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GIC’s Lawsuit Against Nio Jolts Shares as Judge Pauses the Case

The filing revives 2022 claims that Nio inflated battery-leasing revenue through affiliate Weineng.

Overview

  • Singapore’s sovereign wealth fund sued Nio, CEO William Li and former CFO Steven Feng in August in the Southern District of New York for alleged securities fraud.
  • GIC alleges Nio improperly booked more than $600 million of 2021 leased-battery sales upfront via Weineng, inflating results in violation of GAAP.
  • The court placed the case on a temporary stay in early October because of overlap with an existing U.S. class action by investors.
  • Nio rejects the accusations, citing an August 2022 independent board review that it says found the short-seller’s allegations unsubstantiated.
  • Nio shares fell as much as about 13% in Hong Kong and nearly 10% in Singapore on Oct 16 after reports surfaced, then edged higher on Oct 17.