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    Wenjie Zhang • CICC

    Wenjie Zhang's questions to Full Truck Alliance Co Ltd (YMM) leadership

    Wenjie Zhang's questions to Full Truck Alliance Co Ltd (YMM) leadership • Q2 2025

    Question

    Wenjie Zhang of CICC asked about the specific measures Full Truck Alliance has implemented in response to the industry self-regulation convention aimed at protecting truckers' rights.

    Answer

    Simon Chong Cai, Chief Financing & Investment Officer, detailed a multi-faceted approach. This includes strengthening freight rate protection by advancing payments for eligible members, curbing disruptive behaviors like malicious order flipping through algorithmic monitoring, and enhancing communication via in-person trucker panels and more accessible reporting channels. These initiatives are designed to increase truckers' sense of security and trust in the platform.

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    Wenjie Zhang's questions to Full Truck Alliance Co Ltd (YMM) leadership • Q1 2025

    Question

    Wenjie Zhang of CICC asked for the reasons behind the high growth in monthly active shippers, which rose 29% to 2.76 million, and the accelerating growth trend observed over the past three years.

    Answer

    Chief Financing and Investment Officer Chong Cai credited the growth to a comprehensive marketing system with targeted online and offline outreach, and refined operational strategies that improved user conversion and retention. Long-term, he stated the platform's core value proposition of efficiency and security has accelerated user acquisition.

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