Why did China suddenly give the soybean order that the United States wanted at this time? Why did Huang Renxun boost the morale of China and destroy the prestige of the United States?

Recently, some foreign media broke the news that COFCO bought 180,000 tons of US soybeans this week, this news is extraordinary, because against the background of the Sino-US economic and trade game, despite the various requests of the United States, we still suspended large quantities of U.S. soybean purchases. Now that COFCO, a state-owned enterprise, has stepped in instead. Does this mean that the soybean trade between China and the United States, which can often be millions of tons, is coming back?

You can't say that.First of all, the figure of 180,000 tons is not a large number when it is put into international bulk agricultural product trade. To be honest, it is a bit like "spraying water". Therefore, a more reasonable interpretation is that this is a limited signal of goodwill sent by China. Then why was it released at this time? Stretch out the timeline and make it clear,Not long ago, China and the United States just held economic and trade consultations in Kuala Lumpur and reached several basic consensuses. One of the key points is that the United States has made it clear that it will not impose new tariffs on China. You see, the other party has taken a step back, so let's make a difference and buy some soybeans accordingly. This is completely in line with the logic of "coming and going" in diplomacy. However, we must also be soberly aware that before the United States completely abandons containment and suppression of China and the relations between the two countries do not substantially warm up, we certainly have no reason to buy American soybeans on a large scale. We still have to hold this card firmly in our hands.Besides, even if we don't talk about diplomacy and just consider economic accounts, now is a good time to buy. U.S. soybeans are now unsalable, with a serious backlog, and prices have dropped sharply. Farmers are eager to persuade Trump to play a role. Let's relax our purchases at this time, which is a bit of a "bottom-hunting" approach. Moreover, China itself has a very large demand for soybeans, with monthly imports basically exceeding one million tons. It is no problem to digest these 180,000 tons, which not only meets domestic needs, but also does not cause inventory pressure. So taken together, COFCO's purchase is far more strategic than commercial. To put it bluntly, it gives the United States a way out, but the bottom line has no intention of relaxing at all, and the measure is just right.

If we widen our horizons a little more, we can see more clearly. This is not just a soybean problem, but exposes the arrogance of the entire U.S. trade strategy with China.Even the United States 'own corporate giants cannot stand this point anymore. Huang Renxun, Nvidia's boss, recently told the truth. He said that the United States 'chip restrictions on China "hurt 100 people in China, but it hurt 100 people."

Why would he say that? Because his company is a living example. Once upon a time, Nvidia almost monopolized more than 95% of the market for high-end AI chips in China. What a scenery it was. But now? Market share has fallen like a cliff, and it is expected that $8 billion in potential revenue will be lost this year. chips worth $4.5 billion are piled up in warehouses and no buyers can be found.Washington originally wanted to restrict China through technological blockade, but the result unexpectedly gave rise to the accelerated rise of China's independent chip industry. Domestic chips such as Huawei's Shengteng and Alipingge are growing rapidly and are filling the market vacuum left by Nvidia at an alarming rate. Huang Renxun took this trend seriously and said that China is one of the world's largest markets. If the United States does not participate, there may be nothing for the United States in the future.

In general, A healthy trade achieves each other, not destroys each other. Once someone tries to use cutbacks to blackmail, what is ultimately bound is often one's own hands and feet.Huang Renxun has a saying that hit the point,"The most powerful technology is not built behind closed doors, but must be tempered in the global market." The United States always regards "restrictions" as a universal trump card, but ignores the dynamic nature of the global market. Any player who either actively or passively withdraws will quickly be replaced by new competitors. If the United States continues to do so, it will face the risk of being marginalized and eliminated by the market.