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欧盟突禁巴西肉类出口,在巴中资肉企面临三年合规空窗期

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EU leaders caught off guard by Brazil meat export ban

欧盟以巴西未遵守抗生素禁令为由,自9月3日起暂停进口巴西牛肉、禽肉等产品,巴西政府承认准备不足,牛肉完全合规或需至2028-2029年,在巴中资肉类加工及出口企业面临供应链中断与合规升级压力。

为什么值得关注

欧盟禁令直接切断巴西肉类对欧出口,在巴中资肉企面临三年合规空窗期,供应链与投资回报受重大冲击。

2025年5月中旬,欧盟委员会在南方共同市场-欧盟自由贸易协定临时生效仅两周后,突然宣布自9月3日起将巴西从授权出口牛肉、禽肉、马肉、鱼类、蜂蜜、鸡蛋及其产品的国家名单中移除。理由是巴西未遵守欧盟2023年关于禁止使用抗生素促生长或用于人类治疗的物质的法规。巴西总统卢拉致电欧盟委员会主席冯德莱恩和欧洲理事会主席科斯塔表达不满,但两位领导人表示该决定由技术层面做出,事先未被下属告知。爱尔兰驻巴西大使随后明确表示欧盟不会放宽要求。巴西已发布四项联合通告,但专家指出合规需实际验证,牛肉生产周期约三年,完全合规可能要到2028-2029年。

这一禁令直接冲击巴西最具经济与象征意义的肉类出口行业,也令在巴西布局肉类加工、养殖及出口的中资企业措手不及。底稿显示,巴西政府私下承认农业部未能提前准备,导致行业未满足欧盟2023年生效的抗生素使用法规。禁令生效后,所有向欧盟27国出口的牛肉、禽肉、马肉、鱼类、蜂蜜、鸡蛋及其产品均被暂停。对于在巴中资企业而言,若其产品通过巴西工厂出口至欧盟,将立即面临订单中断、库存积压及合同违约风险;若主要市场为中国或其他地区,短期影响有限,但需关注巴西国内肉类价格波动及供应链调整。底稿未涉及中资企业直接影响,但通过巴西肉类出口受阻,可能引发巴西国内肉类供应过剩、价格下行,进而影响在巴中资养殖企业的盈利预期。

CBI解读认为,底稿揭示的核心矛盾在于欧盟技术标准与巴西现有生产体系的脱节。欧盟2023年法规并非新规,已与巴西当局讨论多年,但巴西农业部未能推动行业提前调整。前巴西驻泰国农业参赞玛丽亚·爱德华达·布莱克洛克指出,巴西政府发布的四项联合通告仅是指南,合规必须通过实际数据生成和新检验框架验证。对于生产周期较短的禽肉、蜂蜜、蛋类,问题可能在数月内解决;但牛肉生产周期约三年,到9月3日没有动物符合认证条件,完全合规只能在2028年至2029年之间证明。CBI认为,这一时间窗口意味着在巴中资牛肉企业若依赖欧盟市场,需立即启动生产体系改造,并做好长期无法恢复出口的准备。

待观察的跟踪点包括:第一,欧盟与巴西技术谈判的进展,尤其是9月3日前是否出台过渡性安排;第二,巴西农业部后续发布的合规细则及认证时间表;第三,在巴中资企业是否通过中国或亚洲市场转移出口压力,以及巴西国内肉类价格走势。

CBI 观察编辑判断

底稿显示欧盟禁令源于巴西未遵守2023年抗生素法规,且巴西政府承认准备不足。CBI认为,这一事件暴露了南方共同市场-欧盟自贸协定执行中的技术壁垒风险,中资企业需警惕类似合规陷阱;牛肉三年生产周期意味着2028年前对欧出口几乎无望,企业应重新评估市场布局。

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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
在巴中资肉类加工、养殖及出口企业,巴西肉类出口行业,欧盟进口商
核验
待核验
对象
在巴中资肉类加工与出口企业在巴中资养殖企业对欧贸易的中资贸易商
话题
贸易政策合规

来源信息

来源
Valor International
原文标题
EU leaders caught off guard by Brazil meat export ban
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 leaders caught off guard by Brazil meat export ban

Ursula von der Leyen and President Lula Vadim Ghirda/AP In mid-May, just two weeks after the Mercosur-European Union free trade agreement entered into provisional force, the European Commission took a step that ran counter to what would normally be expected from a bilateral market-opening accord: it announced that, effective September 3, Brazil would be removed from the list of countries authorized to export beef, poultry, horse meat, fish, honey, eggs and their products to the bloc’s 27 member states. The Commission argued that Brazil was not complying with the EU’s 2023 legislation banning imports of animals and animal products originating from production systems that use antimicrobials to promote growth or increase productivity, or substances reserved for human medical treatment. Brazil rejects EU stance on antimicrobial controls Ranchers seek antimicrobial limits only for EU exports In Brasília, senior government officials acknowledged privately that the Ministry of Agriculture had “dropped the ball” by failing to prepare the sector to meet the European buyer’s requirements. But what also surprised officials was the timing and manner of the announcement. Without hiding his irritation, President Lula called European Commission President Ursula von der Leyen and European Council President António Costa, reminding them how difficult it had been to negotiate the free trade agreement only for Brazil to face sanctions immediately afterward in meat exports—a product with strong economic and symbolic significance for the country. According to an account shared with Valor, the response from the two European leaders came as a surprise. Costa and von der Leyen reportedly said they had not been informed by their respective services and that the decision had been taken at the European Commission’s technical level. Both assured Lula they would seek “a technical solution” to the issue. Last week, Ireland’s ambassador to Brazil, Martin Gallagher, said in an interview in Brasília that the EU would not relax its sanitary requirements to allow Brazilian meat exports to resume. He noted that the bloc’s rules on the use of antimicrobials in animal production are not new and have been discussed with Brazilian authorities for years. The same day, a Brazilian official told Valor that Brazil and the EU were continuing to “talk and negotiate,” while acknowledging that meeting the European standards—particularly for beef—in the short term would be difficult. As Maria Eduarda Blaiklock, a veterinarian and Brazil’s former agricultural attaché to Thailand from 2018 to 2022, notes, the Irish ambassador’s remarks were fully consistent with the position adopted in Brussels. According to Blaiklock, the Brazilian government has already issued four joint circulars—one for each affected production chain (cattle, poultry, honey and fish)—tailored to the specific production and inspection characteristics of each sector. It appears the Brazilian government expects the publication of these new guidelines, by itself, to be enough for Brazil to regain its status as an approved exporter of animal products to the European Union. But Blaiklock argues there is an important distinction between a production cycle already underway and a control system that is still being built. The former can be implemented gradually; the latter must already be in place before certification can be granted. Animals currently in production may simply not have completed the period required to qualify for export. What inspectors cannot accept, however, is a future promise that the system will eventually be capable of identifying which animals complied with the new requirements. According to the former agricultural attaché, compliance depends not only on publishing official inspection rules but also on demonstrating that those controls work effectively. That can only be proven through the generation of data and the validation of the new inspection framework. Cattle, poultry, farmed fish and beehives all have different production cycles. As a result, products eligible for export are likely to become available gradually. For shorter production cycles—such as poultry, honey, eggs and aquaculture—the issue could be resolved within a few months. The biggest obstacle, however, is beef. Under the logic of the EU regulation, combined with cattle’s production cycle of roughly three years, no animal will be eligible for certification by September 3. In practice, full compliance can only be demonstrated between 2028 and 2029, when cattle raised entirely under the new requirements begin supplying the European market. As Blaiklock points out, the EU is under no obligation to accept assurances simply because Brazil has been exporting to the bloc for decades. European authorities must verify that Brazil’s inspection and control systems effectively meet the specific regulatory requirements now in force. Changing that perception in Brussels has proved to be a Herculean task.

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