中国是故意的？贝森特开出免税条件，对华打第二枪，美农户输惨了

Core Viewpoint - The recent trade tensions between the U.S. and China have escalated, particularly in the areas of rare earth exports and agricultural products, with the U.S. attempting to probe China's responses through various threats and conditions [1][3][5]. Group 1: U.S. Actions and Responses - The U.S. has threatened to impose a 100% tariff on Chinese goods, but later indicated a willingness to negotiate [1][5]. - Trump has suggested halting imports of Chinese cooking oil, which is primarily waste oil used for biofuel, highlighting the disparity in trade volume compared to U.S. soybean exports to China [5][7]. - The U.S. Treasury Secretary has proposed tax exemptions contingent on China lifting its rare earth export controls, indicating a disorganized strategy [5][7]. Group 2: Impact on U.S. Agriculture - Since July, U.S. agricultural shipments to China have plummeted, with estimates suggesting a potential loss of 14 to 16 million tons of soybean orders if China does not resume purchases by mid-November [3][7]. - The inability of the U.S. to redirect soybean exports to other countries has exacerbated the situation for American farmers, who are struggling to find new markets [3][7]. Group 3: China's Strategic Position - China's response strategy appears well-planned, with indications that it had anticipated U.S. actions as early as August [7][8]. - The Chinese government has emphasized the need for the U.S. to cease unilateral sanctions and demonstrate genuine intent in negotiations [8]. - China's position on rare earth exports and agricultural imports reflects a calculated approach to leverage its market power against U.S. threats [3][8].