“中国迅速下单，购买潮异常大”

Core Viewpoint - The escalation of the China-U.S. trade war has led to a significant shift in China's soybean procurement strategy, with Chinese importers increasingly turning to Brazil for soybean supplies due to rising tensions and fluctuating prices [1]. Group 1: Trade Dynamics - Chinese soybean traders have purchased at least 40 vessels of Brazilian soybeans in the first half of the week, taking advantage of recent price drops [1]. - The recent purchasing spree is unusual and rapid, with the volume expected to reach at least 2.4 million tons, which is one-third of China's average monthly imports [1]. - Brazil has replaced the U.S. as China's largest soybean supplier, although soybeans remain the top agricultural product exported from the U.S. to China [1]. Group 2: Market Trends - The price of Brazilian soybeans had previously increased due to the escalating trade tensions, but has recently declined, prompting Chinese buyers to act quickly [1]. - Typically, China begins purchasing Brazilian soybeans around February, coinciding with South America's dominant export season, but the current surge in buying activity is notably larger than usual [1].