美国财政部长斯科特·贝森特警告称，目前美国的货物运输速度放缓。由于政府持续"停摆"，该部门"最 终可能会出现短缺问题，无论是供应链环节还是节假日期间"。 期货日报网讯（记者 肖佳煊）据央视新闻报道，当地时间11月9日晚，在美国联邦政府"停摆"40天之 际，美国总统特朗普在返回白宫时对媒体表示，"看起来我们离结束'停摆'已经很近了"。 据悉，由于美国会参议院9月30日先后否决两党拨款法案，当地时间10月1日0时1分，美国联邦政府近7 年以来再次关门，数十万联邦雇员不得不面临强制休假或被裁员，众多联邦部门的服务也"停摆"。 当地时间11月9日晚，美国国会参议院将就一项众议院已通过的法案推进投票，但该法案将进行修正， 把短期拨款措施（可为联邦政府提供资金至2026年1月）与三项全年拨款法案打包。目前这一法案已获 得足够多的民主党参议员支持，可在表决中获得通过。不过，据参议院多数党领袖、共和党人约翰·图 恩表示，修正后的拨款方案仍需经众议院通过，并送交特朗普签署，这一流程可能需要几天时间。 贝森特表示，由于政府"停摆"，经济"每况愈下"。据悉，此次政府"停摆"已持续40天，是联邦政府"停 摆"时间最长的一次。在政府" ...

Core Points - The U.S. government shutdown has delayed over $5 billion in arms exports to NATO allies and Ukraine, impacting military support and industrial capabilities [1][3] - The arms deliveries to allies such as Denmark, Croatia, and Poland are affected, including advanced missile systems and HIMARS [3] - The U.S. State Department's ability to process arms sales is hindered due to a significant reduction in staff, with only about 25% of regular personnel available [3] Group 1 - The U.S. government shutdown has lasted for 40 days, marking a historical record and causing widespread disruption, including delays in food assistance programs and significant flight cancellations [1][4] - The State Department has indicated that the delay in arms sales is detrimental not only to allies but also to U.S. industrial capabilities [3] - A temporary funding bill has been advanced in the Senate to potentially end the government shutdown, but its passage in the House remains uncertain [4]

Report Summary 1. Report Industry Investment Rating There is no information about the report industry investment rating in the provided content. 2. Core View of the Report The current freight rate market is greatly influenced by news, and the futures price is expected to fluctuate more intensely. It is recommended that investors be cautious, pay attention to the operation rhythm and risk control, and timely track geopolitical, shipping capacity, and cargo volume data [1]. 3. Summary According to Related Catalogs Futures Market Data - EC main contract closing price: 1778.200, down 33.3; EC secondary main contract closing price: 1604.9, up 17.70 [1] - EC2512 - EC2602 spread: 173.30, down 46.70; EC2512 - EC2604 spread: 612.10, down 35.30 [1] - SCFIS (European Line) (weekly): 1504.80, up 296.09; SCFIS (US West Line) (weekly): 1327.91, up 62.56 [1] - SCFI (Comprehensive Index) (weekly): 1058.17, up 36.78; CCFI (European Line) (weekly): 1366.85, up 43.04 [1] - Baltic Dry Bulk Index (daily): 2104.00, down 41.00; Panama - type Freight Index (daily): 1833.00, down 16.00 [1] - Average charter price (Panamax ship): 17564.00, unchanged; Average charter price (Cape - size ship): 28850.00, up 2368.00 [1] Industry News - China's Ministry of Commerce and General Administration of Customs announced to suspend the implementation of multiple export control measures from November 10, 2025, to November 10, 2026, covering super - hard materials, some rare - earth equipment and raw materials, lithium batteries, etc. Also, since November 10, the soybean export qualification of 3 US enterprises to China has been restored, and the import of US logs has resumed [1] - US Senate Democratic Leader Chuck Schumer proposed a new plan to end the government shutdown, but the Republicans rejected it, though the exchange of proposals is seen as a sign of a possible loosening of the negotiation deadlock [1] - Fed Vice - Chair Jefferson said the Fed should be more cautious in future policy actions. New York Fed President Williams said the Fed may need to expand its balance sheet by buying bonds, and St. Louis Fed President Musalem expects 50 - 75 basis points of policy adjustment space [1] Market Analysis - On Monday, the prices of the container shipping index (European Line) futures showed differentiation. The main contract EC2512 fell 1.81%, and the far - month contracts had varying declines [1] - The latest SCFIS European Line settlement freight rate index rose 24.5% week - on - week, which is expected to support the recovery of freight rates. However, China's manufacturing PMI in October dropped seasonally, and the new export order index declined significantly, indicating a weak foundation for the recovery of terminal transport demand [1] - Mainstream shipping companies issued price - increase notices in November, but the price increase in late November has basically failed, and the consistency of shipping companies' price - increase efforts has differentiated [1] - The Middle East situation, especially the Israel - Palestine conflict, is in a delicate and unstable stage, delaying the expectation of Red Sea resumption of navigation. Germany's new government's proposed fiscal expansion policy may boost investors' confidence in the medium - term growth of the eurozone if more details are released [1]

Market Overview - The Dow Jones Industrial Average increased by 74.8 points, or 0.16%, closing at 46,987.1 [2] - The Nasdaq Composite decreased by 49.45 points, or 0.21%, closing at 23,004.54 [2] - The S&P 500 rose by 8.48 points, or 0.13%, closing at 6,728.8 [2] - European markets showed mixed results, with the Euro Stoxx 50 down by 44.65 points, or 0.80% [2] - The Hang Seng Index fell by 244.07 points, or 0.92%, closing at 26,241.83 [2] Legislative Developments - A significant breakthrough in bipartisan negotiations has occurred, with at least 10 Democratic senators ready to support a package to end the government shutdown [3] - The proposed package includes spending bills and short-term funding measures to keep the federal government operational until the end of January [3] Transportation Sector - The U.S. Transportation Secretary warned that ongoing government shutdowns could lead to a more severe reduction in flights, with a potential increase in flight cancellations to 10% if the shutdown continues [4] - Recent data indicated that over 14,792 flights were delayed and 3,788 flights were canceled over the weekend due to air traffic controller shortages [4] Economic Indicators - Bank of America predicts that the Federal Open Market Committee will not lower interest rates again during Jerome Powell's term, which ends in May 2026 [5] - China's Consumer Price Index (CPI) showed a year-on-year increase of 0.2% in October, reversing a previous decline, while core CPI rose by 1.2%, marking the highest increase since March 2024 [6] Corporate Developments - Pfizer has acquired Metsera for $10 billion, concluding a competitive bidding process that saw Novo Nordisk withdraw due to antitrust concerns [9] - Elon Musk indicated that achieving the ambitious $400 billion EBITDA target for Tesla by 2025 is challenging but feasible with significant effort [9] Leadership Changes - The BBC's chairman and news director resigned amid allegations of biased reporting, particularly concerning coverage of the Israel-Hamas conflict and other sensitive topics [10]

Group 1 - The U.S. Senate is advancing a federal government temporary funding bill, which received 60 votes in a procedural vote, indicating a high likelihood of passing in the formal vote [1] - The government shutdown has reached a record 40 days, significantly impacting sectors such as the aviation industry [1] - The delay in the Senate vote was partly due to Texas Republican Senator John Cornyn's prolonged absence, as he had to return from Texas to Washington D.C. for the vote [1]

美参议院通过关键程序性投票，推进了一项可为政府提供资金至2026年1月30日的临时法案。此次僵局的突破在于一项妥协：共和党同意在12月就延长 《平价医疗法案》（ACA）补贴举行投票。不过，该法案仍需通过参议院和众议院的最终投票并由特朗普签署，若程序不顺利可能将政府停摆状态延长 至下个周末。 据央视新闻报道，当地时间11月9日，美国国会参议院通过一项旨在结束政府"停摆"的临时拨款法案。 该法案将为政府提供资金直至2026年1月30日。 美东时间11月9日是本次美国政府自10月1日"停摆"以来的第40天。 据报道，知情人士透露，最新的突破来自一项妥协。在民主党参议员Maggie Hassan、Jeanne Shaheen以及独立参议员Angus King的斡旋下，共和党 领导层同意在12月就延长ACA补贴举行一次单独投票。正是这一承诺，换取了足够多的民主党人支持推进当前的临时拨款法案。 然而，这一妥协并未获得所有民主党人的支持。参议院少数党领袖舒默投了反对票，显示出民主党内部的分歧。 持续停摆40天后，美国国会终于迈出了打破僵局的关键一步。 这一消息暂时缓解了市场对政府停摆拖累经济的担忧。此前，白宫经济顾问哈塞特 ...

Core Viewpoint - The Chicago grain futures market experienced significant gains due to optimistic expectations regarding a potential compromise by the U.S. government to end the longest government shutdown in history, which would restore the normal release of agricultural data [1][4] Group 1: Market Performance - January soybean futures showed notable performance, rising by 0.7% at one point during the trading session [4] - Wheat and corn futures also increased, reflecting the positive sentiment in the market [4] - As of the report, soybean futures narrowed their gains to 0.4%, closing at $11.2175 per bushel; wheat futures rose by 0.3% to $5.295 per bushel; corn futures increased by 0.2% to $4.28 per bushel [4] Group 2: Impact of Government Shutdown - The U.S. government shutdown, lasting 40 days, has created positive signals for a potential restart, which has influenced the rise in U.S. stock index futures and further bolstered market optimism [4] - The reliance of grain traders on the U.S. Department of Agriculture reports is critical, as key data reports, including the World Agricultural Supply and Demand Estimates, have been restricted since the government shutdown began in October 2025, leading to a long-term lack of authoritative data guidance [4]

Group 1 - The US Senate has passed the first stage of a deal to end the longest government shutdown in history, with bipartisan support from eight Democrats and nearly all Republicans [1][2] - The agreement will fund the government until the end of January and includes a commitment from Republicans to vote on extending enhanced Affordable Care Act tax credits in December [2] - The bill also mandates the reversal of all permanent layoffs of government employees that occurred during the shutdown [2] Group 2 - The bill still needs to pass the House and be signed by President Donald Trump before the government shutdown officially ends [3] - Concerns have been growing regarding the shutdown's impact on the US economy, including delays and cancellations of flights [3] - A Federal Reserve official indicated that the fourth quarter GDP could be negatively affected if the shutdown continues, suggesting potential positive economic ramifications if the shutdown ends [4]

Core Points - The US Government shutdown has lasted for 40 days, significantly impacting the world's largest economy [1] Economic Impact - The shutdown has resulted in the US economy operating with reduced efficiency, described as "one hand tied behind its back" [1]

Report Industry Investment Rating - No information provided in the content Core Viewpoints - The report presents a comprehensive overview of the futures market, including overnight and spot prices, important fundamental information, macro news, fund flows, and arbitrage tracking. It covers various commodities such as soybeans, palm oil, and crude oil, as well as international and domestic economic and political events that may impact the market. Summary by Relevant Catalogs Overnight行情 - Overnight closing prices and percentage changes are reported for various futures contracts, including palm oil, Brent crude, and soybeans. Currency exchange rates and their percentage changes are also provided [1]. Spot行情 - Spot prices, basis, and basis changes for DCE palm oil, DCE豆油, and DCE豆粕 are presented for different regions [2]. Important Fundamental Information 产区天气 - Rain is expected in central and southern Brazil this week, which is beneficial for soybean crops. In Argentina, soybean sowing is expected to accelerate this month, but long - term weather may turn dry [5]. 国际供需 - Sabah in Malaysia is the biggest beneficiary of the oil palm replanting financing incentive plan, receiving 61 million Malaysian ringgit in grants. The US EPA will decide on small refineries' exemption applications. Brazilian soybean sowing progress and Canadian rapeseed export data are also reported [7][8]. 国内供需 - On November 7, the total trading volume of soybean oil and palm oil decreased. The trading volume of soybean meal increased, and the oil mill's operating rate decreased. China's soybean and edible vegetable oil import data are provided, along with pig - raising profits and agricultural product price indices [11][12]. Macro要闻 国际要闻 - The US Senate failed to pass a motion on a federal employee appropriation bill, and the government "shutdown" persists. US consumer confidence and inflation expectations are reported [15]. 国内要闻 - The US dollar/Chinese yuan exchange rate decreased, and the central bank conducted reverse repurchase operations with a net withdrawal of funds. China's CPI and foreign trade data are reported, and the import qualification of US soybean enterprises is restored [17][18]. 资金流向 - On November 7, 2025, the futures market had a net capital outflow of 1.017 billion yuan, with different flows in commodity, stock index, and bond futures [21]. 套利跟踪 - No specific information provided in the content