前言 最近不少朋友纳闷：之前都说巴西大豆要彻底替代美国大豆，怎么咱突然又下手买美国豆了？还一下子订了三批，总共 18 万吨。 大豆 别觉得这量不大，这可是今年头一回买美国新收的大豆，更是打破了之前的贸易僵局，背后的门道，小韩可得好好说道说道 —— 这不仅是一次简单的采 购，更是给飘了的巴西提了个醒！ 巴西为啥敢 "坐地起价" 所以要想让巴西降价，唯一的办法就是转头找美国 —— 美国每年能产 2 亿吨以上大豆，是唯一能压得住巴西的 "底牌"。 过去这大半年，巴西大豆简直把中国市场当成了 "提款机"，涨价让人看到都生气，给人感觉做完这一单就撤了的错觉。 可能有人没概念，大豆可不是超市里几毛钱的小菜，咱每月要进口 1000 万吨大豆，这些钱最后谁扛？要么进口商亏本，要么一层层传到下游，超市里的豆 油、豆腐涨价，最后还是老百姓买单。 巴西敢这么硬气，全靠它近乎垄断的地位，今年 1-9 月，咱进口的大豆里 70% 以上来自巴西，有些月份更夸张，占比直接冲到 93%。这是什么概念？ 相当于咱想买大豆，几乎只能找巴西。也正因如此，巴西的大豆商家飘了，觉得 "中国离了我不行"，于是肆无忌惮涨价，可他们忘了，做生意讲究 "适可 ...

Group 1 - The core viewpoint is that China has rejected the U.S. request to stop importing oil from Russia, emphasizing its commitment to energy security and diversification of oil sources [1][3]. - China is the world's largest oil importer, with a dependency rate exceeding 70%, and plans to import 550 million tons of crude oil in 2024, amounting to 2.3 trillion yuan [1]. - In 2024, China is expected to import 108 million tons of crude oil from Russia, accounting for 19.3% of its total oil imports, making Russia the largest source of crude oil for China [3]. Group 2 - The choice to import Russian oil is driven by factors such as lower prices, proximity, and convenient pipeline transportation, with the average price per barrel at 553 yuan, cheaper than Middle Eastern and U.S. oil [3]. - China maintains that its energy import strategy will be based on its national interests and pricing considerations, independent of U.S. influence [4]. - The ongoing geopolitical tensions have not deterred China from its energy cooperation with Russia, as it seeks to secure its energy needs amidst Western sanctions on Russia [3][4].