“中国订单量仍为零”,美大豆协会主席拖拉机上喊话特朗普:中国市场至关重要,需要立刻行动!
Huan Qiu Wang·2025-09-20 09:08

Core Insights - The U.S. soybean industry is facing a critical situation as China, its largest buyer, has placed zero orders during the harvest season, which is alarming for farmers [1][2] - Caleb Lagrange, president of the American Soybean Association, emphasizes the urgent need for strong market opportunities, particularly in China, to sustain the livelihoods of U.S. farmers [1][2] Industry Impact - The absence of Chinese orders is described as a severe threat to the financial stability of U.S. soybean farmers, with many relying solely on farming for income [2] - U.S. soybeans are currently at a price disadvantage compared to South American competitors due to tariffs, being approximately 20% more expensive, which undermines their competitiveness in the global market [2] Market Dynamics - Historically, prior to 2018, an average of 28% of U.S. soybean production was exported to China, accounting for 60% of total U.S. soybean exports during that period [2] - For the 2023-2024 marketing year, the expectation is to export nearly 25 million tons of soybeans to China, significantly higher than the 4.9 million tons exported to the European Union [2]