Group 1 - The core issue revolves around Trump's call for China to increase its soybean orders from the U.S. by four times, highlighting the strained trade relations between the two countries [1] - In 2017, U.S. soybeans accounted for nearly 40% of China's total imports, but this figure is projected to drop to 20% by 2024 due to tariff policies implemented by the Trump administration [3] - Brazil's share of soybean imports to China has risen significantly, from 50% in 2017 to 70% in 2024, as China diversifies its sources to ensure stable supply and lower costs [3] Group 2 - China's delayed purchasing of U.S. soybeans this year marks the latest start since 2005, indicating a shift in procurement strategies and a surplus in soybean meal supply [3] - The U.S. government has imposed sanctions on two Chinese entities related to oil trade with Iran, which is seen as an attempt to pressure China into increasing soybean purchases [5] - China's energy import strategy has diversified, reducing reliance on the U.S. dollar and making it difficult for U.S. sanctions to disrupt its energy cooperation with Iran [5] Group 3 - The long-term outlook for U.S. agriculture is bleak without the Chinese market, leading to unsold agricultural products and declining prices for American farmers [7] - The proposed $60 billion agricultural subsidy plan by the U.S. government has faced criticism for primarily benefiting large agricultural enterprises, leaving family farms with limited support [7] - China's trade policies are driven by its own market and strategic considerations, suggesting that external pressures from the U.S. may not lead to significant changes in its procurement practices [7]
美国大豆就算烂在地里,中国也不会买?特朗普求助无果,沉默11天后,对中方发起新制裁
Sou Hu Cai Jing·2025-08-23 08:08