从年假和病假中抠出两天，再加上双休日，人造一个"暑期小长假"，秦皇岛、大连、青岛的海边挤满了看海的年轻人，还有的特种兵直接打飞的跨国短途 游，魔都白领甚至把大阪和东京逛成了后花园。 根据美团旅行发布的《2025暑期热点及趋势报告》，7月以来，美团App机票搜索量同比飙升99%，酒店住宿搜索量增长48%，周边游搜索量增长48%，旅 游团搜索量上升42%。 把工位搬到没有天花板的地方，邪修度假的年轻人把假期也玩出了花。 撰文｜锅包柚 01 这届年轻人，靠"拼"休假 没有暑假的年轻人，开始给自己拼好假了。 工作第4年的CC，一共有8天年假。作为一名旅游爱好者，CC几乎每个季度都会和朋友约着去旅行放松心情。但碍于年假的稀缺，又不想走马观花、浅尝 辄止地去各地打卡，CC只能和朋友们在日历上精细化研究每年的法定假日，在假日的夹缝中，算出请假性价比最高的日子，拼假出行。 今年跨年，CC和朋友凑上两个周末和一天元旦假期，拼了个9天的小长假来了次云南省内的跨年之旅。去年9月，工作压力大的CC又和朋友凑着周末请了 3天假，和朋友开启了为期5天的粤港吃喝之旅。 CC和朋友在云南 越来越多的年轻人都在拼好假。即将到来的国庆假期，就有 ...

深夜回应。 声明称，经排查，网络上所传的"退款未到账"问题，主要可以归为两大类问题来回答：第1类问题退款信息更新不 完整，主要是平台退款进程的相关信息展示更新不及时，导致用户误解。第2类问题退款信息显示"失败"所涉订单 数较少，系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，但如遇到用户的美团账户已注销或异常，平台无法自动退款，美团将联系用户接收。 美团方面表示，从其梳理的订单数据看，每一笔退款数据都可追溯，用户均可查询退款资金去向，"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"。美团还提醒，收购摩拜后，美团也在第一时间开通摩拜用 户退还押金通道。目前，仍有部分用户未申请退押金，在此提醒相关用户可通过美团App退还押金。 责编：李丹 ...

深夜回应。 针对有部分用户反映美团"订单退款未到账"问题，8月24日深夜，美团客服官方微博（"美团客服小美"）发布声明称，因 短期客服咨询量较大，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。" 声明称，经排查，网络上所传的"退款未到账"问题，主要可以归为两大类问题来回答：第1类问题退款信息更新不完整， 主要是平台退款进程的相关信息展示更新不及时，导致用户误解。第2类问题退款信息显示"失败"所涉订单数较少，系部 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，但如遇 到用户的美团账户已注销或异常，平台无法自动退款，美团将联系用户接收。 美团方面表示，从其梳理的订单数据看，每一笔退款数据都可追溯，用户均可查询退款资金去向，"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"。美团还提醒，收购摩拜后，美团也在第一时间开通摩拜用户退还押金通 道。目前，仍有部分用户未申请退押金，在此提醒相关用户可通过美团App退还押金。 来源：美团客服小美 责编 ...

美团方面表示，从其梳理的订单数据看，每一笔退款数据都可追溯，用户均可查询退款资金去 向，"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"。美团还提醒，收购摩拜 后，美团也在第一时间开通摩拜用户退还押金通道。目前，仍有部分用户未申请退押金，在此提醒相 关用户可通过美团App退还押金。 微信编辑 | 七三 2025.08. 25 本文字数：594，阅读时长大约1分钟 针对有部分用户反映美团"订单退款未到账"问题，8月24日深夜，美团客服官方微博发布声明称， 因短期客服咨询量较大，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。" 声明称，经排查，网络上所传的"退款未到账"问题，主要可以归为两大类问题来回答：第1类问题退 款信息更新不完整，主要是平台退款进程的相关信息展示更新不及时，导致用户误解。第2类问题退 款信息显示"失败"所涉订单数较少，系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，但如遇到用户的美团账户已注销或异常，平 台无法 ...

声明称，经排查，网络上所传的"退款未到账"问题，主要可以归为两大类问题来回答：第1类问题退款 信息更新不完整，主要是平台退款进程的相关信息展示更新不及时，导致用户误解。第2类问题退款信 息显示"失败"所涉订单数较少，系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，但如遇到用户的美团账户已注销或异常，平台无法自动 退款，美团将联系用户接收。 美团方面表示，从其梳理的订单数据看，每一笔退款数据都可追溯，用户均可查询退款资金去向，"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"。美团还提醒，收购摩拜后，美团也 在第一时间开通摩拜用户退还押金通道。目前，仍有部分用户未申请退押金，在此提醒相关用户可通过 美团App退还押金。 针对有部分用户反映美团"订单退款未到账"问题，8月24日深夜，美团客服官方微博发布声明称，因短 期客服咨询量较大，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。" ...

Core Viewpoint - The article discusses the resurgence of intense competition in the food delivery market in China, likening it to a war driven by necessity rather than creativity, with major players like Meituan, Alibaba, and JD.com vying for control over the instant delivery infrastructure [6][33]. Group 1: Historical Context - The food delivery market in China has evolved significantly over the past decade, with initial competition focused on user acquisition and scale through heavy subsidies [4][5]. - In 2020, the focus shifted from growth to profitability, with new technologies like Web 3 and AI gaining attention, leading to a more cautious investment environment [5][6]. Group 2: Recent Developments - On July 5, 2025, a significant spike in order volume occurred, with Meituan reporting over 120 million instant retail orders and Alibaba's Taobao Flash Sale exceeding 80 million orders in a single day, resulting in estimated losses exceeding 1 billion yuan for both companies [6][7][21]. - The competition has intensified as companies aim to control the instant delivery infrastructure, moving beyond just food delivery to encompass a wider range of products [16][18]. Group 3: Strategic Shifts - The competition has shifted from merely capturing the food delivery market to controlling the entire instant delivery network, which is seen as a more valuable prize [18][19]. - JD.com initiated the latest round of competition as a strategic move to regain market share and drive traffic to its core e-commerce business, while Alibaba's response was driven by the need to consolidate its fragmented strategy [21][22]. Group 4: Market Dynamics - The current competitive landscape is characterized by a sense of urgency and fear among major players, as they face stagnating growth and the threat of being surpassed by rivals [23][33]. - The article highlights a shift in consumer perception, where the ongoing subsidy wars are viewed as routine business maneuvers rather than innovative market developments [28][29]. Group 5: Implications for Stakeholders - The intense competition has led to operational chaos for merchants and delivery riders, who experience both overwhelming demand and increased earnings during peak periods [29][30]. - The article suggests that the ongoing battles in the food delivery sector are indicative of a broader trend towards market consolidation and the establishment of a dominant player in local life services [33][34].

Core Insights - The article discusses the resurgence of intense competition in the food delivery market in China, reminiscent of the fierce battles from a decade ago, driven by changing strategic goals among major players [4][30][54] - The focus has shifted from merely competing for market share in food delivery to controlling the broader infrastructure of instant delivery services, which encompasses a wider range of products beyond just food [25][28][56] Group 1: Historical Context - The food delivery market in China has evolved significantly over the past decade, with major players like Meituan, Ele.me, and Baidu competing aggressively for user acquisition through subsidies and promotions [2][10][19] - Initial competition was characterized by heavy spending on subsidies to attract users, with Meituan and Ele.me burning billions to establish their market presence [2][3][8] - The market saw a temporary peace as companies shifted focus towards profitability and sustainable growth, moving away from the "burn money" model [3][21] Group 2: Recent Developments - On July 5, 2025, a significant escalation occurred with Taobao Flash Sale launching a major offensive against Meituan, leading to record-high order volumes in the food delivery sector [4][6][7] - The total daily orders in the food delivery market reached a record 200 million, with Meituan reporting 120 million and Taobao Flash Sale exceeding 80 million orders on the same day [6][7] - The intense competition resulted in estimated combined losses exceeding 1 billion yuan for both companies on that day [7] Group 3: Strategic Shifts - The competition has evolved from a focus on food delivery to a broader battle for control over the instant delivery infrastructure, which includes various consumer goods [25][28][29] - Companies are now vying to establish themselves as the default delivery network for all types of products, not just food, indicating a strategic shift in the market landscape [26][28] - The change in strategic focus has led to a renewed willingness to incur losses in pursuit of long-term market dominance [30][41] Group 4: Consumer Perspective - From a consumer standpoint, the increase in subsidies and promotions has become a normalized expectation, with little awareness of the underlying competitive dynamics [43][46] - The perception of the food delivery service has shifted from a novel convenience to an expected norm, with consumers now viewing the ongoing subsidy wars as a means to benefit from lower prices [47][48] - The relationship between platforms and consumers has transformed into a transactional one, where consumers are more focused on immediate benefits rather than the broader implications of the competition [48][49]

Core Viewpoint - The competition among major players Meituan, JD.com, and Alibaba in the instant retail sector is intensifying, particularly through their involvement in the "Su Super" football league, which has seen a significant increase in sponsorship and marketing activities [1][2][3] Group 1: Sponsorship and Marketing Activities - The number of sponsors for the "Su Super" league has surged from 6 to 29, with each of the three giants participating as sponsors [1] - JD.com became the official strategic partner of "Su Super" on June 13, and subsequently named a local team, promoting local specialties through substantial discount campaigns [1][2] - Alibaba's brands, including Taobao Flash Sale and Alipay, have also engaged in sponsorship, creatively linking their marketing strategies to the performance of the teams they sponsor [2][3] - Meituan announced its sponsorship of the Yangzhou team on July 4, leveraging local cultural elements in its marketing campaigns [3] Group 2: Impact on Consumer Behavior - JD.com reported a more than 10-fold increase in order volume for its food delivery service in Jiangsu since the league's inception, with agricultural product sales up 82% year-on-year [2] - The search volume for football-related merchandise on JD.com has doubled compared to last year, indicating a strong consumer interest [2] - Meituan's marketing efforts, including free foot massage promotions, have attracted significant user engagement, showcasing the potential for converting event traffic into long-term consumer habits [3] Group 3: Competitive Landscape - The competition among JD.com, Meituan, and Alibaba is fundamentally about capturing high-frequency local consumption scenarios through digital channels, with the "Su Super" league serving as a strategic battleground [3] - The challenge for these companies will be to convert the short-term traffic generated by the league into lasting user habits post-event [3]

Group 1 - The "Su Super" football league has significantly boosted the retail and service market in Jiangsu, with online leisure and entertainment consumption orders increasing by approximately 40% since the league's inception [1] - The upcoming match between Nanjing and Suzhou has led to a more than 255% year-on-year increase in ticket orders for local attractions in Nanjing [1] - Hotel bookings in main cities like Nanjing, Xuzhou, and Huai'an have seen over a 59% year-on-year increase, indicating a surge in overnight stays during the league matches [1] Group 2 - To enhance the "Su Super effect," Meituan has created a dedicated page to support local service providers, offering exclusive traffic support for Jiangsu businesses [2] - Users can access special themed packages and benefits such as free foot massage packages and match tickets through the Meituan app, promoting local tourism and consumer spending [2]

Core Insights - Dazhong Dianping's "Must-Eat List" serves as a significant indicator in the dining sector, reflecting consumer preferences and trends in offline consumption [1][2] - The 2025 "Must-Eat List" was announced in Nanjing, featuring 3,091 restaurants across 144 cities, with 900 million food orders processed in the past year [2] - The integration of Dazhong Dianping into Meituan's core local business marks a new phase, emphasizing competition and collaboration within the industry [2][4] Business Integration and Strategy - The merger with Meituan enhances Dazhong Dianping's operational capabilities, leveraging Meituan's extensive infrastructure and business development resources [4][22] - Dazhong Dianping maintains its independence as a business unit, focusing on user experience and information density rather than aggressive commercialization [4][25] - The platform aims to balance being a tool for users while also serving as a content platform, emphasizing the importance of relevant information [9][10] Competition and Market Position - The competitive landscape has shifted towards a normalized state, with Dazhong Dianping focusing on its unique strengths in providing authentic user reviews and structured information [2][8] - The platform's commitment to maintaining high information density is seen as crucial for user engagement and satisfaction [3][10] - Dazhong Dianping's "Must-Eat List" is based on genuine user evaluations, with strict measures in place to prevent manipulation of ratings [11][15] Consumer Trends and Insights - There is a noticeable shift in consumer preferences from efficiency to experience, with a growing interest in local and unique dining options [12][13] - The platform has expanded its reach, exploring more cities and regions, thus uncovering hidden gems in the dining landscape [12][20] - Dazhong Dianping's focus on helping users discover local treasures aligns with its mission to enhance the dining experience [20][22] Future Directions - The company plans to enhance its offerings with new initiatives like "Must-Stay List" and "Must-Play List," further integrating dining with travel and leisure experiences [18][19] - Dazhong Dianping is exploring the use of AI to improve user experience in finding restaurants, indicating a forward-looking approach to technology integration [27] - The platform's future strategy will continue to emphasize its unique identity within the Meituan ecosystem, focusing on user needs and local experiences [24][26]