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中方代表抵达巴西,240万吨大豆运往中国,面对脱钩中方早有准备
Sou Hu Cai Jing·2025-05-21 09:54

Group 1 - The core issue of the article revolves around the impact of the US-China trade war on soybean trade, particularly how China has prepared for potential decoupling from the US market [1][3]. - The US soybean exports to China were valued at $12.84 billion in 2024, representing about 8% of the total bilateral trade between the two countries, with over 60% of US soybean exports going to China [1]. - Following the announcement of new tariffs by Trump, China ceased purchasing soybeans from the US, leading to significant anxiety among US soybean producers [3]. Group 2 - The president of the American Soybean Association criticized the US tariff policy, stating that the soybean industry has not recovered from the impacts of the trade war during Trump's first term, and the current agricultural economy is even more vulnerable [5]. - During the period of new tariffs, China has ordered at least 40 shipments of soybeans from Brazil, totaling over 2.4 million tons, with the first shipments expected to arrive in May [5]. - A delegation from China's Ministry of Agriculture is set to attend a meeting in Brazil to discuss agricultural exports, including soybeans and beef, and how to address supply gaps caused by US tariffs [5][7]. Group 3 - China has been actively seeking to diversify its soybean supply sources, reducing its reliance on US imports from 34% in 2017 to 21% in 2024, despite increasing total soybean imports [7]. - In March 2024, prior to the announcement of tariff details, China suspended the export qualifications of three US soybean companies due to contamination issues, providing a buffer period for Chinese companies to prepare for the impending trade conflict [7]. - The proactive measures taken by China indicate that it has been preparing for the potential reality of decoupling from the US market, with the US soybean industry bearing the brunt of these changes [7].