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中方仅象征性买美国大豆就停手,商务部回应话里有话,特朗普会不会再变卦?
Sou Hu Cai Jing·2025-11-16 04:11

Group 1 - The core issue revolves around China's halt in large-scale soybean purchases from the U.S., which contrasts with the U.S. government's expectations of a $120 billion procurement commitment [1] - China's agricultural imports have diversified, with private enterprises increasing their share, indicating that state-owned enterprises cannot fulfill the large orders anticipated by the U.S. [5] - The U.S. soybean industry is facing internal challenges, including surplus inventory and rising production costs, which complicate the market dynamics [3] Group 2 - The U.S. soybean import tariff of 13% significantly hampers competitiveness compared to Brazilian soybeans, which are 10% cheaper [1] - Brazil's soybean exports to China are projected to reach approximately 4 million tons by the end of 2025, providing China with leverage in negotiations [1] - The U.S. agricultural sector is concerned about the political volatility affecting trade agreements, as seen in the uncertainty faced by farmers regarding whether to store or sell their soybeans [3][5] Group 3 - China's procurement strategy appears to focus on risk diversification rather than reliance on a single source, reflecting a cautious approach in the face of geopolitical tensions [1] - The U.S. soybean association expresses hope that agricultural trade will not be politicized, highlighting the industry's frustration with the current trade environment [5] - China's response to the U.S. trade policies suggests that cooperation is contingent upon the removal of high tariffs, indicating a need for a more balanced trade relationship [5]