据巴西国家经济社会发展银行介绍，400亿雷亚尔中的300亿主要用于流动资金补充、生产活动改造、设 备采购及开拓新市场等，支持对象为2024年7月至2025年6月期间，对美出口受加征关税影响商品的销售 额占企业同期总营业额5%以上的各类企业。另外100亿雷亚尔信贷面向更广，凡产品受到任何幅度关税 影响的企业均可申请，资金用途包括紧急流动资金和市场多元化支持。 巴西国家经济社会发展银行表示，将为企业纾困，但前提是企业必须保障就业，以确保经济持续增长， 不让国家因美国单方面、不公正的措施受损。 （文章来源：新华财经） 新华财经巴西利亚9月18日电（记者杨家和）巴西政府18日宣布，为帮助企业提升竞争力同时稳定就业 与产业链，受美国加征关税影响的本国企业即日起可申请"巴西主权计划"融资支持。 该融资计划总额400亿雷亚尔，由巴西国家经济社会发展银行（BNDES）负责受理，旨在缓解美方对巴 西出口商品单方面加征50%关税所造成的冲击。受影响企业需先经巴西国家经济社会发展银行网站特别 页面确认资格，认证通过后可向其合作银行提出申请；大型企业亦可直接向巴西国家经济社会发展银行 提交申请。 ...

巴西《圣保罗州报》报道，巴财政部将今年GDP增长预期从2.5%下调至2.3%，通胀预期从4.9%下 调至4.8%。2025年8月至2026年12月，美国对巴加征关税可能导致巴GDP增速下降0.2个百分点，但巴政 府颁布的"巴西主权计划"有望将负面影响减半至0.1个百分点。在不考虑"巴西主权计划"作用的情况 下，巴将损失约13.8万个就业岗位，服务业可能损失5.18万个就业岗位，占该行业就业岗位总数的 0.1%，工业将损失7.15万个就业岗位，占比约0.4%；出口占GDP比重将下降0.1个百分点；失业率将上 升0.1个百分点；通胀率将上升0.1个百分点。 （原标题：巴西财政部将今年GDP增长预期下调至2.3%） ...

该法案与政府8月公布的"巴西主权计划"配套实施。该计划总规模约300亿雷亚尔，内容包括动用出口担 保基金结余设立专项信贷、调整出口信用保险规则、改革公共采购以扶持相关行业和强化担保基金支持 出口企业等。 草案内容主要为在2026年底前，将特别信贷和部分税收减免排除在财政框架和初级财政目标限制之外， 同时提供最高达50亿雷亚尔的税收减免空间，并允许联邦政府向三个担保基金追加最多45亿雷亚尔资 金。受关税影响的企业还可获得额外最高3%的出口收入税收抵免。 法案报告人、参议员维内齐亚诺·维塔尔表示，相关措施具有紧急性，有助于保护受关税影响的企业和 就业，但从长远看，巴西仍需拓展新市场并推动与美国的谈判。委员会部分成员则主张召开听证会，延 缓审议进程。 （文章来源：新华财经） 新华财经圣保罗9月10日电 巴西联邦参议院经济事务委员会9日决定，将原定于当日进行的《补充法案 草案》（PLP 168/2025）表决推迟至下周。该法案旨在为政府通过的援助出口企业的临时措施（MP） 提供法律支撑，以缓解美国加征高额关税对巴西企业造成的冲击。 ...

Core Viewpoint - The U.S. has imposed punitive tariffs of up to 50% on Brazilian goods since August 6, significantly impacting several key export industries in Brazil, prompting the government to adopt a dual strategy of domestic relief and international market expansion [1][3]. Impact on Export Industries - Over 3,000 trade items were exempted from tariffs, but 694 items were included, primarily consisting of aerospace parts (565 items) and energy derivatives (76 items), leaving many products related to daily consumption and agricultural manufacturing unprotected [3]. - Approximately 44.6% of Brazil's exports to the U.S. are exempt from tariffs, while 35.9% face a direct impact from the 50% tariff, and an additional 19.5% are subject to global tariffs ranging from 25% to 50% [3]. - The agriculture, chemicals, minerals (especially steel), and machinery sectors are the most severely affected, with coffee and beef exports facing significant losses due to the tariffs [3][4]. Specific Sector Analysis - Brazil's coffee exports to the U.S. are projected to reach nearly $2 billion in 2024, accounting for 34% of the U.S. market, while beef exports are expected to total 532,000 tons, generating $1.6 billion, with an estimated loss of $1 billion due to the tariffs [3]. - The northeastern region of Brazil, particularly Rio Grande do Norte, is heavily impacted, with 96% of its exports to the U.S. subject to the 50% tariff, leading to severe disruptions in the seafood industry [3][4]. Government Response - The Brazilian government, under President Lula, has initiated the "Brazil Sovereignty Plan" to provide financial relief, including approximately 30 billion reais in credit and 4.5 billion reais for small and medium enterprises, alongside tax relief and government purchases of unsold products [4]. - Brazil has also sought to engage with the World Trade Organization to initiate dispute resolution mechanisms and is actively pursuing new market opportunities, particularly in China and other regions [4][5]. Long-term Strategy - Analysts suggest that diversifying trade and reducing reliance on the U.S. market will be a long-term and challenging task for Brazil, requiring systematic planning in logistics, export financing, and health regulations rather than temporary measures [5].

Core Points - Brazil's President Lula announced the launch of the "Brazil Sovereignty Plan" to counteract the impact of increased U.S. tariffs, aiming to protect exports, safeguard jobs, encourage investment in strategic sectors, and ensure sustainable economic development [1] Group 1: Economic Measures - The Brazilian government will allocate 30 billion reais (approximately 5.56 billion USD) from the export guarantee fund as credit support, prioritizing low-interest loans for companies severely affected by U.S. tariffs, including small and medium-sized enterprises [1] - Companies significantly impacted will be allowed to defer federal tax payments, and the government will extend the tax refund period for businesses that originally planned to export to the U.S., facilitating their product sales to other countries [1] - The government plans to modernize the export guarantee system and increase support for medium-high technology and green economy export companies [1] Group 2: Employment and Labor Rights - A National Employment Monitoring Committee will be established to track employment situations in companies and related supply chains affected by U.S. tariff measures, enhancing labor rights protection and ensuring job stability [1] Group 3: Trade Partnerships - Brazil aims to strengthen cooperation with trade partners outside the U.S. to reduce export dependence on the U.S. The country has completed negotiations with the EU and the European Free Trade Association, is negotiating with the UAE and Canada, and is maintaining dialogue with India and Vietnam [1] - In less than three years, Brazil has opened 397 new export markets [1] Group 4: Diplomatic Relations - The Brazilian government reiterated its commitment to maintaining constructive dialogue with the U.S. to resolve differences through negotiations, protecting the rights of businesses, workers, and consumers [2]