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卢拉选情告急:对弗拉维奥领先优势从21个百分点缩至5个百分点

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Lula enters Brazil election with tighter race and altered strategy

巴西总统卢拉周日参加大选寻求第四任期,选情为历次最胶着。周一民调显示其对弗拉维奥·博索纳罗的领先优势已从8月的21个百分点缩至5个百分点(39%对34%)。政府密集推出福利与补贴措施,预计今年耗资近2700亿雷亚尔。

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卢拉对弗拉维奥领先优势从21个百分点缩至5个百分点,政府冲刺措施预计耗资近2700亿雷亚尔,选举结果将影响巴西财政与政策方向。

巴西总统卢拉(Luiz Inácio Lula da Silva)周日参加总统选举,寻求第四个任期。此次选情比他此前赢得的任何一次总统竞选都更为胶着。周一公布的民调显示,卢拉对弗拉维奥·博索纳罗(Flávio Bolsonaro)的领先优势已从2025年8月的21个百分点缩小至5个百分点(39%对34%)。在竞选冲刺阶段,卢拉的竞选团队依靠一系列针对家庭财务的政府措施、增加出行和采访,以动员核心支持者并争取未决定选民。

卢拉此次寻求第四个任期,选情之胶着为其历次竞选之最。2025年8月,Quaest 首次测试弗拉维奥·博索纳罗的候选资格时,卢拉领先21个百分点;周一公布的调查中,这一差距已缩小至5个百分点,卢拉支持率39%,弗拉维奥34%。在此期间,弗拉维奥巩固了其作为父亲、前总统雅伊尔·博索纳罗(Jair Bolsonaro)政治继承人的地位,而卢拉政府则面临涉及总统身边人士的丑闻和最高法院的机构危机。尽管卢拉公开表示有信心,其盟友普遍认为结果将很接近。竞选策略师称,近期民调让他们不再那么担心弗拉维奥在周日直接获胜。

随着弗拉维奥缩小差距,政府推出了一系列措施,旨在突破卢拉在民调中的支持率水平,尽管反对者批评他利用政府机器助力连任竞选。第一轮前17天,政府宣布 Bolsa Família 福利增加15%,达到691雷亚尔,10月开始支付,可能在第二轮之前。政府还推出燃料补贴,以遏制国际油价上涨导致的加油站价格上涨,该措施延长至月底。为平衡总统职责与候选人身份,卢拉还关注家庭债务,其竞选团队将其确定为巴西人的主要担忧之一。政府于5月和9月推出了新版 Desenrola 债务减免计划。卢拉还加大了对信用卡使用的攻击,他在演讲中称之为“诅咒”。上周,他通过行政命令禁止在巴西进行在线博彩。该措施立即生效,但需要国会批准才能永久化。接近卢拉的人士认为此举大胆,并警告法律挑战的风险,但竞选策略师已在民调中测试了该问题。他们认为博彩禁令对女性和基督教选民特别有吸引力。《Valor》分析估计,这些措施今年将耗资近2700亿雷亚尔,包括补贴信贷、扩大福利、税收减免和补贴。这些措施在数月的动荡之后为卢拉的竞选提供了一些缓解。

竞选的主要挑战包括:说服选民相信政府的经济措施正在改善他们的日常生活,并找到能够“带来希望”的信息,同时外界质疑卢拉若当选第四任期能提供什么新东西。如果选举进入第二轮,劳工党计划继续对比候选人的履历,并将弗拉维奥的父亲、前总统雅伊尔·博索纳罗的政府置于辩论中心。

当总统之子 Fábio Luís da Silva 和前首席助理 Marco Aurélio Ribeiro 被提及与巴西社会保障机构丑闻有关时,竞选团队感受到了影响。它得出结论,需要为腐败成为选举核心问题做好准备。它开始制定应对策略。然而,卢拉竞选团队没有预料到的是最高法院的危机。当有关法官亚历山大·德·莫赖斯(Alexandre de Moraes)与前 Banco Master 所有者丹尼尔·沃尔卡罗(Daniel Vorcaro)之间涉嫌接触的报道出现时,总统的盟友措手不及。据盟友称,卢拉随后面临艰难的政治选择:与莫赖斯保持距离——反对派正强调其与总统的关系——还是冒着加深涉及另一政府部门的机构危机的风险。他们还担心批评莫赖斯可能削弱该法官在2023年1月8日政变未遂诉讼及对相关人员起诉中的作用。盟友称,那是劳工党竞选总部最紧张的几周,真正担心卢拉可能在第一轮就落败。

原文未涉及中资企业直接影响。

CBI 解读:原文显示,卢拉在冲刺阶段密集推出福利、补贴与债务减免措施,预计今年耗资近2700亿雷亚尔。CBI 认为,这些措施若延续至下一任期,将加大巴西财政压力,可能影响未来税制调整与补贴退出的节奏。但原文未提供财政影响的具体测算细节,亦未涉及对中资企业的直接政策指向。

待观察:第一轮投票结果及是否进入第二轮;Bolsa Família 增额10月开始支付后的民调变化;最高法院涉及莫赖斯与沃尔卡罗接触报道的后续进展。

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Lula enters Brazil election with tighter race and altered strategy

President Lula Cristiano Mariz/Agência O Globo President Lula enters Sunday’s election seeking a fourth term in a tighter race than in any of the three presidential contests he has won. In the closing stretch, his campaign has relied on a flurry of government measures aimed at household finances, stepped-up travel and interviews as it seeks to mobilize core supporters and win over undecided voters. His opponents have criticized what they describe as an election-season “package of benefits,” including an increase in the Bolsa Família cash-transfer program, for its fiscal impact. Brazil heads to polls in tightest presidential race on record Presidential hopefuls make health pledges without saying how to pay Brazil presidential candidates split over climate agenda Among the campaign’s main challenges are convincing voters that the government’s economic measures are improving their daily lives and finding a message that can “bring hope,” amid questions about what Lula could offer that is new if elected for a fourth term. If the election goes to a runoff, the Workers’ Party plans to keep contrasting the candidates’ biographies and put the administration of Flávio Bolsonaro’s father, former President Jair Bolsonaro, at the center of the debate. Lula’s allies, however, do not hide their concern. When Quaest first tested Flávio’s candidacy in August 2025, Lula led him by 21 percentage points. That gap had narrowed to five points, 39% to 34%, in the survey released Monday. Over that period, Flávio consolidated his position as his father’s political heir, while Lula’s government faced scandals involving people close to the president and an institutional crisis at the Supreme Court. Although Lula publicly projects confidence, his allies largely agree the result will be close. Campaign strategists, however, say recent polling has made them less concerned about Flávio winning outright on Sunday. A late economic push As Flávio gained ground, the government rolled out a series of measures aimed at breaking through the level of support Lula had been registering in the polls, despite opposition criticism that he was using the machinery of government to bolster his reelection campaign. Seventeen days before the first round, the government announced a 15% increase in Bolsa Família benefits, to R$691, with payments beginning in October, before a possible runoff. It also introduced fuel subsidies to curb price increases at gas stations driven by higher international oil prices, a measure extended through the end of the month. Seeking to balance his presidential duties with his candidacy, Lula also turned his attention to household debt, which his campaign identified as one of Brazilians’ main concerns. The government launched new versions of the Desenrola debt-relief program in May and September. Lula also stepped up his attacks on credit-card use, which he has called a “curse” in speeches. Last week ordered a ban on online betting in Brazil through an executive order. This measure takes immediate effect but requires congressional approval to become permanent. People close to Lula saw the move as bold and warned of the risk of legal challenges, but campaign strategists had tested the issue in polling. They saw the betting ban as particularly appealing to female and Christian voters. A Valor analysis estimates the measures will cost nearly R$270 billion this year, including subsidized credit, expanded benefits, tax breaks and subsidies. The measures provided some relief for Lula’s campaign after months of turbulence. When the president’s son Fábio Luís da Silva and former chief aide Marco Aurélio Ribeiro were mentioned in connection with the scandal involving Brazil’s social security agency, the campaign felt the impact. It concluded that it needed to prepare for corruption to become a central issue in the election. It began devising strategies to respond. What Lula’s campaign had not anticipated, however, was the crisis at the Supreme Court. The president’s allies were caught by surprise when reports emerged of alleged contacts between Justice Alexandre de Moraes and former Banco Master owner Daniel Vorcaro. According to allies, Lula then faced a difficult political choice: distance himself from Moraes, whose ties to the president were being highlighted by the opposition, or risk deepening an institutional crisis involving another branch of government. They also feared that criticizing Moraes could undermine the justice’s role in proceedings over the Jan. 8, 2023 coup attempt and the prosecution of those involved. Allies say those were the most tense weeks at the Workers’ Party campaign headquarters, with genuine concern that Lula could lose in the first round. Making the economy felt Beyond their immediate electoral objectives, the government measures also address a concern Lula has expressed since the middle of his term and that fluctuating approval ratings during the campaign have brought into sharper focus: the president believes voters are not feeling an improvement in the economy even though his administration has economic indicators it wants to highlight. Aides interviewed by Valor say Lula frequently complains—and demands action—because he believes figures such as the unemployment rate are not reaching voters. Unemployment stood at 5.3% in the three months through August, the lowest rate for that period since the official records began. Consumer prices, as measured by the benchmark IPCA index, have risen a cumulative 17.9% during Lula’s third term through August 2026, the smallest increase over a presidential term by the eve of an election since the Real Plan was introduced. Concern about voters’ perceptions became so pronounced that about a month ago the campaign changed its communications strategy, talking less about “sovereignty,” a theme of its early television broadcasts, and more about kitchen-table economic issues. Lula himself has acknowledged in speeches that “meat is expensive,” while promising conditions will improve. According to allies, the shift is an attempt to revive the message of “hope” that has run through Workers’ Party campaigns since 1989. “It is about finding a new sirloin cap,” said an aide with direct access to the presidential office, referring to the affordable-beef message that became a symbol of Lula’s successful 2022 campaign. Turning up attacks on Flávio After extensive internal debate, Lula’s campaign also adopted a tougher tone toward Flávio, something party activists had long demanded. In television advertisements and social-media videos, the Workers’ Party has highlighted the Federal Police investigation into Flávio over alleged money laundering and corruption connected to the financing of the biopic Dark Horse. It has also drawn attention to messages in which Flávio referred to Vorcaro as a “brother” and to his ties to police officers convicted of belonging to militias in Rio de Janeiro. When Jair Bolsonaro chose his son as the Liberal Party’s presidential candidate, Workers’ Party officials initially reacted with some relief. They believed Flávio’s record offered plenty of political targets and viewed his lack of executive experience as a vulnerability. At the time, other potential heirs to Bolsonaro’s political movement caused greater concern among Lula’s allies. They included former first lady Michelle Bolsonaro, now a Liberal Party candidate for the Senate in the Federal District, and São Paulo Governor Tarcísio de Freitas of the Republicans party, who is seeking reelection. Lula’s allies saw Michelle’s appeal as an evangelical woman making her first run for elected office as a potential challenge. They also saw De Freitas as potentially harder to confront because of his ties to Bolsonaro’s political movement without carrying the Bolsonaro family name. For now, without signaling a new approach, the Workers’ Party plans to continue trying to increase voters’ rejection of the Bolsonaro family by arguing that a Flávio administration would represent a continuation of his father’s government. Campaign strategists view the election as a referendum between the two political camps and point to one Quaest question—whether voters fear Lula’s reelection or the return of the Bolsonaro family more—as potentially important in a runoff. The survey found a 43%-43% tie on that question. The Workers’ Party aims to increase concerns about a Bolsonaro return, particularly among undecided voters. The approach is reflected in an advertisement built around the message, “If the father did this, imagine the son,” which invokes deaths during the Covid-19 pandemic, poverty and deforestation under Jair Bolsonaro’s administration. One challenge throughout the campaign, aides say privately, has been persuading Lula to follow the strategy his advisers devised. The latest example was his decision not to attend the debate organized by TV Globo, despite recommendations from most of his advisers that he take part. Lula rejected their argument that he was the “best spokesman for his own campaign.” Allies worried that his absence would leave attacks against him unanswered and allow them to shape the campaign’s final days. The debate was subsequently canceled.

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