With its towering red torii gate and graffiti of girls in kimonos, the neighbourhood of Liberdade in São Paulo looks like most Japanese outposts around the world. | 高高的红牌坊,和服女子的涂鸦,圣保罗的东方街(Liberdade)社区和世界各地的大多数日裔聚集区看上去没什么区别。 |
But over the past few years, packets of seaweed have been pushed aside to make room for Chinese noodles on supermarket shelves, and Mandarin voices now fill the crowded streets. | 但在过去几年,超市货架上的袋装海藻已经让位给中国的面条,拥挤的大街上到处都是中国普通话的声音。 |
“It was mostly just the Japanese here before, but then the Chinese came and starting buying everything,” says Jessica Chen, a Taiwanese shopkeeper in the district who moved to Brazil in 1982. “It won’t be long before China dominates the world,” she says, laughing. | “以前这里多半只有日本人,然后中国人来了,他们什么都买,”1982年来到巴西的台湾店主Jessica Chen说。“过不了多久,中国就会主宰世界,”她笑着说道。 |
It is not uncommon to hear people in Brazil talking about the growing Chinese presence in the country as an invasion. Looking at the government’s foreign trade data, it is easy to understand why. | 在巴西时常会听到人们把中国在巴西实力的日益扩张称之为一种侵略。看过政府的对外贸易数据之后,很容易就能明白个中原委。 |
Brazil sent $30.79bn of exports to China in 2010, almost 30 times as much as a decade earlier, when it exported only $1.09bn worth of goods. Over that 10-year period, imports from China also surged more than 20-fold to $25.60bn. | 2010年巴西对华出口额达307.9亿美元,几乎是十年前10.9亿美元的30倍。在这10年间,巴西从中国的进口也激增了20多倍,达到256亿美元。 |
Once a relatively obscure force in Brazil, China is now its biggest trading partner after knocking the US off the top spot in 2009. | 中国在巴西曾经只是一支相对默默无闻的力量,但在2009年取代了美国的位置,如今已是巴西最大的贸易伙伴。 |
The speed at which trade between Brazil and China has grown is even more remarkable, considering the long journey those Chinese noodles had to undertake to reach São Paulo’s supermarkets. | 考虑到中国面条抵达圣保罗超市需要经过的漫长旅程,巴中贸易的发展速度更是令人嘱目。 |
More than 10,000 miles apart, China and Brazil are separated by the Pacific Ocean and the Andes, one of the longest mountain ranges in the world. | 巴中两国相距1万多英里,中间隔着太平洋和世界上最长的山脉之一——安第斯山脉。 |
Brazil’s infrastructure is also creaking under the strain of the country’s rapid economic growth, presenting further difficulties for importers and exporters. | 巴西的基础设施也已不堪经济飞速发展的重负,给进出口商带来了更多的困难。 |
“The cost of logistics is huge in Brazil,” says Richard Dubois, infrastructure partner at PwC in São Paulo. For example, it is more than three times as expensive to transport soyabeans, Brazil’s second-biggest export to China, overland in Brazil than it is in the US, he says. | “巴西的物流成本非常高,”普华永道(PwC)驻圣保罗的基础设施合伙人理查德•杜布瓦(Richard Dubois)说。以巴西对华第二大出口商品大豆为例,巴西陆路运输的成本是美国的三倍还多。 |
“It is the same for almost every other commodity,” he says, adding that the main problem is the lack of rail networks and the poor quality of roads. | “几乎其他所有的商品也都是这样,”他说。他补充表示,主要问题在于铁路网络不足和公路质量糟糕。 |
Brazil’s railways have seen some improvement since the national system was privatised in the late 1990s, but still only about a quarter of the country’s cargo transport went by rail last year, forcing exporters on to the roads. | 自上世纪90年代末对国有铁路系统进行私有化以来,巴西的铁路已有所改善,但去年仍只承担了全国大约四分之一的货物运输,出口商只得依靠公路。 |
“There is also the question of the bottlenecks at the ports,” says Otávio Nese of the Project Management Institute’s Brazil division. “There has been a lack of investment as well as a lack of long-term planning.” | “巴西的港口也存在瓶颈问题,”美国项目管理协会(PMI)巴西分会的奥塔维奥•内塞(Otávio Nese)表示。“投资不足,且缺乏长期规划。” |
However, there are some exceptions to the poor state of Brazil’s transport infrastructure. China’s insatiable demand for commodities has led some of the country’s more enterprising companies, and even the Chinese themselves, to take matters into their own hands. | 不过,巴西交通设施的落后状况也存在一些例外。由于中国对大宗商品永不满足的需求,一些进取心较强的巴西公司,甚至是华人自己,已经开始自行投资建设基础设施。 |
As a result, a handful of ambitious construction and infrastructure projects have sprung up across the country over the years, increasing pressure on the public sector to catch up. | 于是过去几年,若干雄心勃勃的建设和基础设施项目在巴西拔地而起,加大了公共部门迎头赶上的压力。 |
“The exception to the high transport costs is iron ore, because Vale created its own railway and port infrastructure,” says PwC’s Mr Dubois. | “由于淡水河谷(Vale)修建了自己的铁路和港口设施,铁矿石成为巴西高运输成本中的例外,”普华永道的杜布瓦表示。 |
Vale, the world’s largest iron ore miner, has laid about 10,000km of track across nine of Brazil’s 26 states, and is now responsible for transporting about 16 per cent of Brazil’s total rail cargo. | 作为世界最大的铁矿石矿商,淡水河谷在巴西26个州中的9个铺设了约1万公里的铁路,目前承担着巴西大约16%的铁路货运总量。 |
The Rio de Janeiro-based company has also built nine port terminals. Its Tubarão port complex in the south-east of the country is capable of moving 43,000 tons of iron ore an hour. | 这家总部设在里约热内卢的公司还建造了9个港口码头,其中位于巴西东南部的Tubarão港每小时可装卸4.3万吨铁矿石。 |
This month, Vale also announced that it had received delivery of the world’s largest iron ore carrier, a ship the length of about four football pitches, costing the company $748m and made in South Korea. | 淡水河谷本月还宣布,它已接收了一艘韩国制造的世界上最大的铁矿石运输船,船身长度约为4个足球场,耗资7.48亿美元。 |
Eike Batista, Brazil’s richest man, together with China’s Wuhan Iron & Steel and South Korea’s Hyundai Heavy Industries, are also building Açu superport, which is set to be the largest in the Americas on completion. | 巴西首富埃克•巴蒂斯塔(Eike Batista)和中国的武钢(Wuhan Iron & Steel)及韩国的现代重工集团(Hyundai Heavy Industries)也正在建设阿苏超级港,该港建成后将成为美洲最大的港口。 |
The project, off Rio de Janeiro, is expected to attract up to $40bn in total investment and should serve both miners and oil companies. | 这个建在里约热内卢沿岸的项目,预计将吸引400亿美元的总投资,应会同时为矿商和石油公司服务。 |
Efforts are also being made to improve road networks. | 巴西也在努力改善公路网路。 |
The inter-oceanic highway traversing Latin America east to west is expected to be completed this year, giving Brazil access for the first time to Pacific ports and helping to link the country closer to China and other Asian economies such as South Korea and India. | 一条横跨拉丁美洲东西、连通两大洋的公路将于今年竣工,使巴西得以第一次接通太平洋港口,并将加强巴西与中国、韩国和印度等亚洲经济体的联系。 |
Meanwhile, one of the favourite points of entry for Chinese goods coming into Brazil remains Manaus, the Amazonian city whose duty-free status helps keep costs low. | 同时,玛瑙斯(Manaus)仍是中国货物进入巴西的最佳切入点之一,这个亚马逊河港口城市提供的免关税待遇可使成本保持低廉。 |
“The product arrives in pieces and then it’s assembled in the free-trade zone in Manaus to make the most of the tax exemptions,” says Raphael Martello, an economist at Tendencias Consultoria in São Paulo. | “产品运来时是零部件,然后在玛瑙斯自由贸易区组装,以最大限度地利用免税政策,”Tendencias Consultoria驻圣保罗的经济学家拉斐尔•马特罗(Raphael Martello)说。 |
“Most of the goods from China come in bits and then they’re assembled there.” | “大多数中国产品运来时都是散件,然后在那里组装。” |
However, economists and environmentalists warn of the dangers of making too many sacrifices, as Brazil opens the doors to its new top trading partner. | 但是,经济学家和环保人士警告,巴西向新的最大贸易伙伴打开国门之际,有可能会牺牲过大。 |
The low cost of many Chinese imported goods has been blamed for crushing some parts of Brazil’s domestic industry, while the new highway across Peru risks encouraging deforestation as it gives ranchers access to more of the forest. | 许多中国进口货物的低成本,被指责为冲垮巴西部分国内工业的罪魁祸首。而横跨秘鲁的高速公路让农场主们可以进入森林深处,也使巴西面临着森林遭到滥砍滥伐的危险。 |
The challenge now for Brazil’s president, Dilma Rousseff, is to find ways of making the most of China’s demand for commodities while leaving a positive legacy for the country. | 巴西总统迪尔玛•罗塞夫(Dilma Rousseff)目前面临的挑战是,要想办法充分利用中国对于大宗商品的需求,同时为巴西留下积极的遗产。 |
“Brazil has to watch carefully how this evolves,” says Sérgio Amaral, former minister of development, industry and foreign commerce. | “巴西必须密切关注事态的演变,”前巴西工商外贸发展部部长瑟吉欧•阿玛劳(Sérgio Amaral)说。 |
“It’s important we understand the contribution China is making to Brazil.” | “我们要明白中国对巴西的贡献,这一点很重要。” |
译者/邢嵬 |


