中方采购最新数据披露，“美国人乐坏了”

Core Viewpoint - Chinese buyers are resuming purchases of U.S. soybeans, with commitments to buy at least 8 million tons by 2025, which is positive news for U.S. exporters [1][7] Group 1: Purchase Commitments - Chinese buyers have started placing orders for U.S. soybeans since October, maintaining a steady purchasing rhythm [1] - By December, Chinese buyers continued to place orders, with most shipments expected between December and March [1] - The U.S. AgResource Company predicts that China may aim for a "soft target" of 10 million tons of U.S. soybeans by 2025, with an additional 2 million tons in January [1] Group 2: Market Dynamics - Despite the positive news, there is uncertainty regarding the actual volume of U.S. soybean purchases due to the lack of a formal agreement between the U.S. and China [2] - Brazilian soybean exports to China have increased significantly, with nearly 80% of Brazil's soybean exports going to China, marking a 16% increase compared to the previous year [1] - The shift in market dynamics has seen Brazil's share of China's soybean imports rise from 2% thirty years ago to approximately 71% today [4] Group 3: Trade Relations and Future Outlook - The U.S. government has indicated that China agreed to purchase 12 million tons of U.S. soybeans by January, with a commitment to buy at least 25 million tons annually over the next three years [7] - Analysts suggest that China's strategy to reduce reliance on U.S. soybeans is part of a broader effort to enhance food self-sufficiency, potentially decreasing import dependence from 90% to below 30% in the next decade [8] - The trade relationship between the U.S. and China regarding soybeans has evolved, with China now holding more leverage in the purchasing process [8]