2025年8月22日，中国驻美国大使谢锋应邀在中美大豆产业合作伙伴早餐会上发表演讲。谢锋说，农业 是中美起步最早、最富实效、最具潜力的合作领域之一，始终是中美关系的重要支柱之一。从美国的广 袤农田，到太平洋上的远洋货轮，再到中国千家万户的餐桌，跨越太平洋的大豆之旅串联起中美紧密交 织的产供链，联结起两国人民的真挚情谊。谢锋说，风不调雨不顺，好农夫更要勤耕耘。作为桥梁与纽 带，两国产业协会和企业肩负特殊使命，应继续发挥建设性作用。期待更多朋友加入进来，做为中美关 系稳定、健康、可持续发展辛勤耕耘的"农夫"。既要为中美农业合作"除虫"，对将经贸问题泛政治化、 泛安全化大声说不，为促进农业贸易扫除关税障碍、破除各类壁垒、营造良好环境，也要积极"育种"， 在贸易、产业、企业、科研等多个层面紧密互动，争取在恢复农业领域对话合作机制、深化产业链融合 发展、推进企业间互利合作、发挥省州间联动优势、搭建创新科研平台、强化教育交流合作等方面多点 开花。从精准农业到生物技术，从节水灌溉到智慧农场，双方合作空间广阔，应当多行开拓之举、多扬 共赢之帆，让中美农业合作枝繁叶茂、健康成长。(中国驻美大使馆) ...

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 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]