Microvast stock falls after Grizzly report alleges fabricated business

Published 25/06/2025, 15:26

Investing.com -- Microvast Holdings Inc (NASDAQ:MVST) stock tumbled 7% Wednesday following a scathing report from Grizzly Research that questioned the battery company’s production capabilities and financial reporting.

The short-seller report, titled "Microvast’s House of Lies," claims the company is "fabricating a significant part of its business and capabilities" based on extensive on-site observations of its manufacturing facilities. Grizzly conducted multiple visits to Microvast’s Ludwigsfelde/Berlin plant, reporting minimal activity despite the company’s claims that up to 250 people should be working there.

According to Grizzly’s investigation, the German facility showed virtually no truck activity during 39 out of 41 random observations, with employee parking lots showing fewer than 30 cars on average. The report also alleges that Microvast’s largest production facility in China employs approximately 1,400 people, far below the 2,500 employees the company has disclosed.

The short-seller raised additional concerns about Microvast’s U.S. operations, claiming the company "failed all of its U.S. business initiatives and lost dozens of millions of shareholders’ money in the process." Grizzly noted that Microvast was denied a $200 million government grant for its U.S. facility construction due to suspected ties with the Chinese government.

Further allegations include claims that over 95% of Microvast’s announced clients and partnerships outside China are "tiny startups or prototype partnerships showing insignificant economic opportunities." The report also asserts that despite management denials, documentation proves "the Chinese government is in fact a shareholder in Microvast’s main Chinese subsidiary."

Microvast, which went public via SPAC in 2021, has not yet responded to the allegations.

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