比起关税战输给中国，特朗普现在最发愁的一件事，就是之前中国少有依赖美国的一笔生意，好像要被别人抢走了。 据环球网报道，最近，在中美达成一致，同意冻结两国部分关税之际，特朗普在社交媒体上，发布了一则"求助信息"，希望中国能将美国大豆的 订单量提高三倍。 数据显示，在2016年的时候，美国几乎占据着中国进口大豆的半壁江山，市场份额一度超过4成，但随着美国近年来不断遏制中国的发展，情况开 始急转直下。 一开始，美方还在嘴硬，声称自家大豆的出口量不降反增，国内供应一点都不紧张，结果特朗普的这番喊话，等于撕开了美国的遮羞布。 特朗普深夜发布求助信息 美国大豆在华份额大幅缩减 没错，在减少对美国大豆的进口之后，巴西立刻找中方商量，提高巴西大豆对华的出口量，目前，巴西大豆已经占据了7成中国市场，而美国大豆 只剩下两成，并且还在不断减少。 跟美国相比，巴西要可信得多，卢拉作为中国人的老朋友，重新上台之后积极深化中巴关系，再加上巴西大豆的产量傲视全球，完全能够满足中 国的需求，给美国大豆全挤走都没问题。 而且，卢拉的胃口可不止大豆，之前400多家美国牛肉企业对华的出口资质到期，而中方迟迟没有续约，就让巴西嗅到了机会。 在今年4 ...

美国总统特朗普：澳大利亚将首次进口美国牛肉，这是一个非常大的市场。 ...

美国总统特朗普：澳大利亚已同意接受美国牛肉。 ...

Group 1 - The core agreement between the US and UK aims to enhance market access for US products, particularly in agriculture, and reduce non-tariff barriers that affect US manufacturing and national security [4][5] - The agreement includes a tariff quota system for UK automobiles, with a 10% tariff on the first 100,000 vehicles exported to the US, while exceeding this quota will incur a 25% tariff [3][5] - The UK will eliminate tariffs on US steel and aluminum products, and reduce tariffs on US agricultural products, including ethanol, to zero within certain quotas [3][4] Group 2 - The agreement is expected to create significant job opportunities and revenue for both countries, as stated by President Trump and Prime Minister Starmer [1][4] - The aviation sector will see the removal of tariffs on UK products that comply with WTO regulations, enhancing trade in aerospace [5][6] - Future quota plans for UK steel and aluminum will be negotiated based on US national interests and the execution of the agreement by the UK [6]

Group 1 - The core of the trade agreement between the US and UK includes a reduction of tariffs on UK car exports to the US from 27.5% to 10%, and the elimination of steel and aluminum tariffs from 25% to zero, applicable to 100,000 UK cars, covering nearly all of last year's exports [1] - In exchange, the UK will provide a zero-tariff quota of 13,000 tons of beef and 1.4 billion liters of ethanol to the US, with the legal procedures for implementing these quotas and tariff reductions already in place [1] - The agreement is expected to take effect in the coming days, as confirmed by US Commerce Secretary Howard Lutnick, who emphasized the urgency of implementing the historic trade deal [1] Group 2 - The steel component of the agreement remains under negotiation, with UK officials indicating that a deal to provide zero-tariff access for UK steel manufacturers to the US market may not be reached until the end of the month [2] - Tata Steel, the largest steel producer in the UK, has raised concerns that some of its products may be excluded from the zero-tariff agreement due to origin issues, which could affect other UK manufacturers as well [2] Group 3 - The agreement poses a significant threat to the UK’s domestic bioethanol industry, as the 1.4 billion liters of US ethanol quota could lead to the closure of the only two bioethanol plants in the UK, which are already operating at a loss [3] - The UK government is reportedly in discussions with these companies to explore possible support options, but no solutions have been identified so far [3] Group 4 - The UK government is under political pressure to expedite the signing of the agreement, with officials expressing confidence that it will be signed by the weekend [4] - Since April 2, the UK has been the only country to reach a trade agreement with the US, while the US continues negotiations with other nations [4]

智通财经APP获悉，美国农业情绪跃升至四年来的最高水平，农民们押注特朗普政府推动达成更多贸易 协议将有助于农作物出口的增加。 值得一提的是，美国农业部长Brook Rollins周二在访问罗马期间表示，她正在努力让欧洲购买更多的美 国产品，包括小麦和大豆。她表示："我们讨论了让更多的美国大豆、小麦、更多优质产品进入意大 利，当然还有整个欧盟市场的问题。""现在是我们推动这些产品出口、继续在国际舞台上发力的时候 了。" 接下来几个月，Brook Rollins还将访问包括日本、巴西、印度和科特迪瓦在内的多个国家。美国农业部 下周还将率团访问秘鲁，旨在扩大出口并应对与该南美国家超过30亿美元的贸易逆差。Brook Rollins还 强调了美国与英国达成的"规模巨大的"贸易协议，其中包括美国牛肉的配额，以及对14亿升乙醇取消关 税。 特朗普政府发起的贸易战对美国的农作物出口造成了打击。最大的大宗商品买家中国目前在下一个销售 季尚未订购任何美国玉米、大豆或小麦。尽管如此，根据普渡大学与芝加哥商品交易所集团联合发布的 农业经济晴雨表显示，农民情绪正趋向乐观。这项在5月12日至16日之间——特朗普政府宣布与中国在 贸易协 ...

英美贸易协议的启示、中美谈判的可能结果、美联储不会 先发制人降息 20250511 摘要 • 英美贸易协议降低了部分关税，但美国对英国出口汽车超过 10 万辆的部 分仍维持 25%的关税，并坚持 10%的最低对等关税，显示小国在与美国 谈判中筹码有限。 • 中美在瑞士的对话旨在缓解紧张关系，重点可能包括贸易、技术转让和知 识产权保护，为未来更广泛的经济合作奠定基础，但具体细节尚未公布。 • 美联储货币政策会议强调将继续关注数据变化，以确保政策灵活应变，倾 向于保持利率稳定，同时准备随时调整以应对潜在经济波动，整体基调偏 中性略鹰派。 • 减税政策导致财政收入减少，政府在执行其他经济政策时可能面临资金短 缺，未来减税政策可能会有所限制，例如最低 10%的关税减免几乎不可能 实现。 • 开放市场准入是国际贸易谈判中的重要议题，美国一直强调削减非关税壁 垒，例如美国牛肉曾因食品安全问题在进口上受到限制，但通过与英国的 谈判，美国成功打开了牛肉进口市场。 Q&A 英美贸易协议的主要内容是什么？对未来有哪些启示？ 上周四，特朗普在椭圆形办公室宣布美国与英国达成了一项贸易协议，这是自 4 月 2 日特朗普实施对等关税以来 ...

Group 1 - The Trump administration announced a "historic victory" with the UK regarding a trade agreement, but it lacks details and legal binding, described as a "framework document" [1][3] - The agreement includes a 10% tariff on the first 100,000 cars exported from the UK to the US, down from 27.5%, while punitive tariffs of 25% remain on additional vehicles [3] - The UK has made significant concessions, including eliminating tariffs on Boeing engines and opening its agricultural market to US products, while the US maintains a 10% baseline tariff on most goods [3][5] Group 2 - The UK government has not confirmed the completion of negotiations, viewing the current status as a "phase of understanding" rather than a finalized agreement [5][7] - Analysts highlight that the agreement lacks specific concessions, legislative authority, and enforcement mechanisms, rendering it similar to a "gentlemen's agreement" [7][8] - The establishment of a 10% baseline tariff signals a politicization of tariffs, with the US using them as a diplomatic pressure tool rather than a means of free trade [8]

Group 1 - The core viewpoint is that the U.S. will not lift tariffs on China unless substantial concessions are made by China, which China firmly denies as negotiations have not occurred [1][3] - China has set its bottom line: the U.S. must remove all tariffs and cease its extreme pressure tactics to establish a respectful and mutually beneficial dialogue [3] - The U.S. soybean exports to China reached $12.84 billion last year, highlighting the importance of this trade relationship for U.S. farmers [3] Group 2 - Japan is exploring increasing imports of U.S. corn and soybeans as part of its tariff negotiations with the U.S., but this will not compensate for the loss of the Chinese market [5] - In 2024, Japan's soybean imports are projected to be 3.17 million tons, with 65.7% sourced from the U.S., indicating limited room for increased imports [5] - China's strategy of diversifying its imports, such as turning to South America for soybeans, demonstrates its resilience against U.S. tariffs [8]