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卢拉特朗普联大隔空交锋,巴西大选前两周在巴中资需盯紧政策风向

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Lula, Trump set for contrasting UN speeches as Brazil election nears

巴西总统卢拉与美国总统特朗普将于周二(22日)在联合国大会先后发表立场对立的演讲,距离巴西10月4日大选不到两周。在巴中资企业需关注选前政策波动及美巴关系走向对贸易、合规与投资环境的间接传导。

为什么值得关注

巴西大选前两周,美巴政治摩擦可能波及贸易政策与制裁合规,在巴中资需关注汇率与合作伙伴风险。

巴西总统卢拉·伊纳西奥·卢拉·达席尔瓦与美国总统唐纳德·特朗普于周二(22日)在纽约联合国大会先后发表演讲,卢拉先发言,特朗普随后。此次演讲距离巴西10月4日总统大选不到两周,民调显示卢拉与弗拉维奥·博索纳罗支持率持平。卢拉预计将捍卫主权与民主,反对单边主义、制裁、保护主义和外国干涉巴西选举;特朗普则可能延续对国际组织的批评,强调民族主义和交易性外交。对在巴中资企业而言,这场演讲本身不直接涉及商业条款,但选前政治博弈可能通过贸易政策、制裁工具和汇率波动间接影响经营环境。

巴西总统卢拉·伊纳西奥·卢拉·达席尔瓦与美国总统唐纳德·特朗普于周二(22日)在联合国大会上先后发表演讲。卢拉先发言,特朗普随后。此次演讲距离巴西10月4日总统大选不到两周,民调显示卢拉(劳工党)与弗拉维奥·博索纳罗(自由党)支持率持平。美国方面,11月大选预计特朗普的共和党将失去对众议院的控制,也可能失去参议院。卢拉将以总统身份第10次登上联合国大会讲台,巴西自1955年以来一直开启年度辩论。据《Valor》报道,卢拉预计将强化其对主权和民主的捍卫,并发出反对干涉巴西选举的信息,但不会明确点名任何官员或国家。特朗普则可能重拾对国际组织的批评,强调民族主义和交易性外交,并可能提及与拉美国家在打击毒品贩运方面的合作。

底稿未涉及中资企业直接影响,但通过贸易政策与合规机制间接传导。巴西政府官员认为美国试图干涉选举以支持弗拉维奥·博索纳罗,但指出鉴于选情胶着,华盛顿已调整其行动。这些官员认为,例如根据《马格尼茨基法案》实施的新制裁可能会对弗拉维奥·博索纳罗产生不利的选举影响。该候选人在美国的盟友正试图传递相反的信息。他的兄弟、前国会议员爱德华多·博索纳罗上周在华盛顿,在国务院和白宫的会议上不仅要求恢复对联邦最高法院法官亚历山大·德·莫赖斯的马格尼茨基制裁,还要求将法官弗拉维奥·迪诺和吉尔马·门德斯加入目标名单。对在巴中资企业而言,美巴政治摩擦可能影响巴西贸易政策走向、汇率波动以及美国对巴制裁范围的变化,进而波及采购、出口和资金结算环节。若制裁范围扩大至更多巴西机构或个人,中资企业在巴西的合作伙伴若被列入名单,可能面临合规审查压力。

底稿显示,史汀生中心拉丁美洲项目高级研究员兼主任本杰明·格丹表示,联合国正是去年卢拉和特朗普短暂和解的地方,也是他们分歧最为明显之处。他指的是2025年两位领导人的一次相遇,当时卢拉和特朗普在演讲之间的走廊上短暂交错,特朗普表示与卢拉有着“极好的化学反应”,当时正值华盛顿实施全面关税引发紧张局势之际。格丹说,卢拉长期以来一直是国际合作的倡导者,而特朗普认为联合国是浪费金钱。天普大学美国政治与国际关系教授卢卡斯·德·索萨·马丁斯表示,这将是两位总统直接或间接谈论选举的平台。美洲对话组织巴西项目主任布鲁娜·桑托斯认为,即使卢拉谈论外交政策,也几乎不可能将他的联合国演讲与国内政治信息完全分开。CBI 认为,卢拉对单边主义、制裁、保护主义和政治干涉企图的批评很容易被理解为针对美国,但不会直接点名。巴西政府官员评估认为,全球在和平与安全、可持续发展及人权方面出现倒退,这一诊断将贯穿不同国家的发言,但所确定的原因和倡导的解决方案将各不相同。就巴西和美国而言,巴西消息人士预计对比将尤为明显。桑托斯预计卢拉将捍卫多边主义,并将巴西描绘为重大全球问题上的负责任参与者,而特朗普可能采取更加民族主义和交易性的方式。卢拉本人已预告他打算发表关于“世界”的演讲,提到的主题包括全球经济、战争、联合国安理会代表权,以及他所说的“缺乏领导力”来“做出决定”。马丁斯指出,特朗普可能重拾其熟悉的对国际组织的批评,并捍卫其作为所谓“和平代理人”的遗产。尽管如此,特朗普可能会提到他与拉丁美洲政府的接触,特别是在打击毒品贩运方面。CBI 观察,这场演讲本身不产生直接商业规则,但选前政治信号可能影响市场情绪和短期资本流动,在巴中资企业应关注巴西雷亚尔汇率波动及美巴关系对贸易壁垒的潜在影响。

待观察:第一,巴西10月4日大选结果及新政府贸易政策取向;第二,美国是否在选前或选后扩大对巴西相关个人或机构的制裁名单,尤其是《马格尼茨基法案》的适用;第三,巴西雷亚尔对美元汇率在演讲后一周内的波动幅度,以及巴西央行是否采取干预措施。

CBI 观察编辑判断

底稿显示卢拉将不点名批评单边主义与制裁,特朗普则强调民族主义与交易性外交。CBI 认为,这场演讲本身不直接改变商业规则,但选前政治博弈可能通过贸易政策、制裁工具和汇率波动间接影响在巴中资企业的经营环境,尤其是与巴西政府或国企有合作的企业需关注合规风险。

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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、贸易商、投资者、与巴西有业务往来的中国金融机构
核验
待核验
对象
在巴中资企业贸易商法务团队
话题
政治政策

来源信息

来源
Valor International
原文标题
Lula, Trump set for contrasting UN speeches as Brazil election nears
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, Trump set for contrasting UN speeches as Brazil election nears

Presidents Trump and Lula Ricardo Stuckert/PR Amid elections in Brazil and the United States and a crisis of multilateralism, the international community will be watching the speeches by Presidents Luiz Inácio Lula da Silva and Donald Trump at the United Nations General Assembly on Tuesday (22). Lula, who will speak first, and Trump, who will follow, are expected to take the podium with sharply contrasting views of the world. “It’s ironic that the UN is the place where Lula and Trump briefly made peace last year. After all, it’s where their differences are perhaps most evident,” said Benjamin Gedan, a senior fellow and director of the Latin America Program at the Stimson Center. He was referring to the leaders’ encounter in 2025, when Lula and Trump briefly crossed paths in the hallway between their speeches and the U.S. president said he had “excellent chemistry” with the Brazilian leader, amid tensions over the sweeping tariffs imposed by Washington. Brazil rejected U.S. demands over domestic politics, officials say Brazil-U.S. tariff talks likely to remain open as election nears Brazil-U.S. relationship ‘is being tested,’ ambassador says “Lula has long been a champion of international cooperation. Trump, by contrast, sees the UN as a waste of money—and still resents the organization’s decision decades ago not to hire his company for a renovation project,” Gedan said. The election calendar, he added, will do little to bridge that divide. The presidents will speak less than two weeks before Brazil’s October 4 presidential election, with polls showing Lula (Workers’ Party, PT) and Flávio Bolsonaro (Liberal Party, PL) in a tie. Americans will also go to the polls in November, when Trump’s Republican Party is expected to lose control of the Lower House and may also lose the Senate. “It will be a platform for both presidents to talk about elections, directly or indirectly,” said Lucas de Souza Martins, a professor of American politics and international relations at Temple University. For Bruna Santos, director of the Brazil Program at the Inter-American Dialogue, it will be “virtually impossible” to completely separate Lula’s UN speech from domestic political messaging, even when he is discussing foreign policy. As Valor has reported, Lula is expected to reinforce his defense of sovereignty and democracy in his UN speech and send a message against foreign interference in Brazil’s election, without explicitly naming any officials or countries. “Lula may not mention Trump directly, but criticism of unilateralism, sanctions, protectionism, and attempts at political interference will easily be understood as references to the U.S.,” Santos noted. Brazilian government officials see attempts by the U.S. to interfere in the election in favor of Flávio Bolsonaro, but note that Washington has calibrated its moves given the tight race. A new sanction under the Magnitsky Act, for example, could have electoral effects unfavorable to Flávio Bolsonaro, these officials believe. The candidate’s allies in the U.S. are trying to sell the opposite message. His brother, former congressman Eduardo Bolsonaro, was in Washington last week to ask in meetings at the State Department and the White House not only for the reinstatement of Magnitsky sanctions against Federal Supreme Court (STF) Justice Alexandre de Moraes, but also for Justices Flávio Dino and Gilmar Mendes to be added to the list of targets. Against this backdrop, Lula will take the General Assembly podium for the 10th time as president. Brazil has opened the annual debate since 1955. The speeches will come amid a perception among Brazilian officials that there has been a global retreat on peace and security, sustainable development, and human rights. The assessment is that this diagnosis will run through the statements of different countries, but the causes identified and solutions advocated will vary. In the case of Brazil and the U.S., Brazilian sources expect the contrast to be particularly clear. “You will inevitably have two different views of the international order,” a federal government official said. Santos expects Lula to defend multilateralism and portray Brazil as a responsible player on major global issues, while Trump is likely to take a “much more nationalist and transactional” approach. Lula himself has previewed that he intends to deliver a speech about “the world.” Topics he has mentioned include the global economy, wars, representation on the UN Security Council, and what he called a “lack of leadership” to “make decisions.” Trump, meanwhile, may return to his familiar criticism of international organizations and defend his legacy as a supposed “agent of peace,” Martins noted. “I don’t expect anything very different from what happened last year,” he said. Still, Trump could mention his engagement with Latin American governments—a region that has rarely featured in recent speeches by U.S. presidents—particularly on combating drug trafficking, in cooperation that does not include Brazil. “It would also be a way for Trump to speak to his base,” Martins said. Organized crime has gained greater prominence on the international agenda over the past year, which could justify Brazil addressing the issue. But the area, in which Brazil’s efforts came under criticism from the U.S. last week, is also seen as more favorable territory for Flávio Bolsonaro and potentially damaging to Lula. “Lula may be tempted to use his speech to emphasize, in addition to Brazilian sovereignty, his discomfort with the ‘Donroe Doctrine,’ which has an interventionist character [toward Latin America by the U.S.],” Gedan said. If Lula and Trump cross paths again behind the scenes, Gedan said another rapprochement is possible despite all the tariffs and diplomatic tensions. The two governments have kept dialogue open in an effort to resolve the sweeping tariffs imposed by the U.S. on Brazilian products, but officials at the presidential palace do not expect results in the short term and believe Washington will avoid concessions that could be portrayed as a victory for Lula ahead of the election. Two tariffs, one of 25% and another of 12.5%, have been imposed on Brazilian products. Brazilian government sources believe the U.S. is taking a unilateral approach and using tariffs not only as a tool to exert pressure but also as an instrument of economic and industrial policy. As a result, even a greater willingness by Brazil to make concessions would not guarantee the removal of the tariffs. If Lula wins, officials expect Trump to take a pragmatic approach, but they believe relations with the U.S. will be the biggest challenge for Brazilian foreign policy from 2027 onward.

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