Group 1 - The core point of the article highlights the ongoing tension in US-China trade relations, particularly following the US announcement to continue the 301 investigation despite recent agreements on soybean purchases and other concessions [1][13][21] - The cooperation between the US and China is characterized as a transactional exchange rather than a foundation of mutual trust, with both sides making concessions that cater to their immediate needs [3][9][11] - The US has agreed to lower tariffs on fentanyl-related products and suspend the "50% rule" that previously restricted Chinese companies, allowing them some breathing room in the market [5][9] Group 2 - China has committed to purchasing 12 million tons of US soybeans in the current quarter and 25 million tons annually for the next three years, which is seen as a significant relief for struggling US farmers [7][15] - The tightening of export controls on fentanyl precursor chemicals by China aligns with US political needs, providing a rationale for the US government to address domestic concerns [9][19] - The initiation of the 301 investigation serves as a political tool for the Trump administration, allowing them to maintain a strong stance against China while appeasing domestic hawkish interest groups [13][17][21] Group 3 - The 301 investigation, launched on October 4, is based on the US Trade Act of 1974 and aims to assess China's compliance with the 2020 trade agreement, serving both domestic political purposes and external pressure on China [17][19] - The investigation creates uncertainty in the market, undermining business confidence and complicating supply chain planning for companies affected by the trade war [25][27] - The article emphasizes that the fundamental issue in US-China relations is not merely about trade figures but rather the need for a dialogue framework that respects equality and mutual interests [33][34]
中方刚复购大豆,美国又变脸,美贸易代表通告全球,继续调查中国
Sou Hu Cai Jing·2025-11-02 04:09