Full Truck Alliance Co. Ltd. Announces Changes to Its Freight Brokerage Service
Full Truck Alliance (NYSE:YMM), a leading digital freight platform in China, announced significant changes to its freight brokerage service pricing structure. The company will increase service fee rates to reduce dependence on government grants and mitigate potential uncertainties.
Starting Q3 2025, FTA expects a substantial decline in freight brokerage transaction volume and revenue, while cost of revenue will increase. The company acknowledges these changes will increase costs for shippers and may negatively impact its profitability.
Full Truck Alliance (NYSE:YMM), una piattaforma digitale leader nel settore del trasporto merci in Cina, ha annunciato importanti modifiche alla struttura delle tariffe del suo servizio di intermediazione del trasporto. L'azienda aumenterà le tariffe del servizio per ridurre la dipendenza dai contributi governativi e attenuare potenziali incertezze.
A partire dal terzo trimestre 2025, FTA prevede un calo significativo del volume delle transazioni e dei ricavi derivanti dall'intermediazione del trasporto, mentre i costi di ricavo aumenteranno. L'azienda riconosce che tali cambiamenti comporteranno un aumento dei costi per gli spedizionieri e potrebbero influire negativamente sulla sua redditività .
Full Truck Alliance (NYSE:YMM), una plataforma digital lÃder en transporte de carga en China, anunció cambios significativos en la estructura de precios de su servicio de corretaje de transporte. La compañÃa incrementará las tarifas del servicio para reducir la dependencia de subsidios gubernamentales y mitigar posibles incertidumbres.
A partir del tercer trimestre de 2025, FTA espera una disminución considerable en el volumen de transacciones y los ingresos por corretaje de transporte, mientras que el costo de ingresos aumentará. La empresa reconoce que estos cambios incrementarán los costos para los cargadores y podrÃan afectar negativamente su rentabilidad.
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Full Truck Alliance (NYSE:YMM), une plateforme numérique de fret leader en Chine, a annoncé des modifications importantes de la structure tarifaire de son service de courtage en fret. L'entreprise va augmenter les taux des frais de service afin de réduire sa dépendance aux subventions gouvernementales et d'atténuer les incertitudes potentielles.
À partir du troisième trimestre 2025, FTA prévoit une forte baisse du volume des transactions et des revenus liés au courtage en fret, tandis que le coût des revenus augmentera. L'entreprise reconnaît que ces changements entraîneront une hausse des coûts pour les expéditeurs et pourraient avoir un impact négatif sur sa rentabilité.
Full Truck Alliance (NYSE:YMM), eine führende digitale Frachtplattform in China, hat bedeutende Änderungen an der Preisstruktur ihres Frachtvermittlungsdienstes angekündigt. Das Unternehmen wird die Servicegebühren erhöhen, um die Abhängigkeit von staatlichen Zuschüssen zu verringern und potenzielle Unsicherheiten zu mindern.
Ab dem dritten Quartal 2025 erwartet FTA einen erheblichen Rückgang des Transaktionsvolumens und der Einnahmen aus der Frachtvermittlung, während die Umsatzkosten steigen werden. Das Unternehmen erkennt an, dass diese Änderungen die Kosten für Verlader erhöhen und sich negativ auf die Rentabilität auswirken könnten.
- Reducing dependence on government grants increases business autonomy
- Strategic pricing adjustment aims for long-term service sustainability
- Expected significant decline in freight brokerage transaction volume from Q3 2025
- Anticipated decrease in freight brokerage service revenue
- Increased cost of revenue will negatively impact profitability
- Higher costs for shippers may reduce customer retention
To ensure sustainability of its freight brokerage service, the Company has decided to increase the service fee rate for freight brokerage service to reduce such service's reliance on government grants and potential uncertainties. The Company understands that such changes may increase costs to shippers. The Company expects that, starting from the quarter ending September 30, 2025, the transaction volume of its freight brokerage service will significantly decline, resulting in a decline in revenue from freight brokerage service, while the cost of revenue for such service will increase, which may adversely affect the Company's profit to certain extent.
About Full Truck Alliance Co. Ltd.
Full Truck Alliance Co. Ltd. (NYSE: YMM) is a leading digital freight platform connecting shippers with truckers to facilitate shipments across distance ranges, cargo weights and types. The Company provides a range of freight matching services, including freight listing, freight brokerage and transaction services. The Company also provides a range of value-added services that cater to the various needs of shippers and truckers, such as financial institutions, highway authorities, and gas station operators. With a mission to empower enterprises with greater logistics competitiveness, the Company is shaping the future of logistics with technology and aspires to revolutionize logistics, improve efficiency across the value chain and reduce its carbon footprint for our planet. For more information, please visit .
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In
Full Truck Alliance Co. Ltd.
Mao Mao
E-mail: [email protected]
Piacente Financial Communications
Hui Fan
Tel: +86-10-6508-0677
E-mail: [email protected]
In
Piacente Financial Communications
Brandi Piacente
Tel: +1-212-481-2050
E-mail: [email protected]
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SOURCE Full Truck Alliance Co. Ltd.