【环时深度】“主权巴西计划”积极应对美关税冲击

Group 1 - The "Sovereign Brazil Plan" aims to support exporters, maintain employment, encourage investment in strategic sectors, and ensure economic development in response to U.S. tariffs [1][4] - The plan includes three main pillars: strengthening production, protecting workers, and promoting commercial diplomacy and multilateralism [3][4] - The U.S. tariffs have led to a significant decline in Brazilian exports to the U.S., with an 18.5% year-on-year drop in August, amounting to $2.76 billion [4] Group 2 - The plan proposes measures such as relaxing credit limits, extending tax refund periods, and providing special credit of 30 billion Brazilian Reais (approximately 39.55 billion RMB) to affected companies [5][11] - A National Employment Monitoring Committee will be established to oversee employment levels and benefits in sectors directly impacted by U.S. tariffs [5][11] - The plan emphasizes market diversification to reduce reliance on the U.S. market, with ongoing negotiations with the EU, EFTA, UAE, and Canada [6][10] Group 3 - The Brazilian government aims to rebuild and strengthen its export financing and insurance systems to enhance competitiveness and reduce vulnerability to similar future measures [7][12] - The "Sovereign Brazil Plan" is expected to provide relief to affected industries, including agriculture, metallurgy, manufacturing, and automotive parts [11][12] - Analysts suggest that the plan's effectiveness will depend on its implementation and the equitable distribution of resources to small and medium-sized enterprises [12][13]