少见放低姿态！美国公开喊话：中国若采购大豆，请优先考虑美方

Core Insights - The article highlights the significant shift in the U.S.-China soybean trade dynamics, illustrating how the U.S. soybean industry has faced severe challenges due to China's pivot towards South American suppliers, particularly Brazil and Argentina [1][3][4]. Group 1: Trade Dynamics - In 2024, Brazil's soybean exports to China reached 74.65 million tons, accounting for 71% of China's total soybean imports, surpassing the U.S. as the largest supplier [4]. - Argentina's decision to eliminate soybean export taxes in September 2025 led to a surge in orders from China, with 1.3 million tons ordered, nearly one-third of Argentina's total exports to China last year [4]. - China's logistics enhancements, including the opening of the QianKai Port in Peru, have reduced shipping times for Brazilian soybeans to Asia by seven days, further solidifying its diversified supply chain [4]. Group 2: Technological and Regulatory Measures - China has implemented a blockchain traceability system that successfully intercepted 300,000 tons of U.S. soybeans attempting to misrepresent their origin, highlighting the effectiveness of its regulatory measures [6]. - The promotion of domestic feed soybean meal reduction technology is projected to decrease soybean demand by 11 million tons annually, equivalent to one-third of the U.S. soybean exports to China in previous years [6]. Group 3: U.S. Industry Challenges - In the summer of 2025, the U.S. soybean shipment volume to China was recorded at "0.0," indicating a complete halt in exports, which has severely impacted U.S. soybean farmers [7]. - The U.S. soybean export volume to China in the first half of 2025 plummeted by 85% year-on-year, totaling less than 3 million tons [7]. - The U.S. agricultural sector is experiencing a surge in bankruptcies, with a 55% increase in farm bankruptcies in the Midwest, as farmers struggle with unsold soybeans and plummeting prices [9]. Group 4: Political and Market Responses - The Trump administration's failure to deliver promised agricultural subsidies of $12-13 billion has left most soybean farmers without support, exacerbating their financial struggles [9]. - Despite the challenges, China signed an intention order for 870,000 tons of soybeans during the 2025 Import Expo, indicating a cautious approach to re-engaging with U.S. suppliers [9][10]. - The U.S. attempts to diversify its soybean markets have been largely unsuccessful, with traditional markets like Mexico and Japan unable to absorb the volume lost from China, and emerging markets already dominated by South American competitors [12]. Group 5: Global Agricultural Landscape - The ongoing trade tensions reflect a profound transformation in the global agricultural landscape, with China moving towards a more secure and diversified food supply chain, reducing its reliance on a single source [13].