当地时间20日，美国白宫宣布，总统特朗普签署行政令，修改对从巴西进口商品的关税范围。部分商品 40%从价关税维持不变，但鉴于谈判取得进展，对美东时间11月13日零点后进入美国的特定巴西农产品 取消附加从价关税。 （文章来源：央视新闻客户端） 白宫称，此举旨在平衡国家安全关切与推动对巴贸易关系发展。 ...

天眼查App显示，近日，深圳市光启互联贸易有限公司成立，法定代表人为聂皇皇，注册资本1万人民 币，经营范围为一般经营项目是：食用农产品初加工；食用农产品批发；食用农产品零售；初级农产品 收购；非食用农产品初加工；农产品智能物流装备销售；食品销售（仅销售预包装食品）；食品互联网 销售（仅销售预包装食品）；保健食品（预包装）销售；食品、酒、饮料及茶生产专用设备制造；专业 保洁、清洗、消毒服务；化妆品零售；化妆品批发；个人卫生用品销售；汽车装饰用品销售；自行车及 零配件零售；乐器零配件销售；乐器零售；摩托车及零配件零售；珠宝首饰零售；医护人员防护用品零 售；日用家电零售；厨具卫具及日用杂品零售；电池销售；文具用品零售；体育用品及器材零售；新鲜 水果零售；新鲜蔬菜零售；电子元器件零售；互联网销售（除销售需要许可的商品）。（除依法须经批 准的项目外，凭营业执照依法自主开展经营活动），许可经营项目是：食品销售；食品互联网销售；电 子烟零售；出版物零售。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目 以相关部门批准文件或许可证件为准）。 ...

Group 1: Economic Partnership and Trade Agreements - China is actively signing economic partnership agreements to implement 100% zero-tariff measures on products for 53 African countries, with the Republic of Congo being the first beneficiary [1] - China has maintained its position as Africa's largest trading partner for 16 consecutive years, with trade volume expected to reach 2.1 trillion yuan in 2024, setting a new historical record [1] Group 2: Agricultural Trade Growth - The bilateral trade structure between China and Africa is diversifying, with African agricultural products becoming a significant highlight, as imports of agricultural products from Africa to China are projected to exceed 70 billion yuan in 2024 [2] - In the first five months of this year, China imported 15.83 billion yuan worth of agricultural products from Africa, with notable increases in coffee (145.7%), cocoa beans (88.6%), and frozen strawberries (82%) [2] Group 3: Investment and Infrastructure Development - In 2024, China's direct investment in Africa is expected to reach 3.37 billion USD, primarily concentrated in construction, mining, and manufacturing sectors [6] - Chinese enterprises have participated in the construction and renovation of over 10,000 kilometers of railways and nearly 100,000 kilometers of roads across Africa, significantly enhancing regional connectivity [9][10] Group 4: Clean Energy Initiatives - China plays a crucial role in Africa's energy transition, focusing on solar power projects that leverage Africa's abundant solar resources [7] - A solar energy storage project in Côte d'Ivoire, with an investment exceeding 50 million euros, aims to provide stable electricity to 30,000 households and reduce the electricity abandonment rate from 35% to below 5% [8] Group 5: Agricultural Cooperation and Food Security - Chinese agricultural technology has been instrumental in promoting rice cultivation in Guinea-Bissau, increasing the rice planting area from 60,000 hectares to 100,000 hectares [12] - The introduction of hybrid rice varieties has led to significant yield improvements, with some varieties achieving over 10 tons per hectare [12]

故事开始于 2003 年 ，地点是非洲东南部国家 津巴布韦 。 那时的津巴布韦正遭受一场骇人听闻的 恶性通货膨胀， 其物价以惊人的速度飙升，消费价格指数涨幅高达每年约 365% 左右【1】 。背后的原因主要是 国家治理系统性失灵、土地改革混乱以及政府无节制的财政支出。为了应对这场恶性通胀，津巴布韦央行采取了最粗暴的手段，那就是通过 滥发货币 来填 补财政窟窿。 让人毫不意外的，央行滥发货币导致其价值崩塌。由于货币的贬值速度太快，竟然发生 印钞机跟不上物价上涨速度的奇观。也就是说， 市场上急缺可用的 实体钞票，导致 津巴布韦的老百姓们， 进行日常交易所需的现金出现了严重短缺。这种短缺，对全社会造成方方面面的影响：不光老百姓受影响，还有各 种公司和机构。这其中，就包括一家跨国贸易商：嘉吉（Cargill）。 嘉吉是一家总部在美国的全球贸易商，其起源可以追溯到 1865 年。当时， 一位苏格兰移民的儿子， 威廉·华莱士·嘉吉（William Wallace Cargill）， 在美国的明尼苏达州开设了第一个谷仓 。在接下来的一个多世纪里，该公司一直由嘉吉（Cargill）和麦克米伦（M acMillan）两个家族世 ...

天眼查App显示，近日，大士礼盛（云南）贸易有限公司成立，法定代表人为褚恒，注册资本100万人 民币，经营范围为一般项目：新鲜水果批发；新鲜水果零售；农产品的生产、销售、加工、运输、贮藏 及其他相关服务；食用农产品初加工；农副食品加工专用设备销售；食用农产品批发；食用农产品零 售；货物进出口；进出口代理；技术进出口；食品进出口；石油制品销售（不含危险化学品）；金属矿 石销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

2022年4月份以来，国内玉米市场步入宽幅震荡、短周期轮动的新常态。受东北产区种植结构调整、黄 淮海地区天气波动、下游饲料需求周期性变化以及国际粮价传导等因素影响，玉米现货价格自2022年的 高位逐步回落，至2024年已呈现跌多涨少、波段性反弹特征。 在此背景下，传统随行就市的现货经营模式逐渐难以适应市场变化。越来越多的玉米产业链企业开始探 索"现货+期货+期权"的综合经营模式，而国内衍生品市场的愈发成熟则为这一探索提供了坚实基础。 吉林启隆实业有限公司是光大期货有限公司服务的一家玉米原粮购销企业。该企业专注于东北优质玉米 原粮的收购、仓储与销售。下游客户以饲料企业、有机食品加工厂为主，这类客户对原粮品质（如容 重、水分、杂质含量）要求严苛，而采购成本的细微波动也将直接影响企业利润。在2024/2025年度的 市场行情中，该企业对期权策略的精准应用，成为产业端避险增值的标杆案例。 行情背景与企业困境 2024年东北玉米秋收季，受前期降水偏多影响，吉林、黑龙江部分产区玉米出现水分偏高、容重下降问 题，市场收购意愿减弱。当地农户种植成本约为1950元/吨，价格逐渐跌破成本线，部分农户出现惜售 待涨情绪。 对于企业 ...

Core Insights - Peru is the first Latin American country to sign a comprehensive free trade agreement with China and is one of the earliest participants in the Belt and Road Initiative, with trade between China and Peru reaching $19.149 billion from January to May 2025, a year-on-year increase of 30.7% [1] Trade and Economic Cooperation - China is Peru's largest trading partner, and the successful operation of the Chancay Port, set to begin in 2024, is expected to generate approximately $4.5 billion in annual economic benefits and create over 8,000 direct jobs [1] - The Chancay Port aims to become a key logistics hub connecting South America and Asia, significantly optimizing logistics efficiency and facilitating Sino-Peruvian trade [1][4] Consumer Trends in China - There is a rising trend in health-conscious consumption among Chinese consumers, leading to increased demand for Peruvian agricultural products such as blueberries, avocados, and quinoa [2] - The demand for convenience has surged, particularly among younger consumers, driving the growth of the frozen food market, prompting Peru to promote frozen fruits and vegetables in China [2] - Emotional consumption and the "self-care economy" are on the rise, with Peruvian alpaca toys gaining popularity among Chinese consumers, reflecting a blend of cultural significance and emotional appeal [3] - The trend towards premium and personalized products is evident in the coffee sector, where Peruvian specialty coffees are gaining recognition among Chinese coffee enthusiasts, particularly in emerging markets [3] Logistics and Trade Facilitation - The China-Peru Free Trade Agreement has led to the expansion of bilateral trade, with many Peruvian products enjoying zero tariffs, enhancing trade facilitation [4] - The opening of direct shipping routes from Chancay to Shanghai has reduced the shipping time for fresh Peruvian products from 35 days to 23 days, lowering logistics costs and increasing competitiveness in the Chinese market [4] Socioeconomic Impact - The alpaca toy industry in Peru is experiencing annual growth of 20% to 35%, providing significant income and employment opportunities for local artisans, particularly women, and helping to preserve traditional crafts [5] - Collaboration with Chinese partners in brand development and market expansion is enabling Peru to better meet the demands of Chinese consumers, integrating Peruvian products into the vibrant Chinese market [5] Future Outlook - There is an expectation for continued collaboration through platforms like the China International Import Expo to showcase Peru's diverse and high-quality products, aiming for further cooperation in agricultural technology and market development [6]

为进一步推介中国老挝磨憨—磨丁经济合作区优势资源和特色产业，精准对接全产业链资源，推动区域深度合作与价值共创， 11月14日，中国老挝磨憨—磨丁经济合作区"跨越山海·一路万象"招商推介会在北京举行。行业专家、企业代表齐聚，围绕合作区 发展定位、产业布局、合作机遇等议题深入交流，为合作区未来高质量发展积极建言献策。 中国老挝磨憨—磨丁经济合作区位于中国云南省与老挝南塔省交界处，是中国与毗邻国家共建的第二个跨境经济合作区，规划 总面积24.23平方公里。 跨境农产品贸易是中老经济合作的重要增长点，依托磨憨口岸的枢纽优势，榴莲等特色农产品贸易正迎来规模化、规范化发展 的新机遇。"云南昆明（磨憨）全国榴莲集散中心位于磨憨—磨丁经济合作区东盟大道中段，围绕集散中心，重点打造'口岸直采 +批发市场''智能分拣+直播电商''产研合作+落地加工''外贸综合服务港+外综服信息化'四大平台，构建覆盖榴莲贸易加工全流程的 服务体系，实现从果园到消费者直连直通，形成进口带动加工和内销、加工拉动进口和内销、内销带动进口和加工的以贸促产、以 产兴贸、贸产融合良性循环。"云南昆明（磨憨）全国榴莲集散中心总经理黄培源介绍说。 据中国老挝磨憨 ...

十月底的釜山会晤一度让美国大豆农场主们松了口气。白宫单方面高调宣布，中国承诺在2025年底前采购1200万吨美国大豆，未来三年年均进口量将达2500 万吨。消息一出，芝加哥期货交易所的大豆价格应声而涨。可热闹没撑过半个月，贸易商们就发现不对劲——除了中粮集团象征性签下的18万吨订单，中国 买家再没有大规模采购动静。美国农业界坐不住了，频频发声质疑中方"违约"，甚至暗示这是"政治失信"。但翻开贸易数据算一笔账，问题真的出在诚信上 吗？ 关税差距让美豆彻底失去价格竞争力。 眼下美国大豆运抵中国的关税高达13%，这还没算上之前贸易战留下的额外税费。而隔壁的巴西大豆只要缴纳3%的 基础关税。10个百分点的差距意味着什么？按照当前市场价格，美豆必须比巴西豆每吨便宜45到50美元，中国压榨企业才愿意买单。可现实是，美国大豆农 场主正承受高库存和低价格的双重压力，根本没有降价空间。有贸易商直言，"除非华盛顿愿意补贴差价，否则商业采购根本不可能发生"。 中国油厂的库存数据给了更直观的解释。 由于前期大量采购南美大豆，国内主要港口的大豆库存已经堆到三年高位。江苏一家压榨企业负责人苦笑着比 喻："仓库里堆满巴西豆，这时候谁还会高 ...

Group 1 - The core issue revolves around China's halt in large-scale soybean purchases from the U.S., which contrasts with the U.S. government's expectations of a $120 billion procurement commitment [1] - China's agricultural imports have diversified, with private enterprises increasing their share, indicating that state-owned enterprises cannot fulfill the large orders anticipated by the U.S. [5] - The U.S. soybean industry is facing internal challenges, including surplus inventory and rising production costs, which complicate the market dynamics [3] Group 2 - The U.S. soybean import tariff of 13% significantly hampers competitiveness compared to Brazilian soybeans, which are 10% cheaper [1] - Brazil's soybean exports to China are projected to reach approximately 4 million tons by the end of 2025, providing China with leverage in negotiations [1] - The U.S. agricultural sector is concerned about the political volatility affecting trade agreements, as seen in the uncertainty faced by farmers regarding whether to store or sell their soybeans [3][5] Group 3 - China's procurement strategy appears to focus on risk diversification rather than reliance on a single source, reflecting a cautious approach in the face of geopolitical tensions [1] - The U.S. soybean association expresses hope that agricultural trade will not be politicized, highlighting the industry's frustration with the current trade environment [5] - China's response to the U.S. trade policies suggests that cooperation is contingent upon the removal of high tariffs, indicating a need for a more balanced trade relationship [5]