Core Viewpoint - The article discusses the impact of the US-China trade war on soybean imports, highlighting China's shift from US soybeans to Brazilian sources due to tariffs and trade barriers, resulting in significant losses for American farmers [1][5][40]. Group 1: Trade Dynamics - Following the initiation of the trade war, China reduced imports of US agricultural products, including soybeans, leading to a loss of the Chinese market for the US [1]. - China has turned to Brazil for soybean imports, purchasing at least 240 million tons, making Brazil the largest supplier [5]. - The cost of US soybeans has increased by 600 RMB per ton due to tariffs, eroding their price advantage compared to Brazilian soybeans [7][42]. Group 2: Import Challenges - A shipment of 300,000 tons of soybeans from Argentina was returned by China, indicating strict enforcement of import regulations [3]. - Chinese customs have implemented advanced technology, including a blockchain traceability platform, to monitor the origin of soybeans, ensuring compliance with import standards [22][48]. - Instances of US soybeans being misrepresented as Argentine soybeans have been detected, leading to increased scrutiny and penalties for involved companies [15][28][42]. Group 3: Economic Impact - As of April 25, 2025, the price of imported soybean meal has exceeded 4,200 RMB per ton, reflecting the economic strain on US soybean farmers, with reported income declines of 23% [11][51]. - The US soybean market share in China has plummeted to 15%, while Brazil holds a dominant 70.8% share, indicating a significant shift in trade relationships [40]. - The ongoing trade conflict has led to calls from US farmers for an end to the trade war, highlighting the adverse effects on their livelihoods [12][44].
想蒙混过关?30万吨美国大豆披上阿根廷马甲,中国海关技高一筹!
Sou Hu Cai Jing·2025-05-04 12:57