8月24日深夜，美团官方发布声明，对于网络上所传的"退款未到账"问题，主要分为两类，抱歉因为产品功能信息展示不完善、不及时，导致大家 产生了误解，"从我们梳理的订单数据看，每一笔退款数据都可追溯，用户均可查询退款资金去向。"美团表示，已修复退款信息滞后问题，将帮 助用户追溯每一笔担心的订单。 美团表示，现有退款问题主要包括： 此前多位消费者表示在美团遭遇订单退款难题。有消费者称，2018年审核通过的退款，直至近日才真正退回自己的银行账户。 对于网友质疑的"退款未到账"一事，美团方面给出了回应。 第一：退款信息更新不完整，钱不知道退了没有，以及退到了哪里。 第一种：退款到账后，订单页面未自动显示"退款成功"的提醒，这是因为平台退款进程的相关信息展示更新不及时，导致用户误解。目前产品技 术团队已经优化了信息展示，2017年之后的订单退款用户可自主查询到账去向，用户刷新后即可显示退款结果。这并非社交媒体吐槽的"一查询就 退款"，而是产品修复后，为用户更新显示正常的退款结果。 第二种：退款已到账，但退款金额显示是"0"。该问题也是因系统信息更新错误导致，用户可以通过原支付渠道查询相关账单记录。 第三种，退款显示成功， ...

针对日前有多名用户反映美团"订单退款未到账"问题，8月24日深夜，美团客服官方微博账户发声明称， 已紧急成立专项客服团队，并针对 各类社交媒体等渠道反馈的订单，进行专项搜集、查询、追溯。 目前，已修复退款信息滞后问题，后续将帮助用户追溯每一笔担心的订 单。 说明中提及，"用户退款未到账"问题主要分为两类：一类为平台退款进程的相关信息展示更新不及时，导致用户误解；另一类涉及订单数较 少，为部分用户的银行卡或第三方支付工具等支付渠道出现异常，无法按原路接收退款，系统会退款至用户的美团余额中；此外，极少部分 订单显示"退款失败"，原因是用户的银行卡或第三方支付工具等支付渠道存在问题，无法按原路接收退款，系统会按照退款流程，将全部款 项退至用户的"钱包余额"中。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

Group 1 - The core viewpoint emphasizes the importance of maintaining a healthy industry ecosystem and resisting disorderly competition [1] - Meituan and Ele.me both highlight the negative impact of selling goods and services at prices significantly below cost, which distorts price signals and disrupts market competition [1] - The companies advocate for the continuous improvement of services to promote healthy competition and stimulate consumer activity [1]

Group 1 - The market regulatory authority held discussions with major platform companies including Ele.me, Meituan, and JD.com, emphasizing the need for strict compliance with relevant laws such as the E-commerce Law, Anti-Unfair Competition Law, and Food Safety Law [1] - The regulatory body urged these platforms to implement their responsibilities rigorously and to standardize promotional activities, promoting rational competition [1] - The goal is to create a win-win ecosystem for consumers, merchants, delivery riders, and platform companies, thereby fostering a healthy and sustainable development of the food service industry [1]

Group 1 - The market regulatory authority has interviewed major platform companies including Ele.me, Meituan, and JD.com, emphasizing the need for compliance with various laws such as the E-commerce Law and the Anti-Unfair Competition Law [1] - The regulatory body requires these platforms to strictly implement their responsibilities and further standardize promotional activities to ensure rational competition [1] - The goal is to create a win-win ecosystem for consumers, merchants, delivery riders, and platform companies, promoting the healthy and sustainable development of the food service industry [1]

Group 1 - The core viewpoint of the articles emphasizes the importance of consumption stimulus measures implemented by the Chinese government to enhance consumer capacity, improve supply quality, and increase consumer willingness, thereby supporting the new development pattern [1] - Major consumption platforms like Taobao, Meituan, and JD.com are actively responding to government policies by innovating and investing in consumption vouchers, creating an immediate supply system that combines goods and services, which is seen as a beneficial exploration for the development of the e-commerce sector [1] - Analysts note that since the beginning of the year, these major platforms have invested resources, leading to an increase in market capacity and consumer engagement, which positively impacts merchants by attracting new customers and increasing order volume and profit retention [1] Group 2 - The surge in online orders has significantly boosted offline store sales, with examples such as Nayuki's Tea achieving over 1 million delivery orders in just two days, marking a 50% increase, and some stores experiencing a 230% increase in order volume [2] - Merchants report that the increase in order volume has led to greater exposure and sales, resulting in effective profitability despite the higher order volume, indicating a win-win situation for both consumers and merchants [2] - Delivery riders have also experienced increased order volumes and benefits from platform incentives, such as summer heat subsidies, which enhance their earnings potential [2] Group 3 - The role of major consumption platforms in driving consumer spending is significant, as their consumption voucher programs lower costs and effectively enhance user purchasing power, while integrating resources around daily life needs to create comprehensive consumption scenarios [3] - The industry is evolving towards a healthier ecosystem, where platforms can flexibly adjust strategies based on their strengths, allowing users to compare services across platforms and enabling riders to manage their income and time effectively [3] - This competitive environment fosters continuous innovation in service models and optimizes user experience, ultimately leading to a positive cycle of competition, innovation, and upgrading, propelling the industry to new heights [3]

Core Insights - The "Must-Eat List" event in Shenzhen highlighted the growing trend of consumers seeking authentic local dining experiences, with a focus on traditional eateries that evoke cultural memories [1][2][3] - The integration of online and offline strategies is crucial for restaurants to attract customers, as demonstrated by the success of local establishments like Jicai Beef [2][4] - The "Must-Eat List" features 3,091 restaurants across 144 cities, with Guangdong province leading with 396 listings, showcasing a significant presence of traditional and long-established eateries [2][3] Industry Trends - There is a notable increase in consumer engagement with local food culture, as evidenced by the high percentage of small, traditional restaurants on the list, with over 70% categorized as "smoky" eateries and nearly 35% being over 10 years old [2][3] - The digital transformation of the food service industry is enhancing consumer access to local dining options, with platforms like Meituan and Dazhong Dianping driving growth in regional restaurant orders [5][6] - The upcoming "Must-Eat Festival" aims to further boost local consumption by leveraging significant marketing resources to promote the list across all participating cities [6]

Core Viewpoint - Meituan's stock experienced volatility, initially dropping nearly 5% before rising over 1% during trading, following the announcement of its first-quarter financial results [1] Financial Performance - Meituan reported first-quarter revenue of 86.56 billion RMB, representing a year-on-year increase of 18.1%, surpassing the forecast of 85.44 billion RMB [1] - The adjusted net profit for the first quarter was 10.95 billion RMB, showing a year-on-year growth of 46.2%, exceeding the expected 9.73 billion RMB [1]