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“Dear Li Hua”: The TikTok/Xiaohongshu Honeymoon Explained

As American ‘TikTok Refugees’ flock to China’s Xiaohongshu (Rednote), their encounter with ‘Li Hua’ strikes a chord in divided times.

Manya Koetse

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FROM THE WEIBO WATCH PREMIUM NEWSLETTER

China’s Xiaohongshu (Rednote) has seen an unprecedented influx of foreign “TikTok refugees” over the past week, giving rise to endless jokes. But behind this unexpected online migration lie some deeper themes—geopolitical tensions, a desire for cultural exchange, and the unexpected role of the fictional character Li Hua in bridging the divide.

Imagine you are Li Hua (李华), a Chinese senior high school student. You have a foreign friend, far away, in America. His name is John, and he has asked you for some insight into Chinese Spring Festival, for an upcoming essay has to write for the school newspaper. You need to write a reply to John, in which you explain more about the history of China’s New Year festival and the traditions surrounding its celebrations.

This is the kind of writing assignment many Chinese students have once encountered during their English writing exams in school during the Gaokao (高考), China’s National College Entrance Exams. The figure of ‘Li Hua’ has popped up on and off during these exams since at least 1995, when Li invited foreign friend ‘Peter’ to a picnic at Renmin Park.

Over the years, Li Hua has become somewhat of a cultural icon. A few months ago, Shangguan News (上观新闻) humorously speculated about his age, estimating that, since one exam mentioned his birth year as 1977, he should now be 47 years old—still a high school student, still helping foreign friends, and still introducing them to life in China.

Li Hua: the connector, the helper, the icon.

This week, however, Li Hua unexpectedly became a trending topic on social media—in a week that was already full of surprises.

With a TikTok ban looming in the US (delayed after briefly taking effect on Sunday), millions of American TikTok users began migrating to other platforms this month. The most notable one was the Chinese social media app Xiaohongshu (now also known as Rednote), which saw a massive influx of so-called “TikTok refugees” (Tiktok难民). The surge propelled Xiaohongshu to the #1 spot in app stores across the US and beyond.

This influx of some three million foreigners marked an unprecedented moment for a domestic Chinese app, and Xiaohongshu’s sudden international popularity has brought both challenges and beautiful moments. Beyond the geopolitical tension between the US and China, Chinese and American internet users spontaneously found common ground, creating unique connections and finding new friends.

While the TikTok/Xiaohongshu “honeymoon” may seem like just a humorous trend, it also reflects deeper, more complex themes.

 
✳️ National Security Threat or Anti-Chinese Witchhunt?
 

At its core, the “TikTok refugee” trend has sprung from geopolitical tensions, rivalry, and mutual distrust between the US and China.

TikTok is a wildly popular AI-powered short video app by Chinese company ByteDance, which also runs Douyin, the Chinese counterpart of the international TikTok app. TikTok has over 170 million users in the US alone.

A potential TikTok ban was first proposed in 2020, amid escalating US-China tensions. President Trump initiated the move, citing security and data concerns. In 2024, the debate resurfaced in global headlines when President Biden signed the “Protecting Americans from Foreign Adversary Controlled Applications Act,” giving ByteDance nine months to divest TikTok or face a US ban.

TikTok, however, has continuously insisted it is apolitical, does not accept political promotion, and has no political agenda. Its Singaporean CEO Shou Zi Chew maintains that ByteDance is a private business and “not an agent of China or any other country.”

🇺🇸 From Washington’s perspective, TikTok is viewed as a national and personal security threat. Officials fear the app could be used to spread propaganda or misinformation on behalf of the Chinese Communist Party.

🇨🇳 Beijing, meanwhile, criticizes the ban as an act of “bullying,” accusing the US of protectionism and attempting to undermine China’s most successful internet companies. They argue that the ban reflects America’s inability to compete with the success of Chinese digital products, labeling the scrutiny around TikTok as a “witch hunt.”

Political cartoon about the American “witchhunt” against TikTok, shared on Weibo in 2023, also published on Twitter by Lianhe Zaobao.

“This will eventually backfire on the US itself,” China’s Foreign Ministry spokesperson Wang Wenbin predicted in 2024.

Wang turned out to be quite right, in a way.

When it became clear in mid-January that the ban was likely to become a reality, American TikTok users grew increasingly frustrated and angry with their government. For many of these TikTok creators, the platform is not just a form of entertainment—it has become an essential part of their income. Some directly monetize their content through TikTok, while others use it to promote services or products, targeting audiences that other platforms like Facebook, Instagram, or X can no longer reach as effectively.

Initially, the mass migration of American users to Xiaohongshu was a symbolic protest against US policies. Users advocated for the right to choose their preferred social media, and voiced their frustration at how their favorite app had become a pawn in US-China geopolitical tensions. Rejecting the narrative that “data must be protected from the Chinese,” many pointed out that privacy concerns were equally valid for US-based platforms. As an act of playful political defiance, these users downloaded Xiaohongshu to demonstrate they didn’t fear the government’s warnings about Chinese data collection.

(If they had the option, by the way, they would have installed Douyin—the actual Chinese version of TikTok—but it is only available in Chinese app stores, whereas Xiaohongshu is accessible in international stores, so it was picked as ‘China’s version of TikTok.’)

Xiaohongshu is actually not the same as TikTok at all. Founded in 2013, Xiaohongshu (literal translation: Little Red Book) is a popular app with over 300 million users that combines lifestyle, travel, fashion, and cosmetics with e-commerce, user-generated content, and product reviews. Like TikTok, it offers personalized content recommendations and scrolling videos, but is otherwise different in types of engagement and being more text-based.

As a Chinese app primarily designed for a domestic audience, the sudden wave of foreign users caused significant disruption. Xiaohongshu must adhere to the guidelines of China’s Cyberspace Administration, which requires tight control over information flows. The unexpected influx of foreign users undoubtedly created challenges for the company, not only prompting them to implement translation tools but also recruiting English-speaking content moderators to manage the new streams of content. Foreigners addressing sensitive political issues soon found their accounts banned.

Of course, there is undeniable irony in Americans protesting government control by flocking to a Chinese app functioning within an internet system that is highly controlled by the government—a move that sparked quite some debate and criticism as well.

 
✳️ The Sino-American ‘Dear Li Hua’ Moment
 

While the initial hype around Xiaohongshu among TikTok users was political, the trend quickly shifted into a moment of cultural exchange. As American creators introduced themselves on the platform, Chinese users gave them a warm welcome, eager to practice their English and teach these foreign newcomers how to navigate the app.

Soon, discussions about language, culture, and societal differences between China and the US began to flourish. Before long, “TikTok refugees” and “Xiaohongshu natives” were collaborating on homework assignments, swapping recipes, and bonding through humor.

For instance, Chinese users jokingly asked the “TikTok refugees” to pay a “cat tax” for seeking refuge on their platform, which American users happily fulfilled by posting adorable cat photos. American users, in turn, joked about becoming best friends with their “Chinese spies,” playfully mocking their own government’s fears about Chinese data collection.

The newfound camaraderie sparked creativity, as users began generating humorous images celebrating the bond between American and Chinese netizens—like Ronald McDonald cooking with the Monkey King or the Terra Cotta Soldier embracing the Statue of Liberty. Later, some images even depicted the pair welcoming their first “baby.”

🇺🇸 At the same time, it became clear just how little Americans and Chinese truly know about each other. Many American users expressed surprise at the China they discovered through Xiaohongshu, which contrasted sharply with negative portrayals they’ve seen in the media. While some popular US narratives often paint Chinese citizens as “brainwashed” by their government, many TikTok users began to reflect on how their own perspectives had been shaped—or even “manipulated”—by their media and government.

🇨🇳 For Chinese users, the sudden interaction underscored their digital isolation. Over the past 15 years, China has developed its own tightly regulated digital ecosystem, with Western platforms like Facebook, Twitter, Instagram, and YouTube inaccessible in the mainland. While this system offers political and economic advantages, it has left many young Chinese people culturally hungry for direct interaction with foreigners—especially after years of reduced exchange caused by the pandemic, trade tensions, and bilateral estrangement. (Today, only some 1,100 American students are reportedly studying in China.)

The enthusiasm and eagerness displayed by American and Chinese Xiaohongshu users this week actually underscores the vacuum in cultural exchange between the two nations.

As a result of the Xiaohongshu migration, language-learning platform Duolingo reported a 216% rise in new US users learning Mandarin—a clear sign of growing interest in bridging the US-China divide.

Mourning the lack of intercultural communication and celebrating this unexpected moment of connection, Xiaohongshu users began jokingly asking Americans if they had ever received their “Li Hua letters.”

What started as some lighthearted remarks evolved into something much bigger as Chinese users dug up their old Gaokao exam papers and shared the letters they had written to their imaginary foreign friends years ago. These letters, often carefully stored in drawers or organizers, were posted with captions like, “Why didn’t you reply?” suggesting that Chinese students had been trying to reach out for years.

Example letters on Xiaohongshu: ‘Li Hua’ writing to foreign friends.

The story of ‘Li Hua’ and the replies he never received struck a chord with American Tiktok users. One user, Debrah.71, commented:
It was the opposite for us in the USA. When I was in grade school, we did the same thing—we had foreign pen pals. But they did respond to our letters.”

Then, something extraordinary happened: Americans started replying to Li Hua.

One user, Douglas (@neonhotel), posted a heartfelt video of him writing a letter to Li Hua:

📝”Dear Li Hua, I’m sorry I didn’t get your letters. I understand you’ve been writing me for a long time, but now I’m here to reply. Hello, from your American friend. I hope you’re well. Life here is pretty normal—we go to work, hit the gym, eat dinner, watch TV. What about you? Please write back. I’m sorry I didn’t reply before, but I’m here now. Your friend, Douglas.”

Another user, Tess (@TessSaidThat), wrote:

📝”Dear Li Hua, I hope this letter finds you well. I’m so sorry my response is so late. My government never delivered your letters. Instead, they told me you didn’t want to be my friend. Now I know the truth, and I can’t wait to visit. Which city should I visit first? With love, Tess.”

Examples of Dear Li Hua letters.

Other replies echoed similar sentiments:

📝”Dear Li Hua, I’m sorry the world kept us apart.”

📝”I know we don’t speak the same language, but I understand you clearly. Your warmth and genuine kindness transcend every barrier.”

📝”Did you achieve your dreams? Are you still practicing English? We’re older now, but wherever we are, happiness is what matters most.”

These exchanges left hundreds of users—both Chinese and American, young and old, male and female—teary-eyed. In a way, it’s the emotional weight of the distance—represented by millions of unanswered letters—that resonated deeply with both “TikTok refugees” and “Xiaohongshu natives.”

Emotional responses to the Li Hua letters.

The letters seemed to symbolize the gap that has long separated Chinese and American people, and the replies highlighted the unusual circumstances that brought these two online communities together. This moment of genuine cultural exchange made many realize how anti-Chinese, anti-American sentiments have dominated narratives for years, fostering misunderstandings.

Xiaohongshu commenter.

On the Chinese side, many people expressed how emotional it was to see Li Hua’s letters finally receiving replies. Writing these letters had been a collective experience for generations of Chinese students, creating messages to imaginary foreign friends they never expected to meet.

Receiving a reply wasn’t just about connection; it was about being truly seen at a time when Chinese people often feel underrepresented or mischaracterized in global contexts. Some users even called the replies to the Li Hua letters a “historical moment.”

 
✳️ Unity in a Time of Digital Divide
 

Alongside its political and cultural dimensions, the TikTok/Xiaohongshu “honeymoon” also reveals much about China and its digital environment. The fact that TikTok, a product of a Chinese company, has had such a profound impact on the American online landscape—and that American users are now flocking to another Chinese app—showcases the strength of Chinese digital products and the growing “de-westernization” of social media.

Of course, in Chinese official media discourse, this aspect of the story has been positively highlighted. Chinese state media portrays the migration of US TikTok users to Xiaohongshu as a victory for China: not only does it emphasize China’s role as a digital superpower and supposed geopolitical “connector” amidst US-China tensions, but it also serves as a way of mocking US authorities for the “witch hunt” against TikTok, suggesting that their actions have ultimately backfired—a win-win for China.

The Chinese Communist Party’s Publicity Department even made a tongue-in-cheek remark about Xiaohongshu’s sudden popularity among foreign users. The Weibo account of the propaganda app Study Xi, Strong Country, dedicated to promote Party history and Xi Jinping’s work, playfully suggested that if Americans are using a Chinese social media app today, they might be studying Xi Jinping Thought tomorrow, writing: “We warmly invite all friends, foreign and Chinese, new and old, to download the ‘Big Red Book’ app so we can study and make progress together!”

Perhaps the most positive takeaway from the TikTok/Xiaohongshu trend—regardless of how many American users remain on the app now that the TikTok ban has been delayed—is that it demonstrates the power of digital platforms to create new, transnational communities. It’s unfortunate that censorship, a TikTok ban, and the fragmentation of global social media triggered this moment, but it has opened a rare opportunity to build bridges across countries and platforms.

The “Dear Li Hua” letters are not just personal exchanges; they are part of a larger movement where digital tools are reshaping how people form relationships and challenge preconceived notions of others outside geopolitical contexts. Most importantly, it has shown Chinese and American social media users how confined they’ve been to their own bubbles, isolated on their own islands. An AI-powered social media app in the digital era became the unexpected medium for them to share kind words, have a laugh, exchange letters, and see each other for what they truly are: just humans.

As millions of Americans flock back to TikTok today, things will not be the same as before. They now know they have a friend in China called Li Hua.

By Manya Koetse

(follow on X, LinkedIn, or Instagram)

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Manya is the founder and editor-in-chief of What's on Weibo, offering independent analysis of social trends, online media, and digital culture in China for over a decade. Subscribe to gain access to content, including the Weibo Watch newsletter, which provides deeper insights into the China trends that matter. More about Manya at manyakoetse.com or follow on X.

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China Arts & Entertainment

Yearnings, Dreamcore, and the Rise of AI Nostalgia in China

From China’s first soap opera Yearnings to the rise of AI-fueled nostalgia.

Manya Koetse

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The year is 1990, and the streets of Beijing’s Fangshan District are eerily quiet. You can almost hear a pin drop in the petrochemical town, as tens of thousands of workers and their families huddle around their televisions, all tuned to the same channel for something groundbreaking: China’s very first soap opera, Yearnings (渴望 Kěwàng).

Yearnings tells the story of Liu Huifang (刘慧芳), a female factory worker from a traditional working-class family in Beijing, and her unlikely marriage to university graduate Wang Husheng (王沪生), who comes from a family of intellectuals. When Liu finds an abandoned baby girl, she adopts her and raises her as her own, against her husband’s wishes.

The couple is unaware that the foundling is actually the illegitimate child of Wang’s snobbish sister, Yaru. After Liu and Wang have a biological son, the marriage comes under further pressure, eventually leading to divorce. Liu is left as a single mother, raising two children on her own.

Still from Yearnings, via OurChinaStory.

Drawing inspiration from foreign dubbed television shows, Yearnings was produced as China’s first truly domestic, long-form indoor television drama. Spanning 50 episodes, the series traces a timeline from the onset of the Cultural Revolution in the 1960s through to the late 1980s—one of the most turbulent periods in modern Chinese history.

Before the series aired nationally on CCTV and achieved record viewership, the first station to air Yearnings in the Beijing region was the Yanshan Petrochemical TV Station (燕山石化电视台), China’s first major factory TV station (厂办电视台) located in Fangshan District.

Here, in this town of over 100,000, Yearnings garnered an astonishing and unprecedented 98% audience share. The series was truly groundbreaking and became a national sensation—not just because it was China’s first long-form television drama, or because it was a locally produced drama that challenged the long-standing monopoly of state broadcaster CCTV, but because Yearnings marked a major shift in television storytelling.

Until then, Chinese TV stories had always revolved around communist propaganda, or featured great heroes of the revolution. Yearnings, on the other hand, was devoid of political content and focused on the hopes and dreams of ordinary people and their everyday struggles—love, desire, marital tension, single motherhood—topics that had never before been so openly portrayed on Chinese television.

The show’s creators had perfectly tapped into what was changing: the Communist Party was slowly withdrawing from private life, and people were beginning to see themselves less defined by their work unit and more by their home life—as consumers, as partners and parents, as citizens of a new China filled with aspirations for the future. Yearnings’ storyline was a reflection of that.

 

Chinese-Style “Nostalgia Core”

 

Yearnings marked a cultural turning point, coinciding with the rapid spread of TV sets in Chinese households. In 1992, economic reforms triggered a new era in which Chinese media became increasingly commercialized and thriving, before the arrival of the internet, social media, and AI tools once again changed everything.

Today, Yearnings still is a topic that often comes up in Chinese online media. On apps like Douyin, old scenes from Yearnings are reposted and receive thousands of shares.

📌 It’s emblematic of a broader trend in which more netizens are turning to “nostalgia-core.” In Chinese, this trend is known as “中式梦核” (Zhōngshì Mènghé), which literally means “Chinese-style dreamcore.”

Dreamcore is an internet aesthetic and visual style—popular in online communities like Tumblr and Reddit—that blends elements of nostalgia, surrealism, and subconscious imagery. Mixing retro images with fantasy, it evokes a sense of familiarity, yet often feels unsettling and deserted.

The Chinese-style dreamcore (中式梦核), which has become increasingly popular on platforms like Bilibili since 2023-2024, is different from its Western counterpart in how it incorporates distinctly Chinese elements and specifically evokes the childhood experiences of the millennial generation. Content tagged as “Chinese-style dreamcore” on Chinese social media is often also labeled with terms like “nostalgia” (怀旧), “childhood memories” (童年回忆), “when we were little” (小时候), and “Millennial Dream” (千禧梦).

According to the blogging account Yatong Local Life Observer (娅桐本地生活观察), the focus on the millennial childhood can be explained because the formative years of this generation coincided with a decade of rapid social change in China —leaving little in today’s modern cities that still evokes that era.

🌀 Of course, millennials in the West also frequently look back at their childhood and teenage years, particularly the 1980s and 1990s—a trend also embraced by Gen Z, who romanticize these years through media and fashion. In China, however, Gen Z is at the forefront of the “nostalgia-core” trend, reflecting on the 1990s and early 2000s as a distant, almost dreamlike past. This sense of distance is heightened by China’s staggering pace of transformation, modernization, and digitalization over the past decades, which has made even the recent past feel remote and irretrievable.

🌀 Another factor contributing to the trend is that China’s younger generations are caught in a rat race of academic and professional competition, often feeling overwhelmed by the fast pace of life and the weight of societal expectations. In this high-pressure environment—captured by the concept of “involution” (内卷)—young people develop various coping mechanisms, and digital escapism, including nostalgia-core, is one of them. It’s like a cyber-utopia (赛博乌托邦).

🌀 Due to the rise of AI tools available to the general public, Chinese-style nostalgia core has hit the mainstream because it’s now possible for all social media users to create their own nostalgic videos and images—bringing back the 1990s and early 2000s through AI-generated tools, either by making real videos appear more nostalgic or by creating entirely fictional videos or images that recreate scenes from those days.

So what are we seeing? There are images and videos of stickers kids used to love, visuals showing old classrooms, furniture, and children playing outside, accompanied by captions such as “we’re already so far apart from our childhood years” (example).

Images displayed in Chinese Dreamcore.

And notably, there are videos and images showing family and friends gathering around those old big TVs as a cultural, ritualized activity (see some examples here).

Stills from ‘nostalgia core’ videos.

These kinds of AI-generated videos depict a pre-mobile-era family life, where families and communities would gather around the TV—both inside and outside—from classrooms to family homes. The wind blows through the windows, neighbors crack sunflower seeds, and children play on the ground. Ironically, it’s AI that is bringing back the memories of a society that was not yet digitalized.

Nowadays, with dozens of short video apps, streaming platforms, and livestream culture fully mainstream in China—and AI algorithms personalizing feeds to the extreme—it sometimes feels like everyone’s on a different channel, quite literally.

In times like these, people long for an era when life seemed less complicated—when, instead of everyone staring at their own screens, families and neighbors gathered around one screen together.

There’s not just irony in the fact that it took AI for netizens to visualize their longing for a bygone era; there’s also a deeper irony in how Yearnings once represented a time when people were looking forward to the future—only to find that the future is now looking back, yearning for the days of Yearnings.

It seems we’re always looking back, reminiscing about the years behind us with a touch of nostalgia. We’re more digitalized than ever, yet somehow less connected. We yearn for a time when everyone was watching the same screen, at the same time, together, just like in 1990. Perhaps it’s time for another Yearnings.

By Manya Koetse

(follow on X, LinkedIn, or Instagram)

 

Sources (other sources included in hyperlinks)

Koetse, Manya. 2016. “From Woman Warrior to Good Wife – Confucian Influences on the Portrayal of Women in China’s Television Drama.” In Stefania Travagnin (ed), Religion and Media in China. New York: Routledge.

Rofel, Lisa B. 1994. Yearnings: Televisual Love and Melodramatic Politics in Contemporary China. American Ethnologist 21(4):700-722.

Wang, Dan (汪丹). 2018. “《渴望》的艺术价值” [The Artistic Value of Yearnings].” Originally published in Beijing Daily (北京日报), October 12, 2018. Reprinted in Digest News (文摘报), October 20, 06 edition. Also see Sohu: 当年红遍大江南北的《渴望》.

Wang Min and Arvind Singhal. 1992. “Kewang, a Chinese television soap opera with a message.” Gazette 49: 177-192.

Zhuge Kanwu. 2021. “重温1990《渴望》:苦得“刘慧芳”希望被导演写“死” [Revisiting 1990’s Yearnings: The Suffering Liu Huifang Hoped to Be Written Off by the Director]. Zhuge Dushu Wu (诸葛读书屋), January 22. https://wapbaike.baidu.com/tashuo/browse/content?id=b699ee532cf79f862bfa14ad.

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China’s Major Food Delivery Showdown: What to Know about the JD.com vs. Meituan​ Clash

Consumers are profiting from the full-blown delivery war between JD.com and Meituan—but is it just the same game with a different name?

Ruixin Zhang

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In April 2025, China’s food delivery sector witnessed a somewhat dramatic development, which attracted major attention online, when Chinese e-commerce giant JD.com publicly challenged food delivery leader Meituan.

On April 21, JD.com posted a noteworthy open letter titled “To All Fellow Food Delivery Rider Brothers” (各位外卖骑手兄弟们) on Weibo. In this letter, they accused Meituan (though not explicitly naming them) of monopolistic practices, after the company allegedly forced their delivery staff to stop accepting JD’s delivery orders. If riders chose to deliver for both companies anyway, they’d risk being blacklisted.

JD therefore accused Meituan of unethical behavior, neglecting their workers’ welfare, and pressuring part-time couriers to choose between platforms.

In their letter, JD vowed to support the freedom of Chinese delivery riders to accept orders from various platforms, and pledged to support those who were being blacklisted by offering them sufficient order volumes and full-time positions with benefits, including employment opportunities for their partners.

The bold move, dubbed the “421 Food Delivery Incident” by netizens, ignited widespread online debate.

 
“Underdog” JD vs. Meituan: The Start of a New Delivery War
 

JD.com is a household name in China’s e-commerce industry, best known for its electronics retail business. In recent years, it has expanded into fresh groceries, online supermarkets, and instant delivery services. Meanwhile, China’s food delivery market has long been dominated by Meituan (美团) and Ele.me (饿了么), the latter owned by Alibaba. Before a recent online controversy brought attention to it, many people weren’t even aware that JD had entered the food delivery space.

JD’s entry into China’s thriving food delivery market hasn’t been too long ago—the company officially only announced its JD Waimai (京东外卖) food delivery service back in February this year.

Before JD, other major tech companies like Tencent, Baidu, and ByteDance had all tried (and failed) to challenge the dominance of Meituan and Ele.me. But JD has a strong advantage: a massive logistics system with over 300,000 (!) delivery staff. Its Dada (达达) on-demand delivery and local logistics platform also has nearly 1.3 million active couriers, making JD a serious new competitor in China’s food delivery market. Not surprisingly, JD has already started hiring away talent from Meituan.

Amid JD’s growing presence, a post surfaced in April, reportedly from Meituan executive Wang Puzhong (王莆中), mocking JD’s food delivery ambitions as laughable. He used harsh language, calling JD a “cornered dog” making a desperate move (狗急跳墙). Then, on April 15, Meituan’s Flash Delivery service (美团闪送) released a video teasing JD’s supposedly slow delivery speeds (#美团闪购疑似嘲讽京东#). The video showed a dog with the caption: “Your Dongdong is still on the way” — a direct jab at JD, whose mascot is a dog and whose founder, Richard Liu (Liu Qiangdong), is nicknamed “Dongdong.”

JD swiftly hit back. On April 16, a video from an internal JD meeting was leaked, widely seen as a deliberate PR move. In the video, JD founder Richard Liu criticized the food delivery industry, claiming platforms were making excessive profits while restaurants struggled to survive. “Running a restaurant is already hard, yet platforms—just middlemen—are making a fortune,” he said. Liu added that JD would cap its profit margin at 5% and offer full social insurance to its full-time couriers—setting the tone for the official statement that followed.

Then came JD’s April 21 post, which launched a series of serious accusations against Meituan. JD claimed that Meituan had long restricted part-time couriers from working with other platforms and had failed to provide any social insurance to its full-time riders for over ten years. It also criticized Meituan’s working conditions, accusing the company of exploiting riders through algorithm-driven pressure while ignoring their safety. Additionally, JD accused Meituan of squeezing restaurants for profit, turning a blind eye to unhygienic “ghost kitchens,” and neglecting basic food safety standards. The tone of the post was sharply critical.

The attack prompted Meituan to respond publicly. That same evening, it issued a statement on its official WeChat account, denying that it had ever restricted riders from working with other platforms. Meituan also pushed back by accusing JD of mistreating its own couriers, pointing to heavy fines and unfair internal policies as the real issue.

However, Meituan’s response did little to improve its public image. On Weibo and short-video platforms, public sentiment largely turned against Meituan. That night, a netizen posted that JD CEO Richard Liu himself had delivered their JD order. Stories of Liu chatting with riders and restaurant owners quickly went viral, reinforcing his image as a down-to-earth, working-class hero—and earning JD another wave of goodwill.

At the moment, JD enjoys strong public support—not necessarily because it’s doing everything perfectly, but because it has timed its entry well, casting itself as the underdog taking on Meituan, the widely criticized corporate giant.

 
The Meituan Backlash
 

There’s no doubt that Meituan is a true giant. In 2024, the company generated a staggering RMB 300 billion (about $41 billion) in revenue. But this delivery empire has long faced ethical criticism—and JD’s recent accusations on Weibo highlight issues that many in the industry have raised before.

Meituan’s commission rates for restaurants are notoriously high, typically ranging from 15% to 25%. According to reports, around 60% of restaurants on the platform operate at a loss—even as Meituan continues to post multi-billion-yuan profits year after year. Many restaurant owners have voiced their frustration online, saying Meituan initially attracted them with generous onboarding incentives, only to gradually increase commissions, service fees, and so-called “tech support charges.” In the end, even strong sales often fail to translate into real profit. Yet with fierce competition and Meituan’s dominance in the food delivery market, many restaurants feel they have no choice but to stay.

For workers, complaints from Meituan couriers are nothing new. The faster they deliver, the more the algorithm shortens their future delivery windows, while slower deliveries result in fewer order assignments. This creates a vicious cycle, pressuring riders to break traffic rules just to meet deadlines. Unsurprisingly, their accident rate is reported to be three times higher than that of express couriers. To make matters worse, Meituan has historically provided no social insurance—neither for full-time nor part-time riders—leaving them on their own when accidents happen. As some couriers bitterly joke, “We’re not people—we’re just human batteries.”

For consumers, the concerns are just as serious. As I noted in an earlier article, Meituan’s platform increasingly hosts “ghost kitchens”—delivery-only outlets that often operate in unsanitary conditions, producing low-cost, low-quality meals to support Meituan’s Pinhaofan service and fuel ongoing price wars. It’s hard to believe Meituan isn’t aware of these practices; it simply appears to look the other way.

These examples are just the tip of the iceberg when it comes to Meituan’s ethical challenges. But for many users, they’re reason enough to delete the app—especially now that JD has positioned itself as a credible alternative.

Of course, few believe Richard Liu is driven purely by social responsibility—he’s long been skilled at presenting himself as a “man of the people.” In JD’s early days, he famously delivered electronics himself in a three-wheeler. Still, as many netizens have put it: “Judge by actions, not intentions” (君子论迹不论心). Whatever JD’s true motives, its current words and actions seem to align with the interests of ordinary consumers and workers. But the question remains: is that enough?

 
Different name, same game?
 

For many consumers, the showdown between JD and Meituan has been surprisingly entertaining, and even financially rewarding. The more intense the rivalry, the bigger the discounts. Netizens have been sharing screenshots of good deals they’ve scored from both platforms in recent days. Some media outlets have even declared, “Richard Liu is saving food delivery and changing the industry for good!”

Meanwhile, Taobao and Ele.me have also announced that they’ll be joining the big JD–Meituan showdown by making themselves more competitive. “Taobao Flash Delivery” (淘宝闪购) will now be prominently featured on the main Taobao app, and Taobao and Ele.me will be more closely integrated under Alibaba to offer customers faster delivery times and the best prices. That means more offers—and good news for consumers.

Taobao and Ele.me also join the big battle

But offline, couriers are responding more cautiously. Rider welfare has quickly become a key issue in this corporate battle—and may even become a way for platforms to stand out in a crowded market. But big promises aren’t enough. Only real, visible improvements will earn riders’ trust.

Courier A Ping (阿平) has long been sharing food delivery vlogs online. He used to work for both Meituan and Ele.me. Since April 16, he’s started posting about JD’s delivery platform, and has raised many concerns: part-time riders apparently find it hard to get orders, the system is difficult to navigate, the dispatch logic is flawed, and the navigation is poor.

In the comments section, other couriers are joining the discussion, with many agreeing that JD’s current system only works for full-time employees. “If full-timers get the full benefits, insurance and everything, then it;s probably not that easy to become one,” one wrote. “JD looks promising now, with high pay and benefits, but give it time—it’ll end up the same as the others.”

Another rider, Yu (小于) isn’t too excited about the JD-Meituan feud either. “JD’s fine system is super strict,” he said. “At the end of the day, all these platforms are the same.” Whether JD is just using this moment for PR or genuinely stepping up to take on more social responsibility—only time will tell.

By Ruixin Zhang

Independently covering digital China for over a decade. Like what we do? Support us and get the story behind the hashtag by subscribing:

edited for clarity by Manya Koetse

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