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想蒙混过关?30万吨美国大豆披上阿根廷马甲,中国海关技高一筹!
Sou Hu Cai Jing· 2025-05-04 12:57
Core Viewpoint - The article discusses the impact of the US-China trade war on soybean imports, highlighting China's shift from US soybeans to Brazilian sources due to tariffs and trade barriers, resulting in significant losses for American farmers [1][5][40]. Group 1: Trade Dynamics - Following the initiation of the trade war, China reduced imports of US agricultural products, including soybeans, leading to a loss of the Chinese market for the US [1]. - China has turned to Brazil for soybean imports, purchasing at least 240 million tons, making Brazil the largest supplier [5]. - The cost of US soybeans has increased by 600 RMB per ton due to tariffs, eroding their price advantage compared to Brazilian soybeans [7][42]. Group 2: Import Challenges - A shipment of 300,000 tons of soybeans from Argentina was returned by China, indicating strict enforcement of import regulations [3]. - Chinese customs have implemented advanced technology, including a blockchain traceability platform, to monitor the origin of soybeans, ensuring compliance with import standards [22][48]. - Instances of US soybeans being misrepresented as Argentine soybeans have been detected, leading to increased scrutiny and penalties for involved companies [15][28][42]. Group 3: Economic Impact - As of April 25, 2025, the price of imported soybean meal has exceeded 4,200 RMB per ton, reflecting the economic strain on US soybean farmers, with reported income declines of 23% [11][51]. - The US soybean market share in China has plummeted to 15%, while Brazil holds a dominant 70.8% share, indicating a significant shift in trade relationships [40]. - The ongoing trade conflict has led to calls from US farmers for an end to the trade war, highlighting the adverse effects on their livelihoods [12][44].
为卖给中国,30万吨美国大豆披上阿根廷马甲,中方识破做法太解气
Sou Hu Cai Jing· 2025-05-04 06:22
Core Viewpoint - The article discusses the significant impact of U.S. tariffs on agricultural exports, particularly focusing on the U.S. soybean industry and its attempts to circumvent Chinese tariffs through deceptive practices like "washing origin" [3][7][9]. Group 1: Impact of Tariffs - Trump's tariffs have severely affected the U.S. agricultural sector, leading to a loss of competitiveness in the Chinese market, which previously accounted for 50% of U.S. soybean exports [9][11]. - The retaliatory tariffs imposed by China have reached as high as 125%, drastically increasing the prices of U.S. agricultural products in China and making them less competitive compared to alternatives from countries like Brazil [9][11][24]. Group 2: Attempts to Circumvent Tariffs - U.S. companies attempted to disguise U.S. soybeans as Argentine products to evade Chinese tariffs, with a notable shipment of 300,000 tons being flagged by Chinese customs [5][15][24]. - The practice of "washing origin" involves changing the product's origin label to bypass trade restrictions, but this strategy has been met with increased scrutiny and advanced monitoring by Chinese customs [15][22]. Group 3: Chinese Customs Measures - China has implemented a blockchain traceability platform in collaboration with Brazil and Argentina to prevent the "washing origin" tactic, ensuring that every batch of imported soybeans is tracked from planting to shipping [17][18]. - Advanced technologies, such as "spatiotemporal topology analysis," have been introduced to monitor global shipping data in real-time, effectively closing loopholes used by U.S. exporters [22][24]. Group 4: Consequences for U.S. Farmers - The ongoing trade conflict has led to significant financial losses for U.S. farmers, with over $27 billion in agricultural export losses attributed to retaliatory tariffs from China [13][27]. - Many U.S. farmers are facing bankruptcy due to their reliance on exports, particularly as they lose market share to Brazilian soybeans [11][27].