ESG观察|外卖平台取消超时罚款，从“罚”到“励”实现治理进阶

Core Viewpoint - The three major food delivery platforms in China, JD.com, Ele.me, and Meituan, are transitioning from a punitive approach to a more positive incentive system by canceling late delivery fines for couriers, reflecting a shift towards a more human-centered management philosophy in the industry [1][2][17]. Group 1: ESG Initiatives - JD.com is piloting a "service score" system in 25 cities to replace direct cash penalties for late deliveries [1]. - Ele.me is promoting a new version of the service score in multiple cities, while Meituan plans to fully eliminate late delivery fines by the end of the year, having already trialed the "Anzhun Card" in 22 cities [1][2]. - This change is seen as a significant breakthrough in social responsibility, addressing long-standing concerns about the rights and safety of delivery workers [2][17]. Group 2: Impact on Workers - The previous late delivery fines often forced couriers to engage in dangerous behaviors, such as speeding or running red lights, to avoid penalties, which posed risks to their safety and urban traffic order [2]. - The new system aims to alleviate income fluctuations caused by uncontrollable factors like traffic congestion or bad weather, enhancing job security and dignity for this large flexible workforce [2][17]. Group 3: Governance and Management Philosophy - The shift from a punitive model to one based on incentives and empowerment indicates a fundamental optimization in the internal governance logic of these platforms [17]. - The new management approach emphasizes training and learning over mere punishment, marking a transition from control and punishment to motivation and empowerment [17][18]. Group 4: Long-term Sustainability - This transformation is aligned with the "technology for good" philosophy, as it addresses societal concerns about the working conditions of couriers and reduces operational risks for the platforms [18]. - By improving the working environment, the platforms can lower policy and reputation risks while also decreasing traffic accidents, contributing to both social benefits and business stability [18].