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Vossko巴西投7.12亿雷亚尔建二厂,欧盟暂停进口致扩产下调5%

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Vossko invests in expansion, seeks to rely less on Europe

德国Vossko巴西子公司批准7.12亿雷亚尔扩产计划,拟将产能提升130%至5.3万吨,但因欧盟9月暂停巴西禽肉进口,2026年扩产计划下调5%,公司同时寻求减少对欧市场依赖。

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7.12亿雷亚尔扩产计划因欧盟暂停进口下调5%,揭示巴西禽肉加工行业面临的监管与市场再平衡。

德国Vossko公司巴西子公司Vossko do Brasil在圣卡塔琳娜州拉热斯经营20余年后,批准了一项7.12亿雷亚尔的投资计划,用于建设第二家工厂及配套设施。项目前两阶段将投资2.9亿雷亚尔,预计到2030年将年产能从2.34万吨提高25%至30%,并计划最终将巴西产能提升130%至5.3万吨。但欧盟因抗菌药物管控于9月暂停巴西禽肉进口,公司已将2026年扩产计划下调5%,并加速市场多元化以降低对欧洲的依赖。

Vossko do Brasil是德国Vossko公司的子公司,生产鸡肉分割品和分份产品,在巴西圣卡塔琳娜州拉热斯仅有一家工厂,经营已超过20年。在大部分时间里,公司主要为母公司供货。随着国内外需求增长,公司批准了一项7.12亿雷亚尔的投资计划,包括建设第二家工厂及运营所需设施。项目前两个阶段——规划和建设——将投资2.9亿雷亚尔,用于现代化改造现有工厂并在附近新建一家工厂。Vossko do Brasil首席执行官Joachim Gerecht表示,扩建预计到2030年将目前满负荷运转的年产能2.34万吨提高25%至30%。公司计划最终将巴西产能从当前水平提高130%,达到5.3万吨。Gerecht称,便利食品市场正在增长,德国所有者认为即食产品需求将增加,鸡肉消费也在快速增长。公司为餐饮服务行业和其他行业供货,市场状况将决定项目推进速度。

增加产量并非Vossko do Brasil当前唯一目标。公司还希望减少对欧洲的依赖,目前欧洲购买其77%的产量,巴西总产量的87%用于出口。Gerecht表示,欧盟正在施加更多要求,公司因此持续参加国际贸易展会,包括日本、海湾食品展、智利、墨西哥和SIAVS,以分散市场风险。欧盟因抗菌药物使用管控于9月暂停巴西禽肉进口,这对Vossko构成挫折。在欧洲技术代表团得出结论认为巴西可以保证抗菌药物未被用作家禽养殖中的生长促进剂后,公司预计进口将很快恢复。Gerecht称,由于欧洲采购中断,公司将2026年扩产计划下调了5%。去年公司营收总计5.98亿雷亚尔,较2024年增长20%。他表示,如果不是因为被暂停进口,公司本有一条明确的增产道路,如果欧洲在10月至11月间恢复采购,销量应能恢复到接近2.3万吨。

与其他鸡肉供应商不同,Vossko do Brasil不运营家禽屠宰设施或整合农场,而是从其他加工商处购买屠宰去骨鸡肉,用于制备分份产品,如鸡块、鸡片、鸡条和鸡块,以及调味、煮熟、烤制和油炸产品。Vossko的创始人——一家自1982年以来总部位于德国西部奥斯贝弗恩的家族企业——于2003年决定在巴西开设工厂,以规避欧盟对鲜肉进口征收高于加工产品的关税。公司随后用加工产品取代鲜肉进口,由德国母公司在欧洲分销。多年来,该子公司开始在没有母公司参与的情况下达成一些交易,现在还出口到英国、加拿大、智利和日本,并计划在南美扩张。巴西国内市场的重要性增加,现在占产量的13%。在全球范围内,Vossko为35个国家的450多家客户提供服务。

原文未涉及中资企业直接影响。从贸易链条看,Vossko巴西工厂的原料采购来自巴西本地加工商,其扩产计划若加速,可能间接增加对巴西禽肉分割品的需求,但该公司不涉及对华出口,也未提及与中国企业的合作。CBI认为,此事件的核心信号在于欧盟对巴西禽肉进口的卫生监管收紧正在改变巴西加工企业的产能规划与市场布局。原文显示,欧盟暂停进口直接导致Vossko将2026年扩产计划下调5%,表明监管风险已从合规层面传导至投资决策。CBI观察,巴西禽肉出口商在面对欧盟技术性贸易壁垒时,正加速向亚洲、中东和南美市场分散,这一趋势可能为后续巴西对华禽肉出口的品类和规模变化提供背景。

待观察:一是欧盟技术代表团的结论能否在10月至11月间转化为实际恢复采购,若恢复,Vossko销量或回升至接近2.3万吨;二是Vossko新工厂建设进度是否因市场状况而调整,公司称将逐步推进;三是巴西国内市场占比能否从当前的13%继续提升,以及南美扩张计划是否落地。

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Vossko invests in expansion, seeks to rely less on Europe

Joachim Gerecht Divulgação Vossko do Brasil, a subsidiary of the German company of the same name that produces chicken cuts and portions, operated in the country for more than 20 years with a single plant in Lages, Santa Catarina. For much of that period, it focused on supplying its parent company. But as domestic and foreign demand grew, the company approved a R$712 million investment plan that includes a second plant and the facilities needed for the operation. In the project’s first two phases—planning and construction—Vossko do Brasil will invest R$290 million to modernize its existing plant and build another nearby. The expansion is expected to increase production capacity, currently fully utilized at 23,400 tonnes a year, by 25% to 30% by 2030, Vossko do Brasil CEO Joachim Gerecht told Valor. “The convenience-food market is growing. The [German] owners believe demand for ready-to-eat products will increase. It is a trend,” Gerecht said. “Chicken consumption is also growing rapidly.” The company supplies the foodservice sector and other industries, and Gerecht noted that market conditions will determine how quickly Vossko proceeds with the project. The plan calls for increasing production capacity in Brazil by 130% from its current level, more than doubling it to 53,000 tonnes. “It will depend on the market. New business opportunities may emerge, and implementation could even accelerate. But we always proceed gradually,” he said. Increasing production is not Vossko do Brasil’s only current objective. The company also wants to reduce its dependence on Europe, which buys 77% of its output. Overall, 87% of its Brazilian production is exported. “We had already noticed that the European Union was imposing more requirements. That is why we have been participating in international trade shows. We have been to Japan, Gulfood [in the United Arab Emirates], Chile, Mexico and SIAVS [in Brazil],” Gerecht said. “For the new plant to be viable, it is important not to put all our eggs in one basket.” The European Union’s suspension of Brazilian poultry imports in September because of controls on antimicrobial use was a setback for Vossko. The company now expects imports to resume soon after a European technical mission concluded that Brazil can provide assurances that antimicrobials are not used as growth promoters in poultry farming. According to Gerecht, the company revised its plan to expand production by 5% in 2026 because of the interruption in European purchases. Last year, its revenue totaled R$598 million, up 20% from 2024. “We had a clear path toward producing more, were it not for the delisting,” the CEO said. “We should return to sales of close to 23,000 tonnes if Europe resumes purchases from Brazil between October and November,” he added. Unlike other chicken suppliers, Vossko do Brasil does not operate poultry slaughtering facilities or farms integrated into its production system. It buys slaughtered and deboned chicken from other processors and uses it to prepare portioned products such as cubes, pieces, strips and nuggets, as well as seasoned, cooked, roasted and fried items. Vossko’s founders, a family-owned company based in Ostbevern in western Germany since 1982, decided to open a plant in Brazil in 2003 to circumvent the European Union’s decision to impose higher tariffs on fresh-meat imports than on processed products, Gerecht said. The company subsequently replaced fresh-meat imports with processed products distributed in Europe by its German parent. Over the years, the subsidiary began closing some deals without the parent company’s involvement. It now also exports to the United Kingdom, Canada, Chile and Japan and plans to expand in South America. Brazil’s domestic market has gained importance and now accounts for 13% of production. Worldwide, Vossko serves more than 450 customers in 35 countries. Translation: Todd Harkin

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