Full Truck Alliance Co. Ltd. Releases 2025 Environmental, Social and Governance Report

Rhea-AI Summary

Full Truck Alliance (NYSE:YMM) released its 2025 ESG report, outlining progress in intelligent, low-carbon freight, ecosystem protection, people development, and governance.

Key data include reduced “3E” inefficiencies, large cumulative CO₂ reductions, high complaint-resolution and customer-satisfaction rates, and strong employee-satisfaction scores.

Market Context

This announcement highlights quantifiable ESG progress, including cutting the 3E rate to 34.88%, cum...

Analysis

This announcement highlights quantifiable ESG progress, including cutting the 3E rate to 34.88%, cumulatively reducing about 149 million tons of CO₂e, achieving a 100% complaint resolution rate, and an employee satisfaction score of 4.49/5. Placed alongside recent filings and a defined shareholder return plan, it underscores a broader focus on sustainability, governance, and stakeholder value. Investors may watch whether future financial reports tie these ESG gains to revenue quality, risk management, and long-term profitability metrics.

Key Figures

3E rate 2020: 38.97% 3E rate 2025: 34.88% Carbon emissions reduction: 149 million tons CO₂e +5 more

8 metrics

3E rate 2020 38.97% Road freight 3E rate baseline in 2020

3E rate 2025 34.88% Road freight 3E rate after optimization in 2025

Carbon emissions reduction 149 million tons CO₂e Cumulative reduction over 2020–2025 from 3E improvements

Complaint resolution rate 100% 2025 customer complaint resolution performance

Post-complaint satisfaction 91.21% 2025 customer satisfaction after complaint handling

Empty-haul reduction 13.25 km per order Decrease in average empty-haul distance for recommended cargo

Survey coverage 80% of workforce Internal employee satisfaction survey participation in 2025

Employee satisfaction score 4.49 / 5 Average 2025 internal employee satisfaction survey score

Historical Context

5 past events · Latest: Apr 30 (Neutral)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Apr 30	Earnings date notice	Neutral	+4.0%	Scheduled Q1 2026 results release and conference call announcement.
Apr 14	Annual report filing	Neutral	-0.4%	Form 20-F filing for 2025 with detailed financial disclosures.
Mar 12	Earnings results	Positive	-1.6%	Reported FY2025 revenue and net income growth with higher orders and MAUs.
Feb 27	Earnings date notice	Neutral	-1.6%	Announcement of timing and access details for FY2025 results call.
Jan 19	Capital return plan	Positive	+0.2%	Long-term shareholder return plan including US$400 million for 2026.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news has mostly seen price reactions directionally consistent with the tone, except for a notable divergence on strong FY2025 earnings.

Recent Company History

In the last six months, Full Truck Alliance has focused on financial visibility and shareholder returns. The company reported strong FY2025 results on Mar 12, 2026, with rising revenues and profitability, yet shares fell 1.64%. A long-term shareholder return plan announced on Jan 19, 2026 targeting US$400 million in 2026 returns saw a modest 0.2% gain. Neutral items like earnings-date notices (Feb 27, Apr 30) and the Apr 14 Form 20-F filing produced small, mixed moves. Today’s ESG report fits into this broader narrative of governance, sustainability, and capital-return focus.

Key Terms

esg, big data, ai, cloud computing, +4 more

8 terms

esg financial

"announced the release of its 2025 Environmental, Social and Governance ("ESG") report."

ESG stands for Environmental, Social, and Governance, which are key factors investors consider when evaluating how sustainable and responsible a company is. It involves assessing how a company manages its impact on the environment, treats its employees and communities, and operates transparently and ethically. Investors use ESG criteria to identify businesses that align with their values and have the potential for long-term success.

big data technical

"leveraging big data, AI, and cloud computing to build a more efficient"

Extremely large and fast-growing collections of information from many sources—like transaction records, sensors, customer interactions and online activity—that are too big or messy for traditional spreadsheets. Investors care because analyzing this volume of data can reveal hidden trends, customer behavior, cost savings and risks faster than before, helping companies make better decisions, target growth, cut waste and gain an edge over competitors.

ai technical

"leveraging big data, AI, and cloud computing to build a more efficient"

Artificial intelligence (AI) is technology that enables machines to mimic human thinking and learning, allowing them to analyze information, recognize patterns, and make decisions. For investors, AI matters because it can improve how businesses operate, create new products, or identify opportunities faster and more accurately than humans alone, potentially impacting company success and market trends.

cloud computing technical

"leveraging big data, AI, and cloud computing to build a more efficient"

Cloud computing is the use of remote computers and data centers accessed over the internet to store data, run software, and handle computing tasks instead of keeping those resources on local machines. For investors it matters because companies that use or provide cloud services can scale faster, cut upfront costs, and convert one‑time purchases into steady subscription revenue, much like renting a flexible workshop instead of buying and maintaining your own tools.

co₂ technical

"reducing carbon emissions by approximately 149 million tons of CO₂ equivalent"

CO₂ (carbon dioxide) is a colorless gas produced by burning fuels, industrial processes and biological respiration; it acts like a blanket that traps heat in the atmosphere. Investors care because levels of CO₂ drive climate-related rules, taxes and consumer expectations that can raise costs, change demand and alter the value of assets—similar to how a rising thermostat can force someone to change their heating and insulation choices.

complaint resolution rate technical

"[1] Complaint resolution rate = Total complaints resolved and responded"

The complaint resolution rate measures the share of customer or regulatory complaints a company resolves within a set time or to a satisfactory outcome, usually expressed as a percentage. It matters to investors because a high rate suggests effective customer service and lower regulatory or reputational risk—think of it like the percentage of support tickets a business closes successfully, which can affect customer retention, costs, and future revenue.

data security technical

"In data security and privacy protection, the Company applies comprehensive"

Data security is the practice of keeping a company’s digital information safe from theft, loss or unauthorized access, like putting important documents in a locked, monitored safe instead of leaving them on a desk. For investors it matters because breaches can lead to costly fines, lost customers, legal liability and interruptions to business operations, all of which can reduce revenue, damage reputation and hurt a company’s stock value.

privacy protection technical

"In data security and privacy protection, the Company applies comprehensive"

Privacy protection means the practices and safeguards a company uses to keep personal and sensitive information safe from loss, misuse, or unwanted access — like locks and rules around a diary that prevent strangers from reading it. For investors, strong privacy protection reduces the risk of costly breaches, fines, and damage to customer trust, which can affect revenue, legal exposure, and a company’s long-term value.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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GUIYANG, China, May 12, 2026 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced the release of its 2025 Environmental, Social and Governance ("ESG") report. The report highlights FTA's commitment to embedding sustainability into its core strategies and operations, reflecting the Company's continued progress in strengthening its ESG infrastructure and creating lasting value for stakeholders.

"Technology is the engine of sustainable progress, and at FTA, this conviction shapes the way we innovate, operate, and grow," said Peter Hui Zhang, Chairman and CEO of FTA. "In 2025, we deepened the integration of ESG principles across our strategy and operations, leveraging big data, AI, and cloud computing to build a more efficient and lower-carbon freight ecosystem. Our green closed-loop model—seamlessly connecting trucks, cargo, and logistics hubs—embeds sustainability across the value chain, delivering meaningful operational and environmental outcomes. Looking ahead, we remain committed to advancing intelligent and sustainable freight solutions, strengthening governance and stakeholder trust, and creating enduring value for our customers, partners, employees, and the world we share."

Highlights of FTA's 2025 ESG Achievements:

Advancing Intelligent and Green Freight

FTA addressed the road freight industry's "Empty Hauling, Empty Loads, and Empty Waiting" (the "3E") challenges through an intelligent dispatching system powered by big data algorithms, optimizing vehicle-cargo matching and route planning to enhance capacity utilization and operational efficiency. Through these efforts, FTA reduced its 3E rate from 38.97% in 2020 to 34.88% in 2025, delivering measurable gains in resource conservation and emissions reduction, and cumulatively reducing carbon emissions by approximately 149 million tons of CO₂ equivalent over the same period.

Empowering the Freight Ecosystem

FTA implemented a range of measures across safety management, freight payment protection, and human-centered care, further reinforcing its risk management framework. These measures delivered a 100% complaint resolution rate and a 91.21% customer satisfaction rate following complaint handling^[1], reflecting year-over-year improvement. In addition, the average empty-haul distance for transacted recommended cargo decreased by 13.25 km per order, significantly improving freight matching efficiency across the platform ecosystem.

[1] Complaint resolution rate = Total complaints resolved and responded to in the year / Total customer complaints received. Post-complaint customer satisfaction encompassed all complaints throughout 2025, and surveys were conducted accordingly.

Growing with Our People

People are central to FTA's sustainable development. The Company fosters a diverse and inclusive workplace, cultivating a secure and supportive environment where employees and the Company grow together. In 2025, an internal employee satisfaction survey covering 80% of FTA's full-time workforce achieved an average score of 4.49 out of 5.

Strengthening the Foundation of Governance

FTA regards robust corporate governance as the cornerstone of its ESG strategy and a key driver of long-term value creation. The Company continues to strengthen its governance framework, enhance Board oversight, and improve operational transparency and management discipline. In compliance and risk management, FTA integrates risk awareness into daily operations through robust institutional frameworks, training, and supervision mechanisms. In data security and privacy protection, the Company applies comprehensive technological and managerial safeguards to protect information security and the rights and interests of customers and platform stakeholders.

For more information on FTA's sustainability initiatives and to access the full report in English, please visit the ESG section of the Company's investor relations website at ir.fulltruckalliance.com.

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 ir.fulltruckalliance.com.

Safe Harbor Statement

This press release contains statements that may constitute "forward-looking" statements, which are made pursuant to the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "may," "will," "expect," "anticipate," "aim," "estimate," "intend," "plan," "believe," "potential," "continue," "is/are likely to," and similar statements. Statements that are not historical facts, including statements about the Company's beliefs, plans, and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: FTA's goal and strategies; FTA's expansion plans; FTA's future business development, financial condition and results of operations; expected changes in FTA's revenues, costs or expenses; the industry landscape of, and trends in, China's road transportation market; competition in FTA's industry; FTA's expectations regarding demand for, and market acceptance of, its services; FTA's expectations regarding its relationships with shippers, truckers and other ecosystem participants; FTA's ability to protect its systems and infrastructures from cyber-attacks; PRC laws, regulations, and policies relating to the road transportation market, as well as the general regulatory environment in which FTA operates in China; the results of regulatory review and the duration and impact of any regulatory action taken against FTA; the impact of health epidemics, extreme weather conditions and production constraints brought by electricity rationing measures; general economic and business conditions; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in the Company's filings with the SEC. All information provided in this press release is as of the date of this press release, and the Company does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

For investor and media inquiries, please contact:

In China:

Full Truck Alliance Co. Ltd.
Mao Mao
E-mail: IR@amh-group.com

Piacente Financial Communications
Jenny Cai
Tel: +86-10-6508-0677
E-mail: FTA@thepiacentegroup.com

In the United States:

Piacente Financial Communications
Brandi Piacente
Tel: +1-212-481-2050
E-mail: FTA@thepiacentegroup.com

View original content:https://www.prnewswire.com/news-releases/full-truck-alliance-co-ltd-releases-2025-environmental-social-and-governance-report-302769070.html

SOURCE Full Truck Alliance Co. Ltd.

FAQ

What did Full Truck Alliance (NYSE:YMM) disclose in its 2025 ESG report?

Full Truck Alliance reported 2025 ESG progress in intelligent green freight, ecosystem safeguards, employee development, and governance. According to Full Truck Alliance, highlights include lower “3E” inefficiencies, significant cumulative CO₂ cuts, strong complaint-resolution performance, and high customer and employee satisfaction metrics.

How did Full Truck Alliance (YMM) reduce freight inefficiencies and emissions in 2025?

Full Truck Alliance used big data, AI, and cloud-based dispatching to cut “3E” inefficiencies. According to Full Truck Alliance, the 3E rate fell from 38.97% in 2020 to 34.88% in 2025, cumulatively reducing about 149 million tons of CO₂ equivalent.

What customer service metrics did Full Truck Alliance (YMM) report in its 2025 ESG update?

Full Truck Alliance reported a 100% complaint resolution rate and 91.21% post-complaint customer satisfaction in 2025. According to Full Truck Alliance, these metrics reflect year-over-year improvement and support a stronger risk management framework across its digital freight ecosystem.

What were Full Truck Alliance’s 2025 employee satisfaction results mentioned in the ESG report?

Full Truck Alliance reported an average employee satisfaction score of 4.49 out of 5 in 2025. According to Full Truck Alliance, this internal survey covered about 80% of full-time staff and supports its focus on a diverse, safe, and supportive workplace.

How is governance and data security addressed in Full Truck Alliance’s 2025 ESG report?

Full Truck Alliance emphasized strong governance, risk controls, and transparency as ESG foundations. According to Full Truck Alliance, it integrates risk awareness into daily operations and uses technological and managerial safeguards to protect data security, privacy, and stakeholder rights on its freight platform.

Where can investors access Full Truck Alliance’s 2025 ESG report and sustainability details?

Investors can access the full 2025 ESG report on Full Truck Alliance’s investor relations website. According to Full Truck Alliance, the ESG section provides detailed information on sustainability strategy, emissions reductions, customer and employee metrics, and governance practices supporting its digital freight business.