As e-commerce giants grapple with fierce competition in instant retail, PDD Holdings Inc (拼多多) has opted for a path that emphasizes social value and commercial foresight. At the 2025 Sustainable Global Leaders Summit, PDD represented the e-commerce industry, drawing attention to its ESG (Environmental, Social, and Governance) strategies and practices.

Today, we delve deeper into how PDD is leveraging a "100 Billion Support" program to benefit merchants and industries, achieving its business objectives while fostering a sustainable ecosystem that benefits all parties.

"100 Billion Support": A Multidimensional Approach to Stimulate Supply and Demand In April of this year, PDD launched the "100 Billion Support" initiative, committing over 100 billion yuan in funds and resources over the next three years to transition its platform ecosystem toward "new quality supply." This plan systematically promotes the implementation of ESG values from several dimensions: On the supply side, PDD initiated the "2025 Good Specialty Products" project, delving into over a hundred agricultural specialty regions nationwide. Through digital operations, customized plans, and popular product creation, PDD assists in promoting agricultural products. On the demand side, the "10 Billion Merchant Return Plan" was introduced, distributing 10 billion yuan in consumer coupons to stimulate order growth. The platform ecosystem continuously advances "billions in reductions" while significantly lowering promotional service fees and store deposit requirements. Just the refund of promotional service fees alone can save merchants tens of billions of yuan annually.

Innovative Models: Connecting the "Logistics Arteries" to Empower Agriculture and Industrial Transformation Within the larger framework of the "100 Billion Support," PDD has introduced an innovative logistics initiative that fully covers freight costs for remote areas, addressing development bottlenecks and becoming a case study for "e-commerce westward expansion."

As the largest platform for agricultural product promotion in China, PDD announced in September 2024 its commitment to bear all logistics transit costs for remote regions like Tibet, Gansu, and Ningxia. This move has directly activated the consumption market in the West, with nearly 100 million consumers in remote areas enjoying free delivery services and achieving double-digit year-on-year growth in order volumes.

Furthermore, this initiative brings additional social and industrial benefits, including facilitating the cross-regional flow of agricultural products. For instance, the Huaniu apples from Tianshui, Gansu, have been sold via PDD to the northeastern provinces and Inner Mongolia, achieving over 100% year-on-year growth in sales since September 2024. It has also propelled infrastructure upgrades, as improved logistics stimulates the construction of highways and cold chain facilities in the West, injecting long-term vitality into the regional economy.

Thus, the concepts of "logistics innovation" and "e-commerce westward expansion" not only signify a logistical move but also open new opportunities and spaces for agricultural and industrial development, reflecting PDD's deep commitment to "social inclusivity" and "regional balance" under its ESG framework.

ESG is Not a Cost, But the Core Competitiveness of Future E-commerce PDD's ESG practices demonstrate that sustainable strategies are not burdens for enterprises, but key pathways to unlocking new markets and creating new ecosystems.

Through the "100 Billion Support" plan, in the first half of 2025, agricultural product sales on PDD’s platform surged by 47% year-on-year, with the number of post-2000 generation agricultural merchants increasing by over 30%. The initiative has also promoted the adoption of cutting-edge technologies like AI planting and smart agriculture, enhancing the technological content and sustainability of agriculture.

Moreover, PDD’s platform ecosystem has shifted from traffic allocation to value creation. The platform no longer relies on "traffic bidding" models, but instead provides free digital tools through the "new quality supply plan" for small and medium-sized merchants. By 2025, over 800,000 merchants have utilized these tools to boost average order values by more than 25%.

Additionally, PDD enhances platform governance through mechanisms like "quality experience rankings" and "abnormal order warnings," fostering bilateral trust and connections between consumers and merchants.

Conclusion: PDD is Defining the Next Generation of E-commerce ESG Paradigm True commercial success lies not in capturing market share but in creating social value. Under the spotlight of the Sustainable Global Leaders Summit, PDD has illustrated that the next frontier for e-commerce is not a cutthroat war for traffic, but the co-prosperity of ecosystems.

By invigorating industrial vitality and promoting regional balance through the 100 Billion Support initiative, and enabling sustainable development through technology, it is evident that PDD has not only activated both supply and demand sides in the short term but has also built a resilient, inclusive, and sustainable business ecosystem in the long run, offering a Chinese solution for the global e-commerce industry to achieve a balance between commercial and social value.