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中国订单归零,美国豆农:中国不要,只能搅碎
Sou Hu Cai Jing·2025-09-16 06:01

Core Viewpoint - The U.S. soybean farmers are facing unprecedented despair due to the complete halt of orders from China, which has historically been their largest buyer, leading to a significant decline in soybean prices and threatening their livelihoods [1][3][5]. Group 1: Impact of Trade War - The trade war initiated by the U.S. government has resulted in high tariffs on Chinese goods, prompting China to impose reciprocal tariffs on U.S. soybeans, drastically reducing the price competitiveness of U.S. soybeans in the Chinese market [1][3]. - As a consequence of the tariffs, Chinese buyers have shifted their focus to other soybean suppliers, particularly Brazil and Argentina, which have become the biggest beneficiaries of this shift due to their lower prices and stable supply [3][5]. Group 2: Current Market Situation - The U.S. Soybean Association has reported a complete lack of new orders from China during a critical purchasing period, indicating a severe crisis for U.S. agriculture [3][5]. - U.S. soybean prices have plummeted by 40% compared to three years ago, while production costs continue to rise, putting immense financial pressure on farmers [3][5]. Group 3: Government Response and Future Outlook - The U.S. government, recognizing the severity of the situation, has made unrealistic demands for China to increase soybean orders significantly, but these requests have not resonated with the Chinese market [5][7]. - The absence of Chinese orders could result in a loss of 14 to 16 million tons of soybean orders for the U.S., which is more than half of its soybean exports to China [5][7]. - The event has highlighted the dangers of trade protectionism, emphasizing the need for the U.S. government to take effective measures to improve trade relations with China to avoid further economic damage to U.S. farmers [7].