Tesla(US:TSLA) Zhi Tong Cai Jing·2025-12-29 15:00Core Viewpoint - The majority of electric vehicle stocks declined on Monday, with Tesla, Xpeng, and Li Auto experiencing notable drops, while NIO saw a slight increase. The decline is attributed to supply chain issues related to Tesla's Cybertruck project, particularly concerning battery material deliveries from a supplier [1]. Group 1: Stock Performance - Tesla (TSLA.US) fell over 2% [1] - Xpeng Motors (XPEV.US) dropped over 3% [1] - Li Auto (LI.US) decreased by over 2.3% [1] - Rivian Automotive (RIVN.US) declined by 1.6% [1] - NIO (NIO.US) increased by 1.3% [1] Group 2: Supply Chain Issues - A supplier for Tesla delivered only a small portion of battery materials ordered nearly three years ago, primarily due to issues with the Cybertruck project [1] - South Korean company L&F reported a significant reduction in a supply contract with Tesla, from 3.83 trillion KRW (approximately $26.7 billion) to 973 million KRW, marking a 99% decrease [1] - The reduction in contract value is attributed to changes in the quantity of materials to be supplied, which were originally intended for Cybertruck battery production [1]