美财长：其实我也是豆农，能感到中国拒买之痛

Core Viewpoint - The U.S. Secretary of the Treasury, Becerra, expressed his pain over China's refusal to purchase U.S. soybeans, highlighting the significant impact on American farmers and the current agricultural situation [1][3]. Group 1: U.S.-China Trade Relations - Becerra mentioned that China has drastically reduced its soybean purchases, nearly to zero, which has created a "perfect storm" for U.S. farmers due to high yields this year [1][4]. - Recent trade negotiations between the U.S. and China have reached a "substantial framework," which Becerra believes will alleviate concerns among U.S. soybean growers [3]. Group 2: Agricultural Market Dynamics - Data from the General Administration of Customs indicates that from January to September, China imported 86.18 million tons of soybeans, a year-on-year increase of 5.3%. However, in September, China did not import any soybeans from the U.S., marking the first time since November 2018 that imports from the U.S. dropped to zero [5]. - The decline in imports is attributed to high tariffs on U.S. soybeans and the completion of transactions for old soybean stocks harvested in previous years [6][7]. Group 3: Future Outlook for U.S. Soybean Farmers - Analysts warn that if trade negotiations do not yield positive results, U.S. farmers could face losses amounting to billions of dollars as Chinese buyers continue to source soybeans from South America [7]. - U.S. soybean farmers have attempted to diversify their markets by reaching out to countries like Vietnam and the Philippines, but they acknowledge the difficulty in finding immediate alternatives to the Chinese market [8].