节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
据巴西汽车制造商协会（ANFAVEA）数据，巴西5月汽车产量（包括轿车、轻型商用车、卡车及客车）达25.35万辆，较2026年4月的23.85万辆增长6.3%。国内汽车销量增长10.6%，达27.47万辆；出口量下降13.4%，至4.32万辆。
与2025年5月相比，2026年5月产量增长15.2%，国内销量增长21.7%，出口量下降29.9%。2026年前五个月与2025年同期相比，产量增长7.1%，达112.6万辆；国...
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