Project Name: Longgang Children's Park
Project Area: 280 square meters
Project Contents: Sandpit, slide, ball pool
Project Location: Located in Longgang City
Mr. Zhou and Mr. Ji have known each other for many years and have always closely followed the commercial projects they were involved in. At the beginning of this year, the "Shangtang AP Sports Workshop" (located in the core residential area of the city) led by Mr. Ji entered its mature operation phase. The operation data and user feedback of this project became the key reference for Mr. Zhou's decision-making: the operation data was outstanding, the user needs were precisely matched, and the model had strong replicability.
During their multiple exchanges with Mr. Ji, Mr. Zhou deeply participated in the project review meetings and gained a deeper understanding of the underlying logic of "parent-child consumption = emotional needs + educational needs". This laid the crucial groundwork for him to shift to investing in children's amusement parks.
Before making the investment decision, Mr. Zhou's team jointly conducted a 2-month in-depth survey of 3-12-year-old children's families in the city. The core conclusions were as follows:
Demand side: The upgrading of consumption drives the "quality-oriented" demand to explode. The survey shows that over 80% of parents stated that they are willing to pay a premium for high-quality parent-child interaction scenarios, but in the existing market:
(1) Traditional children's amusement parks (mainly featuring play areas): Facilities are outdated and highly homogeneous, with low participation of parents;
(2) Educational institutions (such as programming and art): Focus on knowledge imparting, lacking physical and social scenarios;
(3) Parental spaces in comprehensive shopping malls: Small in area and with a single activity, unable to meet the "1-2 hours of in-depth companionship" needs.
Supply side: There is a regional gap that needs to be filled. Although the core urban area of the city has several commercial complexes, the comprehensive children's amusement parks that combine "sports + education + social interaction" are still a scarce category. The success of Shangtang AP Sports Workshop has verified that such projects also have strong appeal in non-core areas (such as suburban residential areas) - its customer coverage radius can reach 5 kilometers, and it can radiate to over 30 large communities.
Based on the experience summary of AP Sports Workshop and the in-depth analysis of the local market, Mr. Zhou's investment logic gradually became clear:
1. Market certainty: Parent-child consumption is a "non-cyclical" necessity. With the implementation of the "three-child policy" and the growth of family income, the market size of children's amusement parks is expected to maintain a 10%-15% annual growth rate (according to the "2024 China Parental Consumption White Paper").
2. Model feasibility: By drawing on the "standardized operation + local customization" model of AP Sports Workshop, new projects can quickly replicate its successful experience, reducing the cost of trial and error; at the same time, by addressing the local market gap, additional differentiated modules such as "outdoor natural exploration area" and "parent rest and social interaction area" can be added to further enhance competitiveness.
3. Resource synergy: Mr. Zhou's affiliated enterprises have experience in commercial real estate operation, which can share supply chains (such as children's equipment procurement channels) and membership systems (existing high-end customers can be directed) with the new project, forming a "1 + 1 > 2" resource integration effect.
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