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巴西启动厄尔尼诺七场区域对话,中资基建与农业需关注气候合规

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Society joins search for how to respond to ‘Super El Niño’

巴西政府启动七场区域对话,为2026年底至2027年初可能出现的强厄尔尼诺做准备,首场已于里约举行。中资企业需关注基建投资、农业供应链及社区动员政策带来的合规与市场变化。

为什么值得关注

巴西气候政策区域化,中资基建与农业需关注2026-2027年厄尔尼诺风险及地方合规要求。

巴西联邦政府于本周四(20日)在里约热内卢启动“厄尔尼诺区域对话”系列会议,计划在全国五个地区共举行七场面对面会议,以动员社会应对2026年底至2027年初可能出现的强厄尔尼诺现象。后续会议将在马瑙斯、福塔莱萨、圣塔伦(帕拉州)、大坎普(南马托格罗索州)、彼得罗利纳(伯南布哥州)和阿雷格里港举行。该举措由总统府总秘书处(SGPR)协调,联合城市部、环境与气候变化部(MMA)、卫生部、民防部门及国家自然灾害监测预警中心(Cemaden)等机构,旨在将政府准备措施与基层需求结合。对于在巴中资企业,尤其是涉及基础设施、农业和物流领域的投资者,这一政策动向预示着气候风险将更直接地影响项目审批、社区关系和供应链稳定性。

巴西联邦政府正通过七场区域性会议,构建针对强厄尔尼诺现象的预防与应对机制。首场会议于周四(20日)在里约热内卢举行,由总统府总秘书处(SGPR)牵头,与会机构包括民事办公室、农业发展部、城市部、环境与气候变化部(MMA)、卫生部及民防部门。SGPR办公厅主任马塞洛·弗拉戈索表示,会议旨在将政府问责与倾听基层组织意见相结合,因为民间组织在紧急情况下往往最先响应。技术顾问丹尼斯·福里内强调,厄尔尼诺的影响因地区而异,可能表现为干旱或暴雨,因此需要区域化响应。城市部代表维托尔·阿拉里佩介绍了针对脆弱城市地区的预防措施,包括山坡加固、排水系统等基础设施投资,以及社区动员、信息和培训,并提及与Cemaden合作的“无风险城市”活动及风险地区居民指南。民间社会代表则呼吁建立政府与基层组织的常设对话渠道,并指出气候灾害对贫困、黑人和边缘化人群影响最大。

对于在巴中资企业,这一政策动向的直接影响尚不明确,但通过多个机制可能产生间接传导。首先,城市部提及的基础设施投资(如山坡加固、排水系统)可能为参与市政工程的中资建筑企业带来新的项目机会,但同时也意味着更严格的环境与气候风险评估要求。其次,农业领域,尤其是位于马瑙斯、圣塔伦(帕拉州)和大坎普(南马托格罗索州)等会议地点周边的中资农场或农产品加工企业,需关注厄尔尼诺可能引发的干旱或暴雨对作物产量和物流的影响,并配合地方政府的气候适应计划。此外,会议强调“将地方需求纳入公共政策”,可能推动新的法规或补贴政策出台,中资企业应跟踪相关城市和州级政策变化,特别是在环境合规和社区关系方面。底稿未涉及中资企业直接影响,但通过政策导向和区域化响应机制,中资企业需评估自身在气候风险高发地区的运营韧性。

CBI解读:底稿显示,巴西政府正将气候适应从联邦层面下沉至区域和社区层面,且明确将“倾听基层组织”作为核心环节,这表明未来气候政策将更强调社会参与和地方需求。CBI认为,这一趋势对中资企业意味着,单纯依赖联邦层面的合规已不够,需更关注项目所在地的社区动态和气候风险地图。此外,城市部与Cemaden合作的“无风险城市”活动,可能成为中资企业参与市政项目时的参考框架,提前布局符合气候适应标准的工程方案将更具竞争力。值得注意的是,会议时间点(2026年底至2027年初)与巴西下一届大选周期重叠,政策连续性存在不确定性,但气候议题的紧迫性可能使相关措施获得跨党派支持。

待观察:一是后续六场会议中是否公布具体的气候风险地图或投资清单,特别是针对中西部农业区(大坎普)和北部亚马逊流域(马瑙斯、圣塔伦)的差异化措施;二是城市部是否在2025年底前推出针对风险地区的基础设施招标计划,这将直接影响中资建筑企业;三是Cemaden是否更新厄尔尼诺预测模型,若预警强度上调,可能加速地方政府采购防灾设备和服务,为相关中资供应商提供窗口期。

CBI 观察编辑判断

事实:巴西政府启动七场区域对话,首场已举行,涉及多个联邦部门,并强调社区参与。CBI认为,中资企业应关注会议后续可能出台的地方性气候法规,尤其是基础设施和农业领域,提前调整项目风险评估和社区沟通策略。

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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
中资基建企业、农业企业、物流企业,以及相关供应链投资者。
核验
待核验
对象
在巴中资企业农业投资者基础设施承包商
话题
公共事件政策

来源信息

来源
Valor International
原文标题
Society joins search for how to respond to ‘Super El Niño’
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Society joins search for how to respond to ‘Super El Niño’

Regional Dialogues bring together ministries and and local representatives to debate how to respond to climate events Adriano Sarmento/SGPR The federal government wants to engage society in preparing for and preventing climate emergencies, especially with a strong El Niño expected in late 2026 and early 2027. Brazil must define its role in solving climate crisis, investors say Brazil needs stronger power grids to withstand extreme weather, ONS says Climate prevention funds remain unused amid bottlenecks To that end, it will hold seven in-person meetings across the country’s five regions. In addition to Rio de Janeiro, which hosted the first meeting of the so-called “El Niño Regional Dialogue” on Thursday (20), meetings are planned in Manaus, Fortaleza, Santarém (Pará), Campo Grande (Mato Grosso do Sul), Petrolina (Pernambuco), and Porto Alegre. The idea, says Marcelo Fragoso, chief of staff at the Secretariat-General of the Presidency (SGPR), is to combine government accountability with listening sessions for organizations working on the ground. “It’s essential to get information to organized civil society, which is often the first to respond in emergency situations.” In addition to sharing weather forecasts and presenting the government’s preparedness measures, the meetings will be used to fold local demands into public policy. “There’s no point in a one-way dialogue. We want to listen, work out solutions together, and bring the warnings communities give us back into government decision-making, both for shaping policy and for planning actions in partnership with states and municipalities.” SGPR technical advisor Denise Forine said the initiative also aims to get ahead of the varied impacts of the phenomenon. “The impacts of El Niño aren’t uniform. Each region will be affected differently, whether by drought or heavy rain. Going out to these areas lets us capture that diversity of problems and build regionalized responses.” Representatives from federal agencies are taking part in the meetings, including the Office of the Chief of Staff, the Ministry of Agrarian Development and Family Farming, the Ministry of Cities, the Ministry of Environment and Climate Change (MMA), the Ministry of Health, and Civil Defense, among others. Present at the Rio meeting, Vitor Araripe, the Ministry of Cities’ national secretary for peripheral urban areas, presented prevention measures targeting the most vulnerable urban areas. The strategy combines infrastructure investment with community mobilization. “The centerpiece of our work is disaster-prevention infrastructure, such as hillside containment and drainage systems, but we understand that prevention isn’t just about infrastructure. We’re also investing in mobilization, information, and training for communities,” he said. Araripe cited the Cidade Sem Risco (Risk-Free City) campaign, run in partnership with the National Center for Monitoring and Early Warning of Natural Disasters (Cemaden), as well as the production of guidebooks for residents and community leaders in at-risk areas. The ministry also revived the Municipal Risk Reduction Plans and the Community Risk Reduction and Climate Adaptation Plans. According to Araripe, input from the Regional Dialogues should help refine these policies. “Our role here is to present what’s already been done, but also to listen so we can update and improve these public policies.” Among the civil society representatives at the Rio meeting were leaders who work directly with populations vulnerable to climate impacts. “I came to learn, to bring back information and some kind of path forward for our Baixada [Fluminense],” said Marilena Matos, known as “mãe Marilena” in São João de Meriti, where she has spent more than five decades running social outreach work that serves about 60 families. “Talking about climate and El Niño is essential. We suffer alongside the families, who often already have almost nothing and end up losing the little they have when it rains hard,” she said. For Pedro Graça Aranha, a researcher at Fiocruz and the Instituto Alternativa Terra Azul, preparing for El Niño needs to be seen within the broader context of a worsening climate crisis. “The problem isn’t El Niño, the problem is environmental collapse. We need public policies to confront this new reality, with grassroots climate adaptation plans, especially in the favelas, because the people who die in disasters are poor, Black and peripheral populations,” he said. Ana Lúcia Ribeiro Pardo, a representative of Rio de Janeiro’s Social Participation Forum, stressed the importance of opening permanent channels of dialogue between the government and organizations working in these areas. “It’s very important for the government to bring in grassroots groups for this kind of listening. The people who live in these areas are the ones who feel it firsthand, who lose their homes, who end up in a shelter after losing everything.” According to her, the forum brings together representatives from different areas, including the environment, family farming, culture and vulnerable populations, helping channel the demands of those who experience the effects of extreme weather events directly to the government.

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