难道美国大豆就彻底没机会了吗？倒也未必。每年11月到次年2月是南美大豆的供应淡季，这为美豆提供了一个天然的时间窗口。如果巴西的运输或天气出 现波动，或者中国储备系统出于战略考虑进行采购，美豆仍有翻盘可能。但问题在于，这种采购往往由中粮、中储粮等国企主导，带有明显的政策色彩，难 以反映真实的市场需求。而眼下中美关系的微妙之处就在于，中方虽然暂停了部分农产品关税反制，却始终保留着"暂停"而非"取消"的表述——这本身就是 一种战略预留，一把可以随时收回的"钥匙"。 白宫急于向国内农业州展示"对华贸易成果"，但北京的回应却相当谨慎。中方从未公开确认过所谓的"干杯式采购承诺"，反而在通报中强调企业可"自主决 策、择优采购"。这"择优"二字，分明是留给巴西大豆的后门。中国市场的逻辑很清晰：你要卖豆，我得看价。政治氛围可以暖场，但最终登台唱戏的还得 是性价比。美国如果真想稳住中国这个全球最大大豆买家，就得在降低关税壁垒、提供稳定贸易预期上拿出诚意，而非指望通过一两次高层会晤就能"签单 了事"。 回过头看，这场大豆贸易的拉锯战折射出中美经贸关系的深层困境。美方总希望用政治协议撬动市场订单，中方却坚持用市场规则消化政治波动。美 ...

Core Viewpoint - The recent trade agreement between Argentina and the United States has been criticized by experts for placing Argentina at a "complete disadvantage," suggesting that it will not improve the Argentine economy but rather impose additional burdens on it [1]. Group 1: Trade Agreement Details - Argentina will open its market to U.S. agricultural products, including live cattle and poultry, and simplify the registration process for U.S. beef and beef products [2]. - The agreement is seen as problematic because both Argentina and the U.S. are major agricultural exporters, and the U.S. has a higher level of industrialization in agriculture, which could negatively impact Argentina's agricultural development [2]. Group 2: Economic and Political Implications - Opening the market to the U.S. violates the unified external tariff regulations of the Southern Common Market (Mercosur), potentially affecting Argentina's economic relations with neighboring countries [4]. - The agreement has been described as "unequal," with Argentina making concessions in various areas such as tariffs, non-tariff barriers, intellectual property, agricultural market access, and labor issues, while the U.S. has not made clear concessions, effectively giving U.S. companies preferential market access [4]. - The Argentine Interior Minister compared the trade agreement to the historical Roca-Runciman Agreement with the UK, which is viewed as having allowed the UK to exert control over the Argentine economy at a low cost [4].

中新社长沙11月15日电 (记者唐小晴)"中国的农产品丰富，我想通过农博会把中国的红枣、茶叶引入非 洲市场。"11月15日，正在长沙举行的第二十六届中国中部(湖南)农业博览会上，来自非洲肯尼亚的参 展商艾米丽在现场寻觅商机。 中国中部(湖南)农业博览会是中国农业农村部批准的唯一以"中国中部"冠名的农业综合盛会。本届农博 会汇聚了中外3500余家企业，东南亚特色水果、非洲咖啡、法国葡萄酒、老挝啤酒、澳大利亚牛肉、马 来西亚燕窝等海外特色农产品纷纷亮相。 11月14日，第二十六届中国中部(湖南)农业博览会在湖南长沙举行。图为参展的老挝农产品。中新社记 者唐小晴摄 在老挝展区，中国消费者排队选购原生态古树茶、糯米低度白酒、野生沉香。"我们还带来了老挝的纯 植物精油、咖啡、榴莲饼，越来越多老挝高品质农产品进入中国市场。"老挝百万象公司总经理冉曼君 告诉中新社记者，老挝国家工商会组织代表团前来参会，不仅想为两国农业领域合作创造更多机会，还 打算把中国的医疗器械、新能源汽车引入老挝。 "以前，老挝进入中国的农产品主要是咖啡、啤酒。现在借助电商渠道，老挝檀木等原生态产品从中老 铁路转搭'数字列车'，进入中国的千家万户。"冉 ...

Core Insights - The 26th Central China (Hunan) Agricultural Expo showcases over 30,000 agricultural products from more than ten countries and regions, with an exhibition area of 80,000 square meters and participation from over 3,500 enterprises [1][3] Group 1: International Participation - Laos and South Africa are the guest countries, featuring their unique agricultural products such as packaged rice and coffee, aiming to establish long-term partnerships with local enterprises [3] - African merchants, including those from Ghana, express interest in finding stable partners in China to promote their products like shea butter and black soap [3] Group 2: Business Networking - Major retailers like Walmart, Sam's Club, Metro, and Hema are actively engaging with exhibitors to facilitate direct communication and mutual benefits [3] - The organizing committee has prepared multilingual support to enhance international exchanges, ensuring effective communication among participants [3] Group 3: Export Initiatives - The expo promotes Chinese enterprises to expand internationally, exemplified by the "Xiangqi Going Global" event aimed at connecting Hunan products with Southeast Asian and European markets [4] - The event has a history of 26 years, showcasing over 280,000 agricultural products and achieving a transaction volume exceeding 280 billion yuan, with over 23 million visitors [6]

天眼查App显示，近日，凉山州福农食品有限公司成立，法定代表人为游小飞，注册资本500万人民 币，经营范围为一般项目：食用农产品零售；食用农产品批发；农副产品销售；食用农产品初加工；粮 食收购；畜禽收购；水产品收购；水产品批发；食品进出口；纸制品制造；纸制品销售；塑料制品制 造；塑料制品销售；新鲜蔬菜批发；新鲜蔬菜零售；新鲜水果批发；新鲜水果零售；鲜肉批发；鲜肉零 售；鲜蛋批发；鲜蛋零售；水产品零售；供应链管理服务；居民日常生活服务；物业管理；普通货物仓 储服务（不含危险化学品等需许可审批的项目）；餐饮管理。（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）许可项目：牲畜屠宰；生猪屠宰；家禽屠宰；牲畜饲养；道路货物运输（网络 货运）。（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）（涉及国家规定实施准入特别管理措施的除外）。 ...

Core Viewpoint - A new individual business named Lushuo Trading Department has been established in Ming Mountain District, Ya'an City, with a registered capital of 50,000 RMB, focusing on various agricultural products and services [1] Company Summary - The legal representative of Lushuo Trading Department is Ding Ling [1] - The registered capital of the company is 50,000 RMB [1] - The business scope includes retail and wholesale of edible agricultural products, initial processing of agricultural products, and procurement of primary agricultural products [1] Industry Summary - The company engages in the wholesale and retail of fresh fruits and vegetables, as well as livestock sales and poultry procurement [1] - It also offers services related to internet sales (excluding licensed goods), leisure sightseeing activities, tea planting, and artificial cultivation of golden camellia [1] - The business is permitted to conduct operations autonomously based on its business license, except for projects that require legal approval [1]

Group 1 - The seventh Overseas Chinese Import Commodity Expo and Qingtian Import Wine Trade Fair is being held from November 14 to 16 in Qingtian, Zhejiang Province, attracting exhibitors and buyers from around the world to explore new opportunities in import and export trade [1][2] - The "Chinese Good Products Qingtian Going Abroad Exhibition" features over 90 enterprises from Zhejiang and beyond, serving as an efficient bridge for cross-border trade [1][3] - The event showcases a variety of products, including agricultural specialties like Pinghu Zao Eggs and Laodingfeng Soy Sauce, aiming to promote local products to international markets [1] Group 2 - A highlight of the expo is the "Qingtian Manufacturing" electric drone with a wingspan of 6.4 meters, capable of carrying up to 300 kilograms, designed for various applications such as agricultural protection and emergency rescue [2] - The drone's entire process from design to production is managed by Zhejiang Kaibuwei Aerospace Technology Co., Ltd, which aims to leverage overseas Chinese resources to expand into international markets [2] - The exhibition also features participation from over ten enterprises from Taiwan, showcasing products like traditional pottery and specialty teas, enhancing cross-strait economic and cultural exchanges [3]

Core Viewpoint - A new company, Jinzhai County Sishen Trading Co., Ltd., has been established with a registered capital of 500,000 RMB, focusing on various food-related businesses and agricultural products [1] Company Summary - The legal representative of the company is Qian Guilan [1] - The registered capital of the company is 500,000 RMB [1] - The company is involved in food sales, tea product production, liquor business, and bee species management, among other activities [1] Business Scope - The company operates under several licensed projects, including food sales and tea product production, which require approval from relevant authorities [1] - General business activities include the sale of agricultural products, internet sales (excluding licensed goods), and management services for market trading [1] - Additional services include production, sales, processing, transportation, and storage of agricultural products, as well as rural tourism and craft development [1]

Core Viewpoint - The Trump administration is adjusting trade policies in response to rising consumer prices, particularly in agriculture, by exempting certain products from additional tariffs to alleviate cost pressures on American consumers [1][6]. Group 1: Trade Policy Adjustments - The recent executive order signed by President Trump excludes certain agricultural products from the "reciprocal tariffs," which previously had rates ranging from 10% to 50% [2]. - The exemption aims to reduce tariffs on products like beef, tomatoes, coffee, and bananas, which are not sufficiently produced domestically to meet demand [1][2]. - The exemption list includes hundreds of food items, such as coconuts, nuts, avocados, and pineapples, and is effective retroactively from November 13 [1][2]. Group 2: Economic Impact - The Consumer Price Index (CPI) indicates that coffee prices in the U.S. rose nearly 20% year-over-year as of September [1]. - The U.S. is increasingly reliant on imports for tropical products, with imports expected to reach $39.4 billion this year, accounting for 18% of total agricultural imports, with coffee alone making up one-third of this value [2]. Group 3: Political Context and Reactions - The adjustments come after the Republican Party faced losses in recent state and local elections, where opponents highlighted the need to address cost-of-living issues [1][6]. - Critics, including Democratic lawmakers, argue that the Trump administration is acknowledging the negative impact of its trade policies on consumer prices, with inflation rising since the implementation of tariffs [6]. Group 4: Future Trade Agreements - The Trump administration has announced a framework agreement with several Latin American countries, including Argentina and Guatemala, aimed at reducing costs for goods not produced in large quantities in the U.S. [4]. - These agreements, once finalized, will eliminate tariffs on certain food and other items imported from these countries [4].

Group 1: Trade Agreements Overview - The White House announced trade deals with Ecuador, Guatemala, El Salvador, and Argentina aimed at reducing tariffs on certain goods like coffee, bananas, and beef exports [1][2] - The agreements will maintain reciprocal rates but will lower tariffs on items that cannot be produced in the U.S., with Argentina, Guatemala, and El Salvador facing a 10% tariff, while Ecuador will have a 15% tariff [2] Group 2: Political Reactions - The framework with Argentina includes lower tariffs on beef imports but does not increase the U.S. import quota, leading to concerns from both Democrats and Republicans about the impact on U.S. farmers and ranchers [5][6] - A letter signed by 14 Republican lawmakers expressed concerns that increased market access to Argentina could undermine American cattle producers and reintroduce animal health risks [6][9] Group 3: Benefits and Commitments - The White House highlighted potential benefits for Americans, including commitments from El Salvador to address non-tariff barriers and from Argentina to provide preferential market access for U.S. goods [13] - Guatemala has committed to not imposing digital services taxes that discriminate against U.S. products, while Ecuador will adopt high levels of environmental protection [13]