Group 1 - Industrial silicon and polysilicon have rebounded strongly due to production cut news, with industrial silicon contracts hitting the daily limit and polysilicon rising nearly 10% over three days [1] - The market is experiencing a price rebound in polysilicon futures, with the main contract rising over 5% in early trading [3] - Despite the recent price increases, the overall supply-demand dynamics suggest that polysilicon prices may still face downward pressure due to weak fundamentals [5] Group 2 - Industrial silicon futures saw multiple contracts hitting the daily limit with a price increase of 6% [6] - The fundamentals for industrial silicon have slightly improved due to production cuts, but demand remains weak, limiting the upward price movement [8] - Four positive factors for industrial silicon include a 21 furnace reduction in Xinjiang, strong coal prices, underwhelming production during the flood season, and a continuous decline in social and warehouse inventories [8]

Group 1 - Rubber futures prices have rebounded, but the current fundamentals remain weak [1] - The sustainability of price support from weather factors in Thailand is uncertain [1]