• Minoru Endo, “Sespionage family”, which began in March 2019, became a cartoons of CEF, with stories of “Smith couples” in the second yen: The best-powered espionage “masculinity” + the super-capacity “girls” + career killers “wives” who can read the hearts of others, and the new family’s daily stories of three people who hide their true identity, can predict the future by the dogs of the family.

• All new theatre publicity:

New wave declaration: the posting of this text on the new wave does not imply approval of its views or confirmation of its description for the purpose of communicating additional information.

At present, the situation of epidemic prevention and control in our city is relatively complex, and the risk of social transmission still exists. The vigilance of the whole city to epidemic transmission and the requirements for epidemic prevention and control measures cannot be reduced at all. We should always adhere to making fast and winning with fast, strengthen confidence and perseverance, pay close attention to various measures for epidemic prevention and control, firmly hold every position, and resolutely and thoroughly win the war of epidemic prevention and control.

perseverance prevails. Please stop the unnecessary flow of citizens and friends, take the initiative to participate in the nucleic acid detection in your area, constantly enhance the awareness of prevention, and do not gather, gather, visit or have dinner, so as to slow down and calm down the city. In case of fever, cough and other symptoms, go to medical institutions in time on the premise of personal protection. Timely discover, remind and report the personnel coming and returning to Suzhou. Those who deliberately conceal or fail to report in time, resulting in the spread of the epidemic, will bear corresponding legal responsibilities.

Joint prevention and control headquarters of COVID-19 in Suzhou

April 25, 2022

Local confirmed and asymptomatic infections:

Confirmed case No. 20

It is the 704th family member of the asymptomatic infected person, whose address is Dazhong urban home, Yushan Town, Kunshan City. Screening findings at centralized isolation points.

Confirmed case No. 21

The address is Guoyuan new village, Wangting Town, Xiangcheng District. Screening findings in key populations.

The above newly confirmed cases have been transferred to the municipal designated medical institutions for isolation treatment, and the situation is stable.

Asymptomatic infection 750

It is the close contact of the 18th confirmed case, and its address is Hengyuan square, Zhangpu Town, Kunshan City. Screening findings at centralized isolation points.

Asymptomatic infection 751

He is a staff member of an enterprise in Suzhou high tech Zone, and his address is Jincheng home, Baiyangwan street, Suzhou District. Screening findings in key populations.

Asymptomatic infection 752

The address is rose garden, Zhangpu Town, Kunshan City. Screening findings in key populations.

Asymptomatic infection 753

He is a staff member of an enterprise from other provinces and cities in Kunshan, and his address is rose garden, Zhangpu Town, Kunshan City. Screening findings in key populations.

Asymptomatic infection 754

The address is rose garden, Zhangpu Town, Kunshan City. Screening findings in key populations.

755 asymptomatic infected persons

It is the close contact of the 683rd asymptomatic infected person. It is a staff member of an enterprise in Kunshan City, and the address is the dormitory of the enterprise. Screening findings at centralized isolation points.

Asymptomatic infection 756

It is the family member of the 727th asymptomatic infected person. It is a staff member of an enterprise in Kunshan City. Its address is Chunxiao, Yangcheng, Bacheng Town, Kunshan City. Screening findings at centralized isolation points.

Asymptomatic infection 757

He is a staff member of an enterprise in other provinces and cities in Kunshan, and his address is Shimao East Bund, Kunshan Development Zone. Screening findings in key populations.

Asymptomatic infection 758

It is a staff member of an enterprise in other provinces and cities, whose address is Zhongyu square, Huaqiao Town, Kunshan City. Screening findings in key populations.

Asymptomatic infection 759

It is the family member of the 19th confirmed case whose address is genlou Xinyuan, Zhoushi Town, Kunshan City. Screening findings at centralized isolation points.

Asymptomatic infection 760

It is the family member of the 708th asymptomatic infected person. It is a staff member of an enterprise in Kunshan City. Its address is Huayuan, xiajiayuan, Kunshan Development Zone. Screening findings at centralized isolation points.

Asymptomatic infection 761

He is a staff member of an enterprise in Kunshan City, and his address is Duqiao village, Kunshan high tech Zone. Screening findings in key populations.

Asymptomatic infection 762

He is a staff member of an enterprise in Changshu, and his address is Dongshi village, Mocheng street, Changshu. Screening findings in key populations.

Asymptomatic infection 763

He is a staff member of an enterprise in Changshu, and his address is Dongshi village, Mocheng street, Changshu. Screening findings in key populations.

Asymptomatic infection 764

It is the 684th family member of the asymptomatic infected person, whose address is Xiudong new village, Kunshan Development Zone. Screening findings at centralized isolation points.

Asymptomatic infection 765

It is the 673rd family member of the asymptomatic infected person, whose address is Huaxi residence, Huaqiao Town, Kunshan City. Screening findings at centralized isolation points.

Asymptomatic infection 766

It is the 673rd family member of the asymptomatic infected person, whose address is Huaxi residence, Huaqiao Town, Kunshan City. Screening findings at centralized isolation points.

Asymptomatic infection 767

It is the operator of an enterprise in other provinces and cities, and its address is Tianyu Mingdi, Huaqiao Town, Kunshan City. Screening findings in key populations.

Asymptomatic infection 768

He is a staff member of an enterprise in Kunshan City, and his address is Zhongle community, Zhoushi Town, Kunshan City. Screening findings in key populations.

Asymptomatic infection 769

He is a staff member of an enterprise in Xiangcheng District, and his address is Wangxiang village, Taiping Street, Xiangcheng District. Screening findings in key populations.

Asymptomatic infection 770

He is a colleague of the 695th asymptomatic infected person. He is a staff member of an enterprise in Changshu, and his address is the dormitory of the enterprise. Screening findings at centralized isolation points.

Asymptomatic infection 771

He is a colleague of the 695th asymptomatic infected person. He is a staff member of an enterprise in Changshu, and his address is the dormitory of the enterprise. Screening findings at centralized isolation points.

Asymptomatic infection 772

The address is Jiayu garden, Zhoushi Town, Kunshan City. It was found by screening in the sealed control area.

Asymptomatic infection 773

The address is Guoyuan new village, Wangting Town, Xiangcheng District. Screening findings in key populations.

The above new asymptomatic infections have been transferred to the municipal designated medical institutions for isolation medical observation, and the situation is stable.

Have you found a strange phenomenon in your marriage:

You have paid a lot for this family, your partner and children.

But in the end, instead of being grateful, they take your pay for granted.

What’s more, not only don’t appreciate your kindness, but also dislike and dislike your pay.

Why? Let’s see~

I saw a video on the Internet:

A couple, playing in the scenic spot.

The wife took good care of her husband. She not only arranged his collar for him, but also took out a thermos cup for him to drink water.

Afraid that her husband was too tired to walk, she advised him to sit on the bench and have a rest.

The wife went to the convenience store and bought bread, milk and fruit for her husband.

But why does the husband not only not be grateful, but also have a gloomy face and don’t want to talk to his wife?

We might as well restore their dialogue:

Wife, help me tidy up my collar.

Can’t you do this little thing yourself? How many times have I sorted it out for you?

It’s too urgent to walk. My stomach is filled with cold air. It hurts a little. I want to have a drink of hot water.

Do I always tell you to bring hot water when you go out, but you don’t listen to me. Fortunately, I brought it this time. What will you do next time?

Tired and hungry, let’s take a break.

Tired as soon as you go out, what else can you do? Fortunately, I’m hungry. I haven’t taken a few steps

If we turn this video into silent mode, we can see more that the wife is full of love for her husband and gives wholeheartedly.

But the reality is that her husband not only can’t see her pay, but scoffs at her pay.

And all this is bad in her mouth.

In fact, we all know that her heart is good and she is taking care of her husband’s life wholeheartedly.

But it happened that while she was paying for her family, she was constantly releasing “malice” in language.

This kind of “malice” is either complaining, complaining, wronged or disgusted.

Perhaps, it seems nothing to her, but for close people, it has a fatal “lethality”.

Let their eyes only see you complaining and complaining, but they can’t see your pay at all.

No matter how hard you work and how much you pay, they won’t appreciate you from the bottom of their hearts.

Because your mouth covers up your good.

Sometimes, I feel wronged for those women whose mouths can’t say good words.

I’ve done a lot for my family, husband and children, but I can’t leave a little good. Why bother?

However, looking back, is it really just because the husband doesn’t know how to be grateful?

I think there are many reasons.

Speaking of this, I would like to share a story about the people around me:

My neighbor’s aunt, a hardworking woman, often keeps the house in good order.

He is also very considerate to his husband. He doesn’t let his uncle intervene in the chores of washing, cooking and cleaning up the housework.

However, my uncle didn’t appreciate it. Every time I mentioned my aunt, I was angry.

I remember once when I went to his house to borrow something, I happened to witness the scene of their quarrel.

At that time, my uncle and aunt had just finished dinner. While cleaning up the dishes and chopsticks, my aunt complained that my uncle was too lazy to give a hand.

The uncle retorted, “every time I want to help, you say I’m making trouble.”

My aunt was angry at my uncle’s words: you can’t wash the dishes every time, and the ground is full of water. Isn’t this making trouble? What is it?

Uncle said, “you don’t want to cook. You can’t do it. No one wants you to do it.”

My aunt was more anxious: I don’t cook. Why don’t you drink the northwest wind? Why do I have such a hard life? I serve you and my son from morning to night. In the end, I can’t fall behind. You just have no conscience

The two of them are like this. They quarrel with each other.

I’ve heard a saying: “the cold and hot of marriage depends on the temperature you talk to your partner.”

Whether a marriage is happy or not also has a lot to do with your way of speaking and attitude.

Indeed, in a close relationship, the party who pays more will always have grievances and can’t help complaining.

But too many complaints and complaints will not get their gratitude, but will erase all your efforts.

If you observe carefully, you will find that such women are quite common in marriage.

They have one thing in common: they are laborious and thankless.

You can say they are knife mouth tofu heart, or you can say they are stupid.

Obviously, in the whole family, he plays the role of giver, but he can’t get the recognition and gratitude of other family members.

It’s not worth thinking about.

But why did this happen? We can analyze it from two aspects.

From a psychological point of view, this is a flattering personality plus aggressive behavior.

Your care for your husband and children, and your dedication to the whole family, is to get their love in this way.

But unfortunately, in marriage, it’s not how much you pay that you get.

When you don’t get feedback for your efforts, you will become dissatisfied, angry, resentful, and make verbal attacks.

From the perspective of marital emotion, this is more from the unequal payment of family members and the invisibility of the party who pays more.

Because the essence of marriage is the desire to be seen by each other.

If giving is not seen or recognized, your heart will lose balance, get angry, get angry, and find an outlet to vent.

Xi Murong said:

Marriage is not only two people face to face from now on. Marriage should be two people holding hands to face the world together.

Marriage is a practice of two people. It requires both sides to face the bits and pieces of life and the ups and downs of the world.

Instead, it has always been a person’s pay, a person’s fight alone.

A good marriage can love each other.

He sees your efforts and understands your hard work; You also love his fatigue and share his pressure.

So what I want to say is:

In fact, when women want to be recognized and complained in marriage, they just want to be recognized and complained by their partners.

You know, there is no such thing as taking things for granted or giving willingly in this world.

Behind all the efforts, it is to another person

Crossing the boundary between the Yellow Sea and the Bohai Sea

Watch the mysterious Snake Island around

Enjoy the coastal scenery of Dalian

In the early morning of April 21, the Kaishi harmony 3 tourist ship sailed out of the “Kaishi navigation era” Wharf in Tahe Bay, Lushun. Guided by a speedboat, they jointly surveyed the sea routes from Lushun Xingang to the boundary between the Yellow Sea and the Bohai Sea, Snake Island and sea Cat Island (Bird Island).

The two new routes from Lushun Xingang to the boundary between the Yellow Sea and the Bohai Sea and the maritime tourism routes of Snake Island and sea Cat Island applied for this time will cover the coastal tourism resources in the west of Lushun.

Route 1: [the route from Lushun new port to the Yellow Sea and Bohai sea boundary at the west corner of Laotie] single point round trip, with a total length of 22 nautical miles and a round trip time of about 1.5 hours).

Route 2: [Lushun Xingang to Snake Island and sea Cat Island] single point round trip, with a total length of 30 nautical miles and a round trip time of about 2 hours.

As a key project of urban tourism, Dalian district and municipal cultural and Tourism Bureau and Transportation Bureau actively promote the expansion of maritime tourism in Dalian and tourism routes. The two newly added tourist routes in Lushun have passed a number of demonstration and evaluation links, and the final preparation before formal navigation is under way.

The two routes pass through many highly ornamental tourist spots such as the boundary between the Yellow Sea and the Bohai Sea, LaoTieShan lighthouse, sea Cat Island and Snake Island, further expand the coverage of coastal tourism resources in Lushun, and inject new content and vitality into the development of cultural tourism in Dalian.

In addition, Dalian Kaishi cruise sightseeing Co., Ltd. is actively applying for the opening of the marine tourism route from Lushun to shandongnan and beihuangcheng island.

But just a year later, Zhihu’s share price has fallen nearly 90%. From the peak of $13.8 per share to $1.56, the total market value also plummeted from the peak of $9 billion to about $1 billion, and the evaporation amount is equivalent to more than 49 billion yuan.

“In order to cope with the more complicated situation”, Zhihu seeks Dual Major listing in Hong Kong stocks. This listing method can have the same listing status of two listing places at the same time. Zhihu’s 26 million shares issued in Hong Kong stocks are old shares sold by old shareholders, including well-known institutions such as innovation workshop, Qiming venture capital, Saifu investment fund and today’s capital. The withdrawal of these institutions makes this listing feel sad and sad.

Zhihu Hong Kong stock prospectus

On the other hand, shortly before landing in Hong Kong stocks, US regulators announced that Zhihu would be included in the temporary delisting list. Zhihu responded: “our company has completed the Dual Major listing in Hong Kong. We will pay close attention to the progress in the future. The impact of this event on Zhihu is limited“

But the market reaction was greater than expected. On the day of Zhihu’s official landing in Hong Kong stocks on April 22, Zhihu’s closing price was HK $24.5 per share, down 23.5% from the bidding price.

A series of events made Zhihu CEO Zhou Yuan feel at Zhihu: “forget the capital market for the time being. Exercise in winter.”

mud and sand are carried along -- there is a mingling of good and bad

According to the latest financial report data, Zhihu’s revenue and loss are growing. In 2021, Zhihu’s revenue was 2.959 billion yuan, a year-on-year increase of 119%, while in 2019, this figure was only 670 million yuan. In fact, Zhihu’s growth rate is not low.

However, compared with the revenue, the loss is also growing rapidly. The net loss in 2021 is 1.299 billion yuan, an increase of 151% year-on-year. Zhihu explained that this is the investment in building the content ecosystem. CEO Zhou Yuan said, “there will be a loss reduction target this year.”

Zhihu’s three-year revenue and loss data (Figure source: Zhihu prospectus)

Zhou Yuan mentioned in a public article that “crossing the cycle” has become one of his most concerned things at a time when black swans and gray rhinoceros are frequent.

One of the ways he found was to put “community ecology” first and take it as a starting point to cross the cycle.

However, this happens to be the most criticized thing known at present.

Many old users of Zhihu believe that the ecology of Zhihu is being destroyed. The so-called destroyed ecology refers to a professional, open and inclusive knowledge sharing atmosphere.

When Zhihu first launched in 2011, it adopted the invitation registration system, including Ma Huateng, Xu Xiaoping, Li Kaifu and other business leaders. It also attracts users with outstanding ability in all walks of life, so that it is ridiculed as “985 per capita”. It is a community with a strong elite atmosphere.

Ma Huateng’s Zhihu home page

The early Q & a quality of Zhihu is indeed very high. You can see quite professional answers in the fields of science and technology, humanities and business. The communication and discussion between users are also very in-depth, and even extended to offline. “Thank you for your invitation”, which is familiar to Zhihu users, has not only become the tradition of Zhihu, but also the embodiment of this good communication atmosphere.

If you don’t care about commercialization, you may be able to maintain the scale of minority communities, and this atmosphere can be retained. However, knowing that it has chosen commercialization, it is inevitable to strive for more users.

In 2013, Zhihu opened its registration, and then the number of users exploded. By 2017, the total number of individual registered users had exceeded 100 million and the number of daily users had exceeded 26 million.

The rapid growth in the number of users soon diluted the concentration of known elites. Not only the questions become boring, but also the answers become more and more shallow. Zhihu has gradually changed from a Knowledge Q & a platform to an irrigation forum. More importantly, Zhihu’s “community” is gradually fading, and from a Q & a community to a Q & a platform, it is difficult for users to feel a clear community value.

This makes high-quality users begin to lose, and high-quality content begins to decrease, which is filled with some low-quality or even vulgar content. “Per capita 985” has gradually changed from a description to a mockery.

Search “Zhihu per capita 985” in Zhihu

This has affected the commercialization of Zhihu to some extent. CEO Zhou Yuan said, “in essence, community ecology is not only a way to produce and consume content, but also a model to build business. We have seen that good content continues to emerge in a good community ecology, and we have also seen that business activities can be sustained under the promotion of good content.”

However, compared with a more professional knowledge payment platform, there are more things to consider, because it is an open Q & a platform with community attributes. Content production depends heavily on users’ output ability and output willingness, which is a problem that knowledge payment platforms without community attributes do not need to consider. Other platforms only need to find big coffee to produce high-quality content.

Therefore, once the content of Zhihu begins to inject water and the gold content decreases, its professionalism will be questioned by users, thus changing the user structure, and then fall into the vicious circle of “bad money expelling good money” in the content field.

For Zhihu who attaches great importance to community ecology, this seems to have not seen an effective solution.

Can’t do video

The emergence of short video has caused a severe impact on the whole Internet content ecology. Video is attracting the attention of more and more Internet users. Zhihu also wants to seize this wave and achieve new breakthroughs.

But this road is not smooth. This year alone, there have been three rumors of layoffs in the video department. Although it is denied every time, it is an indisputable fact that the growth of video business is weak.

There are signs that Zhihu’s video business is in a hurry.

Netease app store’s evaluation of Zhihu (source: News)

According to the interface news report, some of Zhihu’s former employees believed that making a video was like a decision to shoot the forehead. The product direction was not clear, and the team members changed again and again.

It is reported that in 2021, Zhihu senior management requested that the daily broadcast volume of Zhihu video should reach more than 90 million by the end of the year. But at the beginning of the year,

Online opening ceremony of Daqing project in Heilongjiang Province

This year, the “she comes to housekeeper” project has not only expanded the place where the project is implemented, but also further optimized the training scope, curriculum arrangement, equipment configuration, employment docking and other links, so as to make the channels for disadvantaged women to participate in domestic services more broad and unobstructed. The project team learned from the field survey in previous years that some women are affected by traditional ideas, with low employment willingness and large family resistance. To this end, this year’s project training courses include courses on professional values and professional honor, employment choices and introduction of relevant policies, so as to help them establish a correct concept of employment and enhance their sense of value identity for self and domestic services. In order to create a more professional training environment for students, the project team actively coordinates and coordinates the resources of all parties, provides qualified students with the opportunity to participate in centralized training in a professional training base with perfect facilities, and strengthens the effective connection between training and employment.

Participants attend online training courses

While doing a good job in housekeeping training services in a down-to-earth manner, amore Pacific is also constantly thinking and innovating project forms to give full play to the multiple social values of public welfare projects. With the strong support of the local women’s Federation and professional housekeeping institutions, the “she comes to housekeeper” project will enter the community this year, carry out a pilot “one old and one small” home nursing science popularization lecture for community residents in Heilongjiang Province, and guide the project students to actively participate in the content creation. The lecture can not only help community residents master the scientific concept of home-based elderly care and infant care, let the society see and recognize the professionalism of domestic service, enhance students’ Employment Confidence, but also contribute to solving the current “one old and one small” social problems.

Women’s development is an important part of Rural Revitalization and common prosperity. The “she comes to be a housekeeper” project has played a positive role in promoting women’s employment, consolidating the achievements of poverty alleviation and promoting the smooth connection of the objectives of Rural Revitalization. According to the survey data of the project in 2021, the average monthly income of students after employment in Heilongjiang Province has increased by 158%, and that in Guizhou Province has increased by 61%, and the personal and family living environment has been significantly improved; The students’ self-identity, social skills and vocational skills have been significantly improved; 94% of the students gave full marks to the project courses; During the follow-up visit to the employment situation of students in 2020, it is found that the medium and long-term employment performance of previous students is very good. One year later, the employment rate has always remained above 80%, and the long-term and sustainable operation of the project has achieved phased results.

Domestic service is an important field to realize women’s employment. As China builds a well-off society in an all-round way and moves towards common prosperity, “she comes to manage the house” will continue to adapt to the new social needs, and the project management will be more standardized, professional, standardized and refined, in order to realize the long-term empowerment of economic independence for women in distress.

According to the official information, in the “dragon era”, the original Azeroth has been sleeping for a long time, and the original home and birthplace of the dragons, “dragon islands”, are awakened by the Titan guardian. Players will participate in a new adventure as adventurers. At the press conference, Blizzard stressed several times that the design of the new content was designed after fully listening to the feedback of the player community. 10.0 will provide a new race of dragon hill and its corresponding unique professional Summoner (which can be used for remote output and treatment), as well as a newly designed talent system with a more experiential sense, a more mature UI interface, and retain full customization features. In addition, there is a more modern game style flight system “dragon riding”.

World of Warcraft 10.0 “dragon era” officially announced the trailer

World of Warcraft 10.0 “dragon era” New Race Dragon Hill / professional demon Summoner / Dragon control system demonstration

Video screenshot

Sina statement: Sina’s posting of this article for the purpose of transmitting more information does not mean that it agrees with its views or confirms its description.

On February 6 Beijing time, the Lakers lost miserably to the Pacers on the road. In the fourth quarter, the Lakers’ lance Stephenson and Wagner fought for a backcourt rebound at the same time, resulting in the ball out of bounds.

The fourth quarter of this game is already garbage time. Finally, with more than seven minutes left, the Pacers couldn’t shoot. Two Lakers players Stephenson and Wagner competed for the backcourt rebound at the same time. As a result, they collided with each other, but the ball was out of bounds, so the Pacers got the ball right.

At that time, Wagner was directly knocked down by Finson. From the slow motion replay, Finson glanced at the rookie after knocking Wagner down, and then left without expression. After Wagner lay on the ground for a while, he saw no teammates come forward to pull him, so he got up by himself.

In fact, this shot just reflects the current mentality of the Lakers. Because of the trade rumors of Anthony Davis, the Lakers can be traded except James, which makes the Lakers feel insecure and the team’s chemical reaction has dropped to a low point.

To the surprise of many people, since the beginning of this year, the price of silicon wafer has been rising, and the prosperity of photovoltaic industry has heated up. The expected photovoltaic price war has not come.

On November 30 last year, Longji lowered the official quotation of silicon wafer by 7.16% - 9.75% for the first time. Two days later, Zhonghuan followed up, and the price reduction was greater than Longji. The world’s largest and second-largest silicon wafer manufacturers have launched the first shot of photovoltaic price reduction, which is considered by many people in the industry as the beginning of a new round of photovoltaic price war.

At that time, many analysts believed that behind the price reduction was the “Yang Mou” of Longji, the industry leader, that is, by reducing the profit margin of silicon wafer links, sniping at the admission speed of new silicon wafer players such as CNC and Beijing Express.

But now this “conspiracy” has failed.

As of March 2, Longji has raised the quotation of silicon wafers three times this year, and the price of 182 silicon wafers has increased by more than 11%. The price of upstream silicon materials also rose for seven consecutive weeks.

Previously, many investors were worried that the silicon wafer field would be involved in the price war and the photovoltaic industry would “change”. With the strong demand for silicon chips, this concern is temporarily eliminated. The stock prices of Longji and central silicon giants also hit the bottom and rebounded, and everything seemed to return to the state of “calm”.

So how should we view the fundamentals of the photovoltaic industry and the fluctuation of the industrial chain in 2022?

Judging from the fact that the off-season of photovoltaic installation is not light at the beginning of the year and the high annual installed capacity target, the fundamentals of the photovoltaic industry are generally good this year. But there is also the biggest risk - the price of silicon material may return to a high level, and there will be another mismatch between supply and demand.

In the longer term, the current calm state will not last long. Under the background of overcapacity in silicon wafers, batteries, modules and other links, the photovoltaic price war “will come later”. The time node of the price war will depend on the supply and demand turning point of the upstream silicon material, which will be the beginning of a new round of industry reshuffle.

01 Price War didn’t start

Each terminal power station is still willing to pay for high-priced photovoltaic modules, so it can be smoothly transmitted to silicon wafer and silicon material.

At the end of last year, Longji and central lowered the quotation of silicon wafers, which was once considered to be a key turning point in the photovoltaic industry, so it has attracted extensive attention. Statements such as “the opening of the all-round price war” and “changes in the industry” also appeared in media reports.

Why did the prices of silicon wafers and silicon materials fall and rise again in just two months?

The price adjustment of silicon wafer enterprises needs to be combined with the upstream and downstream game situation and downstream acceptance. Last year, the price of silicon wafer fell, there are two important factors.

First, the price reduction of silicon materials. Both Longji and Zhonghuan have told the media that “loose silicon price” and “Silicon entering the downward channel” are one of the main reasons for the price reduction. Compared with silicon material, the decline, stop and rebound of silicon wafer should be earlier.

Second, it is related to downstream demand. Similarly, both companies have told the media that they are considering stimulating downstream demand. In this regard, LV Jinbiao, deputy director of the expert committee of the silicon industry association, also pointed out that the price reduction was mainly affected by the (expected) off-season of installation in January this year. Coupled with the inventory clearing at the end of the year, the component price was fine tuned, and the price reduction was further transmitted to the battery and silicon chip end.

However, these two important factors have changed since the new year.

In terms of silicon material price, in the pessimistic expectation of the market, silicon material stopped falling in early January 2022 and began to rebound on January 26, rebounding from 230 yuan / kg to 246.2 yuan / kg, rising for seven consecutive weeks. Silicon wafer prices also rebounded.

In terms of market demand, the callback of industrial chain price at the end of last year stimulated downstream demand, resulting in not light off-season. The silicon branch pointed out in its recent report that “downstream silicon wafer enterprises still maintain relatively high load operation during the Spring Festival”. Central also responded to the media that “the downstream operating rate is high, the upstream supply is short, and the prices of silicon materials and silicon wafers keep rising at the same time.”

In the final analysis, due to the strong demand in the downstream, some terminal power stations are still willing to pay for high-priced components, which can be transmitted to the links of silicon wafer and silicon material to drive the price rise.

According to the centralized procurement of photovoltaic modules by central state-owned enterprises in 2022 (as of February 20), in 2022, the bid winning price of photovoltaic modules generally exceeded 1.8 yuan / watt, and even some bid winning projects exceeded 1.9 yuan / watt, close to 2 yuan / watt.

It is estimated that the photovoltaic module price of 1.8-1.9 yuan / watt can only support about 6-8% of the return on investment at the downstream power station. However, even if the income is not high, under the promotion of the national industrial policy, the central state-owned enterprises have to bite the bullet, which has a certain demand rigidity behind it.

According to insiders, the total scale of photovoltaic power station projects that received indicators (road strips) but have not been constructed in the whole year of last year and January of this year has reached more than 250gw. However, due to the high price of components affecting the income of the power station, these demands have not been fully released and have been postponed to this year. Last year, the newly installed capacity of photovoltaic in China was only 52.97gw, which did not meet previous expectations.

02 supply and demand mismatch

In 2022, there is the biggest risk - the holding of silicon as the king continues to be staged, and the supply and demand are mismatched in stages again.

Judging from the slow off-season of photovoltaic installation and the total scale of a large number of photovoltaic power station projects to be built this year, the domestic downstream photovoltaic installation demand is very strong this year.

Wang Bohua, President of China photovoltaic Association (CPIA), predicted that China’s increased solar power generation capacity this year will reach 75-90gw, an increase of 37-64% year-on-year, Bloomberg reported. He said that with the government stepping up the implementation of renewable energy policies, large-scale solar power generation facilities in the western desert are being built, and the solar power generation market for roof installation also shows a strong growth momentum.

Favorable factors at the international level are also pouring in. Under the conflict between Russia and Ukraine, the transformation of western developed countries to clean energy is more urgent. For example, the German Ministry of economy proposed a draft on February 28, which plans to accelerate the expansion of wind and solar energy and achieve the goal of 100% renewable energy power supply 15 years ahead of schedule (to 2035). In addition, the gradual decline of international logistics prices is also conducive to the export of photovoltaic modules.

Therefore, the overall positive trend of the fundamentals of the photovoltaic industry in 2022 is certain, but there is also one of the biggest risks - holding silicon as the king continues to perform, and the supply and demand are mismatched in stages again.

Last year, many institutions and experts expected that with