"0"分通知书已经出炉，50万人心急如焚，中国外交部一锤定音。特朗普制华大计已经踢到铁板，美国 再无退路。 美国大豆 作为美国农业经济的一个关键领域，大豆危机影响到相关上下游产业的稳定和发展。运输业因货运量锐 减，不得不裁减运输车队，众多从业者失去工作岗位；压榨厂因原料供应和市场需求的变化，被迫减 产，大量工人面临轮岗甚至失业。大豆贸易的崩塌仅是开端。农产品出口下滑拖累美国能源、物流等相 关产业，加剧经济下行压力。 郭嘉昆 日前，外交部例行记者会上，发言人郭嘉昆被问及关于进口美国大豆的事宜。他并未说明具体措施，但 是给了美方提了个醒。他强调，关税战对两国都无益，中美之间想要解决问题，就必须互相尊重。最重 要的是，双方来往要始终平等，将互惠互利作为核心。中方的"话外音"很明确，特朗普的胡搅蛮缠，已 经让美国自己受到了重大影响。 此前，美国广播公司报道称，美国大豆协会主席拉格兰强调，目前中国的进口订单量为"0"。拉格兰此 前曾强调，美国50万大豆种植者，正面临史上最"可怕境地"。最大买家没有任何订单，直接让美国农民 面临破产，更是会让美国农民走投无路。他喊话特朗普称，中国市场至关重要。 拉格兰 要知道，美国大豆产 ...

华盛顿的秋意渐浓，但特朗普总统的心情似乎比萧瑟的秋风还要阴沉。四十天前，这位美国前总统曾在社交媒体上亲自发声，言辞恳切地呼吁中国将美国大 豆进口量提升三到四倍。然而这份期待中的大单并未如期而至，取而代之的是一片令人尴尬的沉默。 就在美方翘首以盼之际，中国却出人意料地将目光投向了南美大陆。据路透社最新报道，中国进口商一口气签下了10船南美大豆的采购合同，总量约65万 吨。值得注意的是，这笔交易恰巧发生在阿根廷政府宣布取消大豆出口预扣税政策的第二天，采购对象锁定在阿根廷和巴西这两个农业大国。这一记漂亮的 商业转身，让原本信心满满的美国农业界顿时傻了眼。 商业常识告诉我们，得罪重要客户还想维持生意往来，这无异于痴人说梦。回溯历史，自1990年代中期以来，美国中西部农业带的发展与中国市场的需求密 不可分，大豆贸易更是其中的支柱产业。最新统计数据显示，2023年美国出口的大豆中，每四粒就有一粒最终流向中国市场，年交易规模突破百亿美元大 关。可以说，正是中国这个大客户数十年来稳定的采购，才成就了今日的大豆产业格局。 然而近年来美国频繁挥舞贸易大棒，加征关税、实施禁运、发起制裁等手段层出不穷。面对这种反复无常的政策环境，中 ...

Core Viewpoint - Agriculture is highlighted as one of the earliest and most effective areas of cooperation between China and the United States, serving as a crucial pillar of bilateral relations [1] Group 1: Agricultural Cooperation - The journey of soybeans from American farmlands to Chinese households symbolizes the intertwined supply chain and genuine friendship between the two nations [1] - Industry associations and enterprises from both countries are urged to play a constructive role in enhancing agricultural cooperation [1] Group 2: Challenges and Opportunities - There is a call to eliminate barriers to agricultural trade, including tariffs and various obstacles, to create a favorable environment for cooperation [1] - Emphasis is placed on the need for multi-faceted interactions in trade, industry, enterprise, and research to deepen integration and mutual benefits [1] Group 3: Future Directions - The potential for collaboration spans various areas, including precision agriculture, biotechnology, water-saving irrigation, and smart farming [1] - The importance of fostering innovation, educational exchanges, and state-to-state cooperation is highlighted to ensure the healthy growth of China-U.S. agricultural partnerships [1]

Core Viewpoint - The article discusses the impact of Trump's call for China to increase soybean orders, highlighting China's shift in sourcing from the U.S. to South American countries like Brazil and Argentina, resulting in a significant decline in U.S. soybean exports to China [1][3][8]. Group 1: U.S. Soybean Market Dynamics - U.S. soybean farmers are facing a surplus of 22 million tons, leading to concerns about unsold inventory and the overall health of the U.S. soybean industry [1][5]. - The U.S. agricultural trade deficit reached a record high in the first half of the year, indicating growing economic pressure on U.S. farmers [5]. - The American Soybean Association's prediction of a 65% reduction in soybean exports to China due to tariffs has proven to be conservative, as the market share lost may never be regained [7]. Group 2: China's Strategic Sourcing - China has diversified its soybean imports, with Brazil becoming the largest supplier, and imports from Argentina increasing by 110% year-on-year, making it the third-largest supplier [3][8]. - The price of Brazilian soybeans is 10%-15% lower than U.S. soybeans, and the transportation time is shorter, making it a more attractive option for China [3]. - China's domestic soybean production has improved, and its reliance on U.S. soybeans has decreased, showcasing a more resilient supply chain [5][8]. Group 3: Political Implications - Trump's push for increased soybean orders is seen as an attempt to secure votes from agricultural states ahead of the 2026 midterm elections, as declining exports threaten Republican support [3][8]. - The article suggests that Trump's trade war inadvertently strengthened China's soybean industry and diversified its supply sources, altering the global soybean trade landscape [8].

Group 1 - The Trump administration's tariff policy has significantly impacted the global economic order, particularly affecting Latin America, with Brazil being a major victim [3] - Brazil's coffee and meat exports to the U.S. have drastically declined due to a 50% tariff imposed by the Trump administration, leading to severe economic challenges for Brazilian farmers and businesses [5][6] - The U.S. aims to leverage its economic power to force Brazil into making concessions in trade rules and market access, reflecting a complex interplay of political and economic interests [3][5] Group 2 - China's support for Brazil, including granting import licenses to 183 Brazilian coffee companies, has provided a much-needed boost to Brazil's economy amid U.S. tariff pressures [5][6] - The economic relationship between China and Brazil is characterized by high complementarity, with Brazil supplying essential natural resources to China, which helps stabilize China's resource supply chains [6] - Brazil's strengthened ties with China allow it to reduce dependence on the U.S. market, enhancing its economic resilience and enabling a firmer stance against U.S. demands [8] Group 3 - Brazil's response to U.S. tariffs includes seeking consultations with the World Trade Organization to challenge the legality of U.S. tariff policies, which could inspire other nations facing similar pressures [8] - The cooperation between China and Brazil serves as a model for other developing countries, demonstrating the potential for collective action against unilateral trade practices [9] - China's significant economic engagement with Brazil, including a 5-year contract worth 1.3 trillion, plays a crucial role in supporting Brazil's economy and revitalizing global economic cooperation [9]

Core Viewpoint - The recent call by former President Trump for China to significantly increase its soybean purchases from the U.S. reflects the severe challenges faced by the American agricultural sector, particularly the soybean industry, and highlights the complexities of U.S.-China trade relations [3][5][8] Group 1: Agricultural Sector Challenges - The U.S. soybean industry has seen a drastic decline in its market share in China due to tariffs and trade tensions, with exports dropping from several million tons to 22.13 million tons last year [3] - China has diversified its soybean import sources, with Brazilian soybeans accounting for 69% of its total imports, while U.S. soybeans only represent about 21% [3][5] - The economic struggles of American farmers, who are a crucial support base for the Republican Party, have intensified pressure on Trump to improve the situation [3][5] Group 2: Political Implications - The upcoming U.S. midterm elections make agricultural state votes critical, and continued low sales of farm products could lead to voter dissatisfaction with the ruling party [5] - Trump's push for increased soybean purchases is seen as an attempt to stabilize support from agricultural states ahead of the elections [5] Group 3: Trade Relations and Economic Strategy - Trump views expanding agricultural exports as a means to reduce the U.S.-China trade deficit, but this approach may not address the underlying issues of trade imbalance [5][6] - The complexity of U.S.-China trade relations means that unilateral demands from the U.S. are unlikely to yield significant changes in China's import strategies [6][8] - A mutual and fair resolution to trade disputes, including tariff barriers, is essential for meaningful progress in trade cooperation [6][8]

Core Insights - The third China International Supply Chain Promotion Expo in 2025 highlighted the importance of global supply chains, with over 650 companies from 75 countries participating, notably the American Soybean Export Council [1][3] - The American Soybean Export Council emphasized the mutual benefits of the U.S.-China soybean industry relationship, showcasing a model for sustainable agricultural development [1][3] Group 1: Event Overview - The expo serves as a unique platform for showcasing supply chain capabilities and promoting resource connections [1] - The American Soybean Export Council's participation for the third consecutive year underscores the event's significance in the global agricultural supply chain [1][3] Group 2: Industry Practices - The U.S. soybean industry aims to demonstrate its full supply chain integration, technological innovations, and sustainable practices at the expo [3][5] - The soybean supply chain is characterized by its extensive international trade involvement, linking producers and consumers effectively [3] Group 3: Technological Advancements - Precision agriculture technologies are widely adopted in U.S. farms, enhancing efficiency and reducing waste throughout the soybean production process [5] - The integration of data tracking in the soybean supply chain allows for precise communication of nutritional information to downstream businesses [5] Group 4: Sustainable Development - Sustainability is a core competitive advantage for the U.S. soybean industry, with practices in place since the 1930s to promote soil conservation and reduce erosion [5][6] - The introduction of the U.S. Soybean Sustainability Assurance Protocol (SSAP) enables Chinese feed companies to select low-carbon footprint raw materials, enhancing market recognition and potential for premium pricing [6] Group 5: Historical Context and Future Outlook - The collaboration between the U.S. and China in the soybean industry has evolved from technology transfer to co-creation of solutions, driven by mutual market demands [6][7] - The partnership exemplifies a shared destiny in the global supply chain, emphasizing collaboration over competition [7]

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) held in July 2025 in Beijing serves as a unique global platform for showcasing and connecting the agricultural supply chain, emphasizing the mutually beneficial relationship between the U.S. soybean industry and the Chinese market [1][4] Group 1: Supply Chain Integration - The U.S. soybean industry aims to present its achievements in supply chain integration from "farm to table," highlighting technological innovations and sustainable practices that create economic, social, and environmental value [4][10] - The length and international trade participation of the soybean supply chain make it a "super connector" between producers and consumers, leading to significant global influence [6][10] Group 2: Technological Advancements - The U.S. soybean industry's core competitiveness lies in its pursuit of precision through the use of digital technologies such as GPS and drones, optimizing various agricultural processes [7][10] - The industry focuses on educating end-users about the diverse applications of soybeans in feed and food, thereby expanding consumption demand [7][10] Group 3: Sustainable Practices - Sustainability is a key competitive advantage for the U.S. soybean industry, with practices established since the 1930s aimed at soil conservation and environmental protection [8][9] - The U.S. soybean supply chain demonstrates that sustainability can coexist with economic benefits, as evidenced by the low carbon footprint of U.S. soybeans compared to those sourced from other regions [9][10] Group 4: U.S.-China Cooperation - The U.S. Soybean Export Council has witnessed and participated in China's agricultural modernization since 1982, evolving from technology transfer to collaborative solution creation driven by mutual market demands [10][11] - The introduction of innovative aquaculture techniques has transformed China's fish farming practices, leading to improved quality and efficiency in production [11]

Core Insights - The U.S. biofuel policy has exceeded expectations, raising questions about its impact on the U.S. soybean industry's market share [1] Group 1: U.S. Biofuel Policy - The recent U.S. biofuel policy changes are anticipated to significantly influence the agricultural sector, particularly the soybean market [1] - Analysts are evaluating how these policy adjustments will affect the competitive landscape for U.S. soybeans against global counterparts [1] Group 2: Market Reactions - Market responses to the new biofuel policies indicate a potential shift in demand dynamics for soybeans, which could lead to increased prices [1] - Stakeholders are closely monitoring the implications of these policies on both domestic and international soybean markets [1]

Group 1 - The trade tariffs initially aimed at China have backfired, negatively impacting American farmers and companies like Tesla [1][3] - The chaotic tariff situation is severely harming the interests of American agricultural producers, particularly small farmers who have low risk tolerance [3][4] - U.S. poultry farmers are struggling as China, once their largest market, has reduced imports significantly [5][10] Group 2 - The U.S. soybean industry is facing devastating impacts due to tariffs, with over half of U.S. soybean production reliant on exports, primarily to China [12][14] - Brazilian farmers are benefiting from the situation as China shifts its soybean imports from the U.S. to Brazil, highlighting the competitive nature of agricultural exports [16][18] - The cost of beer cans has risen due to tariffs, leading to the closure of many small breweries, as they cannot absorb the increased costs like larger companies can [21][24] Group 3 - Despite recent talks leading to reduced tariffs, the impact on U.S. agriculture remains significant, with a 10% tariff still in place for low-value primary agricultural products [26] - Chinese manufacturers are adapting by shifting focus to domestic markets, with some companies experiencing increased sales despite the trade tensions [27][31] - The resilience of the Chinese market is evident as it continues to grow, even amidst tariffs, with exports to other countries compensating for losses in the U.S. market [34][37]