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中方不买,美国2200万吨订单清零?沉默11天后,特朗普新制裁来了
Sou Hu Cai Jing· 2025-09-03 10:01
Group 1 - The Trump administration is urging China to increase soybean imports to four times the current amount, presenting it as a special favor, while underlying complexities exist [1] - The U.S. Soybean Association is pressing the government to lift tariffs to restore exports to China, as approximately 30% of this year's soybean production may face unsold risks without timely buyers [3] - China's soybean imports from the U.S. have significantly decreased, with 2024 imports totaling 1.05 million tons, of which only 22.13 million tons are from the U.S., a 5.7% decline year-on-year [3] Group 2 - U.S. farmers are suffering substantial losses exceeding $5 billion due to the impediments in exports to China, yet the Trump administration continues to escalate geopolitical tensions [5] - China maintains silence on U.S. promises due to the lack of concrete solutions regarding logistics costs and risks, alongside sufficient domestic soybean reserves [6] - To resolve the soybean surplus issue, the Trump administration needs to demonstrate sincerity by establishing stable trade rules and a predictable cooperation framework [8]