#China #Guiyang #Full Truck Alliance #Freight Brokerage #digital freight platform

Full Truck Alliance Adjusts Freight Brokerage Service Fees

GUIYANG, China, August 1, 2025 – Full Truck Alliance Co. Ltd. (NYSE: YMM), a major player in digital freight solutions, has recently unveiled modifications to its freight brokerage service. This strategic adjustment is aimed at ensuring the sustainability of its offerings in the ever-evolving logistics landscape.

To maintain a competitive edge and bolster the long-term viability of its services, the company has determined that it must raise the service fee rates associated with its freight brokerage. This increase is intended to mitigate the reliance on governmental grants, which have historically provided a safety net against market uncertainties. While the intention behind this change is clear, the company acknowledges that such a fee hike may result in higher costs for shippers who utilize its platform.

Starting from the quarter ending September 30, 2025, Full Truck Alliance anticipates a noticeable decrease in the transaction volume of its freight brokerage services due to the adjusted fee structure. This anticipated decline may, in turn, lead to a decrease in revenue generated from these services, raising concerns about the overall profit margins for the company. As revenue from freight brokerage contracts potentially diminishes and costs associated with service delivery rise, analysts suggest that these changes could exert pressure on Full Truck Alliance's profitability.

The decision to adjust fees aligns with the company's overarching goal of enhancing efficiency and embracing sustainability. As a leader in connecting shippers with truck operators, Full Truck Alliance continues to innovate and adapt, ensuring that it meets the demands of an industry that is increasingly reliant on technology-driven solutions. The firm provides an array of services including freight listing, brokerage, and transaction management, all designed to streamline shipping processes across diverse cargo sizes and transportation distances.

As the company prepares for this transition in service rates, it remains committed to delivering value-added services that cater specifically to the varied needs of its clientele. This includes collaboration with financial institutions, highway authorities, and gas station operators, creating a comprehensive ecosystem that enhances the shipping experience.

Full Truck Alliance's mission centers on empowering businesses with improved logistics capabilities, which promotes competitive advantages through technological advancements. By addressing current challenges and positively impacting overall supply chain performance, it aims to contribute to a reduction in its carbon footprint, supporting environmental goals.

In an ever-changing market, the company recognizes the potential risks inherent in such service adjustments. Weighing options for future growth and operating strategies, Full Truck Alliance is poised to navigate the complexities of the transportation sector in China, where regulatory landscapes and market dynamics frequently shift.

Looking ahead, Full Truck Alliance remains resolute in its commitment to transforming freight logistics. The company continues to engage with market participants, from shippers to truckers, to foster relationships that benefit all stakeholders involved in the freight transport process. With an eye on the future, Full Truck Alliance is dedicated to shaping logistics through a combination of advanced technology and sustainable practices.

For additional insights into these changes and their implications for the logistics sector, stakeholders and interested parties are encouraged to visit the official Full Truck Alliance website at ir.fulltruckalliance.com.

As the company navigates these changes, investors and media representatives can reach out for inquiries for detailed information about its evolving strategies and the potential impact on the freight services landscape.

Safe Harbor Statement: This announcement contains forward-looking statements regarding Full Truck Alliance's plans, expectations, and anticipated results. Potential risks and uncertainties may cause actual outcomes to differ, including market demand, competition, and regulatory factors impacting operations in the transportation industry. Investors should refer to the company’s SEC filings for comprehensive risk factors and updates.

Contact Information:

• - In China: Mao Mao, Full Truck Alliance Co. Ltd., [email protected]
• - In the USA: Brandi Piacente, Piacente Financial Communications, [email protected]

Under these new service fee rates, Full Truck Alliance is poised to redefine the logistics framework while ensuring that it remains a leader in promoting effective and sustainable shipping practices.