特朗普要求被拒绝，巴西数钱到手软，美国2200万吨库存销不掉

Group 1 - Trump has called for China to increase its soybean orders to four times the current amount, promising "fast service," which led to a spike in soybean prices at the Chicago futures exchange, reaching a two-week high [1] - China is the largest importer of soybeans globally, but its purchasing pace this year is the slowest since 2005, raising concerns among U.S. farmers and traders about market prospects [1][2] - The U.S. soybean industry is attempting to reduce its dependence on the Chinese market, but the significant market share of China remains crucial [3] Group 2 - In 2024, China's soybean imports are projected to reach 105 million tons, with only 22.13 million tons coming from the U.S., a 5.7% decrease year-on-year, while imports from Brazil are expected to rise by 6.7% to 74.65 million tons [2] - The U.S. soybean industry is facing a challenge in clearing over 22 million tons of accumulated soybean inventory [3] - Despite the 90-day extension of the tariff suspension, the trade situation remains uncertain, with China accelerating its imports from Brazil to mitigate risks [6]