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作者:安安
来源:步步惊心:丽
发布时间:2026-08-26

那年花开月正圆

Exclusive: Brazilian soybean industry expects historically high export volumes to China: association_我的网站

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Soybean Photo: VCG
    Soybean Photo: VCG
China continues to be the leading destination for Brazilian soybeans, and the Brazilian soybean industry wants to further deepen this relationship, expecting historically high volumes in the coming months, the Brazilian Association of Soybean Growers (Aprosoja Brasil) told the Global Times on Friday.
Brazilian soybean exports to China have remained very strong. China imported 12.08 million tons of soybeans from Brazil in June, up 13.7 percent year-on-year, while imports from the US fell 20.9 percent year-on-year to 1.27 million tons, according to data from the General Administration of Customs.
China imported 34.75 million tons of soybeans from Brazil during the period, up 9.1 percent year-on-year, according to Aprosoja Brasil. "Based on arrivals and customs clearance in China, there was clear growth," the association said.
According to the official data platform Brazilian Comex Stat, which records shipments at origin, 48.32 million metric tons were destined for China from January through June, largely unchanged from 48.41 million metric tons during the same period in 2025.
The difference between the two datasets mainly reflects timing and methodological differences between the recording of departures, cargoes in transit, arrivals and customs clearance.
Aprosoja Brasil said that the broader economic conclusion is the same: "Trade flows remained historically strong, China continued to be the leading destination for Brazilian soybeans, and Brazil's total soybean exports reached a first-half record of 69.57 million metric tons."
For farmers, strong export volumes help support the marketing of the crop, although record exports do not automatically mean record farm margins, said the Brazilian industry association.
China is the world's largest soybean importer. Imported soybeans are mainly used for oil production and animal feed. In terms of trading partners, China mainly imports soybean-related products from Brazil, the US, Argentina, Uruguay and Canada.
Brazil ranks among the world's leading soybean producers and exporters, with China being its largest export market for soybeans, according to the Xinhua News Agency. 
Commenting on the significance of the Chinese market, Aprosoja Brasil said "China is absolutely strategic to Brazil's soybean industry," citing data showing that in 2025, China purchased 85.4 million metric tons, representing approximately 79 percent of all Brazilian soybean exports.
The two countries also have a highly complementary trade relationship. For Brazilian farmers, Chinese demand provides scale, market liquidity and greater capacity for long-term planning, said the Brazilian soybean industry association. For China, Brazil offers large, competitive and reliable supplies, as well as a crop calendar that complements production in other supplying countries.
Previously, policy shifts, such as US unilateral tariff measures, have caused disruption for US soybean farmers and other agricultural producers, Lü Xiang, research fellow at the Chinese Academy of Social Sciences, told the Global Times. 
At the same time, China has been diversifying imports, including from Brazil and Argentina, to reduce risks from trade uncertainty, according to Lü.
Aprosoja Brasil noted that this partnership should not be seen merely as a temporary consequence of trade disputes involving third countries. Instead, it is a structural and mutually beneficial relationship, based on the complementarity between Brazil's production capacity and China's large demand for food, animal feed and protein, the industry group said.
Looking ahead to the soybean trade for the rest of the year, Aprosoja Brasil said that they are positive, while having a prudent mindset. Brazil has completed the harvest of a record soybean crop of approximately 180.6 million metric tons, and Brazilian soybean exports are expected to reach 116.3 million metric tons in 2026, which would also be a record, the association said.
"Brazil therefore has sufficient supply to continue serving the Chinese market strongly in the coming months... We expect historically high volumes, although not necessarily growth every single month, because soybean trade is seasonal and Northern Hemisphere supplies become more prominent during the second half of the year," it said.
。    这将是Netflix一段时间以来的首次增长,特别是在其美国和加拿大的用户群中。该公司报告称,该地区的用户激增了10.4万,使新的用户总数达到7340万。上一次Netflix在美国和加拿大出现用户增长是在2021年第四季度。该公司预计,2022年第四季度将有450万付费净增用户。最近几个月,Netflix经历了两个非常严峻的季度,全球用户共损失120万。该公司还发生了大量的裁员,包括最近对其动画部门进行的裁员。然而,随着其新的广告支持计划于11月进入平台,该公司有可能向寻找更便宜的流媒体方式的新客户开放。“到目前为止,广告商的反应非常积极,我们相信更多的选择,特别是对更多价格敏感的消费者来说,将随着时间的推移转化为有意义的增量收入和运营利润。”Netflix补充说:“尽管如此,这仍然是非常早期的事情,由于我们保持了现有的无广告计划,我们将需要时间来建立我们的会员基础和相关的广告收入。”Netflix上周透露, 带有广告的新Basic计划每月收费6.99美元,包括每小时4至5分钟的电视节目和电影广告。该计划的推出将比竞争对手Disney+的广告支持计划早一个月,后者的月费为7.99美元。周二,投资者还了解到该公司打算如何在该平台上实现密码共享账户的货币化。

二 | Netflix表示,从2023年初开始,它将向想要为账户借款人创建子账户的账户成员收取费用。这一“额外成员”功能首先在智利、哥斯达黎加和秘鲁进行了测试。

三 | Netflix周一推出了个人资料转移功能,以帮助账户成员过渡到自己的独立账户,而不会丢失个性化的推荐、观看历史和其他自定义设置。另外,该公司还指出,其游戏推出一周年的时间即将到来。尽管最近有报告称其用户群中只有不到1%的人玩其游戏,但Netflix仍在继续投资手机游戏。上个月,Netflix宣布为希望玩其独家游戏的用户增加游戏手柄。另外,这家流媒体公司正在芬兰建立一个内部游戏工作室。

四 | 此外,Netflix还将在加州推出一个新的工作室,并扩展到云游戏。

五 | Netflix继续保持对内容的关注,对大预算电影进行投资,如令人期待的《利刃出鞘》续集《玻璃洋葱:利刃出鞘疑案》。该片将在感恩节周末在影院进行有限的首映,然后于12月23日流媒体发行。Netflix今年只获得了三个黄金时段艾美奖,然而,其关于杰夫瑞·达莫的争议性剧集《怪物:杰夫瑞·达莫的故事》的总观看时长达到了8.242亿小时。该公司表示,该剧是本季度收视率最高的剧集之一,仅次于《怪奇物语第四季》。

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