（文章来源：新华财经） 巴西全国谷物出口商协会（Anec）表示，巴西8月大豆出口量料为890万吨，前一周预估为894万吨；豆 粕出口量料为213万吨，前一周预估为233万吨；玉米出口量料为780万吨，前一周预估为805万吨。 ...

来源：央视 据不完全统计，美国的高关税导致南非农民的收入利润被侵蚀，许多中小农户可能被迫退出出口链条， 农业及相关产业链涉及近80万就业岗位，一旦出口下滑，将加剧南非已经高企的33.2%（2025年第二季 度统计）失业率；而失业率攀升将引发农村贫困、劳资纠纷甚至更广泛的社会不稳。 面对美国单边主义和保护主义的关税举措，南非面临的风险不止眼前出口受阻，该外部压力还将进一步 加深其结构性难题。 美国关税的"连锁反应" △南非农业部行业政策会议 在开普敦斯泰伦博什的农业政策会议期间，南非农业部总干事穆克萨·拉马索迪（Mooketsa Ramasodi） 接受总台记者采访时表示，美国对南非农产品加征30%关税，已经成为南非农业的沉重负担。 "农业是南非经济的重要支柱。柑橘、葡萄酒等主要出口品类在高关税下直接受损，这不仅冲击农民收 入，也影响整个产业链。" "我们持续与美国保持沟通，但仅靠补偿和谈判无法解决根本问题。"拉马索迪解释说。 出口多元化：亚洲成为必然选择 拉马索迪在采访中多次提及"市场多元化"。"我们正在推动贸易多元化，确保我们的主要农产品能够进 入不同市场。多元化出口是突围方向。" 在这种背景下，南非政府和 ...

Group 1 - China has placed an order for 50,000 tons of Australian canola seeds, marking the first purchase since 2020, with a price of less than $600 per ton including shipping [1] - This order signifies a thaw in trade relations, as Australia is the second-largest exporter of canola seeds, and traders anticipate more orders to follow [1] - Canadian farmers are facing significant challenges due to the loss of China as a major customer, with the Canadian government’s actions leading to increased tariffs on Canadian canola seeds [3][5] Group 2 - The Canadian government’s decision to impose a 100% tariff on Chinese electric vehicles has resulted in retaliatory measures from China, including high tariffs on Canadian agricultural products [3][5] - The Canadian Canola Council has acknowledged that the market for Canadian canola seeds has effectively closed, leading to financial distress for farmers [3][5] - Australia is poised to capitalize on the situation, with plans to export 150,000 to 250,000 tons of canola seeds to China once trade agreements are finalized [5][7] Group 3 - The trade dispute has escalated, with Canada facing potential losses of up to 1 billion Canadian dollars in the canola industry due to the ongoing tensions with China [7] - The political responses from Canadian officials have been criticized as insufficient, with farmers expressing frustration over the lack of effective solutions to the trade issues [5][7] - The situation highlights the harsh realities of international trade, where market dynamics prioritize economic interests over political alliances [7]

Core Insights - Brazil's soybean exports reached a record high of 77.2 million tons in the first seven months of 2025, an increase of 1.8 million tons compared to the same period last year, driven by strong demand from China [1] - Brazil's beef exports also showed growth, with 1.56 million tons exported in the first seven months, representing a year-on-year increase of 13.4% [1] - Fertilizer imports into Brazil surged, with 31.5 million tons imported in the first seven months, marking a 5.3% increase compared to historical levels [1] Soybean Exports - The expected total soybean export volume for Brazil in 2025 is projected to reach 105 million tons, setting a new annual record [1] - The increase in soybean exports is primarily attributed to high demand from China [1] Beef Exports - The growth in beef exports may face challenges due to potential impacts from U.S. tariffs on Brazilian beef in the second half of the year [1] Fertilizer Imports - The strong growth in fertilizer imports indicates a robust agricultural sector in Brazil, with imports significantly exceeding historical levels [1]

席卷巴西的关税风暴：卢拉的强硬与金砖的崛起 美国对巴西50%商品征收的超高关税正式生效，这并非一场普通的贸易摩擦，而是关乎巴西主权、金砖合作，乃至全球贸易格局的重大事件。巴西总统卢拉 强硬回应，拒绝向美国总统特朗普低头，其战略选择背后，是巴西经济结构的深刻转变以及金砖国家合作机制的日渐成熟。 路透社的独家专访中，卢拉掷地有声地宣告，他不会主动向特朗普拨打电话，这并非怯懦，而是基于对美国缺乏谈判诚意的清醒认识。他指出，特朗普曾公 然羞辱南非和乌克兰总统，这种行为是对国家主权的严重冒犯，"一国总统不能羞辱另一国总统"，与这样一位缺乏尊重的领导人谈判，只会自取其辱。况 且，特朗普将关税与要求"停止起诉博索纳罗"直接挂钩，赤裸裸地干涉巴西内政，更是激怒了卢拉。他坚定地表示，如果美国想打政治仗，那就按照政治仗 的规则来；如果想打贸易战，那就按照贸易战的规则来，将政治与经济混为一谈，绝非解决问题的办法。 面对美国的贸易霸凌，卢拉选择优先联系中国和印度，寻求共同应对。这标志着金砖机制完成了从论坛性组织向行动联盟的关键性转变。作为金砖轮值主席 国，巴西将启动"领导人危机直通热线"，这在应对共同贸易威胁方面具有开创性意义。据特 ...

Core Viewpoint - Japan's agricultural and fishery product exports are experiencing significant growth, with a target to reach 5 trillion yen by 2030, necessitating an increase in rice exports and diversification of markets [2][7]. Group 1: Export Growth by Country - Exports to the United States increased by 22%, reaching 141 billion yen, with scallops, green tea, and yellowtail showing notable growth [4]. - Exports to China amounted to 90.2 billion yen, primarily driven by roundwood and Japanese sake, reflecting a 15% increase [4]. - Exports to South Korea grew by 22.3%, reaching 50.7 billion yen, focusing on instant coffee and beer [4]. Group 2: Product-Specific Export Increases - Scallops led the increase with an additional 10.9 billion yen, followed by green tea, which rose by 10.4 billion yen, popular in Europe and Southeast Asia [5]. - Japanese sake exports to mainland China and Hong Kong increased by 2.4 billion yen [5]. - Overall, 19 product categories set historical records for export growth [5]. Group 3: Challenges and Future Goals - The U.S. tariff policy under the Trump administration has led to concerns about increased costs and competitiveness for Japanese products, particularly in the second half of the year [7]. - The Japanese government aims to increase rice production and exports, with rice exports growing by 22.6% to 6.775 billion yen, although it only represents 1.3% of total agricultural exports [7]. - The government is also focusing on enhancing production efficiency and expanding market access to boost overall agricultural exports [11].

Group 1 - The U.S. government has released a list of exemptions from increased tariffs on certain Brazilian goods, leading to an expected surge in exports from major Brazilian ports, particularly for products not subject to the 50% tariff, such as orange juice, pulp, and oil [1] - Following the announcement of high tariffs on Brazilian goods by Trump on July 9, exporters of coffee, meat, and pulp rushed to ship their products early, resulting in a 96% month-on-month increase in the export volume of animal protein products in the first half of July [1] - The industry anticipates a rapid recovery in exports of exempted goods, driven by the easing of trade barriers and the uncertainty of Trump's economic policies, prompting exporters to expedite shipments to take advantage of the tax-free window [1] Group 2 - The Brazilian Ministry of Development, Industry, Trade and Services (MDIC) clarified that U.S. import tariffs are calculated from the time goods arrive at their destination [2] - According to the Santos Port Authority (APS), vessels departing from Santos Port take an average of 14 to 18 days to reach major U.S. ports, with potential delays extending transport time up to 30 days due to transshipment or adverse weather, thereby limiting operational flexibility for exporters [2]

Group 1 - The core viewpoint of the news is that Shandong Province has achieved significant growth in agricultural product exports in the first half of the year, with a total export value of 804.7 billion yuan, marking a 3.5% increase compared to the previous year, which is 0.5 percentage points higher than the national growth rate [1] - Major categories of agricultural exports include vegetables and edible fungi (206.8 billion yuan), aquatic products (175.9 billion yuan), and dried and fresh fruits and nuts (50.3 billion yuan), all showing strong growth [1] - Garlic has emerged as a star product, with a unit price of 24.3 yuan per kilogram for dried garlic, significantly higher than the approximately 9 yuan per kilogram for fresh garlic, indicating a substantial increase in export value [1] Group 2 - Shandong Province is diversifying its export markets, with products exported to 242 countries and regions, an increase of 10 compared to the same period last year, and 41 trading partners with export scales exceeding 5 billion yuan, up by 5 [2] - The province is actively promoting the "Ten Thousand Enterprises Going Global" initiative, which has shown significant results in expanding its international trade footprint [2] - The customs authority is enhancing regulatory efficiency and service levels to support enterprises in expanding their international cooperation, while also implementing measures to facilitate agricultural product exports [2]

Core Viewpoint - The Shandong provincial government is actively enhancing cross-border trade facilitation through various measures, aiming to improve the business environment for enterprises and boost foreign trade performance [3][4][5]. Group 1: Trade Facilitation Measures - The customs authority has implemented a series of policies to expedite customs clearance, reducing average clearance time from 1 day to 2 hours through innovative "inland port + bonded" models and improved railway transport efficiency [3][4]. - High-tech product imports in Shandong reached 58.52 billion yuan, marking a 6.9% increase in the first half of the year [3]. Group 2: Cost Reduction Initiatives - The customs authority has introduced platforms like "RCEP Enjoyment Smart Selection Assistant" to help enterprises maximize policy benefits, resulting in a tax reduction of 72.84 million yuan for 2.21 billion yuan worth of imported goods under RCEP in the first half of the year [4]. - AEO enterprises in Shandong achieved an import and export value of 375.44 billion yuan, reflecting a 10.5% year-on-year growth [4]. Group 3: Service Optimization - The introduction of the "Port E-Pass" system and support for air hub construction have led to a 14.8% increase in imported goods at Jinan Airport, reaching 5,544 tons, the highest level for the same period in history [4]. - A tailored service system has facilitated the successful export of electric vehicles worth 4.1 billion yuan, with a growth rate of 173.8% [4]. Group 4: Enhancing Export Capabilities - The customs authority is addressing trade barriers for agricultural exports by enhancing enterprises' capabilities to respond to foreign technical trade measures, such as successfully advocating for the EU to lift certain restrictions on poultry [5]. - A pilot program for batch inspections in the agricultural sector has been initiated to expedite the export of food products [5].

Core Viewpoint - The Russian government has ordered measures to boost agricultural exports following a decline in wheat sales in July [1] Group 1 - The Russian government's decision is a response to the decrease in wheat sales, indicating a proactive approach to support the agricultural sector [1]