巴西对中东的肉类出口因战争影响复杂,尽管成本上升,部分企业的需求却有所上升。
Brazilian meat exports to the Middle East face mixed impacts from the war, with demand up for some firms despite rising costs.
巴西肉类包装商报告中东战争带来的影响不同,MBRF认为由于霍尔木兹海峡关闭后的先发制人的供应行动和转运航线导致需求增加以及稳定的业务,而Minerva则警告说,尽管短期合同保护措施存在,但货物和能源成本上升可能会损害2026年的利.
Brazilian meatpackers report mixed effects from the Middle East war, with MBRF seeing higher demand and stable operations due to pre-emptive supply actions and rerouted shipments after the Strait of Hormuz closure, while Minerva warns rising freight and energy costs may hurt 2026 margins despite short-term contract protections.
两家公司继续向中东出口, 中东是他们收入的7%至14%的主要市场.
Both continue exporting to the Middle East, a key market accounting for 7% to 14% of their revenue.
由于地区生产中断, 巴西农业部预计全球对肉类出口的需求将会增加.
Brazil’s agriculture ministry expects global demand for its meat exports to rise as regional production disruptions prompt Middle Eastern countries to build stockpiles.