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欧盟对巴牛肉钢铁设限,大使澄清不阻南方共同市场协议临时实施

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EU trade measures not aimed at Mercosur deal, Irish envoy says

欧盟以技术合规为由限制巴西牛肉和钢铁进口,爱尔兰驻巴大使称措施与南方共同市场-欧盟贸易协议无关,中资出口商需关注合规与配额变化。

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欧盟对巴牛肉和钢铁的限制措施直接影响中资在巴的农牧和金属加工出口,协议临时实施后的合规门槛变化需企业提前应对。

欧盟自5月初临时实施南方共同市场-欧盟贸易协议后,接连对巴西牛肉和钢铁产品采取限制措施,引发在巴中资企业对协议前景的担忧。爱尔兰驻巴西大使Martin Gallagher(马丁·加拉格尔)近日接受Valor采访时明确表示,这些措施基于技术评估,与协议无关,且符合WTO规则。今年前六个月,巴西对欧盟出口增长13%,但钢铁免税配额自7月1日起收紧,牛肉出口授权被暂停,直接波及在巴从事农牧和金属加工的中资企业。

欧盟于5月初开始临时实施南方共同市场-欧盟贸易协议,但随即以巴西未遵守牲畜生产中抗菌素使用规则为由,将巴西从对欧盟出口牛肉的授权国家名单中移除。随后,欧盟对钢铁产品实施新的数量限制并提高配额关税率,自7月1日起,巴西及其他南方共同市场国家可免税出口的钢铁数量减少。爱尔兰驻巴西大使Martin Gallagher在接受Valor采访时强调,这些措施是在贸易协议范围之外采取的,“绝不”意在削弱协议。他表示,欧盟的决定基于技术评估,牛肉限制是在一次预定会议上做出的,钢铁措施则反映了欧盟对全球产能过剩的回应,且符合WTO和GATT规则。Gallagher指出,已与欧盟签订自由贸易协定的国家受钢铁措施影响较小。爱尔兰于7月1日起担任欧盟理事会轮值主席国,任期六个月,Gallagher称将努力确保协议的全部利益得以实现。

对于在巴中资企业,上述措施直接影响两大行业:一是牛肉出口,巴西对欧盟牛肉出口授权被暂停,中资涉足巴西牛肉加工和出口的企业需重新评估合规成本,尤其是抗菌素使用标准;二是钢铁出口,免税配额减少将提高中资钢铁企业(如青山集团、宝武集团在巴项目)对欧出口成本,需关注7月1日后的配额分配机制。此外,协议临时实施后,欧盟监管要求(如原产地规则、环境标准)可能逐步收紧,中资企业需提前对接巴西政府及行业协会,确保产品符合欧盟技术规范。底稿未涉及中资企业直接影响的具体案例,但通过出口限制和配额收紧,中资在巴的农牧和金属制品供应链将面临间接传导。

CBI解读:底稿显示,欧盟贸易措施与南方共同市场-欧盟协议在时间上高度重叠,但大使明确两者无直接关联。CBI认为,这反映出欧盟在推进贸易自由化的同时,仍会基于技术标准实施单边限制,中资企业不应因协议临时实施而放松合规准备。对比此前欧盟对越南、智利等自贸伙伴的类似措施,技术壁垒往往是协议实施初期的常见摩擦点。CBI观察,巴西对欧盟出口增长13%的数据表明市场需求强劲,但钢铁配额收紧可能抑制下半年增速,中资企业需关注欧盟钢铁产能过剩调查的后续进展。

待观察:一是欧盟是否会在爱尔兰轮值主席国期间(至2025年底)调整牛肉进口授权名单,巴西政府与欧盟的技术磋商结果;二是7月1日钢铁免税配额减少后,巴西及南方共同市场国家的实际出口量变化;三是欧盟是否会对其他南方共同市场产品(如大豆、咖啡)启动类似技术评估,影响中资农业投资布局。

CBI 观察编辑判断

底稿显示欧盟措施基于技术评估而非政治意图,但CBI认为,协议临时实施与限制措施几乎同步发生,中资企业应警惕‘协议红利’被技术壁垒稀释的风险。CBI观察,钢铁配额收紧对中资在巴钢铁项目的出口利润影响最直接,需跟踪7月1日后的执行细节。

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信息概要

类型
政策发布
方向
巴西
分类
贸易物流
层级
编辑整理
地点
巴西牛肉出口商、钢铁生产商、在巴中资农牧及金属加工企业
核验
待核验
对象
在巴中资企业出口商贸易商
话题
贸易政策行业趋势

来源信息

来源
Valor International
原文标题
EU trade measures not aimed at Mercosur deal, Irish envoy says
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

EU trade measures not aimed at Mercosur deal, Irish envoy says

Martin Gallagher Wenderson Araujo/Valor Amid criticism sparked by the European Union’s recent trade measures targeting Brazilian products, Irish Ambassador Martin Gallagher rejected the notion that the decisions were intended to undermine or limit the implementation of the provisional Mercosur-European Union trade agreement. In an interview with Valor, Gallagher said measures affecting beef and steel, for example, were adopted outside the scope of the trade pact and were “in no way” intended to weaken it. Ireland assumed the rotating presidency of the Council of the European Union on July 1 for a six-month term. “I believe the European Commission is implementing the agreement on a provisional basis, and the objective is to maximize the agreement’s potential for both sides. These measures are not directly linked to the agreement.” Politics clouds Brazil’s bid to avert new U.S. tariff Mercosur-EU deal may boost stablecoin debate Shortly after the provisional application of the Mercosur-EU agreement began in early May, the EU removed Brazil from the list of countries authorized to export beef to the bloc, arguing that the country had failed to comply with rules governing the use of antimicrobials in livestock production. More recently, the European Union also imposed new quantitative restrictions and raised out-of-quota tariffs on steel products. As a result, Brazil and the other Mercosur countries have been able to export smaller volumes of tariff-free steel to the EU since July 1, just two months after the free-trade agreement was signed. Gallagher acknowledged that the measures could be perceived as a negative signal at the outset of the agreement’s implementation but stressed that, while the European Union is a political project, its decisions are based on technical assessments. He said the bloc’s role is to establish standards, particularly in areas such as food safety and quality. In that context, he noted that the requirements imposed on Brazilian beef are the same as those applied to beef imports from any other country. According to Gallagher, European authorities had been in contact with the Brazilian government for some time, and the decision to restrict Brazilian beef imports was taken during a previously scheduled meeting based on technical criteria. “So it was not something done deliberately to target Brazilian beef. And I know discussions have already begun between the European and Brazilian authorities to seek a solution. I hope that will be possible in the near future,” he said. Regarding steel, the ambassador said the measures reflect the European Union’s response to excess capacity in the global market. He said the bloc considers steel a strategic industry for both manufacturing and defense, making its protection a priority. “Unfortunately, these measures have to be implemented, but they are being taken because of global overcapacity,” he said. The diplomat added that the measures are being implemented in accordance with the rules of the World Trade Organization (WTO) and the General Agreement on Tariffs and Trade (GATT), in consultation with other members of the international community and through existing institutional mechanisms. “And from what I understand, for countries or blocs that have a free-trade agreement with Europe, the implications will not be as significant as they would be for those that do not,” he added. Gallagher said that during Ireland’s presidency, he will work to ensure that the full benefits of the Mercosur-EU trade agreement are realized and that businesses maximize the opportunities it creates. In his view, part of the resistance to the agreement had been driven by “fear of the unknown.” With its provisional application now underway, it will be possible to assess its practical effects while the European courts have yet to issue a final ruling on the agreement, he said. According to Gallagher, studies conducted over time indicate that the agreement’s benefits are likely to be distributed relatively evenly among all participants. He acknowledged that some industries, particularly outside the European Union, are concerned about the bureaucracy associated with complying with the bloc’s regulatory requirements, given that the EU operates through a highly rules-based system. “But I believe that is the job of national governments: to support their countries and industries to ensure they can meet the necessary standards,” he said. The ambassador also said that despite the rise of protectionist policies globally, the European Union will continue pursuing free-trade agreements around the world because it believes more open economies generate mutual benefits. “Protectionism will not be good for Europe because Europe is an exporting continent.” During Ireland’s presidency, one of the bloc’s priorities will be to deepen trade relations with countries such as Brazil, he said. Gallagher noted that Brazilian exports to the European Union rose 13% in the first six months of this year and that the EU’s 27 member states collectively represent the largest source of foreign direct investment in Brazil, ahead of the United States and China. On the critical minerals market, the ambassador said the European Union views Brazil as a strategic partner rather than merely a supplier of raw materials. “We see Brazil as a country with which we can build partnerships across the entire value chain for the critical elements and minerals we will need in the future,” he said. He noted that European Commissioner for International Partnerships Jozef Síkela recently visited Brazil and announced four projects related to critical minerals. Gallagher was also asked about the UK and the possibility of Brexit eventually being reversed after a series of political and economic crises. In his view, if the British public decided to rejoin the European Union, the bloc would welcome that decision. He emphasized, however, that such a choice belongs exclusively to the British people. According to Gallagher, Brexit had profound consequences for Ireland because of its shared border with Northern Ireland, but the country prepared for the scenario and was able to mitigate its effects. Even so, he said, the goal remains to strengthen ties with the UK. “We would like to see the closest possible relationship between the EU and the UK.”

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