中国亮剑：已停购美国大豆4个月，要求先取消关税，然后再买

Core Viewpoint - The Chinese Ministry of Commerce signaled to the U.S. on September 25 that if the U.S. wishes to expand bilateral trade, it must remove unreasonable tariff measures, indicating a strong stance in the ongoing U.S.-China trade war, particularly regarding agricultural imports like soybeans [1] Group 1: Trade Dynamics - Since May, China has nearly halted its purchases of U.S. soybeans, a trend that has persisted for 4-5 months, with imports dropping to nearly zero, aligning with the escalation of the U.S.-China tariff conflict [6] - China was previously the largest buyer of U.S. soybeans, with annual imports reaching $12.6 billion, accounting for about 50% of U.S. soybean exports [6] Group 2: Market Shifts - China has shifted its focus to South American markets, significantly increasing imports from Brazil and Argentina, which are major competitors to U.S. soybeans, exacerbating the anxiety and dissatisfaction among U.S. farmers [7] - U.S. farmers are experiencing a psychological and economic impact due to the stagnation of soybean sales, leading them to pressure the Trump administration to adjust tariff policies [7] Group 3: Government Response - U.S. farmers are actively seeking alternative markets, urging the government to expedite trade negotiations with countries like the UK and Japan to boost corn exports [10] - The U.S. Secretary of Agriculture acknowledged the severe export situation for soybeans, corn, and wheat, discussing potential aid plans for farmers, including using tariff revenue to subsidize domestic agriculture [10] Group 4: Long-term Outlook - The soybean trade conflict between the U.S. and China may see temporary relief through compromise, but a stable long-term trade agreement is essential to address fundamental issues [11] - The ongoing trade dynamics reflect profound changes in the global trade landscape, with pressure from U.S. farmers and the government potentially acting as significant variables in negotiations [11]