Core Viewpoint - The recent case involving a blogger "Qian Wu Liang Kong" has prompted significant changes in the refund mechanism of the second-hand e-commerce platform Xianyu, highlighting the long-standing trust imbalance in C2C transactions [1][2]. Group 1: Changes in Refund Mechanism - Xianyu announced major improvements to its refund mechanism, set to launch by the end of October, requiring seller confirmation for returns and refunds, rather than automatically agreeing to buyer requests for "refund only" [2][4]. - The adjustments are a response to public pressure and reflect the platform's need to enhance user feedback responsiveness, especially as competitors like Pinduoduo and Taobao have already made similar changes earlier this year [4][5]. Group 2: Issues with "Refund Only" Policy - The "refund only" policy, initially beneficial for enhancing shopping experiences, has been exploited by some buyers for malicious refunds and false complaints, leading to significant losses for sellers and a disruption in normal business operations [2][5]. - The need for a more nuanced and humanized dispute resolution mechanism is emphasized, as consumer demand for risk control and better after-sales service has increased post-pandemic [5][7]. Group 3: Trust Crisis in Second-Hand E-commerce - The incident reflects a broader trust crisis in the second-hand e-commerce sector, with Xianyu receiving the highest number of user complaints among similar platforms [10][12]. - The low barriers to entry and the lack of stringent regulations in the second-hand market contribute to the challenges in maintaining trust between buyers and sellers [14]. Group 4: Future of E-commerce Regulations - The cancellation of the "refund only" policy is seen as a sign of industry maturation rather than a reduction in consumer rights, promoting a more balanced ecosystem between consumer protection and seller sustainability [9]. - Continuous improvements in platform governance and transparency of rules are essential for fostering a fair trading environment, which is crucial for the sustainable development of platforms like Xianyu [14].

3. 政策调整的必然性 面对"仅退款"政策被滥用的问题，国家相关管理部门也释放了强烈的治理信号。今年全国两会期间，国 家市场监督管理总局明确表示要对平台滥用"仅退款"规则、损害商家权益的现象进行治理。在此背景 下，电商平台全面取消"仅退款"政策，成为行业发展的必然趋势。 近日，淘宝、拼多多、京东等主流电商平台相继宣布全面取消"仅退款"政策，这一举措标志着电商行业 在售后服务规则上的重大调整。从消费者快速维权通道到商家权益的保障，全面取消"仅退款"不仅意味 着电商生态的重塑，更引发了对行业健康发展、消费者权益与商家利益平衡、以及平台治理责任的深刻 思考。 1. "仅退款"的诞生与初衷 "仅退款"政策最初由拼多多于2021年推出，并迅速在行业内推广开来。其初衷是为了简化消费者的售后 流程，特别是在面对商品质量瑕疵、货不对板等问题时，赋予消费者快速止损的权利，从而提升购物体 验。这一政策在一定程度上提振了消费者的购物信心，成为电商平台服务升级的标杆。 2. 规则滥用与商家困境 然而，随着时间的推移，"仅退款"政策的弊端逐渐显现。部分不良消费者利用规则漏洞，频繁以各种理 由申请仅退款，甚至收货后也照退不误。这种行为不 ...

Core Insights - Major e-commerce platforms including Pinduoduo, Taobao, Douyin, Kuaishou, and JD.com will completely abolish the "refund without return" policy, allowing merchants to handle refund requests independently after consumers receive goods [1][7] - The "refund without return" policy was first introduced by Pinduoduo in 2021 and has been adopted by other platforms over the years, marking its end in 2024 [1] - The cancellation of this policy follows signals from regulatory authorities during the Two Sessions, indicating a crackdown on the misuse of the "refund without return" rule that has led to significant financial losses for merchants [1][7] E-commerce Platform Developments - Taobao has been actively optimizing its business environment by addressing issues such as AI-generated fake images, "wool party" activities, and illegal store groups, while also introducing measures like real experience scores for stores and commission incentives [2] - Alibaba's platform 1688 announced the cancellation of the "refund without return" policy starting from late March, aligning with the broader industry trend [3][4] Industry Implications - The removal of the "refund without return" policy is expected to shift the e-commerce industry away from chaotic price competition towards healthier competition, ensuring fair business practices for merchants and stimulating consumer activity [7]

Group 1 - The core viewpoint of the article is that major e-commerce platforms in China, including Pinduoduo, Taobao, Douyin, Kuaishou, and JD.com, are abolishing the "refund only" policy, which previously allowed consumers to request refunds without returning products [2] - The adjustment of the "refund only" policy is seen as a move towards promoting healthy competition in the e-commerce industry and protecting merchants' interests, as it aims to reduce malicious refund behaviors that have exploited this policy [2][8] - The role of e-commerce platforms is shifting from being "referees" to "coordinators," emphasizing negotiation between merchants and consumers rather than direct intervention by the platforms [2] Group 2 - In 2023, China's online retail sales reached 15.42 trillion yuan, marking an 11% growth and maintaining its position as the world's largest online retail market for 11 consecutive years [3] - As of June 2023, the number of online shopping users in China reached 884 million, an increase of 38.8 million from December 2022, representing 82% of the total internet users [3] - The growth rate of online retail sales in China has shown a recovery in 2023, with a year-on-year increase of 11.9%, contributing to 32.72% of the total retail sales of consumer goods, which amounted to 47.14 trillion yuan [4]