中国传来好消息，美国豆农：松了一口气！美豆积压严重，上月一座混凝土仓库被挤崩塌，里面存了816吨大豆

Core Insights - The recent consensus between China and the U.S. on expanding agricultural trade has relieved American soybean farmers, who are optimistic about renewed purchases from Chinese enterprises [2] - Despite the agreement, U.S. soybean exports to China have not improved, with reports indicating that China has ceased purchasing U.S. soybeans since May [11][17] - The U.S. soybean market is under significant pressure due to high tariffs and reduced sales, leading to increased inventory levels and financial strain on farmers [15][13] Group 1: Trade Agreements and Tariffs - The U.S. government announced a 10% tariff on all Chinese imports in March, prompting China to respond with a 10% tariff on U.S. soybeans and pork starting March 10, 2025 [3] - In April, the U.S. increased tariffs on Chinese imports from 34% to 84%, which was reciprocated by China [6][8] - Following the tariff increases, China's import tariff on U.S. soybeans rose from 3% to 97% [11] Group 2: Market Impact and Inventory Levels - In 2024, China imported approximately 105 million tons of soybeans, with only 22.13 million tons sourced from the U.S., while Mexico's purchases were significantly lower at under 6 million tons [13] - As of June 1, U.S. soybean inventory reached 1.008 billion bushels, exceeding market expectations and reflecting a 3.9% increase year-on-year [13] - The financial strain on U.S. farmers has been highlighted, with the American Soybean Association urging the government to adjust policies and negotiate new trade agreements with China [15] Group 3: Future Outlook - The specifics of the expanded agricultural trade measures between China and the U.S. remain unclear, including whether new negotiations will be required for agricultural products [17] - In 2024, the total value of U.S. soybean exports is projected to be around $24.5 billion, with over $12.5 billion attributed to orders from China [17]