中国不买大豆美国慌了，为啥中国大豆消费这么强？

Core Insights - China consumes over 100 million tons of soybeans annually, more than the total consumption of all other countries combined, driven by a growing demand for meat due to rising living standards [1][4] - Domestic soybean production in China is only about 20 million tons, meeting less than 17% of its demand, necessitating heavy reliance on imports [3][6] - The trade dynamics shifted post-2018 trade war, with Brazil now supplying over 70% of China's soybean imports, while the U.S. share has dropped to 21% [3][4] Group 1: Consumption and Demand - China's annual soybean consumption is 120 million tons, with 90% used for oil extraction and animal feed [1][3] - The increase in meat consumption, particularly in urban areas, has led to a significant rise in demand for soybeans as animal feed [4][8] - The contribution of imported soybeans to China's meat, egg, and dairy consumption is substantial, with 30% of the total coming from imported soybeans [4] Group 2: Domestic Production and Strategy - China's soybean production is limited by agricultural priorities, with major crops like rice, wheat, and corn taking precedence [3][6] - The "Soybean Revitalization Plan" aims to increase domestic production through subsidies and improved agricultural practices, with a reported 13.66% increase in yield over 11 years [6][8] - Domestic soybeans are primarily used for food products, while imported genetically modified soybeans are used for oil and feed, indicating a clear division of purpose [6][8] Group 3: Trade Dynamics and Market Impact - The U.S. soybean industry has been significantly impacted by China's shift in import sources, leading to a surplus of 22 million tons of unsold soybeans in the U.S. [3][4] - China's diversified import strategy includes sourcing from Brazil, Argentina, and emerging markets like Russia and Africa, reducing dependency on any single country [3][6] - The U.S. attempts to regain market share by appealing to China, but China's established alternatives provide it with leverage and choice in the global soybean market [6][8]