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美国大豆卖不出,中国稀土买不到,这世界将更黑暗还是将更光明?
Sou Hu Cai Jing· 2025-10-07 04:39
中国人一颗美国大豆都不买了——这是美国人没预料到的,更没想到的是,一旦中国停买,别的国家也跟着不买。原因很简单:没有任何一个国家像中国那 样有丰富多样的大豆及其制品用途。中国能把大豆加工成数十种、上百种不同的食品,需求结构与其他国家完全不同。 通常情况下,中国每年要进口大约一亿吨大豆,自产只有两千万吨左右。今年超过七成的大豆来自巴西,约七千四百万吨,成为全球大豆贸易的主力;美国 占比大约二成出头,阿根廷约五个百分点,其他国家只占很小的一部分。上半年,中国已经提前向美国大豆生产商释放了信号:别指望我们会大量买你们的 大豆,中美之间可能会有贸易摩擦。美国方面最开始并没有把这话放在心上——他们觉得有特朗普在,关税这根"棒子"随时可以挥起来,如果中国敢不买, 美国就能用关税逼服对方。 美国农民对特朗普的信心远胜于对市场的担忧:他们相信有了关税作后盾,中国最终会服软,不但继续买美国大豆,而且会按照美国人期望的价格来买。照 他们的逻辑,这是稳妥的政治与经济赌注。可事实却没有照他们的想法发展——中国选择不买美国大豆,一颗也不买。 更出人意料的是,阿根廷在接受美国对其政府的大手笔援助后,并没有完全站在美国一边,反而向中国大量 ...
印度囤低价俄油转售欧洲:三年狂赚250亿,如今遭美制裁反噬
Sou Hu Cai Jing· 2025-10-02 08:03
2025年8月,全球贸易格局再起波澜。特朗普政府率先出手,于8月6日签署行政命令,对从俄罗斯进口 石油的印度征收25%关税,标志着美印贸易战正式打响。 印度的反驳并非空穴来风,但问题在于其能源结构。印度石油储量有限,仅59亿桶,占全球0.3%。国 内原油产量不仅低,还已连续7年下滑,2024年仅产2940万吨。与此同时,经济发展却让石油需求持续 攀升,2024年需求达2.4亿吨,创下历史新高。未来十年,年增长率预计仍将维持在4%至5%。 面对压力,印度外交部立即回应,批评美国实行"双重标准"。发言人甚至当场拿出清单反击称:"购买 俄罗斯石油,美国和欧洲比谁都多,若要制裁,应先从自己做起。" 过去,美国为了拉拢印度制衡中国,多次对其购油行为睁一只眼闭一只眼。奥巴马到特朗普,虽有批 评,却鲜少动真格。这让印度误以为美国"不会真动手",反而更加肆意。 但这次特朗普政府态度骤变,不仅因为印度过度挑战美国底线,还与美俄关系微妙调整有关。就在制裁 印度之前,特朗普刚与普京会面,讨论停火与能源合作。对印度出手,某种程度上也是向俄罗斯递 交"投名状"。 有趣的是,印度遭制裁后,曾与其有油气贸易摩擦的国家反倒拍手叫好。这与印度 ...
轮到中国反制了,一单不买,订单还直接清零,反倒加税100%,加拿大高层要访华道歉
Sou Hu Cai Jing· 2025-09-29 12:21
到了八月中国商务部又认定加拿大油菜籽存在倾销,依据《反倾销条例》第28条,对所有加拿大公司要求交75.8%的保证金,才能继续出口到中国。 与此同时中国和澳大利亚双方于2024年12月签署《油菜籽贸易过渡协议》,约定2025年1月起恢复进口配额制,跟加拿大的订单量直接清零,这也是在告诉 加拿大:中国不缺你的油菜籽,别的国家一样愿意合作。 之前紧跟美国打压中国的加拿大,现在日子并不好过,加拿大原本以为中国不会还手,但现在中国已经开始反击了,结果加拿大高层不得不主动公开表态说 希望能访华,当面向中方道歉。 据路透社消息,最近在联合国大会上加拿大外长公开表示,可能会在未来几周访问中国,目的是缓和两国之间的紧张关系,加拿大总理卡尼也证实了这个消 息,说当天还和中方高层进行了"建设性的交流",希望今年能促成两国领导人见面,让中加关系重新走上正轨。 加拿大之所以变脸还是因为去年的一系列操作,那时候为了配合美国的"印太战略",加拿大依据《特别进口措施条例》第20条,对中国产电动汽车加征 100%附加关税,直接把中国电动车挡在了门外,不仅如此他们还对中国钢铁加了25%的关税,但美国钢铁却能免税。 后来加拿大还打算把中国电池、半 ...
轮到中国反制了,订单直接清零,加税100%,加拿大高层要访华道歉
Sou Hu Cai Jing· 2025-09-28 11:36
Group 1 - Canada has shifted its diplomatic stance towards China, seeking dialogue and reconciliation after experiencing economic repercussions from its previous hardline policies [1][15] - The Canadian government, under Prime Minister Carney, intensified trade sanctions against China, including imposing punitive tariffs of up to 100% on electric vehicles and 25% on steel and aluminum products [4][5] - The true motivation behind Canada's tariffs was to leverage its position for better access to the U.S. agricultural market, sacrificing its trade relationship with China [7] Group 2 - China's response to Canada's tariffs was swift and targeted, imposing 100% tariffs on Canadian canola oil and peas, and 25% on seafood and pork, significantly impacting Canadian exports [8][9] - The second round of Chinese countermeasures included a ruling on dumping, requiring Canadian companies to pay a deposit of 75.8% to continue exporting canola to China, leading to a complete halt in orders [9][11] - The agricultural sector in Canada faced severe consequences, with farmers in Saskatchewan suffering losses exceeding $30,000 each, and many processing companies going bankrupt due to the loss of orders [11][13] Group 3 - The political fallout from the economic crisis led to pressure on the Canadian federal government from provincial leaders and businesses to change its trade policies towards China [13] - The U.S. maintained high tariffs on Canadian steel and aluminum while threatening additional tariffs on Canadian lumber and dairy products, exacerbating Canada's economic challenges [13] - The Canadian government's recent overtures to China are seen as a desperate attempt to find a way out of the economic turmoil caused by its previous policies [15]
EU unveils sanctions package against Israel over Gaza human rights concerns
Invezz· 2025-09-18 17:02
Core Points - The European Union plans to downgrade trade relations with Israel and impose sanctions on high-ranking officials due to human rights abuses in Gaza [1] - The proposed measures include tariffs on Israeli imports valued at €5.8 billion [1] - Sanctions will specifically target the National Security officials of Israel [1]
欧盟宣布对以色列实施制裁,以外长回应
第一财经· 2025-09-18 00:42
Core Viewpoint - The European Union has announced a series of sanctions against Israel in response to the ongoing situation in Gaza, aiming to pressure the Israeli government to change its course [2]. Group 1: Sanctions Details - The EU will partially suspend trade-related aspects of the EU-Israel Association Agreement, indicating a significant shift in diplomatic relations [2]. - The trade volume between the EU and Israel for 2024 is projected to be €42.6 billion, with 37% of this trade benefiting from preferential treatment, highlighting the economic impact of the sanctions [2]. - The sanctions include measures against two Israeli extremist ministers and violent settlers, as well as ten members of Hamas [2]. Group 2: Responses - Israeli Foreign Minister Eli Cohen described the sanctions as morally and politically distorted, indicating a strong opposition to the EU's actions [2]. - Cohen emphasized that actions against Israel will be met with corresponding responses, suggesting a potential escalation in tensions [2].
欧盟宣布对以色列实施制裁,以外长回应
Huan Qiu Shi Bao· 2025-09-17 22:49
Group 1 - The European Union announced a series of sanctions against Israel, including the partial suspension of trade-related aspects of the EU-Israel Association Agreement, in response to the worsening situation in Gaza [1] - The EU's High Representative for Foreign Affairs, Josep Borrell, emphasized the need to use all available tools to pressure the Israeli government to change its course [1] - The trade volume between the EU and Israel for 2024 is projected to be €42.6 billion, with 37% of this trade benefiting from preferential treatment, indicating significant economic implications for Israel due to the sanctions [1] Group 2 - Several European countries, previously supportive of Israel, condemned its military actions in Gaza, warning that these actions would exacerbate the already dire humanitarian situation in the region [2] - The UK Foreign Secretary described Israel's actions as "extremely reckless and shocking," while the German Foreign Minister stated that Israel is on the "wrong path" [2] - Spain, as an EU member, has already implemented a weapons embargo and other measures against Israel to prevent what it describes as genocide in Gaza and to support the Palestinian side [2]
以色列股市抛售潮已持续至第六个交易日
Ge Long Hui A P P· 2025-09-17 14:37
Core Viewpoint - The Israeli stock market is experiencing a sell-off that has lasted for six consecutive trading days, marking the longest decline in 18 months, driven by investor concerns over the economic impact of the Gaza conflict [1] Group 1: Market Performance - The Tel Aviv Stock Exchange's TA-35 index fell by 1.8%, resulting in a cumulative decline of 4.3% since September 9 [1] - Despite the ongoing withdrawal of stock investors from the market, the Israeli shekel and US dollar bonds have shown little volatility [1] Group 2: Trade Relations - The European Commission proposed to suspend Israel's preferential trade treatment, meaning Israel will face the same tariff rates as countries without trade agreements with the EU [1] Group 3: Political Context - Israeli Prime Minister Benjamin Netanyahu acknowledged the country's isolation and emphasized the need to rely on its own resources to withstand potential sanctions [1]
“欧盟决定制裁以色列!”欧盟将停止以色列产进口商品的零关税优惠!引发热议!
Sou Hu Cai Jing· 2025-09-17 13:09
Core Points - The European Commission proposed to suspend the zero-tariff benefits on imports of Israeli products due to the ongoing ground operations in the Gaza Strip [2] Group 1 - The proposal aims to respond to the humanitarian situation in Gaza caused by the military actions [2] - This decision could significantly impact Israeli exports to the EU, which may lead to economic repercussions for Israel [2] - The suspension of tariff benefits is part of a broader EU strategy to address human rights concerns in conflict zones [2]
西方封锁沦为笑话!随美国砍中国11亿订单,今自家企业都活不下去
Sou Hu Cai Jing· 2025-09-14 11:04
Group 1 - The core issue is the drastic decline in U.S. soybean orders from China, dropping from 25 million tons annually to nearly zero by 2025, causing significant distress among American farmers [1][4] - In contrast, Brazil has seen a surge in soybean orders from China, with 8 million tons purchased in September alone, highlighting a shift in global soybean trade dynamics [1][4] - The U.S. agricultural sector is facing severe challenges, with soybean prices hitting a five-year low at $10.10 per bushel, below the production cost of $11, leading to over 1,200 family farms filing for bankruptcy protection in the first half of 2025, the highest in a decade [4][14] Group 2 - The U.S. soybean industry is calling for the reopening of the Chinese market, emphasizing the need for free trade, but political decisions have tangible consequences for farmers [6] - The European Union is also considering sanctions against China, but internal divisions among member states have stalled the implementation of these measures [6][8] - China is diversifying its energy partnerships and increasing soybean imports from Brazil and Argentina, which now account for over 70% of its total imports, reshaping the global soybean trade landscape [4][10] Group 3 - Chinese enterprises are accelerating innovation and market transformation in response to external pressures, with a goal to increase domestic soybean production by 50% by 2030 [10][12] - A significant portion of Chinese companies are focusing on core competencies and improving management efficiency to navigate the challenging business environment [12] - The trade restrictions imposed by the West have led to substantial losses for domestic companies, particularly in the U.S. and EU, where industries are struggling to find alternative markets [14][15]