🚨 Alpha Signal: L&F (066970.KS) 📉 Price Drop 10.7%
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Bond Market Analysis
L&F (066970.KS) -10.7% at 2025-12-30 12:00 JST from 2025-12-29 15:30 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2025-12-30 10:39 KST | MoneyToday (via Daum) notes L&F shares were down over 10% around 10:10 a.m., leading broader secondary-battery weakness, after the firm disclosed that its roughly 4T‑won Tesla cathode contract had been cut to 9.73M won—another major negative shock for the sector. (v.daum.net) | 엘앤에프 4조 테슬라 계약, 973만원 됐다...또 악재, 2차전지주 '비명' |
| 2025-12-30 10:20 KST | Newdaily reports the Korean battery industry is on high alert as large year‑end supply contracts evaporate; it highlights that L&F’s 3.8T‑won high‑nickel cathode deal with Tesla has effectively disappeared, revised down to 9.73M won, stoking “sales evaporation” fears and concerns of a domino of further cancellations. (biz.newdaily.co.kr) | K-배터리, 연말 연쇄 수주 증발에 비상 … 내년도 '깜깜' |
| 2025-12-29 19:49 KST | Reuters reports that L&F cut the value of its 2023 supply deal with Tesla for high‑nickel cathode materials from an expected $2.9B to just $7,386 (about 9.7M won), with analysts linking the drastic reduction to weak EV demand, Tesla’s difficulties scaling 4680 batteries, and growing anxiety across the battery sector. (reuters.com) | South Korea's L&F slashes value of battery material supply deal with Tesla |
| 2025-12-29 18:38 KST | Dailian describes L&F’s Tesla cathode contract as “virtually scrapped,” noting the amount was revised from 3.8347T won to 9.73M won and emphasizing that the North American EV demand slowdown and supply‑chain adjustments are directly hitting Korean battery-materials earnings, alongside LG Energy Solution’s multi‑trillion‑won contract cancellations. (dailian.co.kr) | LG엔솔 이어 엘앤에프도 3.8조 '공중분해'…테슬라 공급계약 축소 |
| 2025-12-29 18:05 KST | Financial News reports that, per the Dec 29 regulatory disclosure, L&F’s high‑nickel cathode supply contract with Tesla was reduced from about 3.8T won to 9.73M won due to a change in supply volume, a move framed as driven by shifts in the global EV and battery environment despite management’s claim that shipments to domestic cell makers remain stable. (fnnews.com) | 엘앤에프, 테슬라 공급계약 3.8조→973만원으로 감액 |
| 2025-12-29 17:58 KST | AsiaToday (via Nate) reports that L&F filed an “investment decision‑related major management matters” notice to correct its Feb 2023 high‑nickel cathode supply contract disclosure, cutting the contract value from about 3.8347T won to roughly 9.73M won—a 99.9997% reduction—effectively erasing the previously announced Tesla‑related order. (news.nate.com) | 엘앤에프, 하이니켈 양극재 공급계약 3조8347억에서 973만원으로 정정 |
| 2025-12-29 17:56 KST | Seoul Economic notes that news of L&F slashing its Tesla contract from 3.8374T won to 9.73M won sparked a sharp reaction in the Nextrade after‑hours market, where the stock fell about 6.9%, illustrating investors’ concern that the huge EV‑related order has effectively vanished. (m.sedaily.com) | [엘앤에프, 테슬라 계약 3.8조 축소에 주가 에프터마켓서 6%대 급락 [이런국장 저런주식]](https://m.sedaily.com/NewsView/2H1X3K6Z0L) |
| 2025-12-29 17:43 KST | Electronic Times reports that L&F’s approximately 4T‑won Tesla high‑nickel cathode supply contract has been effectively cancelled, as the company revised the amount from 3.8347T won to about 970만 원 (~9.7M won) just days before expiry, indicating that almost no planned cathode supply actually materialized. (etnews.com) | 엘앤에프, 테슬라 양극재 공급계약 3.8조→970만원 감액 |
| 2025-12-29 16:42 KST | An official DART filing titled “investment decision‑related major management matters” shows L&F amending its earlier single sale/supply‑contract disclosure by changing the contract value from 3,834,738,508,160 won to 9,730,316 won, explicitly citing a “change in supply quantity” as the reason—formally confirming that the massive Tesla cathode contract has been reduced to a negligible amount. (awakeplus.co.kr) | 단일판매ㆍ공급계약체결 공시 내용 정정(계약금액 변경) |
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