Tesla(US:TSLA) 智通财经网·2025-12-29 14:56Core Viewpoint - The majority of electric vehicle stocks experienced declines, with Tesla, Xpeng, and Li Auto all reporting significant drops, while NIO saw a slight increase. This movement is linked to supply chain issues affecting Tesla's Cybertruck project, particularly a drastic reduction in a key battery materials contract with supplier L&F [1] Group 1: Stock Performance - Tesla (TSLA.US) fell over 2% [1] - Xpeng Motors (XPEV.US) declined over 3% [1] - Li Auto (LI.US) decreased by over 2.3% [1] - Rivian Automotive (RIVN.US) dropped by 1.6% [1] - NIO (NIO.US) increased by 1.3% [1] Group 2: Supply Chain Issues - A supplier for Tesla, L&F, revealed that a contract worth 3.83 trillion Korean won (approximately $26.7 billion) was reduced to 973 million won [1] - The contract was cut by 99% due to changes in the quantity of materials to be supplied [1] - The high-nickel cathode materials were originally scheduled for delivery between January 2024 and the current month for use in Cybertruck battery production, but delays in the vehicle's development led to minimal actual deliveries [1]