损失80亿！中国大豆被外资吞并，中储粮绝地反击，定价权回到手中

Core Viewpoint - The article discusses the transformation of China's soybean industry from being heavily reliant on foreign investment and control to regaining pricing power and self-sufficiency in production, highlighting a 20-year struggle against foreign grain merchants [2][24]. Group 1: Historical Context - Twenty years ago, China's soybean industry faced a crisis with 85% of processing capacity controlled by foreign entities, leading to losses exceeding 8 billion yuan and the bankruptcy of nearly a thousand oil companies [2][11]. - The crisis was exacerbated by the sudden increase in soybean prices due to external factors, including a significant purchase announcement by China and adverse weather conditions affecting U.S. soybean production [5][7]. Group 2: Foreign Control and Market Manipulation - In 2003, the price of soybeans surged from 2,300 yuan per ton to 4,400 yuan per ton within six months, driven by speculation and manipulation from Wall Street capital [7]. - Following a brief spike in prices, the U.S. Department of Agriculture revised its soybean production forecasts, leading to a sharp price drop that caused severe financial distress for Chinese processing companies [9][11]. Group 3: Strategic Response and Recovery - China initiated a long-term plan to regain control over its soybean supply chain, focusing on diversifying sources, enhancing domestic production, and securing the entire supply chain [13][19]. - By 2017, Brazil accounted for 50% of China's soybean imports, and this figure is projected to rise to 73.3% by 2024, marking a significant shift away from reliance on the U.S. [15]. Group 4: Domestic Production and Policy Support - The Chinese government implemented policies to boost domestic soybean production, resulting in an increase in planting area from 12 million acres to over 14 million acres [17]. - By 2024, domestic soybean production is expected to reach 20 million tons, with over 60% being high-protein soybeans, achieving over 80% self-sufficiency in edible soybean demand [19]. Group 5: Market Dynamics and Pricing Power - The establishment of a diversified global supply network has allowed China to shift from a seller's market to a buyer's market, enhancing its bargaining power in international trade [26]. - The Dalian Commodity Exchange has emerged as a significant player in soybean pricing, with nearly 30% of global trading volume now denominated in yuan, indicating a shift in pricing power back to China [24][26]. Group 6: Conclusion and Implications - The victory in the soybean industry not only ensures food security for China's population but also serves as a warning for other critical industries about the importance of maintaining control over core technologies and supply chains [28].