Core Viewpoint - Shenzhen is emerging as an international hub connecting China to the world, showcasing vibrant trade activities and a strong market appeal [1] Group 1: Trade and Economic Data - Shenzhen's import and export scale has maintained the top position among mainland cities in the first ten months, with imports of electromechanical products reaching 1.2 trillion yuan, an increase of 8.5%, and agricultural product imports at 82.26 billion yuan, growing by 10% [7] - China has been the world's second-largest importer for 16 consecutive years, with an annual import volume exceeding 20 trillion yuan, driven by a population of over 1.4 billion and more than 400 million middle-income individuals [9] - The recently concluded 8th China International Import Expo achieved a record intended transaction amount of 83.49 billion USD, with 290 Fortune 500 companies participating [9] Group 2: Port and Logistics Developments - Yantian Port has added 14 international routes since 2025, covering North America, Europe, and Asia, with over 100 weekly routes connecting globally [3] - Digital operations at Yantian Port enhance efficiency, allowing diverse international goods to flow quickly to production lines and consumers, injecting vitality into the domestic market [5] Group 3: Tourism and Visitor Trends - The implementation of a 240-hour visa-free transit policy at five ports, including West Kowloon and Hong Kong-Zhuhai-Macao Bridge, has made the region a significant hub connecting the Guangdong-Hong Kong-Macao Greater Bay Area with the world [12] - Over 1.2 million foreign travelers were inspected at the West Kowloon border checkpoint this year, with more than 260,000 benefiting from the visa-free policy, marking a 100% year-on-year increase [14] - The number of foreign tourists entering China has reached 20.89 million in the first three quarters, a growth of over 50%, with a significant increase in duty-free sales [26]

Core Viewpoint - France's agricultural exports to Africa are projected to decline by 16% in the 2024-2025 period, primarily due to Algeria significantly reducing its imports of French agricultural products [1] Summary by Category Agricultural Exports - France's total agricultural exports for the 2024-2025 period are estimated at €4.32 billion, accounting for 5% of France's total exports of €82.8 billion, down from €5.1 billion in the previous year [1] - Algeria's imports from France dropped dramatically from €945 million to €351 million, representing a 62% decrease [1] Grain Imports - Between July 2023 and June 2024, Algeria was the second-largest buyer of French grains in Africa, purchasing €373 million worth of French grains [1] - For the 2024-2025 period, Algeria has completely halted imports of wheat from France, as indicated by the absence of French institutions in Algeria's grain procurement tenders [1] Dairy Product Imports - Algeria's imports of dairy products from France have also seen a significant decline, with imports projected at €76 million for the period from July 2024 to June 2025, down from €200 million in the previous year [1] - Algeria was previously the third-largest market for French dairy products in Africa [1]

Core Viewpoint - Algeria successfully incorporated the quality characteristics of its date variety, particularly "Deglet Nour," into the officially approved international date standards during the 48th Codex Alimentarius meeting held from November 10 to 14 in Rome [1] Group 1: International Standards - The final version of the "Codex Alimentarius International Standard for Fresh Dates" was approved at the meeting [1] - The adoption of international standards is a strategic achievement that will enhance Algeria's date products' market access and competitiveness [1] Group 2: Collaborative Efforts - A cross-departmental team from Algeria, including experts from the Ministry of Domestic Trade and National Market Regulation, the Ministry of Agriculture and Rural Development, and the Ministry of Higher Education and Scientific Research, participated in the standard-setting process [1] - The Algerian team provided precise technical and scientific opinions during multiple discussion meetings to ensure the quality characteristics of Algerian dates, especially "Deglet Nour," were included in the final international standard [1] Group 3: Export Implications - The achievement is expected to have a positive impact on the export of Algerian dates [1]

Core Viewpoint - The "Media+" initiative is facilitating the promotion and sales of agricultural products from Zhaoqing and Hezhou in the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing market access and consumer engagement [6][8][44]. Group 1: Event Overview - The "Yuegui Cooperation: Zhaozhe Together" media and agricultural product sales event took place on November 21 in Guangzhou, attracting over 160 buyers and industry representatives from the Greater Bay Area [10][12]. - The event featured product exhibitions, advertising, and promotional activities aimed at expanding market channels for local specialties [7][8]. Group 2: Product Highlights - Featured products included over 100 agricultural specialties from 21 Hezhou enterprises, such as Fuchuan navel oranges, tea, and various local delicacies, which drew significant consumer interest [16][24]. - Fuchuan navel oranges were particularly popular, with 100 boxes sold within the first hour, indicating strong demand for high-quality agricultural products in the Greater Bay Area [36][38]. Group 3: Media+ Impact - The "Media+" model played a crucial role in enhancing brand visibility and market recognition for Hezhou's agricultural products, facilitating direct connections between producers and consumers [51][52]. - The event utilized various media platforms for promotion, including live broadcasts and social media, to showcase the quality and stories behind Hezhou's products [56][58]. Group 4: Economic Contributions - Since 2021, Zhaoqing has invested 5.58 billion yuan in cooperative projects, significantly supporting the development of local agricultural industries, including Fuchuan navel oranges and Zhaoping tea [85][86]. - The economic impact includes an annual output value of 25.37 billion yuan for Fuchuan navel oranges and a brand value of 42.38 billion yuan for Zhaoping tea, reflecting substantial growth in these sectors [88][89].

Group 1 - The core point of the news is that President Trump signed an executive order to expand tariff exemptions on Brazilian agricultural products, including a 40% tariff removal on beef and coffee [1][3]. - The executive order, effective from November 13, exempts specific Brazilian agricultural products from tariffs, including beef, coffee, cocoa, tomatoes, and various fruits [3]. - This adjustment in tariff policy marks the second significant change in a week, following the removal of certain agricultural products from a 10% import tariff list [3]. Group 2 - The pressure of rising prices in the U.S. is a key factor driving the government's tariff adjustments, with the Consumer Price Index (CPI) rising by 3% year-on-year in September, and prices for beef, coffee, and tea increasing by over 10% [7]. - Brazil supplies about one-third of the coffee market in the U.S., and Brazilian beef, particularly for hamburgers, has become an important source for the U.S. market [7]. - Additionally, the executive order also cancels a 40% tariff on imported aircraft parts from Brazil [7].

Core Viewpoint - The domestic commodity market experienced a widespread decline on November 21, primarily influenced by external market weaknesses, with significant drops in various sectors, particularly lithium carbonate and precious metals [1][2][3]. Group 1: Commodity Market Overview - The China Securities Commodity Futures Price Index closed at 1458.04 points, down 16.46 points or 1.12% from the previous trading day [1]. - The China Securities Commodity Futures Index closed at 2015.90 points, down 22.76 points or 1.12% from the previous trading day [1]. - Most active commodities, except for some agricultural products, saw declines, with lithium carbonate hitting a daily limit down of 9% [1][2]. Group 2: Lithium Carbonate Market - The lithium carbonate market faced a rapid cooling, with multiple contracts, including the main contract, closing at the daily limit down, leading the commodity market decline on November 21 [2]. - The market's downturn was exacerbated by the announcement from the Guangxi Futures Exchange to raise trading fees and margin requirements for certain lithium carbonate contracts, further dampening bullish sentiment [2]. - The main contract saw a significant reduction in positions, with over 68,000 contracts reduced and a net outflow of more than 2.2 billion yuan [2]. Group 3: Precious Metals Market - Precious metals also suffered from the overall market weakness, with the main silver contract dropping 3.7% and gold down 1.4% [3]. - The release of better-than-expected U.S. non-farm payroll data diminished expectations for a Federal Reserve rate cut in December, contributing to the decline in precious metals [3]. - Despite short-term pressures, analysts believe the long-term fundamentals supporting precious metals remain intact, suggesting a potential rebound after adjustments [3]. Group 4: Agricultural Products Performance - In contrast to industrial commodities, certain agricultural products showed resilience, with starch and corn contracts rising over 1%, leading the commodity market [4]. - The strength in the corn market is attributed to reduced new grain supply from Northeast China and strong demand from feed enterprises, with average feed enterprise inventory increasing by 2.42% week-on-week [4][5]. - The oilseed sector exhibited mixed performance, with soybean oil and meal generally declining, while rapeseed meal saw a rebound after reaching a low point [5].

Report Overview - **Industry**: Agricultural products [1] - **Date**: November 21, 2025 [1] - **Research Team**: Yulan Lan, Lin Zhenlei, Wang Haifeng, Hong Chenliang, Liu Youran [3][4] Report's Core View - The overall international vegetable oil market is trending downward due to the uncertainty of US biodiesel policy and the weakness of crude oil futures. The three major oils show differentiated trends: palm oil lacks driving forces and continues to be weakly volatile; rapeseed oil is policy - dominated and is mainly a long - position configuration in the short term; soybean oil fluctuates in the range of 8000 - 8400 yuan. The external market of soybean meal may fluctuate at a high level, and domestic soybean meal will adjust weakly. Egg prices are expected to stabilize at a low level, and the egg futures market may grind the bottom. Cotton prices are in a narrow - range shock, waiting for a direction [8][9][52][53][87][109][111] Industry Investment Rating No relevant content provided Directory Summary Oils - **Market Review and Operation Suggestions**: Palm oil is weakly volatile and continues to hit new lows due to high production, weak exports, and high domestic inventory. Soybean oil futures rise first and then fall, with supply pressure in the long - term and a possible de - stocking rhythm in the short - term. Rapeseed oil is strong in the near - term and weak in the long - term, supported by inventory reduction. The overall international vegetable oil market is under pressure, and different oils have different trends [8][9] - **Core Points** - **Domestic Spot Changes**: As of November 21, 2025, the prices of East China first - grade soybean oil, East China third - grade rapeseed oil, and South China 24 - degree palm oil all decreased weekly, and their basis also declined [10] - **Domestic Three - major Oils Inventory**: As of the end of the 46th week of 2025, the total inventory of the three major edible oils decreased weekly, with soybean oil inventory increasing, palm oil inventory increasing, and rapeseed oil inventory decreasing [23] - **Domestic Oilseeds Supply**: As of the end of the 46th week, the soybean oil mill's soybean opening rate increased, and the soybean crushing volume increased. The import rapeseed opening rate was almost stagnant. The 2025/2026 annual soybean and rapeseed arrivals have different changes compared with the previous year [25][31] - **Palm Oil Dynamics**: From November 1 - 20, Malaysia's palm oil production increased, and exports decreased. India's palm oil imports are expected to increase. Malaysia and Indonesia have different outlooks on palm oil prices and production [35][36] - **CFTC Positions**: The CFTC report is suspended [46] Soybean Meal - **Weekly Review and Operation Suggestions**: The spot price of soybean meal increased slightly. The external market of US soybeans may be in a high - level shock after the USDA report, and domestic soybean meal adjusted weakly. It is recommended to treat it as a high - level shock and focus on the straddle double - selling strategy for options [51][52][53] - **Core Points** - **Soybean Planting**: The USDA November report adjusted the new - season US soybean data, with a decrease in planting and harvest areas, a slight decrease in the expected single - yield, and a decrease in the export item. South American soybean production is expected to remain stable. The sowing progress in different regions varies, and the weather has different impacts [54][55][56] - **US Soybean Exports**: As of the week of October 2, the US soybean exports in the 25/26 season are lower than last year. The market is concerned about whether China can meet the procurement volume [61] - **Domestic Soybean Import and Pressing**: The pressing profit of imported soybeans is negative. The opening rate and pressing volume of oil mills may decrease in the future. The soybean import volume in October decreased month - on - month and increased year - on - year, and the port inventory will change [70][71] - **Soybean Meal Transaction and Inventory**: As of November 14, the domestic soybean meal inventory increased. The transaction in October was tepid, and the terminal demand is expected to be positive [76] - **Basis and Inter - month Spread**: As of November 20, the basis of the soybean meal 01 contract increased, and it is expected to operate at a low level in the short term. The 1 - 5 spread decreased, and there is a possibility of an upward trend [82] - **Domestic Registered Warehouse Receipts**: As of November 20, the domestic soybean meal registered warehouse receipts decreased, and the quantity is at a relatively high level in the same period [85] Eggs - **Weekly Review and Operation Suggestions**: The spot egg price stabilized after a decline. The futures market may grind the bottom. It is recommended to focus on the wide - straddle double - selling strategy for options and the reverse spread rolling operation for the spread [87] - **Data Summary** - **Inventory and Replenishment**: The current laying hen inventory is at a high level in the same period. The replenishment momentum has slowed down. The proportion of different - age egg - laying hens and egg sizes has changed [89][91] - **Cost, Income, and Breeding Profit**: The egg price, egg - laying hen feed cost, and egg - laying hen chick price have different changes. The breeding profit is negative [96][98] - **Culled Hens**: The culling volume has increased slightly, the culling age has advanced, and the price is at a low level in the same period [98] - **Demand, Inventory, and Pig Price**: The egg sales volume is at a low level in the same period, the inventory is relatively high, and the pig price is at a low level in the same period [104] Cotton - **Weekly Review and Operation Suggestions**: The external market of cotton is weakly volatile, and Zhengzhou cotton fluctuates in a narrow range. The domestic spot market is cold, and the downstream demand is weak. The market is in a shock adjustment, waiting for a direction [109][110][111] - **Core Points** - **Main Cotton - producing Countries**: The USDA November report adjusted the global cotton supply - demand situation, with an increase in production, consumption, and inventory [112] - **US Cotton Exports**: As of the week of October 2, the US cotton sales and shipments in the 2025/2026 season have different changes compared with the previous period and the same period last year [119] - **Textile Enterprises Operation**: As of November 14, the inventory of cotton, cotton yarn, and cotton grey cloth in textile enterprises has different changes, and the load index has also changed [121] - **Basis and Inter - month Spread**: As of November 21, the basis of the cotton 01 contract decreased, and the 1 - 5 spread increased [130] - **CFTC Positions and Domestic Registered Warehouse Receipts**: As of September 30, the non - commercial net position of cotton decreased. As of November 20, the domestic cotton registered warehouse receipts decreased [132]

Report Industry Investment Rating - No relevant information provided Core Views - This week, the price of the main contract of Zhengzhou jujube futures fell, with a weekly decline of about 2.12%. The Xinjiang main - producing area of grey jujubes is in the late stage of harvesting, and the acquisition progress in Aksu and other places has accelerated. As of November 19, 2025, the physical inventory of 36 sample points of jujubes this week was 10,330 tons, an increase of 490 tons from last week, a month - on - month increase of 4.98% and a year - on - year increase of 101.76%. The acquisition progress in the main producing areas is about 50%. The product prices in the sales areas continue to fall, the downstream purchasing enthusiasm is not high, and the market transactions are average. The spot price is expected to be weakly stable, and the short - term Zhengzhou jujube futures price is expected to run at a low level [9]. Summary According to the Directory 1. Week - on - Week Summary - Future trading reminders include spot prices and the consumer side. The price of the main contract of Zhengzhou jujube futures fell this week, with a weekly decline of about 2.12%. The Xinjiang main - producing area of grey jujubes is in the late stage of harvesting, and the acquisition progress in Aksu and other places has accelerated. The sample point inventory has increased. The acquisition progress in the main producing areas is about 50%, and the acquired goods are being shipped. The product prices in the sales areas continue to fall, the downstream purchasing enthusiasm is not high, and the market transactions are average. The spot price is expected to be weakly stable, and the short - term Zhengzhou jujube futures price is expected to run at a low level [9]. 2. Futures and Spot Market - **Futures price**: The price of the Zhengzhou jujube 2601 contract fell this week, with a weekly decline of about 2.12% [14]. - **Top 20 positions**: As of this week, the net position of the top 20 in jujube futures was - 11,650 lots [15]. - **Warehouse receipts**: As of this week, the number of Zhengzhou jujube warehouse receipts was 0 [20]. - **Futures spread**: As of this week, the spread between the Zhengzhou Commodity Exchange jujube futures 2601 contract and the 2605 contract was - 180 yuan/ton [23]. - **Basis**: As of this week, the basis between the spot price of Hebei grey jujubes and the main contract of jujube futures was 675 yuan/ton [26]. - **Purchase price in the main producing area**: As of November 21, 2025, the purchase price of Aksu jujube bulk goods was 5.5 yuan/kg, that of Alar was 5.65 yuan/kg, and that of Kashgar was 6.8 yuan/kg [29]. - **First - grade jujube spot price**: As of November 21, 2025, the wholesale price of first - grade grey jujubes in Cangzhou, Hebei was 4.4 yuan/jin, and that in Henan was 4.45 yuan/jin [33]. - **Super - grade jujube spot price**: As of November 21, 2025, the spot price of super - grade grey jujubes in Cangzhou, Hebei was 9.67 yuan/kg, and the wholesale price in Henan was 9.8 yuan/kg [37]. 3. Industry Chain Situation - **Supply side - Inventory**: As of November 19, 2025, the physical inventory of 36 sample points of jujubes this week was 10,330 tons, an increase of 490 tons from last week, a month - on - month increase of 4.98% and a year - on - year increase of 101.76% [41]. - **Supply side - Production decline possibility**: The jujube production in the 2025/26 season is expected to decline [45]. - **Demand side - Export volume**: In September 2025, China's jujube export volume was 2,283,671 kg, the export value was 36,347,933 yuan, the export average price was 15,916.449 yuan/ton, the export volume decreased by 3.43% month - on - month and 13.54% year - on - year. From January to September 2025, the cumulative export volume was 23,548,402 kg, a cumulative year - on - year increase of 5.12% [47]. - **Demand side - BOCE trading**: This week, the order volume of BOCE Xinjiang Jujube Good Brand had a small amount of transactions [52]. 4. Options Market and Futures - Stock Correlation - **Options market**: Information about the implied volatility of at - the - money options of jujubes this week is presented in a chart, but specific data is not described in text [53]. - **Stock market - Haoxiangni**: A chart of the price - earnings ratio of Haoxiangni is provided, but no specific analysis is given [55].

1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report - Corn futures closed higher in a volatile manner this week. The main 2601 contract closed at 2,195 yuan/ton, up 10 yuan/ton from last week. The USDA report is slightly bearish, and the domestic corn market has different situations in different regions. The short - term suggestion is to wait and see [8]. - Corn starch futures also closed higher in a narrow - range volatile manner. The main 2601 contract closed at 2,512 yuan/ton, up 7 yuan/ton from last week. With sufficient raw material supply, the industry's operating rate is rising, but the demand is good and the inventory is decreasing. The short - term suggestion is to wait and see [10]. 3. Summary According to the Directory 3.1. Weekly Highlights Summary 3.1.1. Corn - **Market Review**: The main 2601 contract of corn futures closed at 2,195 yuan/ton, up 10 yuan/ton from last week [8]. - **Market Outlook**: The USDA report shows that the US corn production is slightly bearish. In the domestic market, the purchase price in the Northeast is rising due to reduced supply, but the logistics is poor. In the North China and Huanghuai regions, farmers are reluctant to sell, and the price increase of deep - processing enterprises has slowed down. The short - term suggestion is to wait and see [8]. 3.1.2. Corn Starch - **Market Review**: The main 2601 contract of corn starch futures closed at 2,512 yuan/ton, up 7 yuan/ton from last week [10]. - **Market Outlook**: With the increase in new - season corn supply, the industry's operating rate is rising, but the demand is good and the inventory is decreasing. The short - term suggestion is to wait and see [10]. 3.2. Futures and Spot Market 3.2.1. Futures Price and Position Changes - The 1 - month contract of corn futures closed higher in a volatile manner, with a total position of 949,440 lots, an increase of 2,138 lots from last week. The 1 - month contract of corn starch futures also closed higher in a volatile manner, with a total position of 236,928 lots, a decrease of 1,007 lots from last week [16]. 3.2.2. Top Twenty Net Position Changes - The top twenty net position of corn futures was - 108,473 this week, compared with - 121,652 last week, with a slight decrease in net short positions. The top twenty net position of starch futures was - 43,094 this week, compared with - 53,346 last week, with a slight decrease in net short positions [22]. 3.2.3. Futures Warehouse Receipts - The registered warehouse receipts of yellow corn were 68,764 lots, and the registered warehouse receipts of corn starch were 11,710 lots [28]. 3.2.4. Spot Price and Basis - As of November 20, 2025, the average spot price of corn was 2,278.82 yuan/ton, and the basis between the active 1 - month contract of corn and the spot average price was + 83 yuan/ton. The spot price of corn starch in Jilin was 2,600 yuan/ton, and in Shandong was 2,800 yuan/ton, with a slight recovery this week. The basis between the 1 - month contract of corn starch and the spot price in Changchun, Jilin was 88 yuan/ton [33][37]. 3.2.5. Futures Inter - month Spread - The 1 - 3 spread of corn was + 0 yuan/ton, at a medium level in the same period. The 1 - 3 spread of starch was + 5 yuan/ton, also at a medium level in the same period [43]. 3.2.6. Futures Spread between Starch and Corn - The spread between the 1 - month contract of starch and corn was 317 yuan/ton. As of Thursday this week, the spread between Shandong corn and corn starch was 500 yuan/ton, a decrease of 24 yuan/ton compared with last week [52]. 3.2.7. Substitute Spread - As of November 20, 2025, the average spot price of wheat was 2,503.67 yuan/ton, and the average spot price of corn was 2,278.82 yuan/ton, with a wheat - corn spread of 224.85 yuan/ton. In the 46th week of 2025, the average spread between cassava starch and corn starch was 440 yuan/ton, an increase of 118 yuan/ton compared with last week [57]. 3.3. Industrial Chain Situation 3.3.1. Corn - **Supply Side** - **Inventory at Ports**: As of November 14, 2025, the domestic trade corn inventory in Guangdong Port was 27.3 tons, a decrease of 18.10 tons from last week; the foreign trade inventory was 35.5 tons, a decrease of 5.70 tons from last week. The corn inventory in the four northern ports was 117 tons, an increase of 9.9 tons week - on - week; the shipping volume of the four northern ports was 40 tons, a decrease of 18.20 tons week - on - week [47]. - **Selling Progress**: As of November 20, the total selling progress of domestic corn was 27%, an increase of 3% from last week and 2% year - on - year [59]. - **Monthly Import Volume**: In September 2025, China's corn import volume was 56,562.26 tons, a decrease of 256,532.84 tons (81.93%) year - on - year, and an increase of 20,404.55 tons month - on - month [63]. - **Feed Enterprise Inventory Days**: As of November 20, the average inventory of national feed enterprises was 26.23 days, an increase of 0.62 days from last week, a 2.42% week - on - week increase, and a 9.58% year - on - year decrease [67]. - **Demand Side** - **Livestock Inventory**: At the end of the third quarter, the national pig inventory was 436.8 million heads, an increase of 9.86 million heads (2.3%) year - on - year and 12.33 million heads (2.9%) quarter - on - quarter. The inventory of breeding sows was 40.35 million heads, a decrease of 280,000 heads (0.7%) year - on - year and 90,000 heads (0.2%) quarter - on - quarter [71]. - **Breeding Profit**: As of November 14, 2025, the breeding profit of self - breeding and self - raising pigs was - 114.81 yuan/head, and the breeding profit of purchased piglets was - 205.64 yuan/head [75]. - **Processing Profit**: As of November 20, 2025, the corn starch processing profit in Jilin was 28 yuan/ton. As of November 21, 2025, the corn alcohol processing profit in Henan was - 434 yuan/ton, in Jilin was - 549 yuan/ton, and in Heilongjiang was - 299 yuan/ton [80]. 3.3.2. Corn Starch - **Supply Side** - **Enterprise Inventory**: As of November 19, 2025, the total corn inventory of 96 major corn processing enterprises in 12 regions was 272.7 tons, a decrease of 0.29% [84]. - **Operating Rate and Inventory**: From November 13 to 19, 2025, the national corn processing volume was 61.24 tons, a decrease of 1.95 tons from last week; the national corn starch output was 31.5 tons, a decrease of 1.34 tons from last week; the weekly operating rate was 60.89%, a decrease of 2.59% from last week. As of November 19, the total starch inventory of national corn starch enterprises was 110.9 tons, a decrease of 2.40 tons from last week, a 2.12% weekly decrease, a 1.68% monthly decrease, and a 25.59% year - on - year increase [88]. 3.4. Option Market Analysis As of November 21, the implied volatility of the options corresponding to the main 2601 contract of corn was 8.42%, up 0.46% from last week's 7.96%. The implied volatility rebounded this week and was slightly lower than the 20 - day, 40 - day, and 60 - day historical volatilities [91].

物价上涨引不满 特朗普取消部分巴西农产品40%关税 中新网11月21日电(记者 宫宏宇)据路透社报道，美国总统特朗普20日宣布，取消对部分巴西农产品加征 的40%关税，范围包括牛肉、咖啡、可可和水果。 根据白宫法令，这一措施从11月13日零点起生效，13日零点后相应产品已收的关税或将被退还。 编辑：王永乐 就在上周五，特朗普还签署行政令，调整此前发布的"对等关税"清单，豁免了4月来对多个国家牛肉、 西红柿等农产品加征的关税。 路透社指，白宫相关关税政策的"急转弯"，旨在回应美国民众对生活成本上涨的担忧，标志着特朗普立 场的重大转变。 一段时间来，特朗普政府关税已推高美国食品价格。近期，牛肉价格大涨至历史高位，引发民众不满。 在价格影响下，不少美国消费者转向鸡肉作为替代蛋白质来源。 巴西牛肉行业组织ABIEC对此次关税调整表示，这显示了贸易谈判的有效性。 路透社提到，当前，美国是全球最大咖啡消费国，巴西供应着美国所需三分之一的咖啡。此外，巴西最 近还成为了美国重要的牛肉供应国，提供制作汉堡包的牛肉来源。(完) 来源：中国新闻网 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所 ...