Core Viewpoint - The recent procurement of U.S. soybeans by China, while appearing to ensure national food security, actually imposes significant costs on domestic oilseed processing plants due to the higher price compared to Brazilian soybeans [2][5]. Price Comparison - The cost of U.S. soybeans is reported to be between 4419 to 4465 RMB per ton, while Brazilian soybeans are priced at 3817 RMB per ton, resulting in an additional cost of approximately 600 to 650 RMB per ton for U.S. soybeans [1][2]. Procurement Volume and Financial Impact - China has recently purchased 1.5 million tons of U.S. soybeans, leading to an estimated additional expenditure of 900 to 1 billion RMB compared to the same volume of Brazilian soybeans [3]. Pressure on Domestic Industry - Domestic oilseed processing plants are facing increased pressure due to high raw material costs, elevated inventory levels, and stagnant finished product prices, which severely compresses profit margins [5][8]. Strategic Considerations - The motivations behind importing U.S. soybeans may include strategic reserves or balancing international relations, but the increased costs are not being passed down to downstream producers and consumers, leading to significant profit compression in other segments of the supply chain [8].
突发!美国大豆比巴西大豆每吨贵600元
Sou Hu Cai Jing·2025-11-26 19:38