中方等待的时机已经到来，特朗普却告诉美国人，他还没有做好准备

Core Insights - Trump's tariff policy is causing significant distress for American farmers, particularly in the soybean sector, as China, their largest customer, has not placed orders for several months [1] - The U.S. soybean market share in China is rapidly declining, with Brazilian suppliers taking over, leading to predictions that U.S. soybean market share could potentially reach zero [1][4] - The U.S. government has proposed a long-term subsidy plan of $60 billion over ten years, but immediate relief is lacking, with the first payments not expected until next fall [1][6] Group 1 - The American soybean industry, which previously held a significant market share in China, is now facing severe competition from Brazil due to the ongoing trade war initiated by the Trump administration [1][4] - The accumulation of U.S. soybean inventory is becoming a critical issue, with reports of spoilage in some warehouses, indicating a dire need for a resolution to the trade dispute [1][6] - Trump's recent comments suggesting that a resumption of soybean purchases by China would benefit trade negotiations reveal a disconnect between the administration's stance and the realities faced by American farmers [1][6] Group 2 - China's shift away from U.S. soybeans is part of a broader strategy to diversify its supply chain, countering the assumption that it is heavily reliant on American agricultural products [6] - The Brazilian government is capitalizing on the opportunity created by the U.S.-China trade tensions, quickly filling the market void left by American suppliers [4][6] - The ongoing trade losses for the U.S. raise questions about the effectiveness of the Trump administration's strategies in addressing the agricultural sector's challenges [6]