美国财长贝森特称大豆“已全部落实”,市场对中国新增采购的预期降温


2026-05-14 11:45:07 UTC / 路透社

作者:埃拉·曹、刘易斯·杰克逊
2026年5月14日 11:45 AM UTC,更新于13分钟前

美国印第安纳州罗奇代尔霍奇根农场的大豆田,2019年11月8日摄。路透社/布莱恩·伍尔斯顿 购买授权

北京,5月14日(路透社)——美国财政部长斯科特·贝森特表示,中国现有的采购承诺意味着“大豆已全部落实”,在唐纳德·特朗普总统与习近平主席在北京会晤之际,这一表态降温了市场对中国上调采购目标的预期。

“至于大豆,我们根据釜山协议获得了未来三年的大额采购承诺。所以大豆确实已经全部落实了,”他在周四接受CNBC采访时说道。

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大豆是美国对华出口的头号商品,中国是全球最大的大豆买家,大豆油料在特朗普首届和第二届政府任期内的贸易谈判中都发挥了关键作用。

交易员和分析师表示,鉴于国内需求疲软以及巴西大豆供应价格更具竞争力,他们预计北京不会超出去年10月达成的采购承诺增加采购量。

市场目前转而等待明确消息,以了解中国计划如何履行去年作出的承诺:到2028年,每年进口2500万吨大豆,这将是2022年以来的最高水平。

自特朗普首届任期以来,中国已大幅降低对美国油料籽的依赖,2024年——也就是特朗普重返白宫的前一年——中国大豆进口中约20%来自美国,而2016年这一比例为41%。

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去年,中国仅从美国采购了15%的大豆。

埃拉·曹、刘易斯·杰克逊 报道;莎伦·辛格尔顿、罗斯·拉塞尔 编辑

本报守则:汤森路透信托原则。

US’s Bessent says soybeans ‘all taken care of’, cooling expectations for fresh Chinese buying

2026-05-14 11:45:07 UTC / Reuters

By Ella Cao and Lewis Jackson

May 14, 2026 11:45 AM UTC Updated 13 mins ago

Soybeans in a field on Hodgen Farm in Roachdale, Indiana, U.S. November 8, 2019. Picture taken November 8, 2019. REUTERS/Bryan Woolston Purchase Licensing Rights

BEIJING, May 14 (Reuters) – U.S. Treasury Secretary Scott Bessent said the existing ​purchase commitment by China means “soybeans are all taken ​care of,” tempering expectations for a higher buying target from China, as Presidents Donald Trump and Xi Jinping met in Beijing.

“And then ​soybeans, we have a very large purchase commitment from ​the Busan agreement for the next three years. So ⁠beans are really all taken care of,” he said ​in an interview with CNBC on Thursday.

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Soybeans are the ​top U.S. export to China, the world’s largest buyer by far, and the oilseeds have played a key role in trade negotiations ​during the first and second Trump administrations.

Traders and analysts ​have said they do not anticipate Beijing to increase purchases beyond the ‌commitment ⁠made last October, amid weak domestic demand and competitively priced Brazilian supplies.

Instead, markets are awaiting clarity on how China plans to fulfil last year’s pledge to import 25 ​million metric tons ​of soybeans ⁠annually through 2028, which would mark the highest level since 2022.

China has dramatically scaled ​back its reliance on U.S. oilseeds since ​Trump’s first ⁠term, sourcing roughly 20% of its soybeans from the U.S. in 2024, the year before he returned to office, ⁠compared ​to 41% in 2016.

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Last year, China ​bought just 15% of its soybeans from the U.S.

Reporting by Ella Cao ​and Lewis Jackson; Editing by Sharon Singleton and Ros Russell

Our Standards: The Thomson Reuters Trust Principles.

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