农产品进口多元化战略

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特朗普亲自求情也没用,美国人这才明白,中方反制的时机已经来了
Sou Hu Cai Jing· 2025-09-14 04:43
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 ...
张口就是5万吨,中国甩出巨额订单不到24小时,加拿大省长急了,第一时间宣布:未来几周将访华
Sou Hu Cai Jing· 2025-08-26 03:20
Core Viewpoint - The recent developments in the international trade of canola seeds highlight the shifting dynamics between Canada and China, particularly following China's significant order from Australia, which has prompted Canadian officials to seek discussions to revive their canola trade with China [1][3][4]. Group 1: Trade Dynamics - China has placed a 75.8% deposit on canola seeds imported from Canada, effectively blocking Canadian canola from entering the Chinese market [3][4]. - In contrast, China has recently imported 50,000 tons of canola seeds from Australia, marking the first such import in five years, which is seen as a positive development for Australia [4][6]. - The price of canola futures on the Intercontinental Exchange dropped by 6.5% following the announcement of the deposit on Canadian canola, indicating market reaction to the trade tensions [3][4]. Group 2: Canadian Response - Saskatchewan's Premier Scott Moe is planning a visit to China to discuss the canola seed issue, reflecting the urgency of the situation for Canadian farmers [3][6]. - Canadian agriculture is heavily reliant on the Chinese market, with over half of Canada's canola exports typically going to China, making the current trade barriers particularly damaging [6][7]. - The U.S. has also increased tariffs on Canadian imports to 35%, compounding the challenges faced by Canadian agriculture [6][7]. Group 3: Strategic Implications - The situation underscores the consequences of previous Canadian government trade policies that imposed tariffs on Chinese products, which have backfired by harming Canadian agricultural exports [6][9]. - China's approach to international trade emphasizes fairness and adherence to rules, as it seeks to diversify its agricultural imports from countries like Russia, Mongolia, and India, reducing reliance on Canadian products [6][7][9]. - The outcome of Premier Moe's visit to China will depend on Canada's willingness to reconsider its trade stance and remove discriminatory tariffs against Chinese products [7][9].
打蛇打七寸!240万吨大豆刚刚抵达中国港口,大量美国人合作被取消
Sou Hu Cai Jing· 2025-04-29 02:26
Group 1 - China has suspended the purchase of U.S. soybeans and corn since mid-January, opting instead to sign contracts for at least 2.4 million tons of Brazilian soybeans in early April, significantly impacting the U.S.-China trade dynamics [1] - The cost competitiveness of U.S. soybeans has diminished due to an 84% tariff imposed by China, making U.S. soybeans twice as expensive as Brazilian soybeans, which are priced at 2.5 yuan per pound [1][3] - Brazil has become China's largest soybean supplier, with projected imports of 75 million tons from Brazil and only 23 million tons from the U.S. in 2024, reflecting a shift in China's agricultural import strategy [3][5] Group 2 - U.S. farmers are feeling the pressure from this shift, with the American Soybean Association expressing concerns over potential significant losses, as the U.S. soybean exports accounted for a substantial portion of the $197.4 billion in agricultural exports in 2022 [5] - The U.S. government's tariff policies are negatively affecting agricultural exports, creating uncertainty that deters international business relationships [5][7] - China's proactive measures in response to U.S. tariffs have positioned it favorably in the global market, with a reported GDP growth of 5.4% in the first quarter and increased international interest in trade with China [5][7]