期货午评：大面积飘绿，多晶硅、沥青、燃料油、沪金、聚丙烯、丙烯、国际铜跌1%；集运欧线涨2%，菜粕、鸡蛋、生猪涨1%

Group 1 - The market sentiment has cooled down as news disturbances have diminished, leading to a return to fundamentals, although contradictions between expectations and reality persist [1] - Market prices are weak and stable, with some specifications showing slight price declines, while downstream purchasing conditions have not improved [1] - The industry supply remains tight, primarily due to production cuts from large manufacturers in the southwest, while companies in the northwest maintain production levels [1] Group 2 - Downstream silicon wafer manufacturers are under price pressure, with limited effectiveness in their attempts to maintain prices, particularly for 182mm wafers affected by export markets like India [1] - Inventory levels for polysilicon continue to rise, with factory stocks at high levels and a slight decrease in warehouse receipts compared to the previous week [1] - The market trading logic is fluctuating, with strong policy expectations and a still loose fundamental environment, while demand continues to show signs of contraction [1]