期货午评：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 weakened, returning focus to fundamentals, but contradictions between expectations and reality persist [1][3] - The spot market prices remain weak and stable, with some specifications showing slight declines, while downstream purchasing conditions have not improved, leading to subdued trading activity [1][3] - Industry supply remains tight, primarily due to production cuts in the southwest, while large manufacturers are reducing output, and production levels in the northwest are gradually increasing [1][3] Group 2 - Downstream silicon wafer manufacturers are facing price pressures, with recent attempts to maintain prices yielding limited results, particularly for 182mm wafers affected by export markets like India [1][3] - Inventory levels of polysilicon continue to rise, with factory stocks at high levels and a slight decrease in warehouse receipts compared to the previous week [1][3] - The trading logic in the market has been fluctuating, with strong policy expectations providing some support to market sentiment, although the execution of these policies remains a concern [3]