中国停买美国大豆，掀起20年布局反击战：美农急疯，我们赢麻了！

Core Viewpoint - The narrative surrounding China's investment in Brazil for soybean cultivation, which claims to harm the rainforest and global climate, is often driven by vested interests rather than environmental concerns [1] Group 1: Historical Context - Over 20 years ago, China's soybean industry was weak, suffering significant losses during the first soybean "trade war," leading to the closure of 90% of domestic soybean processing enterprises [4] - By 2025, U.S. soybean stocks began to accumulate, with 30 million tons unsold, as China shifted away from reliance on U.S. imports due to historical price volatility and inflation concerns [5] Group 2: Investment in Brazil - In 2010, Chongqing Grain Group invested nearly 6 billion in Brazil, acquiring over 3 million acres for a full supply chain in soybean production, storage, and transportation [7] - Following criticism from Western nations regarding environmental impacts, China adapted its strategy to collaborate with local firms rather than direct land purchases, with COFCO Group taking over in 2014 to control logistics and processing [7] Group 3: Economic and Political Gains - The successful strategy not only met China's soybean demand but also facilitated trade in renminbi, enhancing foreign exchange stability and promoting the internationalization of the currency [8] - Brazil has increasingly aligned its diplomatic stance with China, evidenced by investments from Chinese companies and the presence of Chinese automotive and technology firms in Brazil [8] Group 4: Global Strategy - China's approach in Brazil has been replicated globally, with partnerships in Southeast Asia and Africa, focusing on resource cooperation and infrastructure development, further stabilizing resource supply and promoting renminbi usage [10] Group 5: Strategic Vision - The evolution of China's soybean industry from reactive measures to a comprehensive global strategy reflects 20 years of strategic foresight, breaking U.S. dominance in the global food market and establishing a self-sufficient supply chain [12]