omwtfyw

[omwtfyw @DennisDuee]

@dfbert @_hoert_ @CEMAT_FR @bundeswehrInfo @armeedeTerre @OGRIT_FR @DGRIS_FR @Armees_Gouv @CaVautrin @RufoAlice 6 weeks later

[omwtfyw @DennisDuee]

@elonmusk How do you want to get through the firmament?

[Rerating Ledger @ReratingLedger]

$MVST
CABIA — Nov ’25 Power Battery Exports (Top 10 by shipped volume for Power batteries only | YoY % = vs Nov ’24):
1.CATL +54.5%
2.BYD +157.8%
3.Gotion +73.7%
4.CALB +66.0%
5.SVOLT +268.2%
6.Farasis −25.0%
7.EVE +69.9%
8.REPT +993.7%
9.Microvast / $MVST +31.4% (#8 by YoY % in this Top-10 set)
10.Sunwoda −36.6%

CABIA — Jan–Nov ’25 (Top 10 by shipped volume for Power batteries only | YoY % = vs Jan–Nov ’24):
1.CATL +34.1%
2.BYD +84.3%
3.CALB +48.3%
4.Gotion +29.2%
5.Farasis −9.6%
6.SVOLT +205.2%
7.EVE +17.3%
8.Sunwoda −13.6%
9.Microvast / $MVST +4.5%
10.REPT +99.1%

CABIA keeps putting $MVST (微宏动力) on the board… again.

Two things can be true at once: you can be Top-10 by shipments and still be growing faster than half the list.

Nov ’25: $MVST was #9 by shipped volume (Power Batteries only) and +31.4% YoY (that’s #8 by YoY % because 2 of the Top-10 were negative).

Jan–Nov ’25: $MVST #9 by shipped volume (+4.5% YoY).
Jan–Nov ’25 (Power+Other): $MVST #10 (+4.5% YoY).

November is in Q4. If you’re shipping more batteries late in the quarter, that tends to show up in results sooner… and running factories harder usually helps margins.

Zooming out, the trend is clean: big step up in 2024, then holding that higher level in 2025. Not a one-month wonder. You still get bursts (like July +46.7% YoY) and occasional wobble because the base is bigger now. That’s what “real scale” looks like.

And the wild part: it’s basically a Top-10 list of giants… and then there’s $MVST.

It’s the only US-listed name here and the smallest market cap by a mile (CATL ~260x bigger, BYD ~160×). Sitting ~$1B market cap while it’s trading punches with companies worth 10–250x more.

On an “exports per $1B of market cap” view, $MVST is the freak outlier. #1. Roughly 46x CATL and 26x BYD.

Exports keep saying real business, real demand. Stock still trades like these shipments never left the factory. $MVST

[omwtfyw @DennisDuee]

@posteyai Guide

[omwtfyw @DennisDuee]

@marioellerbrock Da ist aber auch eine absolut Weltklasse Batterie verbaut, das ist dein Vorteil. Catl und Panasonic halten da nicht mit

[omwtfyw @DennisDuee]

@Microvast should be an easy thing to respond to that short report. I know your PR department is non existing but maybe somebody should clean that mess up

[omwtfyw @DennisDuee]

@CryptoAnon007 @ainyrockstar https://t.co/TCP0TibIJK Schule auswählen -> Schülerschaft -> nicht d. Herkunftssprache

[omwtfyw @DennisDuee]

@brentography89 @einqantumtrost @ArminPetschner LKA Kriminalitätsstatistik 2022

[omwtfyw @DennisDuee]

@CanaryMediaInc @JigarShahDC @ewesoff Why weren’t the questions about the grant dismissal for microvast answered? Chat was full of it and a lot of investors are curios to get answers.

[omwtfyw @DennisDuee]

@JigarShahDC can you please explain why the 200m grant for mvst was pulled back? You worked with them for years and you must be aware of the superior polyaramid separator which could make US EVs the safest in the world. Founder and HQ are American. Thank you in advance.

[omwtfyw @DennisDuee]

@RepFrankLucas @ENERGY @housescience Well i guess your murican ev will keep burning because of low quality batteries. Good job for the American people mr lucas

[omwtfyw @DennisDuee]

@AnnLesbyPhD Id make you feel alive again.

[omwtfyw @DennisDuee]

@Microvast @elonmusk 👀🤑 🚗

[omwtfyw @DennisDuee]

@dallas_ak @Microvast @elonmusk they won the r&d award and are partnering with Argonne to develop the most superior battery on the market. Btw the batteries don’t burn and they are just a stone throw away from you in Brandenburg.

[omwtfyw @DennisDuee]

@elonmusk hey elon ✋🏻are you too sick of EV‘s catching fire? Look at Microvast #MVST! patented fireproof batteries #fireproof imagine all Teslas #TSLA using fireproof batteries. Everyone would want one at least.

[omwtfyw @DennisDuee]

@Microvast

[omwtfyw @DennisDuee]

@RojasBarcenass

[omwtfyw @DennisDuee]

@yigitkeskinnn @taylordeegreat @Jubbagash1 @safemoon After v2 it’s „only“ 575 billion market cap needed 😅