Zhi Tong Cai Jing·2025-07-30 16:06Group 1 - The core viewpoint of the article highlights a decline in the stock prices of several electric vehicle companies, including NIO, Xpeng, Li Auto, and Tesla, amidst news of Tesla's significant procurement deal with LG Energy [2] - NIO's stock fell over 3%, Xpeng's over 2%, Li Auto's over 3.5%, and Tesla's over 1% as of the report [2] - Tesla has signed a $4.3 billion agreement with LG Energy to procure lithium iron phosphate (LFP) batteries, marking the second deal Tesla has made in South Korea this month [2] Group 2 - The batteries procured from LG Energy will be produced at the company's U.S. factory, but they are not intended for use in vehicles [2] - The ultimate purpose of these batteries will be for energy storage systems, indicating a strategic shift in Tesla's supply chain focus [2]