巴西有望5月前用尽对华牛肉出口配额,价格创历史新高

随着北京关税临近,巴西出口商正迅速用尽对华牛肉配额,迫使南美行业寻找新买家。圣保罗大学应用经济学高级研究中心追踪的肥牛基准价格周三达到每阿罗巴(11.5-15公斤)365雷亚尔(71.57美元),过去12个月上涨12.5%。每日平均出口量达10,630吨,远超去年同期。

巴西牛肉出口商正加速向中国发货,以赶在配额窗口关闭前完成年度额度。根据南华早报报道,圣保罗大学应用经济学高级研究中心的数据显示,肥牛基准价格周三升至每阿罗巴365雷亚尔,相当于71.57美元。这一价格较过去12个月上涨12.5%,主要受出口商抢运所推动。

4月每日平均出口量为10,630吨,比2025年3月高8.6%,比2024年同期高40.7%。本月出口收入约70亿雷亚尔(13.7亿美元),平均每吨价格29,900雷亚尔(5,863美元)。

配额用尽后,超出额度的发货将被视为行业参与者眼中的商业上不可行,因为北京即将实施关税。巴西出口商因此开始转向其他市场,如阿根廷、乌拉圭、香港和韩国,以消化剩余库存。

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