Core Viewpoint - Meituan has addressed user complaints regarding "refunds not received" by establishing a dedicated customer service team to investigate and resolve the issues related to refund processes and communication [3]. Group 1: Refund Issues - The main issues identified regarding refunds can be categorized into two types: incomplete updates on refund information and a small number of failed refund transactions due to user payment channel issues [3]. - Meituan clarified that the refund data is traceable, and users can check the status of their refunds. The company acknowledged that the misunderstanding was caused by inadequate and untimely display of product information [3]. Group 2: User Guidance - Meituan has opened a channel for Mobike users to refund their deposits following the acquisition of Mobike, and it reminded users to apply for their deposit refunds through the Meituan app [3].

Core Points - Meituan has acknowledged user complaints regarding "refunds not received" and has established a special customer service team to address the issue [1] - The company has identified two main categories of problems related to refund information: incomplete updates on refund progress and a small number of failed refunds due to issues with users' payment channels [1] - Meituan assures that all refund data is traceable and users can check the status of their refunds [1] - The company has also opened a refund channel for users to reclaim deposits after acquiring Mobike, reminding users to apply for their refunds through the Meituan app [1] Summary by Categories Customer Service Response - Meituan's customer service team has been mobilized to handle the increased volume of inquiries regarding refunds [1] - The company has committed to helping users trace every order in question [1] Refund Issues - The primary issues identified are related to the timely display of refund progress and a limited number of failed refunds due to payment channel problems [1] - Refunds that cannot be processed back to the original payment method will be credited to the user's Meituan balance, with further assistance provided if the account is inactive [1] User Communication - Meituan has apologized for the misunderstandings caused by inadequate information display regarding refunds [1] - The company encourages Mobike users to apply for their deposit refunds through the Meituan app [1]

Core Viewpoint - The article addresses the issue of users reporting "refunds not received" on Meituan, highlighting the company's response and the nature of the problems encountered [1]. Group 1: User Refund Issues - Meituan's customer service announced the establishment of a special team to address refund issues reported by users on social media [1]. - The refund issues are categorized into two main types: one involves delays in displaying refund progress information, leading to user misunderstandings; the other involves a small number of cases where users' payment channels (bank cards or third-party payment tools) experience issues, causing refunds to be credited to the user's Meituan balance instead [1]. - A very small portion of orders showed "refund failed" due to problems with users' payment channels, with the system redirecting refunds to the user's wallet balance [1].

Core Viewpoint - The article discusses ongoing consumer complaints regarding delayed refunds from Meituan, highlighting issues with the refund process and customer service responses [3][5][9]. Group 1: Consumer Complaints - Multiple consumers reported difficulties in receiving refunds, with some stating that refunds from as far back as 2018 have only recently been processed [3][5]. - Consumers expressed frustration over refunds not being returned to the original payment method, but instead being credited to Meituan Wallet, which they perceive as a coercive tactic to encourage further use of Meituan services [3][9]. Group 2: Customer Service Responses - Meituan's customer service indicated that the refund timeline typically ranges from 1 to 3 business days, depending on the payment method used [3][7]. - The company acknowledged that cases of refunds taking years to process are "relatively rare," yet many consumers have shared experiences of prolonged delays [7][10]. Group 3: Historical Context - Complaints about Meituan's refund process date back several years, with users from 2015 to 2019 frequently voicing concerns about slow refunds [5][7]. - A lawyer suggested that consumers should keep detailed records of their refund requests and payment transactions to support their claims if issues arise [10].

Core Viewpoint - The topic of "Meituan refunds not arriving" has sparked significant discussion, with multiple consumers reporting difficulties in receiving refunds from Meituan, some dating back to 2018 [1][2]. Group 1: Consumer Experiences - Several consumers have expressed frustration over delayed refunds, with some stating that refunds from as far back as 2018 have only recently been processed [1]. - Complaints have emerged regarding the handling of refunds, with consumers alleging that Meituan and merchants have engaged in disputes over refund approvals [1][2]. - A consumer highlighted a case where a refund was marked as failed but was processed automatically upon further inquiry, raising concerns about transparency in the refund process [2]. Group 2: Meituan's Response - Meituan's customer service indicated that the time for refunds depends on the payment method, typically taking 1 to 3 business days, and noted that cases of refunds taking years are "relatively rare" [1][4]. - The company stated that refunds should be returned to the original payment method, but many consumers reported that their refunds were instead credited to their Meituan wallet, leading to accusations of forcing consumers to use Meituan services [5][6]. Group 3: Historical Context - Refund issues have been a long-standing problem for Meituan, with complaints dating back to 2015, indicating a pattern of dissatisfaction among users regarding the refund process [4][6]. - Legal advice has been suggested for consumers to keep records of their refund requests and transactions to support their claims if refunds do not arrive as expected [6].

Core Viewpoint - Alibaba has restructured its business into four main groups to enhance operational efficiency and respond to market competition, particularly in the e-commerce and local services sectors [1][5]. Group Summaries Alibaba China E-commerce Group - This group includes platforms such as Taobao, Tmall, Xianyu, Fliggy, Taobao Flash Sale, Ele.me, and 1688 [3][5]. - The integration of Ele.me and Taobao Flash Sale into the new China E-commerce Group is aimed at strengthening core e-commerce capabilities [5][7]. Alibaba International Digital Commerce Group - This group encompasses international platforms like AliExpress, Trendyol, Lazada, Daraz, and Alibaba.com [3][5]. Cloud Intelligence Group - The Cloud Intelligence Group is primarily represented by Alibaba Cloud [5]. Other Businesses - The "Other" category includes DingTalk, Quark, Tongyi, Gaode Map, Cainiao, Youku, Damai Entertainment, Hema, and Alibaba Health [5][6]. - The previously independent Cainiao and Big Entertainment groups are now categorized under "Other," indicating a strategic shift towards supporting core business rather than independent expansion [5][6]. Strategic Context - The restructuring follows the "1+6+N" framework proposed by former CEO Daniel Zhang in March 2023, which aimed to create six independent operational entities while retaining various smaller business units [5][6]. - The focus has shifted towards core e-commerce and AI capabilities, especially after the suspension of IPO plans for Cainiao and Hema [6]. - In November 2024, Alibaba's CEO announced the formation of the Alibaba E-commerce Business Group, consolidating various e-commerce operations to create a comprehensive domestic and international business cluster [6][7]. Market Insights - The local services market in China is projected to grow from CNY 19.5 trillion in 2020 to CNY 35.3 trillion by 2025, with online penetration increasing from 24.3% to 30.8% during the same period [7].

Core Insights - The local cultural and tourism market in China is experiencing a significant recovery, with a shift towards urban leisure activities and fragmented consumption patterns among young people and families [1] - The service retail sector is growing faster than goods retail, with a year-on-year increase of 5.3% in service retail sales in the first half of 2025, surpassing the 5.1% growth in goods retail [1] Group 1: Trends in Local Consumption - The local cultural tourism consumption is evolving towards more diversified and experiential paths, as indicated by the "Must-Play List" launched by Meituan's Dianping, which covers 81 cities and 3,485 leisure spots [2][3] - The "Must-Play List" is based on real user data rather than subjective recommendations, providing a credible and practical urban lifestyle guide [2][3] Group 2: User Experience and Decision-Making - The "Must-Play List" reduces information retrieval and selection costs for users, enhancing the efficiency of utilizing fragmented time for leisure activities [3][4] - The list categorizes leisure spots into 13 categories and provides key information such as average spending and real reviews, helping users make quick decisions [4] Group 3: Emerging Consumer Demands - The demand for local leisure activities is shifting from occasional experiences to daily enjoyment, with a focus on deep exploration of local culture [5][6] - Young consumers, particularly those under 30, are driving this trend, with a preference for high-quality, personalized leisure experiences [6] Group 4: Cultural and Non-Commercial Experiences - The "Must-Play List" includes non-commercial leisure spots, such as community parks and local markets, challenging the notion that leisure equates to consumption [7] - Examples include the Dou Nan Flower Market in Kunming, which has become a popular destination for young tourists seeking immersive local experiences [7] Group 5: Impact on Local Economies - The list serves as a cultural dissemination channel, promoting the transformation of urban cultural scenes from merely visitable to experiential [8] - Since 2022, service retail in lower-tier cities has seen a compound annual growth rate of over 90%, indicating a significant shift in consumer behavior and preferences [8]

Group 1: Core Insights - TikTok is expanding its local services in the U.S. by partnering with Booking.com, allowing users to book hotels directly through the app [2] - The collaboration includes dedicated hotel landing pages featuring prices, amenities, reviews, and related TikTok videos, indicating TikTok's exploration of local services [2] - TikTok Go, a new monetization plan for creators, allows influencers to earn commissions by promoting local businesses, primarily hotels and accommodations [2][4] Group 2: Market Trends - TikTok is enhancing its search functionality to improve local information accessibility, including user reviews and ratings for locations tagged in videos [5] - The global local services market is projected to grow from $3.7 trillion in 2024 to nearly $10 trillion by 2032, with a compound annual growth rate of 13.32% [9] - The competition in local services is intensifying, with major players like Douyin and Meituan aggressively expanding their offerings in China [6][7] Group 3: Challenges and Opportunities - TikTok's initial attempts to launch local services in Southeast Asia faced challenges due to supply chain and cultural differences, but the U.S. market may present a more favorable environment [8][9] - The integration of local services with existing platforms like Yelp and Uber Eats highlights the competitive landscape TikTok is entering [9] - TikTok's strategy to capture the local services market in the U.S. could provide a significant advantage, especially in the absence of strong competitors like Meituan [9]

Core Insights - Shanghai Rongtai Health Technology Co., Ltd. has officially reached a strategic cooperation with Meituan for the physiotherapy robot project, aiming to explore an innovative model of "smart physiotherapy + platform traffic" [2] Group 1: Strategic Cooperation - The cooperation will leverage the strengths of both companies in health technology and local life services [2] - A three-phase strategy will be implemented: pilot stores, regional replication, and nationwide promotion [2] - The pilot stores will integrate three modules: smart device experience, health data management, and professional physiotherapy services [2] Group 2: Digital Service Integration - The first pilot stores will be located in key areas of Shanghai, allowing users to book appointments, customize plans, and track results through the Meituan app [2] - The collaboration aims to create a health service closed loop that combines online and offline services, enhancing consumer access to technology-driven health solutions [2] Group 3: Industry Impact - This strategic partnership is a significant step for Rongtai Health in its "smart health ecosystem" layout and provides an innovative model for the industry [2] - The collaboration establishes an ecological closed-loop model in the massage device industry, integrating hardware, platform, and services [2] - Meituan's user base of over 770 million annual active users, combined with Rongtai Health's 600+ technology patents and supply chain system, is expected to reshape the competitive landscape of the offline massage market [2]

Core Insights - Rongtai Health and Meituan have established a strategic partnership for a therapy robot project, aiming to innovate in the "smart therapy + platform traffic" model to enhance consumer health experiences [1][2] - The collaboration leverages Meituan's extensive consumer base and Rongtai's advanced therapy technology to create a comprehensive health service ecosystem [2][3] Group 1 - The partnership will implement a three-phase strategy: pilot stores, regional replication, and nationwide promotion, focusing on integrating smart device experiences, health data management, and professional therapy services [2] - The first pilot stores will be located in key areas of Shanghai, utilizing Meituan's LBS technology to establish a "15-minute health service circle" [2] Group 2 - The collaboration is expected to reshape the competitive landscape of the offline massage market by combining Meituan's 770 million annual active users with Rongtai's 600+ patents and supply chain expertise [3] - This strategic partnership marks a significant step for Rongtai Health in its "smart health ecosystem" strategy and serves as an innovative model for the industry, emphasizing the integration of technology and platform services [3]