中国9月未从美国进口大豆

Core Insights - In September 2023, China did not import any soybeans from the United States for the first time since November 2018, marking a significant shift in trade dynamics [1] - China, the world's largest soybean importer, is increasing its purchases from South American countries, particularly Brazil and Argentina, to replace U.S. soybeans [1] - From January to September 2023, China imported 63.7 million tons of soybeans from Brazil, a year-on-year increase of 2.4%, and 2.9 million tons from Argentina, a year-on-year increase of 31.8% [1] Import Data - In the first nine months of 2025, China imported a total of approximately 12.01 billion USD worth of soybeans, with significant contributions from Brazil [2] - The import figures from Brazil for the same period include various monthly totals, indicating a consistent and high volume of soybean imports [2] Market Impact - If U.S.-China trade negotiations do not yield breakthroughs, U.S. farmers may face billions of dollars in losses due to the ongoing shift in soybean purchases to South America [3] - There is growing dissatisfaction among U.S. farmers as they deal with declining soybean prices and are awaiting government assistance, which is currently stalled due to a government shutdown [3]