中国基金报·2025-07-16 06:30Core Viewpoint - JD.com has replaced its "20-minute free delivery" policy with a new compensation system offering a 4 yuan coupon for delays over 20 minutes, which has sparked mixed reactions from users [2][3][6]. Group 1: Policy Changes - The new compensation structure includes a 2 yuan coupon for delays of 10 minutes and a 4 yuan coupon for delays of 20 minutes, with limits on the number of claims per user [5]. - The previous policy allowed for a full refund if the delivery exceeded the estimated time by 20 minutes [5]. - The new "准时保" service applies to orders marked with this label, ensuring compensation for delays under specified conditions, including adverse weather [5]. Group 2: User Reactions - Some users have expressed understanding of the change, citing safety for delivery personnel during hot weather as a reason for support [6]. - Conversely, others believe that the cancellation of the "20-minute free delivery" policy undermines JD.com's competitive edge and may deter loyal customers [8]. Group 3: Market Position and Strategy - JD.com has rapidly gained market share in the food delivery sector, leveraging its delivery personnel and service advantages [9]. - As of the end of Q2, JD.com has over 150,000 full-time delivery riders and plans to invest 2 billion yuan to enhance rider benefits, including subsidies and vehicle support [10]. - The company aims to support brands in achieving significant sales milestones, with a commitment of over 10 billion yuan for its "双百计划" initiative [11].