财务数据和关键指标变化 - 公司在2023年第二季度实现收入7500万美元，同比增长16%，主要受益于欧洲业务增长和中国客户的强劲需求 [8][16] - 调整后的毛利率为17.3%，较去年同期提高7个百分点 [8][17] - GAAP净亏损为2610万美元，较去年同期的4420万美元有所改善 [18] 各条业务线数据和关键指标变化 - 公司在欧洲的收入同比增长91%，占总收入的13%，上年为8% [15][19] - 中国市场的收入同比增长1%，预计在下半年将有所上升 [20] 各个市场数据和关键指标变化 - 公司在美国的收入增长缓慢，但预计在下半年将因1.2吉瓦时的ESS项目交付而上升 [20] - 在南韩和印度市场也获得了多个重要项目的订单 [11] 公司战略和发展方向和行业竞争 - 公司计划将所有ESS容器组装业务迁至美国，以确保客户能够获得国内内容奖金 [9] - 公司在电池技术方面的竞争力增强，53.5安时电池的市场接受度高，预计将吸引更多OEM客户 [37] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2023年全年收入将在3.48亿至3.68亿美元之间，同比增长70%至80% [25] - 公司在2024年的订单需求强劲，预计将实现显著增长 [35] 其他重要信息 - 公司在第二季度结束时的记录订单积压为6.759亿美元，同比增长超过六倍 [23] - 预计2023年资本支出将在1.8亿至2.1亿美元之间，主要用于Clarksville的扩建 [22] 问答环节所有提问和回答 问题: 毛利率的关键驱动因素是什么 - 管理层表示，毛利率的提升主要来自于产品组合的改善、原材料价格的降低以及地理市场的变化 [31] 问题: 关于订单合同的增量更新 - 管理层提到，未来几个季度将专注于商业车辆领域的订单增长，尤其是53.5安时电池的需求 [34] 问题: 竞争格局的演变 - 管理层指出，越来越多的OEM开始采用53.5安时电池技术，显示出市场对该产品的认可 [36] 问题: 毛利率的前景 - 管理层认为，尽管有些收入推迟到下半年，但不会对毛利率产生重大影响 [42] 问题: 运营费用的预期 - 管理层预计，运营费用将保持在合理范围内，且不会对毛利率产生显著影响 [44] 问题: 分离器产品的商业化时间表 - 管理层表示，分离器产品目前专注于中国市场，计划在未来几年内建立更大的生产设施 [48] 问题: 关于大型储能项目的时间安排 - 管理层强调，尽管有些客户在等待国内内容修订的明确性，但公司正在努力提高产能以满足需求 [55]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to________________ Microvast Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38826 83-2530757 (State or other jurisdi ...

Microvast Holdings, Inc. (NASDAQ:MVST) Q1 2023 Earnings Conference Call May 9, 2023 6:00 PM ET Company Participants Monica Gould - Investor Relations Yang Wu - Founder, Chairman, President and Chief Executive Officer Sascha Kelterborn - Chief Revenue Officer Craig Webster - Chief Financial Officer Cassidy Fuller - Investor Relations Conference Call Participants Colin Rusch - Oppenheimer Amit Dayal - H.C. Wainwright Operator Thank you for standing by. This is the conference operator. Welcome to the Microvast ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to________________ Microvast Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38826 83-2530757 (State or other jurisd ...

Microvast Holdings, Inc. (NASDAQ:MVST) Q4 2022 Earnings Conference Call March 16, 2023 5:00 PM ET Company Participants Cassidy Fuller - Investor Relations Yang Wu - Founder, Chairman, President and Chief Executive Officer Sascha Kelterborn - Chief Revenue Officer Craig Webster - Chief Financial Officer Monica Gould - Investor Relations Conference Call Participants Colin Rusch - Oppenheimer George Gianarikas - Canaccord Genuity Operator Greetings and welcome to the Microvast Holdings’ Fourth Quarter 2022 Ear ...

Q4 2022 | F Y 2022 Disclaimer Forward -Lo o king State m e nts This communication contains "forward -looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements about future financial and operating results, our plans, objectives, expectations and intentions with respect to future operations, products and services; and other statements identified by words such as "will likely result," "are expected to," "will cont ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 ____________________________________________________ FORM 10-K ____________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from___________to___________ Commission File N ...

Microvast Holdings, Inc. (NASDAQ:MVST) Q3 2022 Earnings Conference Call November 10, 2022 6:00 PM ET Company Participants Monica Gould - Investor Relations Sascha Kelterborn - President & Chief Revenue Officer Craig Webster - CFO Conference Call Participants Colin Rusch - Oppenheimer Operator Thank you for standing by. This is your conference operator. Welcome to the Microvast Third Quarter 2022 Earnings Call. [Operator Instructions]. I would now like to turn the conference over to Monica Gould, Investor Re ...

Microvast Holdings, Inc. (NASDAQ:MVST) Q2 2022 Earnings Conference Call August 11, 2022 5:00 PM ET Company Participants Sarah Alexander - General Counsel, Corporate Secretary, Compliance Officer & Head, IR Sascha Kelterborn - Chief Revenue Officer Craig Webster - CFO Conference Call Participants Colin Rusch - Oppenheimer Michael Shlisky - D.A. Davidson & Co. Operator Thank you for standing by. This is the conference operator. Welcome to the Microvast Second Quarter 2022 Earnings Call. [Operator Instructions ...

Microvast Holdings, Inc. (NASDAQ:MVST) Q1 2022 Earnings Conference Call May 16, 2022 6:00 PM ET Company Participants Sarah Alexander - General Counsel Yang Wu - CEO Craig Webster - CFO Sascha Kelterborn - President Leon Zheng - former CFO Conference Call Participants Adam Jonas - Morgan Stanley' Operator Thank you for standing by. This is the conference operator. Welcome to the Microvast First Quarter 2022 Earnings Call. [Operator Instructions]. I would now like to turn the conference over to Sarah Alexande ...