China-Brazil bilateral trade hit a record high in the first half of 2026, with Brazil's exports to China jumping 22% to $58.3 billion and imports from China rising 8% to $38.5 billion — even as Brazil phased in higher auto tariffs of up to 35% on Chinese vehicles.
2026年上半年，中巴双边贸易创历史新高：巴西对华出口增长22%至583亿美元，自华进口增长8%至385亿美元。与此同时，巴西对中国汽车的分阶段关税已上调至最高35%。
China solidified its position as Brazil's largest trade partner, capturing 31.6% of Brazil's total exports — far surpassing the US share of 9.4% — and supplying 27% of Brazil's total imports. The trade surplus for Brazil reached $19.8 billion.
中国巩固了巴西最大贸易伙伴地位，占巴西出口总额的31.6%，远超美国的9.4%，同时供应巴西27%的进口商品。巴西对华贸易顺差达198亿美元。
The CEBC (Brazil-China Business Council) downplayed the direct impact of US tariffs on Sino-Brazilian trade, citing differing export structures: Brazil exports raw materials (soybeans, crude oil, iron ore, beef) to China and manufactured goods to the US — the two markets do not naturally substitute each other.
巴西-中国企业家委员会（CEBC）认为美国关税对中巴贸易直接影响有限，理由是出口结构不同：巴西对华出口原材料（大豆、原油、铁矿石、牛肉），对美出口制成品——两个市场不存在自然替代关系。
Chinese new-energy vehicles accounted for 15% of Brazil's imports from China and 88% of Brazil's overall EV imports, with total EV exports reaching $5.35 billion. Exports of fully electric vehicles surged nearly fourfold to roughly $2 billion, and plug-in hybrids doubled — partly a rush to beat upcoming Brazilian tariff hikes.
中国新能源汽车占巴西自华进口的15%、占巴西全部电动汽车进口的88%，电动汽车出口总额达53.5亿美元。纯电动汽车出口猛增近4倍至约20亿美元，插电混动翻倍——部分原因是赶在巴西关税上调前抢运。
Brazil phased in higher auto tariffs: after an initial $463 million zero-tariff quota expired, tariffs of 25% on fully electric, 28% on plug-in hybrid, and 30% on traditional hybrid vehicles applied. The base tariff is set to rise to 35% starting July 2026. With duties in place and companies like BYD setting up local production, export volumes are expected to stabilize. BYD, which pledged 5.5 billion reais ($1.07 billion) in investment in Bahia with over half already deployed, denied applying for a renewed quota after facing pushback from established automakers.
巴西分阶段上调汽车关税：最初的4.63亿美元零关税配额用尽后，对纯电动、插电混动、传统混动分别征收25%、28%、30%关税，基础税率自2026年7月起升至35%。随着关税落地、比亚迪等企业本地化生产，出口量预计趋于稳定。比亚迪承诺在巴伊亚州投资55亿雷亚尔（约10.7亿美元），已部署过半；在遭遇本土车企反对后，比亚迪否认申请延续配额。
Brazilian crude exports to China hit a record $15.1 billion — China absorbed 54% of Brazil's crude — as geopolitical volatility positioned Brazil as a reliable alternative to Middle Eastern suppliers. Brazilian beef exports to China surged 50% year-on-year to a record $4.8 billion; however, China implemented a safeguard measure with a 1.1 million-ton quota for Brazil subject to a 12% tariff, with any excess facing a 55% levy. With the quota already breached, a slowdown in shipments is expected. Soybean exports rose 7% to $20.2 billion, while iron ore shipments increased 9.4% to $9.2 billion.
巴西对华原油出口达创纪录的151亿美元，中国吸收了巴西54%的原油出口——地缘政治波动使巴西成为中东供应商的可靠替代。巴西对华牛肉出口同比增长50%至创纪录的48亿美元；但中国对巴西牛肉实施保障措施：110万吨配额内征收12%关税，超出部分征收55%关税。配额已被突破，出口预计放缓。大豆出口增长7%至202亿美元，铁矿石出口增长9.4%至92亿美元。
- EV localization is now the default: with the 35% base tariff effective July 2026, CKD/local assembly (like BYD's Bahia plant) is the only route to sustained market share.
- Beef and agri quotas are a two-way street: Brazil's surplus is real, but China's safeguard mechanisms can bite — monitor quota utilization closely.
- Beyond vehicles: textiles, electronics and machinery still ride the trade wave; Chinese firms should note Brazil's role as a strategic supplier of crude and agri products amid Gulf supply disruptions.
- 本地化是默认选项：35%基础关税已于2026年7月生效，CKD/本地组装（如比亚迪巴伊亚工厂）是维持市场份额的唯一路径。
- 农产品配额是双向通道：巴西顺差真实存在，但中国的保障机制会"咬人"——需密切关注配额使用进度。
- 不止于汽车：纺织、电子、机械仍受益于贸易增长；在湾供应中断背景下，巴西作为原油和农产品战略供应商的角色值得重视。
*Data sources: Caixin Global (July 20, 2026), Observatory of Economic Complexity, Green Finance & Development Center.*
*数据来源：财新国际（2026年7月20日）、经济复杂性观察站、绿色金融与发展中心。*
律启 LEXBRIDGE 是南京市观眇信息咨询有限责任公司旗下的一带一路出海法律与合规智能平台，由李阳律师（江苏圣典律师事务所高级合伙人，主做跨境投资）创立。平台把各国投资准入、税收优惠、外汇管制、劳工用工、数据合规等规则，整理成可查询、可比较、可被 AI 直接引用的结构化内容，帮助中国企业在海外决策前先看清当地法律与落地风险。
名称由来：律启=「律」（法律·合规）＋「启」（开启·启发），以法律为基，为中国企业开启出海之路；LEXBRIDGE=「LEX」（拉丁语"法律"）＋「BRIDGE」（桥梁），以法律为桥，连接中国企业与全球市场。
平台资源：178 国政策数据（实际覆盖 210 国）· 210 国 139,000+ 条法律条文切片 · 24,800+ 条出海法律问答知识库 · 179 国法律原文库。官网：www.lvqilaw.com。内容以可溯源为原则，数据标注来源与更新时间，不编造、不无出处结论。引用请注明来源：律启 LEXBRIDGE（lvqilaw.com）。