你能想象得到，美国大打贸易战，结果棒子打到自己农民头上了？ 美国大豆收获季节来了，中国一单不买！美国农民气吐血！ 老熊查资料，原来全世界人除了中国人，对大豆需求都没这么高！大豆说到底真是中国"特供"的食品。为什么这么说？咱们先得看"看大豆在中国是怎么 被用的。 首先，大豆喂猪，这一点尤为关键，因为中国人格外爱吃猪肉，猪肉消费，占据了肉类市场最大份额。 其次大豆时常被用以制作豆浆，豆腐以及素肉等等豆制品。这些豆制品，除了咱们别的国家几乎不喝！ 再说豆油，豆油是炒菜的好帮手，就算不生拌，可以油炸，咱中国人炒菜的习惯离不开它的。 在前几年，中国进口的大豆中有90%都是美国产的。这背后养活了数量众多的美国农民，与此同时也使美国的四大粮商牢牢把持着全球大豆市场，进而形 成了规模宏大的粮食产业链。 这情况维持了很长时间，直到特朗普上台，对我们挥动关税大刀。 美国对中国动了刀子，限制贸易之后，中国开始着急了，不可能再被美国一家独大给卡脖子。 所以大豆的这些用途，完全满足中国人饮食习惯。中国人口多，达到14亿，胃口自然大，这么庞大的需求量，让中国本土大豆根本供不上，所以多年来， 中国几乎全部靠进口大豆补给。 那大家猜猜，进口 ...

Group 1: US-China Trade Talks - The US and China held trade talks in Madrid on September 14, focusing on issues such as unilateral tariffs, export controls, and TikTok [1][2][3] - The talks are seen as an opportunity to extend the truce in the ongoing trade war, which has impacted the global economy [3] - The US announced sanctions against 32 entities, including 23 from mainland China, prior to the talks, indicating stricter export controls on advanced chips [4][5] Group 2: China's Response - China initiated two investigations against the US, including a discrimination investigation related to integrated circuits and an anti-dumping investigation on imported simulation chips from the US [6][7] - The anti-dumping investigation was prompted by a significant increase in imports from the US, with a reported cumulative growth of 37% from 2022 to 2024, while prices dropped by 52% [7][8] - The Chinese Ministry of Commerce emphasized that the US's actions are seen as a form of unilateralism and bullying, which distorts the global market and harms legitimate business interests [5][6] Group 3: Implications for Semiconductor Industry - The semiconductor industry is particularly affected, with the US imposing stricter controls on high-end chips while simultaneously engaging in price dumping of simulation chips [4][8] - The investigation into simulation chips highlights the significant market share of US imports in China, which rose from 47.81% in 2022 to 62.14% in 2024 [8] - The ongoing trade tensions and investigations are expected to impact the stability of the global semiconductor supply chain [6][8]

"美国豆农彻底崩溃！中国一纸禁令，让百年农场血本无归！"——你没听错，就在这个丰收季，美国大豆正疯狂烂在仓库里，而来自东方市场的订单，竟一 夜清零。 一位家族第九代传人、美国大豆协会主席凯莱布，在TikTok上含泪发声："我们已走投无路…" 很多人想问： 这场看似突然的"订单归零"，背后究竟是贸易报复，还是一场早已注定的战略转身？ 一、大丰收，反而成了美国农民最残酷的噩梦 这个秋天，美国中西部农田的画面堪称魔幻—— 一边是金灿灿望不到头的豆海，史上第六大丰收年； 另一边，却是农民们站在地里，一脸愁云，眼神里写满绝望。 为啥？ 因为最大客户——中国，今年一张新单都没下！ 要晓得，往常这季节，中国至少会吃掉全美大豆总产量的8%-9%。而现在，价格已经崩穿地板，比三年前跌了整整四成！ 种一英亩豆子，成本早就突破600美元，肥料、种子、贷款利息样样涨，可卖出去连本都回不来。 北达科他州有些地方，大豆现货价每蒲式耳才8.83，远低于12块的成本线！ 农民被逼到绝路：现在卖，铁定亏；存到冬天，仓储费更扛不住…… 二、不是中国"变心"，而是早已布好退路 很多人以为这是"贸易战突然一击"，其实中国悄悄布局了好几年。 咱们不靠 ...

Core Viewpoint - The article highlights the significant impact of U.S.-China trade tensions on American farmers, particularly in the grain market, as China shifts its imports from the U.S. to Brazil, leading to a drastic decline in U.S. agricultural exports to China [1][3][5]. Group 1: Trade Dynamics - The U.S. has seen a dramatic drop in high-quality grain exports to China, with sorghum exports plummeting from over 1.4 million tons to 82,000 tons, a decline of 95% [3][5]. - China has officially approved the import of Brazilian sorghum, with shipments expected to begin in 2025, marking a significant shift in sourcing strategies [3][5]. - The U.S. soybean market is facing its coldest harvest season since the trade war began, with record imports of Brazilian soybeans by China, exacerbating the situation for American farmers [3][5]. Group 2: Market Adaptation - Brazil has capitalized on the opportunity to become a more reliable supplier for China, offering lower land costs, cheaper labor, and improved logistics, which has made it a more attractive partner [5][7]. - The article notes that China's agricultural import structure has diversified significantly in less than seven years, allowing it to find alternative suppliers like Brazil, Argentina, Canada, and Indonesia [7][8]. - The shift in sourcing reflects a broader trend in international trade where reliability and stability in supply chains are prioritized over traditional partnerships [8]. Group 3: Political and Economic Implications - The ongoing trade war has led to a situation where American farmers feel the brunt of political decisions, with calls for agriculture to remain free from political manipulation [7][8]. - The U.S. Supreme Court's upcoming review of the legality of Trump's tariff policies could have significant financial implications, potentially returning up to $1 trillion in taxes, but the lost market share may not be recoverable [7][8]. - The article emphasizes that the consequences of trade wars often fall on the most vulnerable, such as farmers, who are left to navigate the complexities of international trade without understanding the political landscape [7][8].

这下美国尝到了厉害，美国大豆或将烂在地里，特朗普求情也没用，他如今应该明白，想和中国做生意，就要按中国的规矩办。 据美国《财富》杂志9月9日报道，美国大豆协会的主席拉格兰，在接受媒体采访痛苦地表示，现在美国大豆正面临危机。这话一点不夸张，他称现在美国迎 来了丰收季，以前最大买家中国，现在没有下任何订单，照此下去，豆农将面临"严峻形势"。 【特朗普对豆农警示无动于衷】 早在今年4月，当特朗普单方面发起与中国的贸易战时，美国大豆协会主席拉格兰就在媒体上公开警告贸易战对美国大豆产业的巨大威胁。他明确指出，美 国大约50%的大豆产量用于出口，而中国在过去的采购量超过了美国所有其他海外客户的总和。 事实上，拉格兰的警告并非危言耸听。然而，特朗普政府似乎并未将这一警告放在心上，毅然决然地和中国对着干。美国先是单方面实施34%的"对等关 税"，次日更是将额外关税提升至145%，这种近乎疯狂的"极限施压"策略，显然是试图复制其在与其他国家谈判中"以快打慢"的战术，妄图迅速迫使中国在 经贸谈判中屈服。 不得不说，中国在全球大豆市场中占据着举足轻重的地位，是世界上最大的大豆买家。相关资料显示，中国一家购买的大豆量相当于全球的3/ ...

中国对大豆进口策略的调整引发美国农业危机，贸易战反制效果显著 近期正值美国大豆出口的黄金季节，按照往年惯例，这本应是中美农产品贸易最繁忙的时期。然而令国际市场意外的是，中国采购商并未如预期般大规模 购入美国大豆，而是将订单转向了巴西、阿根廷等南美主要大豆生产国。这一战略性调整直接导致美国中西部农业带出现大规模大豆滞销，芝加哥期货交 易所大豆期货价格持续走低，大量收割完毕的豆子积压在谷仓无法变现。美国农业部的数据显示，仅9月份美国大豆对华出口量同比骤降72%，这让高度 依赖中国市场的美国豆农陷入前所未有的困境。 这场精准的贸易反制行动，其根源要追溯到特朗普政府单方面挑起的中美贸易摩擦。作为全球最大的大豆消费国，中国每年需要进口近1亿吨大豆以满足 国内食用油压榨和饲料生产需求，而美国长期以来都是中国最主要的大豆供应国之一。这种紧密的供需关系使得美国农业带形成了对中国市场的深度依 赖，仅2017年对华大豆出口额就高达120亿美元。特朗普政府却误判形势，将中美贸易逆差简单归咎于农产品贸易，并在2018年对中国商品加征高额关 税，最终招致中国的对等反制。 值得注意的是，在贸易战初期，美国大豆协会就曾发出预警。该组织主席 ...

Group 1 - The core viewpoint of the articles highlights the U.S. government's pressure on G7 and EU to impose punitive tariffs on China and India due to their continued purchase of Russian oil, which the U.S. views as supporting Russia's war efforts [1][3] - The U.S. strategy to form an anti-China alliance is driven by its inability to confront China alone, as China controls critical strategic resources like rare earths, leading to setbacks for the U.S. in trade negotiations [3] - The inclusion of India in the U.S. sanctions list indicates a shift in U.S.-India relations, as India has begun to lean towards China and Russia after feeling slighted by previous U.S. demands [5] Group 2 - Economically, the U.S. request for China and India to abandon Russian oil in favor of more expensive U.S. energy contradicts market principles, as both countries prioritize their economic interests [7] - The U.S. has been engaging in diplomatic gestures towards China, such as sending a high-level congressional delegation to Beijing, which marks the first visit in six years, indicating a desire to stabilize military relations [8] - The U.S. military's recent actions suggest an intention to add safeguards to U.S.-China military relations, but true improvement in bilateral relations requires more than just symbolic gestures [8]

美豆农最近集体患上了"订单焦虑症"——本该是收钱收到手软的黄金季，如今地里的大豆都快发芽了，中国订单却硬是"零蛋"得像个笑话。要 知道，往年这时候中国可是能啃下美国大豆四分之一的"大胃王"，九到次年一月间8%到9%的订单都来自东方，现在倒好，美国大豆协会主席 拉格兰直接摊手："我们等来的只有西北风。" 美国农业向来是经济"定海神针"，一年贡献9.5万亿美元，占GDP两成，养活数百万张嘴，单大豆出口就牵扯23万个饭碗。可如今这艘巨轮正 撞上冰山——中国买家集体"用脚投票"，巴西大豆7月进口量直接创纪录，把美国挤下"头把交椅"。为啥？南美大豆不仅便宜，还包邮到家， 性价比直接拉满。反观美国货，关税叠罗汉似的涨到34%，谁会当冤大头呢？ 这哪是单纯的大豆生意？分明是中美战略博弈的"小切口大舞台"。美国想靠关税逼中国让步，结果反而让南美捡漏，自己倒成了"搬起石头砸 脚"的典型。更妙的是，这场贸易战还重构了全球供应链——各国都在琢磨怎么把鸡蛋放更多篮子里，美国却还在"关税迷宫"里打转。 未来几个月的谈判才是硬仗。若特朗普还执着于"威胁式外交"，不肯坐下来平等对话，美国农业怕是要"凉凉"。西北风喝久了衰落是必然的。 美国 ...

Group 1 - The article discusses the deteriorating relationship between China and Europe, highlighting that Europe has lost significant opportunities in the current geopolitical landscape [1][12] - It mentions the visit of French President Macron to China in April 2023, where he aimed to strengthen ties but faced challenges in leading Europe independently from the US [3][4] - The article points out that Germany, Italy, and the Netherlands have been pressured by the US, while France is positioned as a potential leader in Europe [6] Group 2 - Chinese automotive companies, particularly BYD, are experiencing significant growth, with sales expected to double in 2024, while Tesla is exporting vehicles to Europe, impacting traditional European brands like BMW and Mercedes [7][9] - BYD is also establishing a factory in Hungary, indicating a strategic move to penetrate the European market further [9] - The article highlights the ongoing trade tensions, with Europe investigating Chinese electric vehicles for anti-subsidy practices, while China retaliates with tariffs on European products [10][11] Group 3 - The article emphasizes China's dominance in rare earth materials, controlling over 60% of global mining and 87% of processing, making it difficult for Europe to reduce dependency [11] - It discusses the high energy costs in Europe, particularly in Germany, which are significantly higher than in China, contributing to the decline of European industries [12] - The overall sentiment is that Europe is in a precarious position, facing economic challenges and losing competitiveness against China in key sectors like automotive and manufacturing [12]

Group 1 - The core issue is that U.S. soybean farmers are facing a severe crisis as China, their largest buyer, has not placed any orders during the harvest season, potentially leading to a loss of 14 to 16 million tons of soybean orders [1][2] - The American Soybean Association has warned that the financial pressure on farmers is immense, with falling soybean prices and rising production costs exacerbating the situation [1][2] - The trade war initiated by Trump has resulted in significant losses for U.S. agricultural exports, with soybeans accounting for approximately 71% of the total losses, which amounts to over $27 billion [2] Group 2 - China has significantly reduced its imports of U.S. soybeans, opting instead to source from Brazil, which has become a major supplier [3][4] - In 2024, China's soybean consumption is projected to be around 117 million tons, with over 85% of this demand met through imports, highlighting the ongoing dependency on foreign sources [4] - The market share of U.S. soybeans in China's imports has declined from 34% in 2017 to 22% in 2024, while Brazil's share has increased to 69.16% [4][5]