On January 9, 2026, Disney’s chief executive, Bob Iger, met with Chinese Vice Premier Ding Xuexiang in Beijing to discuss the company’s future investment plans in China. The meeting marked the first time a Disney CEO has met with a vice‑premier, underscoring the importance of the relationship for both parties.
During the discussion, Iger outlined a range of potential projects that could extend beyond the existing Shanghai Disneyland Resort. The parties explored the feasibility of a second theme park in mainland China, a new resort complex adjacent to the Shanghai site, and additional location‑based entertainment venues that would leverage Disney’s intellectual property in a market that limits foreign film imports to ten titles per year. The conversation also touched on expanded licensing agreements that would allow Disney to develop merchandise and media content tailored to Chinese audiences.
Disney’s China operations have grown steadily since the opening of Shanghai Disneyland in 2016. In 2025, the resort generated approximately $1.2 billion in revenue, representing a 12% year‑over‑year increase driven by higher attendance and expanded retail and dining offerings. The meeting’s focus on further investment comes at a time when Disney’s Parks, Experiences and Products segment is the company’s fastest‑growing revenue source, accounting for roughly 30% of total global revenue in 2025.
The strategic shift toward physical assets in China is a direct response to the country’s strict quota on foreign film imports, which limits Hollywood releases to ten titles annually. By expanding theme parks and related experiences, Disney can capture a larger share of the entertainment market that is otherwise dominated by domestic productions. The Vice Premier’s encouragement signals a potential easing of regulatory barriers, which could accelerate the timeline for new projects and reduce the risk of future policy changes that might restrict Disney’s operations.
Iger emphasized Disney’s commitment to respecting local culture while pursuing growth. He stated that the company is “deeply invested in China’s middle‑class expansion and sees the country as a long‑term partner.” The conversation reinforced Disney’s belief that the combination of strong intellectual property and a growing consumer base will drive sustained revenue growth in the region.
The meeting’s implications extend across Disney’s business segments. The Parks, Experiences and Products division stands to benefit most from new theme park and resort developments, while the Media & Entertainment Distribution arm could see increased demand for localized content and licensing agreements. Consumer Products may also experience higher sales volumes as new attractions generate additional merchandise opportunities. Together, these developments position Disney to capture a larger share of China’s entertainment market and diversify its revenue streams beyond film licensing.
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