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巴西大选开跑:卢拉承诺设公共安全部,治安议题主导选情

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Lula, Flávio Bolsonaro open campaigns on home turf

卢拉与弗拉维奥·博索纳罗同日启动竞选,公共安全成核心议题。卢拉承诺创建公共安全部,或影响在巴中资企业的安全合规成本与营商环境预期。

为什么值得关注

公共安全成为巴西大选核心议题,卢拉承诺设公共安全部,直接影响在巴中资企业的安全合规与运营成本。

周日(16日),巴西总统卢拉(劳工党)与参议员弗拉维奥·博索纳罗(自由党)分别在圣保罗州圣贝尔纳多-杜坎普和里约热内卢科帕卡巴纳海滩正式启动竞选活动,标志着巴西总统竞选进入实质阶段。卢拉在五月一日体育场发表36分钟演讲,23次提及“未来”,承诺若连任将创建公共安全部,打击有组织犯罪和民兵组织;弗拉维奥则聚焦暴力犯罪,并多次提及前总统博索纳罗。公共安全成为选民最关心议题,对在巴中资企业而言,治安环境与政策走向将直接影响项目安全投入与员工保障。

卢拉选择在其工会运动发源地圣贝尔纳多-杜坎普的五月一日体育场启动竞选,演讲时长36分钟,23次提及“未来”,而8月2日劳工党全国代表大会上他演讲67分钟仅提及6次,凸显此次演讲的纲领性。他回顾了工会与政治生涯,承诺解决教育困境,主张扩大全日制教育,并重申创建公共安全部的承诺,打击有组织犯罪和民兵,切断其资金来源。卢拉称“杀死贫民窟里的罪犯很容易,但发号施令的人在顶层公寓里”,承诺逮捕“那些自以为拥有贫民窟的人”。他还谴责针对女性的暴力,并强调国家主权,主张巴西应学会开采稀土,避免出口原矿,应在国内加工以创造财富。弗拉维奥·博索纳罗则在科帕卡巴纳海滩举行首次竞选集会,活动充满对其父亲的提及,聚焦打击暴力犯罪,这是选民目前最关心的问题。卢拉竞选活动还试图重新夺回长期与右翼相关的爱国象征,现场巴西国旗随处可见。

对于在巴中资企业,底稿未直接提及具体行业影响,但公共安全议题升温可能通过两条路径传导:一是若卢拉连任并创建公共安全部,针对有组织犯罪和民兵的打击力度加强,或改善部分州的安全环境,降低中资企业项目现场的安全风险与安保成本;二是竞选期间治安议题的政治化可能引发社会动荡或抗议活动,增加人员与资产安全的不确定性。此外,卢拉强调稀土国内加工和主权,可能影响中资矿业与原材料采购企业——若政策落地,原矿出口限制或加工本地化要求将改变供应链布局,涉及矿业、制造业及贸易企业。巴西监管机构方面,公共安全部若设立,其职能与现有联邦警察、州公共安全厅的协调机制尚待明确,中资企业需关注安全合规要求的变化。

底稿显示,公共安全已成为选民最关心议题,两位主要候选人同日拉票均聚焦于此。CBI认为,这反映出巴西社会对治安问题的焦虑已达到临界点,政治人物正积极回应。卢拉试图通过创建公共安全部展现治理决心,而弗拉维奥则借其父的政治遗产吸引保守派选民。对中资企业而言,治安议题的升温意味着安全成本可能成为长期考量,但政策落地效果仍需观察。CBI观察,卢拉在演讲中强调“未来”23次,对比8月2日的6次,显示其竞选策略转向愿景导向,而公共安全部的承诺若兑现,将涉及联邦预算重新分配,可能影响基础设施等领域的公共投资。

待观察:一是卢拉若连任,公共安全部的设立时间表与具体职能范围,预计在2025年预算提案中可见端倪;二是竞选期间治安议题是否引发大规模社会运动,可关注巴西主要城市抗议活动频率;三是稀土加工本地化政策是否进入立法程序,需跟踪矿业能源部(MME)相关法案动向。

CBI 观察编辑判断

底稿显示卢拉演讲中“未来”提及次数从8月2日的6次增至23次,表明其竞选策略转向愿景导向。CBI认为,公共安全部的承诺若兑现,将涉及联邦预算重新分配,可能影响基础设施投资,中资企业需关注政策落地节奏。

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信息概要

类型
公共事件
方向
巴西
分类
宏观市场
层级
编辑整理
地点
在巴中资企业,尤其矿业、制造业、贸易及基础设施领域
核验
待核验
对象
在巴中资企业投资者矿业与制造业企业
话题
政治治安

来源信息

来源
Valor International
原文标题
Lula, Flávio Bolsonaro open campaigns on home turf
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Lula, Flávio Bolsonaro open campaigns on home turf

Luiz Inácio Lula da Silva Ricardo Stuckert President Luiz Inácio Lula da Silva (Workers’ Party, PT) and Senator Flávio Bolsonaro (Liberal Party, PL), the leading contenders in Brazil’s presidential race, formally launched their campaigns Sunday (16) in their respective political strongholds. In São Bernardo do Campo, São Paulo, where Lula began his union and political career, the president reached out to women and evangelical voters, defended his record and proposals on public security and urged supporters to compare his government’s results with those of former President Jair Bolsonaro (PL). Flávio Bolsonaro, meanwhile, held his first campaign rally on Copacabana Beach in Rio de Janeiro, in an event filled with references to his father. He also focused heavily on fighting violent crime, now voters’ main concern. Return to roots At Primeiro de Maio Stadium in the Vila Euclides neighborhood, where he rose to national prominence as a union leader in 1979, Lula began his seventh presidential campaign with repeated references to the Brazilian flag, the Diretas Já movement for direct presidential elections and the labor strikes of the 1970s and 1980s. The president devoted much of his speech to his past and to recounting his union and political career. Allies viewed the event as an effort to reconnect Lula with his origins as he enters what is expected to be his final presidential race. Proposals for a possible fourth term should be released in “ten or fifteen days,” he said. Foreign investors accelerate exit from stocks, FX ahead of election Flávio Bolsonaro fraudulently registered with rival party The president also appeared to heed advice from campaign strategists and allies to keep his remarks shorter and, despite the many references to the past, place greater emphasis on what lies ahead. President Lula spoke for 36 minutes and used the word “future” 23 times. That was nearly four times as often as at the PT’s national convention on Aug. 2, when a lengthy and unfocused speech raised concerns among allies that he had worn out the audience. On that occasion, Lula spoke for one hour and seven minutes and mentioned “future” only six times. Before thousands of supporters, the president said that, if reelected, he intends to “resolve some of the country’s dilemmas,” citing education as an example. He reviewed the expansion of universities, federal institutes and technical education under his governments and said that “investing in education is much cheaper than putting people in prison.” “We are going to give people opportunities to build another country, a more civilized one.” He also advocated expanding full-time education. Public security push Lula revived his pledge to create a Ministry of Public Security and promised additional measures aimed at organized crime and militias. He sought to link Bolsonaro’s political movement to organized crime, saying, without naming Jair Bolsonaro directly, that his opponents had distributed weapons and ammunition that ended up in the hands of criminal factions. As part of his security agenda, Lula promised to fight organized crime and militias by cutting off their financial resources. “It is easy to kill the criminal in a favela. The guy giving the orders is in the penthouse, in the gated community. We need to go after them if we want to deal with the ones below,” he said. “There are gangs that control neighborhoods, gangs that torment people’s lives, and we are going to free the people by arresting everyone who thinks they own a favela or a poor neighborhood.” “We are going to free the people by arresting those who think they own a favela.” Luiz Inácio Lula da Silva The president also cited the constitutional amendment proposal on public security now before Congress and indicated that Senate President Davi Alcolumbre (Brazil Union Party) supports efforts to advance the measure. He again raised the plan for a Public Security Ministry. Elsewhere in the speech, President Lula condemned violence against women. “It is unacceptable that we have not put an end to this violence.” The proposed end to the six-day workweek followed by one day off, one of the administration’s flagship causes, was not mentioned. Industry and sovereignty In defending national sovereignty, Lula said Brazil needs to “learn how to exploit rare earths.” “We do not want to export the raw mineral. We want to extract it, process it here and export it from here. To generate wealth,” he said, while calling for stronger investment in domestic industry. “I do not want anyone else exploiting our critical minerals. We are the ones who will exploit them for the benefit of the Brazilian people.” Brazilian flags were prominent throughout the rally. Some supporters wore them draped around their shoulders, while others carried signs defending national sovereignty. The flag appeared repeatedly in the stands and on the main stage, as Lula’s campaign sought to reclaim patriotic symbols long associated with the right. The president also compared economic indicators under his administration with those of Bolsonaro and urged party activists to be prepared to defend the PT government’s record. He criticized Flávio Bolsonaro without mentioning him by name. Dressed in light colors rather than the PT’s traditional red, Lula thanked his mother, “Lindu”, and paid tribute to Marisa Letícia, his former wife, who died in 2017. He also recalled having been imprisoned first under Brazil’s military dictatorship and later during the Car Wash investigation. Lula then criticized parts of the judiciary. He noted that while detained during the dictatorship he was allowed to attend his mother’s funeral, but while imprisoned from April 2018 to November 2019 he was not permitted to attend the funeral of his brother Genival Inácio da Silva, known as Vavá. He did not name Supreme Court Justice Dias Toffoli, who denied permission for him to attend while he was incarcerated. The stadium’s stands were packed with supporters, most wearing red shirts. Lula’s followers also occupied much of the field, although there was still room to move around easily. Appeals to women and evangelicals First lady Janja da Silva paid tribute to Marisa Letícia and devoted much of her speech to expressing admiration for Lula’s late wife. She also sang a gospel campaign jingle alongside evangelical pastor Kleber Lucas, in a direct appeal to Christian voters. The “Rap do Silva” was also performed at the rally, celebrating Lula’s working-class background. Vice President Geraldo Alckmin (Brazilian Socialist Party, PSB) used football analogies to defend democracy, national sovereignty and the government’s achievements. Greeted as a “comrade,” he received an enthusiastic reception and blamed the closure of auto plants on the Bolsonaro administration. Former Rio de Janeiro Governor Benedita da Silva (PT), now a Senate candidate, also defended democracy, as did former Finance Minister Fernando Haddad, who is running for governor of São Paulo. Flávio Bolsonaro Vittor Sales/Divulgação Bolsonaro legacy In Rio de Janeiro, Flávio Bolsonaro’s first campaign event, held on Copacabana Beach, centered on attacks against the Lula government and repeated references to former President Jair Bolsonaro. The rally, attended by senior PL figures, also included appeals to women voters and criticism of the Supreme Court. Alongside Flávio and his running mate, Alfredo Gaspar (PL), attendees included Rio Senate candidates Carlos Portinho and Carlos Jordy; gubernatorial ticket Douglas Ruas and Fernanda Louback; former health minister and federal lawmaker Eduardo Pazuello; Congressmen Sóstenes Cavalcante and Altineu Cortes; PL President Valdemar Costa Neto; and former minister and senator Rogério Marinho. The speeches shared one recurring theme: praise for Jair Bolsonaro. The former president is serving house arrest after being convicted by the Supreme Court of attempting a coup. Under an order by Justice Alexandre de Moraes, Bolsonaro is barred from taking part in political or electoral demonstrations or receiving visitors for that purpose until the end of this year’s election. Those restrictions were repeatedly cited at the rally, where speakers said they were carrying out a “mission” entrusted to them by the former president to elect Flávio. During the senator’s roughly 30-minute speech, recordings of several of his father’s statements were played over the sound system. Flávio wore a green-and-yellow shirt with the words “Brazil will win” printed on the back, identical to the one Jair Bolsonaro was wearing when he was stabbed in Juiz de Fora, Minas Gerais, during the 2018 campaign. Defending his father was a theme throughout his remarks. “I don’t know why they are so afraid of this magical little word called Bolsonaro. There is no need to be afraid, only to show respect. Bolsonaro was never a threat to democracy, quite the opposite,” he said. Supreme Court criticism Flávio avoided subjects that could directly challenge the electoral process. He did not mention electronic voting machines, but made clear his opposition to the current composition of the Supreme Court. “I will appoint four Supreme Court justices. Men and women who are against abortion, against drugs and who will not persecute political opponents,” he said. The audience was estimated at 8,900 at its peak by the USP/Cebrap Political Debate Monitor and the NGO More in Common, with a margin of error putting the crowd at between 7,800 and 9,900. The project did not estimate attendance at Lula’s event because, researchers said, his campaign did not authorize drones to fly over the site. Crime agenda Public security was also central to Flávio’s speech. He again promised to lower the age of criminal responsibility and classify the Primeiro Comando da Capital (PCC), Comando Vermelho and militias as terrorist organizations. The U.S. government’s classification of the PCC and Red Command as terrorist organizations recently caused another dispute between the Brazilian government and the administration of U.S. President Donald Trump. Brazil has also initiated a reciprocity process at the World Trade Organization in response to U.S. tariffs. “The current government picks fights with people who are far away, with countries 10,000 kilometers away, but it does not fight cellphone robbers, rapists or murderers,” Flávio said. “The current government picks fights with countries 10,000 kilometers away, but it does not fight cellphone robbers.” Flávio Bolsonaro Female voters Speakers at the rally also made a concerted appeal to women, a group in which opinion polls show Flávio trailing Lula. Former Health Minister Eduardo Pazuello made the most direct pitch. “Women are conservative by nature, more than men. Women are going to change this country, they are going to create a conservative wave that will sweep across this country,” he said. A Quaest poll released Friday (14) showed Lula with 39% support among female voters, compared with 28% for Flávio.

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