Core Viewpoint - A series of erroneous policies by the United States has significantly contributed to its loss of market share in China's grain market, particularly in soybeans, due to increased costs and competitive disadvantages [1] Group 1: Impact of U.S. Policies - The U.S. has used food as a political bargaining chip, imposing unilateral tariffs on China, which led to retaliatory measures from China and increased shipping costs for U.S. soybeans by 45% per ton compared to Brazilian soybeans [1] - The export contract volume for U.S. soybeans to China has drastically declined, reaching a low of 3 million tons, the lowest in nearly 20 years [1] Group 2: China's Strategic Response - China has accelerated its "import diversification" strategy, signing a long-term soybean supply agreement with Brazil for 12 million tons, thereby reducing its dependency on U.S. grain [1] - The import landscape for Chinese grain has undergone significant changes, with Brazil emerging as the primary supplier due to its competitive advantages [1] Group 3: Infrastructure and Trade Enhancements - China has invested $12 billion to assist Brazil in upgrading its port and railway infrastructure, which has greatly improved the efficiency of soybean transportation, reducing the time to port to 45 hours [1] - The two countries are actively engaging in renminbi settlement for trade, minimizing exchange rate fluctuation risks and facilitating bilateral trade [1]
美国国内一片哀嚎!特朗普彻底慌了,40艘货轮驶向中国,800万吨粮没有一粒来自美国
Sou Hu Cai Jing·2025-08-24 04:46