{"editorial":{"content_id":"b16cec1a-ca44-453b-aba4-90157bc4c6ae","slug":"article-20261025-7a7861","content_type":"news","title":"越南9月超越中国成巴西最大钢板进口来源国","summary":"受对华反倾销措施影响，9月越南以17.6万吨超越中国成为巴西钢板最大进口来源国，中国当月对巴出口仅约2.5万吨。","body":"据巴西钢材分销商本周四公布的数据，9月越南超越中国，成为巴西钢板（aços planos）进口的最大来源国。当月巴西共进口钢板26.6万吨，其中17.6万吨来自越南；来自中国的仅约2.5万吨。此前巴西对中国采取的反倾销措施限制了中国钢材进入巴西港口。\n\n上述数据来自巴西国家钢材分销商协会（Inda）。据DataLiner平台数据，今年以来巴西钢材产品进口累计增长154.7%，统计范围包括集装箱及船舱运输的货物。\n\n相比之下，2025年9月巴西从中国进口约13.55万吨，当时越南甚至未进入Inda编制的巴西钢板进口前15大来源国名单。\n\nInda主席Carlos Loureiro对记者表示，出现了一系列进口商联合从越南采购材料运往巴西的交易，“这已经开始运转起来，数字显示越南在巴西非常稳固”。他提到，尽管越南产品均价比中国产品贵约50美元，越南在巴西进口中的增长仍在持续。\n\n从年初累计看，中国仍是巴西钢板进口的最大来源国，占比40.5%，约93.346万吨；越南以20.4%的份额、47.02万吨位居其后。\n\nLoureiro谈及对越南采取反倾销措施时称，措施需要一年到一年半才能见到结果。\n\n下游方面，9月钢板分销商销量同比下降7.2%至33.6万吨；今年前九个月累计销量同比下降2.1%至292万吨。9月末分销商库存为118万吨，同比增加8.8%，其中热轧卷库存最多，为74.1万吨。Inda预计10月销量较9月持平。\n\nLoureiro表示，这一形势使国内钢厂在年底前难以提价，而年底本身属于季节性淡季。他还称，本周末总统选举胜出者的主要挑战是采取让“利率下降更快”的措施，并称13.75%的Selic基准利率阻碍任何投资，主张更换政府以加快降息。","why_it_matters":null,"cbi_observation":null,"direction_tag":"双边","primary_category":"贸易物流","secondary_topics":["贸易","行业趋势"],"content_level":"编辑整理","event_type":"贸易","audience_tags":[],"event_location":null,"verification_status":"unverified","published_at":"2026-10-25T11:02:16.234Z","display_date":"2026-10-25","source_published_at":null,"source_url":"https://datamarnews.com/pt/noticias/vietna-supera-china-como-principal-fonte-de-importacoes-de-aco-do-brasil/?utm_source=rss&utm_medium=rss&utm_campaign=vietna-supera-china-como-principal-fonte-de-importacoes-de-aco-do-brasil","source_name":"Datamar News — Notícias","source_language":"pt","author_name":"编辑部","risk_level":"low","risk_flags":[],"opportunity_flags":[],"trend_signals":[]},"intelligence":null,"meta":{"canonical_url":"https://chinabrazilinsight.com/news/article-20261025-7a7861","api_url":"https://chinabrazilinsight.com/api/public/content/article-20261025-7a7861","markdown_url":"https://chinabrazilinsight.com/api/public/content/article-20261025-7a7861?view=markdown","json_url":"https://chinabrazilinsight.com/api/public/content/article-20261025-7a7861?view=json","last_updated":"2026-10-25T11:02:39.814Z","platform":"China Brazil Insight","platform_url":"https://chinabrazilinsight.com"}}