← 返回巴西资讯
巴西资讯巴西贸易物流2026年7月8日

博索纳罗之子赴美游说推迟关税,巴西大选前贸易博弈升级

分享

Flávio Bolsonaro urges U.S. to delay tariffs during election

巴西自由党总统候选人弗拉维奥·博索纳罗在USTR听证会上呼吁推迟对巴加征12.5%关税,称此时加税将助长卢拉选情;巴西政府谴责其“背叛国家”,中资企业需关注关税谈判走向及选举政治对贸易环境的扰动。

为什么值得关注

12.5%关税、USTR、巴西大选、301条款调查、中资制造业出口竞争

周二,巴西自由党总统候选人弗拉维奥·博索纳罗(Flávio Bolsonaro)在美国贸易代表办公室(USTR)公开听证会上,以5分钟发言呼吁美方推迟对巴西产品加征12.5%的关税。他提交了一份86页备忘录,要求将301条款调查产生的关税推迟至今年10月巴西大选之后,声称当前加税“最糟糕的时机”——将在政治上强化现任总统卢拉的地位。数小时后,巴西总统府发表声明,指责博索纳罗试图将双边关系政治化,并称其呼吁外国势力向巴西施压等同于“背叛国家”。对于在巴中资企业而言,这场围绕关税的政治博弈可能影响对美出口的间接成本、供应链调整节奏,以及大选前后巴西贸易政策的稳定性。

弗拉维奥·博索纳罗在USTR听证会上的发言,是巴西大选前美巴贸易关系政治化的最新信号。他所在的自由党(PL)正试图通过外交渠道影响美国对巴西的贸易调查结果。听证会小组还包括前WTO总干事罗伯托·阿泽维多(代表全国工业联合会CNI)和莱蒂西亚·斯佩尔·马塞利(代表巴西鞋业协会Abicalçados)。博索纳罗在发言中称,2025年已实施的关税未能实现华盛顿预期目标,反而被巴西现任政府“政治利用”,提高了卢拉的受欢迎程度。他为此取消原定周四在伯南布哥州的竞选行程,延长在华盛顿的停留。

对于在巴西经营的中资企业,此事件虽未直接涉及中国,但通过以下机制产生间接影响:首先,若美国对巴西加征12.5%关税落地,巴西对美出口成本上升,可能迫使部分巴西制造企业(如鞋类、工业制品)调整产能或转销至其他市场,包括中国,从而加剧中巴同类产品的竞争。其次,巴西政府目前正通过发展、工业、贸易和服务部、外交部等多部门与USTR谈判以逆转关税,若谈判失败,巴西可能采取反制措施,进一步扰动全球贸易链。底稿未涉及中资企业直接影响,但通过上述传导路径,在巴中资制造业、出口商和贸易商需关注关税谈判的最终结果。

CBI解读:底稿显示,弗拉维奥·博索纳罗的游说行为已引发巴西政府强烈反弹,政府声明明确将“呼吁外国势力施压”定性为“背叛国家”。CBI认为,这一事件暴露了巴西大选前贸易政策的高度政治化——关税问题已成为候选人争夺选民的工具,而非纯粹的经济议题。对比2025年其兄弟爱德华多·博索纳罗游说后关税落地、卢拉支持率上升的历史,当前博索纳罗家族试图通过“推迟关税”来削弱卢拉的“谈判者”形象。但巴西政府强调,实质性谈判仍通过外交渠道进行,听证会仅为技术性环节。CBI观察,若关税最终推迟至大选后,短期内中资企业可避免因巴西对美出口受阻而引发的转口竞争;若关税如期实施,巴西可能加速向中国等市场倾斜,为中资企业带来采购或合作机会。

待观察:1)USTR是否在10月大选前公布301条款调查的最终关税决定,具体时间节点;2)巴西政府与USTR的谈判进展,尤其是发展、工业、贸易和服务部是否发布阶段性声明;3)弗拉维奥·博索纳罗在华盛顿的后续游说活动,包括是否与更多美国议员会面;4)巴西大选民调中,关税议题对卢拉支持率的实际影响。

CBI 观察编辑判断

事实:弗拉维奥·博索纳罗在USTR听证会呼吁推迟关税,巴西政府谴责其行为。CBI认为:此事件表明美巴关税谈判已深度嵌入巴西选举政治,中资企业需警惕大选前后贸易政策的不确定性,尤其是关税是否成为候选人拉票工具。

这条资讯对你有帮助吗?

信息概要

类型
风险事件
方向
巴西
分类
贸易物流
层级
编辑整理
地点
在巴中资制造业、出口商、贸易商;巴西鞋类及工业制品企业
核验
待核验
对象
在巴中资企业贸易商出口商
话题
贸易政治政策

来源信息

来源
Valor International
原文标题
Flávio Bolsonaro urges U.S. to delay tariffs during election
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Flávio Bolsonaro urges U.S. to delay tariffs during election

Flávio Bolsonaro Fernando Pessoa/Divulgação Flávio Bolsonaro, the presidential hopeful from Brazil’s Liberal Party (PL), urged U.S. officials on Tuesday to postpone planned tariffs on Brazilian products, arguing at a public hearing at the Office of the United States Trade Representative (USTR) that doing so would be “the worst possible time to act” because the measures could strengthen President Lula politically during the election campaign. Brazil’s WTO stand may become leverage in U.S. tariff talks Brazil urges U.S. to drop proposed 12.5% tariff Speaking for five minutes on a panel that also included former World Trade Organization Director-General Roberto Azevêdo, representing the National Confederation of Industry (CNI), and Letícia Sperb Masselli, representing the Brazilian Footwear Industries Association (Abicalçados), Flávio Bolsonaro urged USTR officials to withdraw the proposed tariffs “so that we can negotiate.” Hours later, Brazil’s presidential palace issued a statement condemning the senator’s remarks. The Lula administration accused Flávio Bolsonaro of legitimizing what it called an unjustified U.S. trade investigation into Brazil and of attempting to politicize bilateral relations. According to the government, the senator sought to postpone the tariffs “with a clear electoral objective.” The statement also said that while Flávio Bolsonaro “was attempting to politicize relations between Brazil and the United States,” officials from the Ministry of Development, Industry, Trade and Services, the Foreign Ministry, the Justice Ministry, and the presidential palace had been in talks with USTR staff in an effort to reverse the tariffs imposed on Brazilian products. At the hearing, Flávio Bolsonaro argued that the tariffs imposed in 2025 had failed to achieve Washington’s intended objectives. “Instead, they were politically exploited by the current Brazilian government,” he said. “Imposing a tariff now that would be difficult to reverse—rewarding those responsible for the actions in question while punishing those who bore the consequences—would be the worst possible time to act.” The senator has postponed his return to Brazil and extended his stay in the United States. According to Flávio Bolsonaro, he intends to hold additional meetings in an effort to persuade U.S. officials not to impose tariffs on Brazilian goods. He had been scheduled to campaign in the northeastern state of Pernambuco on Thursday but canceled the trip to remain in Washington. The international agenda has become an opportunity to shift attention away from recent tensions with former first lady Michelle Bolsonaro. Last Thursday, Flávio Bolsonaro submitted an 86-page memorandum to the USTR requesting that any tariffs resulting from the Section 301 investigation under U.S. trade law be postponed until after Brazil’s October election. In the document, the senator argues that such measures would politically benefit Lula, who is seeking reelection. According to Flávio Bolsonaro, last year’s U.S. tariff measures boosted the president’s popularity, reinforcing his effort to portray himself as a negotiator capable of preventing new trade restrictions while distancing Bolsonarism from the tariffs. Last year’s tariffs followed lobbying efforts by former congressman Eduardo Bolsonaro, Flávio Bolsonaro’s brother. At the time, the Brazilian government accused the Bolsonaro family of acting against Brazil’s national interests and undermining the country’s sovereignty. In Tuesday’s statement, the Lula administration said it has been negotiating continuously with the United States since July 2025 to reverse what it called unjustified tariffs on Brazil. “Through meetings, letters, telephone calls and discussions at the highest levels, we have demonstrated that these tariffs have no basis,” the statement said. According to the government, rather than challenging what it described as Washington’s “groundless allegations” against Brazil, the senator chose to “legitimize the results of an unjust investigation against Brazilian businesses and workers.” The government added that while disagreeing with the administration is legitimate, calling on a foreign power to pressure Brazil amounts to “betraying the nation.” “There is an essential difference between opposing the government and opposing the country and the Brazilian people,” the statement added. The Brazilian government also sent observers to the USTR hearing. According to the administration, the hearings are technical in nature and separate from the bilateral negotiations already underway between Brasília and Washington. It said the substantive negotiations continue through established diplomatic channels.

觉得有价值?

分享给需要了解巴西市场的朋友

帮助更多中国企业看懂巴西,做成生意

China Brazil Insight · 中巴合作价值链中的信息节点

这条资讯影响你的业务吗?

CBI 提供从信息到行动的完整支持