locations in 2024 have forced companies to strengthen their full lifecycle security management.
5、 Future Trends: Reshaping the Industry Ecology in Five Major Directions
IP based operation: shifting from "device sales" to "IP+content+scene" ecological construction (such as the "Boonie Bears" theme park).
Light asset output: Leading enterprises explore overseas markets through technology authorization and management output models.
Cross border integration: collaborate with the film and television, esports, and education industries to create a "amusement+" composite business model.
Deepening the cultivation of sinking markets: The county-level economy has stimulated the demand for small-scale and modular equipment, and cost control has become the key.
ESG strategy implementation: Low carbon equipment research and development, community friendly amusement park design to enhance corporate social responsibility image.
6、 Investment advice: Focus on high potential tracks
Short term focus: VR equipment suppliers, parent-child interaction solution providers.
Medium - and long-term layout: Enterprises and smart park system service providers with independent IP incubation capabilities.
Risk warning: Avoid targets with rapid expansion of heavy assets and lagging technological iterations.
conclusion
From 2025 to 2030, the Chinese amusement equipment industry will shift from "scale expansion" to "quality upgrading" driven by multiple factors such as policy support, consumption upgrading, and technological revolution. Enterprises need to take innovation as the core, balance safety and experience, tradition and technology, in order to stand invincible in the fiercely competitive market.