Group 1 - The core point of the article highlights the mixed performance of domestic futures contracts, with polysilicon rising nearly 4% and lithium carbonate dropping over 4% [2] - Polysilicon prices are driven by a leading company's announcement of an upcoming industry restructuring plan, which is expected to impact market sentiment positively [2] - SMM data indicates that the mainstream quotation for polysilicon rods has increased to 55,000 yuan/ton, a rise of 6,000 yuan/ton from the previous trading day, primarily due to expectations of self-discipline production limits in September [2] Group 2 - The futures market shows varied performance, with low-sulfur fuel oil and silver rising over 2%, while ethylene glycol and pure benzene fell over 2% [2] - The article notes that the short-term impact of policies on the market still needs verification, with a focus on the previous policy resistance level of 53,000 yuan/ton [2] - The sentiment in the spot market is influencing the futures market, indicating a connection between current market conditions and future expectations [2]