中国订单至今为零，巴西收获240万吨订单，美国豆农痛苦喊话特朗普

Core Insights - The article highlights the significant shift in China's soybean procurement strategy, moving from the U.S. to Brazil due to trade tensions and tariffs imposed by the U.S. government [5][21]. Group 1: Current Market Dynamics - U.S. soybean farmers are facing challenges as China, the largest buyer, has not purchased any soybeans from the U.S. this year, instead placing a large order of 2.4 million tons with Brazil [1][5]. - The U.S. soybean industry is experiencing urgent warnings from farmers about the severe consequences of not being able to export their crops [5][21]. Group 2: Historical Context - The article recounts a historical incident from 2003 when China was manipulated into signing high-priced soybean contracts with U.S. suppliers, only to face a price collapse shortly after due to a sudden change in U.S. agricultural forecasts [9][11]. - This incident led to significant financial losses for Chinese companies, prompting a long-term strategy for improving domestic soybean production and reducing reliance on foreign imports [13][25]. Group 3: Strategic Shifts - China has implemented a three-step strategy to revitalize its domestic soybean industry, which includes preserving soybean farmland, enhancing storage, and promoting domestic soybean production [16][25]. - The country has increasingly turned to South America, particularly Brazil and Argentina, for soybean imports, with Brazil becoming the primary source, accounting for over 70% of imports by 2024 [19][21]. - Additionally, China is developing soybean farms in Russia's Far East to further secure its supply chain and reduce dependency on maritime transport [22][25].