中国反制后，美对华连开二枪，贝森特开出条件，美国豆农却扛不住了，中国在稀土领域会让步吗？ 相对于美方的反复无常，中国的战略布局称得上是高瞻远瞩、环环相扣，近日有美国官员发现，中国早在今年8月就预示了现在的反制措施，但美方却没 有在意，言外之意是，中国是"故意"的。美方应该反思一下自己在中美经贸谈判的所作所为，如果不是美方对中国的单边制裁和无理限制，中国作为一个 负责任的大国，断然没有主动"找事"的道理。与其说中国是"故意"的，不如说中国早就给过美方机会，但特朗普政府却没有改正。 不管对中国的稀土出口管制，还是停止进口美国大豆，美方短期内都很难破局，现在是美国大豆的收获季，美国的农户已经输惨了，他们甚至前往越南和 菲律宾等东南亚国家推销，但结果并不理想。特朗普政府应当明白了，与中国打贸易战是自食恶果，倒霉的只有自己的企业和国民，农业州是特朗普的票 仓，如果找不到大豆的销路，很可能动摇特朗普的基本盘。对此，中方指出了明路，在近期的记者会上，中国商务部表示，美方不能一边跟中国谈判，一 边威胁出台新的限制措施，要拿出切实的诚意跟中国谈判。 中国的关切已经摆在台面，美方要停止对中国实体的制裁措施，停止对中国相关的船只征 ...

Core Viewpoint - Shares of Bunge Global SA increased by over 13% following President Donald Trump's statement regarding the potential cessation of U.S. purchases of Chinese cooking oil [1] Company Summary - Bunge Global SA experienced a significant stock price surge, indicating a positive market reaction to geopolitical developments affecting trade [1] Industry Summary - The announcement from President Trump suggests a shift in U.S. trade policy that could impact the cooking oil market, particularly concerning imports from China [1]

Core Viewpoint - The Chinese government maintains a consistent and clear stance on Sino-U.S. economic and trade issues, emphasizing that trade wars and tariff battles yield no winners and do not serve the interests of either party [1] Group 1 - The Chinese side advocates for resolving issues through negotiation based on equality, respect, and mutual benefit [1]

Core Viewpoint - The article highlights the significant decline in U.S. soybean exports to China, which has dropped to zero, raising alarms within the industry and prompting potential government intervention to support affected farmers [2][4]. Group 1: Impact on U.S. Soybean Industry - The U.S. Soybean Association's president indicated that the zero procurement from China is a critical issue for the industry, warranting the highest level of concern [2][4]. - Historically, China has been the largest buyer of U.S. grains, accounting for approximately 25% of total U.S. grain exports [4]. - The current soybean harvest season, which runs from September to November, has begun without any orders from China, contrasting with previous years [4]. Group 2: Shift in Procurement Sources - In response to the trade tensions, China has significantly reduced its purchases of U.S. soybeans, with Brazilian soybeans now making up 70% of China's total soybean imports [4]. - China has also diversified its soybean procurement channels to include countries like Argentina [4]. Group 3: Government Response - The Trump administration is considering implementing a subsidy policy to assist soybean farmers affected by the lack of Chinese orders [4].