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Understanding Low Visibility Data

⭐ Low visibility in West

This badge appears in ChiPT's research output

What does this badge mean?

You will notice that ChiPT adds this tag to relevant parts of the output. This badge indicates information that is difficult or impossible to find through Western media outlets, Google searches, or English-language sources, if not directly looking for it.

Where do these insights come from?

  • Mainland China and Hong Kong news sources
  • Chinese forums
  • Regional business platforms
  • Mandarin-language discussions

💡 ChiPT's multi-LLM research council specializes in surfacing these hard-to-access insights for Western investors.

Examples

How have the views of consumers and online users on Meituan changed in the last 12 months?

A) Membership Rules and the Reversal of "Savings Perception"

From January to March 2025, the top negative keywords in Meituan's Huawei App Store reviews shifted from "slow delivery" and "spilled soup" to "tricks" and "can't do the math," signaling that long-time users now complain about rule complexity rather than fulfillment speed.⭐ Low visibility in West

High-frequency complaints on the Black Cat platform in 2025 accuse the "Shen Membership" of false advertising and霸王条款 (take-it-or-leave-it clauses); users say far fewer restaurants accept the coupon than promised and the discount is smaller than marketed, a sharp drop from the old VIP system.⭐ Low visibility in West

Multiple complaints state Meituan has closed the entry point for the ordinary membership, leaving only the "Shen Membership" upgrade path; consumers call this "forced selling," spawning a Weibo-Xiaohongshu thread titled "Meituan membership is getting worse" that peaked in August-September.⭐ Low visibility in West

• • •

D) Other Relevant Points

Meituan Youxuan (优选) withdrew from 15 more cities in 2025;团长 (community-leader) group chats circulate screenshots of "income cut in half," some have already switched to Duo Duo Maicai, and shoppers complain "next-day is now four-day," indirectly tarnishing the main Meituan brand.

The bike-sharing unit raised prices three times this year (starting fare 1.5 yuan → 2 yuan); Xiaohongshu posts titled "take the bus for short trips" are up 120%, yet the earnings call said ride counts have not fallen materially, showing consumers gripe but still swipe.

E) Sources & Useful Links

新浪财经 | Meituan's 800 Million Users and 10 Billion Loss: The "Infinite Game" Must End | 2025-12-31 | http://finance.sina.com.cn/stock/t/2025-12-31/doc-inhesnwr5226439.shtml

黑猫投诉 | Meituan Takeaway Shen Membership: Deceives Consumers and Imposes Unfair Terms | 2025 (complaint ID 17368123251) | https://tousu.sina.com.cn/complaint/view/17368123251

黑猫投诉 | Meituan Platform Induces Consumers to Buy Shen Membership, Suspected Fraud | 2025 (complaint ID 17367851759) | https://tousu.sina.com.cn/grp_comp/view/G17367851759