Industry Hot News No.69——2 Jun. 2022

[Lithium battery] BYD launches CTB technology to achieve “body-battery integration”.
CTB is short for Cell to Body, and the body refers to the vehicle. As its name implies, it integrates the electric cell into the car’s body. Some insiders call it “the ultimate solution to power battery structure optimization”. The core idea of the evolution from the traditional battery pack to the CTP and the CTB scheme is to spare room for more cells. The CTB scheme of BYD integrates the body floor and the battery cover, further optimizing the overall structure.
Key point: BYD officials say the CTB battery pack uses a honeycomb-like aluminum plate structure on the cover, and the cell still adopts blade batteries with a longitudinal layout, further improving the safety of the overall system and vehicle stability.

[Husbandry] Swine prices rose for 9 consecutive weeks, and a new round of “pig cycle” may be coming.
According to the Ministry of Agriculture and Rural Affairs, the average purchase price of pigs of designated slaughters above designated size was 16.29 yuan/kg, up 2.3% from May 16 to May 22. The average ex-factory price of carcass meat was 21.43 yuan/kg, an increase of 2.0%. With the increasing number of newborn piglets, falling feed costs, and other favorable factors, pig breeding in the third quarter is expected to turn losses into gains.
Key point: Judging from the duration of the typical “pig cycle”, the current cycle has come to an end. As seen from the leading indicators such as breeding sows and the year-on-year growth rate of pig stock, a new “pig cycle” may be coming.

[Semiconductor] The semiconductor giant suffers from part shortages, backlogs, and revenue delays.
The expansion of fabs has led to a surge in demand for semiconductors. The global semiconductor industry reached $114 billion in 2022. However, the capacity of upstream component manufacturers did not expand rapidly, resulting in the extension of equipment delivery time to more than 6 months. The panic about shortages is hard to ease. At present, domestic equipment has broken the monopoly in the mature process. It will enter the stage of high commercial volume with stock substitution and incremental expansion.
Key point: In the new round of domestic semiconductor bidding, domestic suppliers won 67 sets, with the localization rate as high as 62%. Domestic semiconductors will welcome critical opportunities for development in the future with the support of the domestic supply chain and manufacturing.

The above information is from public media and is for reference only.