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巴西大选治安路线分裂:卢拉主打金融绞杀,反对派押注布克莱模式

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Brazil candidates split over how to tackle crime

巴西2026年总统选举中,卢拉阵营主张以金融打击和情报行动遏制犯罪组织,反对派则倾向延长刑期、降低刑责年龄并效仿萨尔瓦多铁腕模式。治安政策走向将影响在巴中资企业的人员安全、物流成本与合规环境。

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巴西治安政策分歧影响在巴中资企业人员安全、物流成本与金融合规审查周期,2026年大选结果将决定政策路径。

巴西2026年总统选举期间,公共安全成为核心议题。卢拉(Lula)阵营主张跨部门合作、情报主导行动,并承诺在国会通过公共安全宪法修正案后创建公共安全部;反对派候选人则普遍主张延长刑期、新建监狱、降低刑事责任年龄,并将PCC、CV等犯罪派系定性为国内恐怖组织,部分候选人以萨尔瓦多总统布克莱(Nayib Bukele)的大规模监禁模式为参照。对在巴中资企业而言,治安政策分歧直接关系到人员安全、物流成本与经营合规环境。

巴西2026年总统选举中,打击犯罪路线成为候选人之间最鲜明的分歧点。反对派候选人普遍提出延长刑期、新建监狱、降低刑事责任年龄,以及将犯罪组织定性为国内恐怖组织等强硬措施。弗拉维奥·博索纳罗(Flávio Bolsonaro)主张将PCC、CV等犯罪派系和民兵定性为毒品恐怖组织,并提议组建军事人员“精英部队”以形成“边境墙”。部分候选人以萨尔瓦多总统布克莱的大规模审判和大规模监禁模式为参照。执政党方面,卢拉阵营强调跨部门合作、情报主导行动、通过新设部委进行全国协调以及一系列预防政策。卢拉承诺在国会通过公共安全宪法修正案后创建公共安全部,维持枪支管控,加强凶杀案调查,打击被盗手机贩运网络,扩大对女性暴力受害者的服务。其竞选发言人、现任国家公共安全秘书奇科·卢卡斯(Chico Lucas)表示,女性谋杀、手机盗窃和民兵活动是三大“主要敌人”,并将优先开展旨在从财务上扼杀犯罪组织的行动,如2025年8月启动的“隐藏碳”(Hidden Carbon)行动。

从数据看,巴西暴力指标持续下降。根据国家公共安全信息系统,2015年巴西有45958人成为故意凶杀案受害者,2025年为31492人。专家表示,下降不能归功于任何单一政府,而是多年来市、州和联邦当局一系列行动的结果。然而,选民仍将不安全和犯罪列为优先事项。部分原因是犯罪集团和有组织犯罪网络的强大,全国多个城市手机盗窃案增加令居民担忧,针对女性的犯罪也日益受到关注。卢卡斯表示,自2023年以来开展的金融打击行动对犯罪组织造成了358亿雷亚尔的财务影响。然而,没有迹象表明该国主要犯罪集团已削弱,相反它们已适应了执法行动。

底稿未涉及中资企业直接影响,但通过治安政策传导机制,在巴中资企业面临多重触点。第一,人员安全与运营连续性。手机盗窃和针对女性的暴力案件增加,直接影响中资企业外派员工及本地员工的通勤安全与社区治安感知。第二,物流与供应链成本。犯罪组织对部分城市和公路走廊的控制,可能推高物流保险费用和安保支出。第三,合规与金融风险。卢拉阵营主张从财务上扼杀犯罪组织,若“隐藏碳”类行动扩大,涉及资金流动的合规审查可能趋严,中资企业在巴西的银行开户、跨境结算和供应商付款审查周期或延长。第四,政策不确定性。若反对派候选人当选并推动将PCC、CV定性为恐怖组织,相关法律框架变化可能影响与特定地区或行业的商业往来合规判断。

CBI观察:底稿显示,卢拉阵营的治安策略侧重金融打击和情报协调,反对派则倾向惩罚性措施和军事化手段。数据表明,凶杀案从2015年的45958人降至2025年的31492人,但选民仍将治安列为优先关切。CBI认为,无论选举结果如何,巴西公共安全政策都将趋于强化,但路径差异显著。卢拉路线若延续,金融合规和情报合作可能成为中资企业需要适应的重点;反对派路线若上台,则可能带来更严格的执法环境和潜在的合规风险外溢。学者拉斐尔·阿尔卡迪帕尼(Rafael Alcadipani)指出,当前处于“思想和严肃可行提案的荒漠中”,这意味着政策落地效果存在较大不确定性。

待观察:第一,国会公共安全宪法修正案审议进度,若通过,卢拉承诺的公共安全部组建时间表将明确。第二,“隐藏碳”行动后续扩展范围,是否涉及更多行业和资金流动环节。第三,2026年选举后新政府公共安全政策白皮书或首批行政命令的发布,将揭示实际政策优先级。

CBI 观察编辑判断

底稿显示卢拉阵营侧重金融打击和情报协调,反对派倾向惩罚性措施和军事化手段。CBI认为,无论选举结果如何,巴西公共安全政策都将趋于强化,但路径差异将直接影响中资企业的合规成本和运营环境。

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信息概要

类型
行业趋势
方向
巴西
分类
宏观市场
层级
编辑整理
地点
在巴中资企业、外派员工、物流与供应链企业、金融机构
核验
待核验
对象
在巴中资企业投资者法务团队
话题
政治治安政策

来源信息

来源
Valor International
原文标题
Brazil candidates split over how to tackle crime
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Brazil candidates split over how to tackle crime

Natasha Bachini Divulgação Longer sentences, new prisons, a lower age of criminal responsibility, and the use of a domestic terrorism designation. This year, opposition candidates in Brazil’s presidential race are embracing a similar set of proposals to curb crime, reflecting a widespread perception that existing rules for punishing criminals are either poorly enforced or too lenient. On the government side, the emphasis is on greater interagency cooperation, more intelligence-led operations, nationwide coordination through a new ministry, and a range of prevention policies. Although they offer different solutions, the campaigns of President Lula, Flávio Bolsonaro, Augusto Cury, Ronaldo Caiado, Renan Santos, and Romeu Zema share priorities—all call for confronting organized crime, reducing violence against women, and curbing cellphone robberies and theft. Prisons—overcrowded and controlled by criminal factions—are another focus of campaign promises. Academics agree that these are critical issues but see few proposals capable of truly turning the tide against crime. Rafael Alcadipani, a public security professor at Fundação Getulio Vargas, mentioned, “There is a path I call the Bukele path, which almost all opposition candidates are using as a reference, except possibly Cury, who doesn’t make this very clear.” The government of Nayib Bukele has succeeded in reducing crime in El Salvador by imposing legally contested measures such as mass trials and mass incarceration. Bukele has become a right-wing icon and an ally of Donald Trump. “The other path is the one adopted by the Lula government, which has not done much on public security during this term. The truth is that we are living in a desert of ideas and serious, workable proposals in this area.” Brazil remains a country marked by violence, although several indicators have been declining. The most notable drop has been in homicides. In 2015, 45,958 people were victims of intentional homicide in the country, compared with 31,492 in 2025, according to the National Public Security Information System. Experts say the decline cannot be credited to any single government but reflects a series of actions by municipal, state and federal authorities over the years. Despite this, voters continue to prioritize insecurity and crime. This is partly due to the strength of criminal groups and organized crime networks. Additionally, a rise in cellphone thefts has worried residents in numerous cities nationwide, and there has been increased concern over crimes against women, often highlighted by street camera footage made public. “There are two problems that the next president will have to confront with concrete proposals: the expanding control of criminal factions and violence against vulnerable populations, particularly women,” said Natasha Bachini, a researcher at the University of São Paulo’s Center for the Study of Violence. Chico Lucas, the public security spokesman for Lula’s campaign and the country’s current national public security secretary, told Valor that the three “major enemies” will be femicide, cellphone theft and the activities of militias. However, he said operations aimed at financially choking criminal organizations, such as Hidden Carbon, launched in August 2025, will be a priority in a fourth Lula term. Lula is promising to create a Public Security Ministry—as he did in 2022—after Congress approves a proposed constitutional amendment on public security. He also wants to maintain gun controls, strengthen homicide investigations, step up efforts against networks that traffic in stolen cellphones, expand services for women who are victims of violence, and increase monitoring of abusers. Discussing organized crime, Lucas said financial disruption operations carried out since 2023 have had a R$35.8 billion financial impact on criminal organizations. However, there are no signs that the country’s main criminal groups have weakened. Instead, they have adapted to law-enforcement operations and other measures. “Prison remains necessary, as do drug and weapons seizures. But a criminal organization can quickly replace an operative. It is much harder to replace a financial structure that has been blocked, or to lose assets, real estate and money-laundering channels,” Lucas said. Lucas agrees with what many experts and studies have found: frustration with violence has led part of the population to embrace opposition positions that prioritize the use of force. Lucas describes these positions as “simplistic, such as, for example, ‘the only good criminal is a dead criminal.’” He added: “We [in the government] reject that.” Flávio Bolsonaro advocates designating the PCC, CV and other criminal factions and militias as narcoterrorist organizations, following an approach already adopted by the Trump administration in the United States toward some criminal groups. He also proposes creating what he calls an “elite force” of military personnel to form a “wall along the border” against weapons and drugs entering the country, without explaining how this would work in practice. He calls for lowering the age of criminal responsibility to 16 from 18 years old and for new penalties for offenders over 14 who commit serious crimes. Regarding violence against women, he supports electronic ankle monitors for abusers whose victims are protected by court orders, as well as “chemical castration” for rapists. However, Brazilian law currently makes no provision for it. In his government platform—whose public security chapter was coordinated by Guilherme Derrite, a former São Paulo state public security secretary—Flávio Bolsonaro promises five new maximum-security prisons “based on the model adopted by El Salvador” and 500,000 new places in the prison system, which already holds nearly 1 million people. Valor sought comment from Derrite, but he was not immediately available. The emphasis on prisons raises numerous questions because people serving prison sentences in Brazil have traditionally been poor and Black. “Is this punitive approach also being used to go after white-collar criminals, people convicted of corruption or ties to criminal organizations? You don’t hear much rhetoric along those lines,” Alcadipani said. Caiado, Zema and Renan Santos are also adding to their campaign promises with calls for more imprisonment. Santos wants a “war on crime” and an “enemy criminal law” doctrine imposing harsher penalties on people with sustained involvement in criminal organizations. He also advocates expanded use of drones and facial recognition to identify wanted individuals. Anti-mafia agency would help Brazil curb crime, Pinotti says Femicide emerges as key issue in Brazil’s 2026 election Caiado calls crime ‘domestic terrorism’ as he unveils security plan Caiado also vows to lower the age of criminal responsibility to 16, classify criminal groups as terrorist organizations, create a Public Security Ministry, and introduce a package of measures to better protect women, among other proposals. Zema also supports classifying criminal organizations as terrorist groups, building more maximum-security prisons, using the Armed Forces in public security—something already permitted in special operations—and imposing stricter rules on repeat offenders. Cury, third in the polls, wants to recreate the Public Security Ministry, take action against criminal organizations and factions, and “cut off the financial channels that sustain” such groups. His platform is broad on specifics, but Cury also calls for expanded use of smart cameras for predictive analysis, drones and artificial intelligence, as well as greater international cooperation in fighting crime. In an analysis of the platforms of Lula, Bolsonaro, Caiado and Santos, the Sou da Paz Institute concluded: “The platforms show that the electoral debate recognizes real problems but still has significant gaps in implementation, funding, targets and evaluation.” (Sofia Aguiar and Lucas Borges Teixeira contributed reporting from Brasília)

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