硬的不行来软的，特朗普求到咱们头上了。 就在特朗普签字批准，中美关税谈判再延长90天的同时，他在社交媒体上发文，请求中方购买美国的大豆，他说最好能把采购量增加4倍，他要感谢中国， 还要给中国提供快速服务。 第一个，全世界除了中国，就再也没有一个能吃下美国大豆的市场了。 本质上来讲，大豆其实是一种中国特供粮食，其他国家对大豆的需求量并不高。 去年中国大豆消耗量高达1.17亿吨，占到了全球大豆贸易总量的85%，所以离开了中国市场，美国大豆真得烂在仓库里。 第二，特朗普发起关税的主要理由，就是要减少美国的贸易逆差，其中对中国的贸易逆差接近3000亿美元。 这不是个小数目，该怎么减少呢？ 答案就是让中国多买美国的商品，去年中国进口了120亿美元的美国大豆，翻4倍就是480亿，就能减少相当一部分贸易逆差了。 第三，美国明年的中期选举，从今年10月份就要开始造势。 美国很多农业州都是共和党的铁票仓，但恰恰是他们选上来的特朗普，却把美国农民伤得最深。 特朗普的态度极其谦卑，这跟他以往的风格完全不一样，那我们会不会满足他呢？ 首先说特朗普为何要请求咱们买大豆？主要有3大原因。 比如欧盟，不光要缴纳15%的关税，还得对美国投资 ...

Core Viewpoint - China's customs data indicates that imports of three major energy products from the United States have dropped to zero, raising concerns about the difficulty of upcoming US-China negotiations [1][3]. Group 1: Energy Imports - In June, the total amount of crude oil imported from the US to China was zero for the first time in three years, compared to $80 million in the same month last year [3]. - Liquefied natural gas imports from the US have also reached zero, and coal imports have drastically decreased from $90 million last June to just a few hundred dollars [5]. - Overall, in 2024, China is projected to import $74 billion worth of energy products from the US, which accounted for 6.37% of total imports from the US that year [5]. Group 2: Trade Relations and Negotiations - The cessation of energy imports signals a return to tense relations reminiscent of the peak of the trade war during Trump's first term, where a commitment was made to purchase $200 billion in US goods, including energy products [7]. - The reduction in energy imports could exacerbate the US trade deficit and impact the recovery of the US manufacturing sector, which is a priority for the Trump administration [7]. - China is leveraging its position by withholding energy purchases, potentially increasing its bargaining power in negotiations with the US [7].