节点:下游(终端消费/应用)位置:下游情绪:利空参考度:6/10


根据巴西汽车制造商协会(ANFAVEA)的数据,2026年2月,巴西汽车产量(含轿车、轻型商用车、卡车及巴士)升至204300辆,较2026年1月的163600辆增长25%。国内汽车销量增长8.6%至185200辆,出口则大幅增长29.6%至33500辆。

与2025年2月相比,2026年2月产量下降8.2%,国内销量微增0.1%,出口下滑34%。ANFAVEA主席伊戈尔·卡尔维特..

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