中美关税战局势反转，最大赢家浮出水面，特朗普想不到盟友抢走全部订单

Core Insights - Australia is experiencing a significant trade boom with China, particularly in sectors like beef, wine, and minerals, driven by the removal of trade barriers and tariffs [1][2][4][12] - The bilateral trade volume between Australia and China reached a historic high of AUD 210 billion, with South Australia seeing a 33% increase in exports to China [2][4] - Australian exporters are capitalizing on the trade tensions between the US and China, filling the void left by American products that have been subjected to high tariffs [2][4][15] Group 1: Beef and Agriculture - Australian beef exports to China surged by 40% in just six months, with China accounting for two-thirds of the total business volume for some exporters [1][4] - By June 2025, beef exports to China are projected to reach 27,036 tons, a 105% increase year-on-year, surpassing pre-pandemic levels [4] - The export of South Australian Chardonnay wine to China increased by 1064% within a year, highlighting the growing demand for Australian agricultural products [4][12] Group 2: Minerals and Resources - In the first half of the year, Australia exported 53% of its iron ore to China, with shipments from the Hedland port being particularly lucrative [10][12] - The removal of tariffs on Australian barley and the reopening of the Chinese market for Australian wine and lobster are expected to further boost agricultural exports [6][14] - Australian coal has become a preferred choice for Chinese power plants, especially after US coal faced increased tariffs [2][15] Group 3: Trade Relations and Geopolitics - The Albanese government has shifted from a previous policy of distancing from China to actively repairing trade relations, resulting in the lifting of various trade restrictions [6][7] - The strategic geopolitical positioning of Australia, balancing economic reliance on China while maintaining security ties with the US, is a key aspect of its trade strategy [7][15] - The Australian government is focused on maximizing trade benefits from China, with officials noting that normalizing trade has stabilized the livelihoods of many Australian families [12][14]