一周电商大事：字节整合飞书与豆包产品团队；亚马逊二季度获6亿美元关税退款

This article summarizes the latest key developments of major domestic and international e-commerce and internet companies, helping general readers quickly catch up on industry changes and access practical consumer information.

1. New options for consumer experiences: Dewu (Deals) has officially launched a product rental service, with more than 100 initial categories covering consumer electronics, luxury bags, watches, apparel and more. Renting lowers costs for consumers who want to experience high-priced niche products. Starbucks and Xiaohongshu’s co-created interest community spaces have expanded to nearly 2,400 stores, with new reading- and music fan-friendly spaces, plus upgrades to existing pet and handmade-themed spaces. Enthusiasts can visit themed stores to join the experiences.

2. Reference for travel spending: Pop Mart City Park has adopted a new tiered pricing system, with three price tiers for weekdays, peak days, and special peak periods, plus three ticket types: sightseeing, ride access, and bundled tickets. Tickets range from 98 yuan to 288 yuan, so travelers can choose the best option for their needs. Meituan’s AI assistant "Xiaotuan" has been upgraded to handle bookings, ride-hailing, restaurant reservations and other services across more than 2,800 Chinese cities, helping users improve efficiency for daily travel and consumption.

3. Consumer safety reminder: Luxihe peach cakes sold by Sam’s Club in Dalian were found to contain a foreign object: a metal dental crown. The affected products have been recalled and quarantined, so consumers who purchased this batch recently should pay close attention.

This article summarizes recent brand expansion moves, industry rule changes and consumer trends to provide reference for brand operators’ decision-making.

1. Channel expansion trends: Leading new-style tea brand Chayan Yuese will enter Guangzhou in September to deepen its layout in South China. The brand now operates more than 900 stores nationwide, reflecting the accelerating national expansion of the new-style tea industry. Sam’s Club and Walmart are advancing multi-format expansion, with hiring underway for 13 new locations; Sam’s already hit 140 billion yuan in revenue in 2025, indicating there is still substantial room for growth in offline membership retail. L’Oréal has shut down Hong Kong e-commerce sites for multiple brands as part of a strategic adjustment, redirecting consumers to offline stores and Tmall flagship stores. This case provides a useful reference for brands adjusting their omni-channel strategies.

2. Innovative marketing reference: Starbucks and Xiaohongshu’s co-created interest community spaces, built around different themed scenarios, have hosted more than 23,000 events since launch, generating nearly 5 million related topic posts on Xiaohongshu. This cross-border scenario-based marketing approach is a useful reference for brands.

3. Compliance reminder: Douyin E-commerce has fully upgraded its regulation against illegal live animal sales, with violators facing removal from the platform and frozen funds. Brands must strictly follow platform rules to operate compliantly.

This article sorts out the latest platform policies, market opportunities and compliance risks for sellers across all segments.

1. Platform support incentives: JD Fresh has upgraded its incentive policy for new sellers, retaining the core benefits of zero service fees and zero-cost trial operation. It has lowered the monthly commission rebate threshold from 5,000 yuan to 2,000 yuan, raised the maximum commission rebate rate to 100%, and extended the incentive period from 6 months to 12 months, creating clear advantages for new fresh produce sellers. Meituan has launched a recruitment drive for attraction travel service providers, opening up opportunities to three types of partners. Service providers do not need to pay a deposit, face no performance penalties, and can start earning performance credits the day after signing up. Relevant sellers can seize this early entry opportunity.

2. Cross-border growth opportunities: Amazon Global Selling has launched the West China Industrial Belt Joint Empowerment Program, which will deeply empower 10 key industrial belts across 10 western provinces and cities over two years, incubate and support 300 cross-border brands. Sellers in western China can leverage the program’s policy and resource support to expand into overseas markets.

3. Compliance risk reminder: Douyin E-commerce is cracking down on illegal live animal sales, while WeChat Channels has launched a full crackdown on illegal group live streaming. Violating accounts face graduated penalties including warnings, traffic limits, and full bans. Sellers must standardize operations to avoid violating platform rules.

This article outlines new opportunities for manufacturing businesses to connect with e-commerce, plus the latest trends in industry digital transformation, for reference by factories.

1. New opportunities for custom manufacturing: 1688 (Alibaba China) has launched "Xiangzao Agent", an AI-native flexible customization product. It currently covers more than 20 segmented light customization categories including packaging, textiles and apparel, and cultural and creative products, supporting both conventional and 3D printing. It meets customization needs for in-store materials, corporate branding, event supplies, fan support merchandise and other scenarios. Factories focused on flexible customization can connect to this platform product to acquire more orders.

2. Insights for digital transformation: ByteDance has adjusted its organizational structure to accommodate AI business development, merging the Feishu and Doubao product teams. The co-developed Doubao Enterprise Version has already entered internal testing. Factories can test adopting AI productivity tools to improve internal production collaboration efficiency and advance their own digital transformation.

3. Cross-border brand opportunities: Amazon’s West China Industrial Belt Program will coordinate resources from multiple stakeholders to empower local sellers and help factories build their own export-focused brands. Western Chinese manufacturing factories can seize this opportunity to expand overseas growth and break away from dependence on OEM/ODM contract manufacturing.

This article sorts out recent changes in technology and market demand in the e-commerce industry, to help service providers identify industry trends and expand their businesses.

1. Technology development trends: AI has become a core focus for the entire industry: ByteDance has integrated teams to advance the rollout of AI productivity tools, Alibaba has launched an AI-native flexible customization supply chain product, and Meituan has upgraded its AI local life assistant. AI has already penetrated enterprise collaboration, manufacturing supply chains, local life services and many other scenarios. Service providers can develop AI-focused supporting solutions to capture new industry growth.

2. Niche market demand: Meituan is looking to activate the underutilized supply of a large number of small and medium-sized attractions on its platform, and is recruiting third-party operation service providers with favorable terms including no deposit and no performance penalties. Attraction operation service providers can seize this cooperation opportunity to expand their business scale.

3. Cross-border cooperation opportunities: Amazon’s West China Industrial Belt cross-border empowerment program requires collaboration with local governments, industry associations and service providers to support sellers. Domestic service providers focused on industrial belts can connect with the platform to secure official cooperation opportunities and expand their business scope.

This article summarizes the latest business expansion, operation and governance practices from major platforms, for reference by other platform operators.

1. Business expansion reference: Taobao Convenience Store has adopted an asset-light open expansion model, allowing partner merchants to join with their existing stores and connect to other platforms, while Taobao only provides traffic and partial product sourcing. The model focuses on 30-minute delivery, and has expanded to 800 locations in just 9 months, with a year-end target of 3,000 stores. This asset-light instant retail expansion model is a useful reference for peer platforms. Dewu’s new rental service, which covers more than 100 categories, expands the business boundaries of streetwear-focused e-commerce and taps into new demand for short-term and idle consumption, offering a new path for platform business expansion.

2. Compliance governance reference: Douyin E-commerce upgraded full-process regulation against illegal live animal sales, while WeChat Channels launched a special campaign against illegal group live streaming. Both platforms use graduated penalty frameworks that match penalties to violation severity, to protect platform ecosystem health and consumer rights. This governance approach is a useful reference for platforms.

3. Merchant recruitment reference: Meituan’s attraction service provider recruitment uses low-barrier terms including no deposit and no performance penalties, which effectively lowers the barrier to cooperation and activates existing supply. This innovative recruitment model is worth adopting by other platforms.

This article summarizes multiple new industry developments in the e-commerce and internet sectors, providing fresh research materials and directions for industry researchers.

1. Organizational change driven by AI: To accommodate AI business growth, ByteDance has proactively adjusted its organizational structure by merging the Feishu and Doubao product teams, as well as merging Feishu’s GTM team with the Volcano Engine team. AI development is forcing enterprise organizational restructuring, which is a promising new research direction. All leading Chinese internet giants are now investing in AI across productivity tools, supply chains, local life services and other fields. AI’s penetration and restructuring of all industries is a key new industry development.

2. Business model innovation: Dewu’s new rental service expands the traditional business model of streetwear e-commerce; Taobao Convenience Store’s open asset-light expansion model allows partner merchants to operate across multiple platforms, lowering the barrier to rapid expansion; YouTube has launched a shopping affiliate program in the UK that allows creators to tag products directly in their content and earn commissions on completed sales, refining the monetization model for content e-commerce. All these innovative models deserve in-depth research.

3. New trends in cross-border e-commerce: Amazon’s West China Industrial Belt program focuses on incubating domestic indigenous export brands, while TikTok is internally testing a U.S. e-commerce membership service to compete with Amazon Prime. These are both new developments in the cross-border e-commerce space with high research value.