1、 Industry Status: Coexistence of Scale Expansion and Structural Differentiation
The Chinese amusement equipment industry in 2025 is presenting a dual feature of "simultaneous improvement in quantity and quality" and "layered development". From the perspective of market size, the overall scale of the industry has reached 85 billion yuan, and it is expected to exceed 150 billion yuan by 2030, with an average annual compound growth rate of over 12%. Among them, immersive experience devices account for nearly 40% and have become the core growth engine. This growth is attributed not only to the continuous expansion of theme parks, which account for over 60% of downstream core application scenarios, but also to the rapid penetration of indoor amusement parks and home entertainment scenes.
The market structure presents a distinct M-shaped differentiation trend: first tier cities focus on high value-added experiences, and cutting-edge products such as gene customization services and brain computer interface amusement projects are gradually landing; The sinking market relies on modular mobile parks to achieve rapid coverage, with daily passenger traffic up to three times that of traditional models. On the supply side, industry concentration continues to increase, with midstream manufacturers CR5 exceeding 40%. Top enterprises dominate with technological advantages and industrial chain integration capabilities, while small and medium-sized enterprises seek survival space in characteristic themes and segmented tracks.
It is worth noting that home entertainment scenes are becoming a new growth pole. In 2024, the domestic home entertainment equipment market has reached a scale of 380 billion yuan, with a compound growth rate of 28% for categories such as intelligent fitness equipment and interactive gaming equipment. The unit price has increased by 42% compared to 2020, and it is expected to achieve a further increase of over 30% in 2028. This structural change is driving the industry to extend from "public amusement facilities" to "all scenario entertainment solutions".
2、 Core driver: triple empowerment of demand, technology, and policy
The rapid development of the industry cannot be separated from the synergistic drive of demand upgrading, technological innovation, and policy support, which together construct the driving force triangle of industry development.
On the demand side, consumer demand has shifted from traditional "stimulating entertainment" to diverse pursuits of "experiential value". Family tourists prefer projects that combine educational significance and parent-child interaction, while young people show a strong interest in immersive experiences such as VR/AR. Consumers of all ages continue to pay attention to safety, health, and environmental protection. According to data from JD Consumer Research Institute, in Q1 2025, the proportion of households with a monthly income of over 20000 yuan among home entertainment device buyers has reached 39%. This group is more willing to pay for multifunctional integrated systems with a unit price of over 12000 yuan, and the demand upgrade is forcing the industry to accelerate product iteration.
Technological innovation is the core engine of industry transformation. In 2025, AI、 The application of the Internet of Things, big data, and new material technologies has moved from concept to large-scale implementation. AI technology has optimized tourist flow and customized personalized services, while IoT technology has propelled facilities into the era of intelligent monitoring and remote maintenance. New energy technologies such as maglev have reduced equipment energy consumption by 70%. The Ministry of Industry and Information Technology predicts that the market size of related technology applications will exceed 80 billion yuan by 2026, and technological innovation is restructuring the core competitiveness of the industry.
Policy support provides stable expectations for industry development. The national plan to promote the construction of child friendly cities clearly proposes to build 100 demonstration zones by 2025, which will directly generate an incremental demand for children's play facilities of over 200 billion yuan; The implementation of the "Energy saving Technical Specification for Amusement Facilities" accelerates the popularization of green technologies, and the carbon credit system further strengthens the industry's sustainable development capabilities. At the same time, the deepening of cultural and tourism integration policies has promoted the deep cross-border integration of the amusement equipment industry with cultural, educational, tourism and other industries.
3、 Innovative Practice: From Technological Breakthrough to Scene Reconstruction
Under the influence of multiple driving factors, innovative practices in the amusement equipment industry have covered the entire chain of product research and development, scene operation, etc., and a number of benchmark cases and models have emerged.
In the field of high-end equipment, intelligent upgrading has become a prominent feature. The "Wings of the Wind" AI roller coaster, which landed at Shanghai Lego Park in September 2024, has redefined the standards of large-scale amusement equipment through three core technological breakthroughs: more than 3000 pressure sensors are embedded at the track joints, and AI algorithms are used to dynamically adjust the track joints within 0.05 seconds, reducing the neck impact force of passengers by 62%; 46 vibration monitoring points transmit real-time data through 5G-MEC, improving the accuracy of fault warning by 89%; The maglev catapult hybrid power scheme saves 37% energy compared to traditional technology. This project has promoted the development of the "Guidelines for Safety Assessment of Intelligent Roller Coasters" and obtained T Ü V Rheinland certification from Germany, becoming a representative of China's equipment technology going global.
At the level of scene innovation, the "amusement+" cross-border integration model continues to emerge. The construction machinery theme park combines industrial tourism and amusement experience by transforming industrial equipment into experiential projects; The health and wellness sensory system has developed devices that combine rehabilitation and entertainment functions to meet the needs of the elderly population, expanding the age coverage boundaries of the industry. Indoor amusement parks are also developing towards diversified themes, by introducing formats such as parent-child interaction and study tours, to overcome geographical limitations and improve operational efficiency.
In the field of home scenarios, products are undergoing an upgrade from "hardware" to "ecology". Huawei's HarmonyOS smart home ecosystem has integrated 17 types of home entertainment devices and achieved multi device collaboration through distributed computing, resulting in a system price that is 45% higher than the single item purchase premium but still in short supply; The DJI Education Drone Set has upgraded its product from a toy to a teaching aid through AR programming, with a price increase of 4999 yuan and an annual sales volume of 300000 sets. This "hardware+content+service" model is reshaping the value logic of home entertainment devices.
4、 Challenge and Outlook: Finding Sustainable Paths in Change
Despite its broad development prospects, the amusement equipment industry still faces many practical challenges. The intensification of market competition has led to prominent homogenization phenomena, and some small and medium-sized brands lack core innovation capabilities, falling into a price war dilemma; Raw materials such as steel account for 25% of equipment costs, and fluctuations in raw material prices and rising operating costs jointly exacerbate the pressure on enterprise profitability; At the same time, the difficulty of security risk management increases with the improvement of device intelligence, which puts higher demands on the emergency response capabilities of enterprises.
To cope with challenges and seize opportunities, the industry needs to continue to make efforts in three major directions: technology research and development, model innovation, and compliant operation. On the technical level, we should focus on cutting-edge fields such as XR technology and AIGC dynamic scenarios, build a "design manufacturing operation and maintenance" full chain data loop, and form technical barriers; At the mode level, it is necessary to deepen IP operation and content innovation, and to break away from homogeneous competition through differentiated positioning. Top enterprises can use industry chain integration and cross-border cooperation to expand market boundaries; At the compliance level, it is necessary to actively adapt to the tightening trend of safety supervision and environmental policies, and integrate standardization and normalization throughout the entire production and operation process.
Looking ahead to the future, with the deepening of cultural integration and creative innovation, amusement equipment will pay more attention to the expression of cultural connotations; Digital transformation and intelligent operation will further enhance industry efficiency; The strengthening of sustainable development and social responsibility will promote the industry to form a green and low-carbon development pattern. By 2030, the domestic demand for amusement equipment in China is expected to reach 22.2 million units, accounting for 50% of the global market share, and is expected to become a growth pole and innovation center for the global industry.