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巴西右翼首轮得票47%创1989年来最强,自由党夺28个参议院席位

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Brazil’s right posts best presidential result since 1989

巴西总统选举首轮,自由党参议员弗拉维奥·博索纳罗以47%有效选票居首,领先卢拉的45.2%;自由党将成参议院最大党团,博索纳罗阵营首轮直接拿下14场州长选举,决选定于10月25日。

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自由党将成参议院最大党团、右翼首轮拿下14场州长选举,决选10月25日结束,直接影响税制、特许经营与监管议程走向。

巴西总统选举首轮投票后,右翼取得自1989年恢复民主以来最强成绩。自由党(PL)参议员弗拉维奥·博索纳罗获得47%有效选票,以第一名进入决选,领先劳工党(PT)候选人、总统卢拉的45.2%。这一优势同时体现在议会与州级层面:自由党将占据28个参议院席位成为最大党团,博索纳罗阵营或弗拉维奥的战术盟友在首轮直接赢得14场州长选举,决选将于10月25日结束。

首轮投票结果显示,弗拉维奥·博索纳罗的得票率较其父、前总统雅伊尔·博索纳罗2022年高出3.8个百分点,较博索纳罗运动2018年表现高出1个百分点。卢拉获得45.2%有效选票(不含空白票和废票),两人进入决选。右翼优势不仅限于总统选举:自由党将占据28个参议院席位,成为参议院最大党团;博索纳罗支持者或弗拉维奥的战术盟友在首轮直接赢得14场州长选举,若里约热内卢选举法院裁决将安东尼·加罗蒂尼奥的选票作废,该数字可能升至15,届时自由党的道格拉斯·鲁阿斯将当选州长。与卢拉结盟的候选人仅在5个州首轮连任成功。州长决选仅在7个州举行,取决于里约裁决可能为6个,为1990年以来最少。

从选举地理看,东南部是博索纳罗运动本轮扩张的关键。在米纳斯吉拉斯州,弗拉维奥赢得48.4%,卢拉降至43.1%,低于雅伊尔·博索纳罗2022年在该州的43.6%。在圣保罗州和里约热内卢州,博索纳罗阵营的优势均从上一届的7个和11个百分点扩大至14个百分点。南里奥格兰德州差距从2022年的7个百分点扩大至20个百分点,自由党的卢西亚诺·祖科在该州州长选举首轮获胜,这一结果未出现在任何民调中,右翼还赢得该州两个参议院席位,为1974年以来左翼首次在该州没有参议员代表。自由党联邦众议员尼古拉斯·费雷拉在米纳斯吉拉斯州以300万票连任,约占该州合格选民的20%;圣保罗州市议员卢卡斯·帕瓦纳托获得该州合格选民约9%的选票。

原文未涉及中资企业在此次选举中的直接影响。从传导机制看,本轮选举结果对在巴中资企业的可观察影响主要不在选举本身,而在于决选后新一届政府的政策组合:自由党成为参议院最大党团、右翼在多个州首轮锁定执政权,意味着税制、特许经营、环境许可、外资审查等议题的立法与执行节奏可能随新政治格局调整。涉及联邦税务(Receita Federal)、环境许可(IBAMA)、电力监管(ANEEL)、竞争审查(CADE)等具体监管环节的走向,需待决选结果和新政府施政纲领明确后再作判断。

CBI 解读:原文数据显示,两大阵营之外候选人合计仅获7.8%,为1945年以来最低;2022年首轮被淘汰候选人合计8.4%,2006年为9.5%。CBI 认为,这一收窄意味着中间选民的议价空间被压缩,决选阶段出现重大政策转向的概率下降,竞选焦点更可能集中在少数摇摆州和具体议题上。底稿还显示,低民调候选人中右翼小候选人合计不足0.1%,左翼四名小候选人合计仅0.17%,而奥古斯托·库里(2.9%)、雷南·桑托斯(2.2%)、罗纳尔多·卡亚多(2.2%)均偏右,决选算术对卢拉更为严峻。CBI 观察,卢拉未能如2022年那样吸引意见领袖和商业团体加入竞选,围绕热拉尔多·阿尔克明建立的更广泛左翼联盟动力减弱,这一结构性变化比首轮得票差距本身更值得关注。

待观察:一是10月25日决选投票结果及第二轮竞选期间主要候选人的政策表态,尤其是财政、税制和外资相关议题;二是里约热内卢选举法院对安东尼·加罗蒂尼奥选票的裁决,其结果将决定州长决选是7个还是6个州;三是新一届国会就职后自由党作为参议院最大党团的立法议程安排,以及州级层面右翼执政州在特许经营、环境许可等领域的政策取向。

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Brazil’s right posts best presidential result since 1989

Flávio Bolsonaro Reuters/Ricardo Moraes Brazil’s right posted its strongest first-round presidential result since the country returned to democracy in 1989. Senator Flávio Bolsonaro of the Liberal Party (PL, Rio de Janeiro) won 47% of valid votes and advanced to the runoff in first place, ahead of President Luiz Inácio Lula da Silva of the Workers’ Party (PT), who took 45.2%, excluding blank and spoiled ballots. Flávio’s share was 3.8 percentage points higher than that of his father, former President Jair Bolsonaro, in 2022 and one point above the Bolsonaro movement’s showing in 2018. The gains also extended well beyond the presidential race. The Liberal Party is set to hold 28 Senate seats, the largest caucus in the chamber, while Bolsonaro supporters or tactical allies of Flávio Bolsonaro won 14 gubernatorial races outright in the first round. That number could rise to 15 depending on an Electoral Court ruling over the vote in Rio de Janeiro. If ballots cast for Anthony Garotinho of the Republicans Party are declared invalid, Douglas Ruas of the Liberal Party will be elected governor. Candidates aligned with Lula secured first-round reelection in only five states. In an unprecedented scenario, gubernatorial runoffs will be held in just seven states — or six, depending on the ruling in Rio de Janeiro. Competition for state governments has not been this limited since 1990. Runoff math The balance of forces between Flávio and Lula looks even more challenging for the president because the lower-polling presidential candidates also lean to the right. Augusto Cury of the Avante Party received 2.9%, Renan Santos of Mission Party took 2.2%, Ronaldo Caiado of the Social Democratic Party (PSD) had 2.2%, and Romeu Zema of the New Party won 0.3%. The four minor candidates on the left combined for 0.17%, while minor candidates on the right together received less than 0.1%. This year’s race points to an unprecedented level of polarization in the history of Brazilian presidential elections held under universal, direct and secret suffrage. Candidates outside the two leading camps together received just 7.8%, the lowest share since 1945. In 2022, candidates eliminated in the first round accounted for 8.4%, while in 2006, another highly polarized election, their combined share was 9.5%. Such a narrow field suggests opinion polls are unlikely to show major shifts during the brief runoff campaign, which ends on Oct. 25. Southeast shift The key factor behind the Bolsonaro movement’s late surge was the Southeast, the same region that proved decisive in Jair Bolsonaro’s defeat four years ago. In Minas Gerais, Flávio Bolsonaro won 48.4%, virtually the same share Lula received there four years ago. The president fell to 43.1% in the state, below Jair Bolsonaro’s 43.6% in 2022. In São Paulo, the Bolsonaro camp’s advantage widened to 14 percentage points from seven in the previous presidential election. In Rio de Janeiro, the gap also reached 14 points, up from 11. In Minas Gerais and particularly São Paulo, part of that recovery can be attributed to the strength of Governors Cleitinho Azevedo and Tarcísio de Freitas, both of the Republicans Party. But the right’s strength across the region also proved to have a broader base. Federal lawmaker Nikolas Ferreira of the Liberal Party was reelected in Minas Gerais with an extraordinary 3 million votes, equivalent to about 20% of the state’s eligible electorate. In São Paulo, city councilor Lucas Pavanato, also of the Liberal Party and in some ways a political counterpart to Ferreira, received almost the same number of votes, equivalent to 9% of eligible voters in the state. In Rio de Janeiro, meanwhile, the strength of the Bolsonaro movement lifted Douglas Ruas of the Liberal Party, whose candidacy had struggled to gain traction. Luiz Inácio Lula da Silva André Penner/AP Weaker coalition The broader left-wing alliance built around Geraldo Alckmin’s presence on Lula’s ticket, which was crucial in narrowing the gap in the Southeast in 2022, lost momentum. Unlike four years ago, Lula failed to draw opinion leaders and business groups to his campaign. The argument that Flávio Bolsonaro poses a threat to democracy, as Jair Bolsonaro had previously been portrayed, failed to gain traction. Poor approval ratings for the federal government in the region over the course of Lula’s term, particularly after the 2024 municipal elections, also took a toll. Southern setback Rio Grande do Sul was another key state in putting the right ahead. In 2022, the Bolsonaro camp led there by just seven percentage points. This time, the margin widened to 20. In Brazil’s fifth-largest electoral college, the right scored a surprise first-round victory in the gubernatorial race with Luciano Zucco of the Liberal Party, an outcome that had not appeared in any opinion poll. It also won both of the state’s Senate seats. It is the first time since 1974 that the left will have no senator representing Rio Grande do Sul. The state also illustrates Lula’s failure to broaden his coalition. In 2022, Eduardo Leite of the Social Democratic Party won the governorship, the only case in Brazil in which a candidate defeated both the right and the left. Rio Grande do Sul was devastated by a climate disaster in 2024. Instead of building an alliance with Leite, the federal government chose to draw a political distinction, creating an extraordinary ministry to oversee aid to the state and placing it under the control of the Workers’ Party. Abstention pattern Abstention reached 21.07% this year, slightly above the 20.95% four years ago. Contrary to a widely held misconception, abstention was below the national average in percentage terms in the Northeast, where Lula once again won every state. The overall rate was driven higher by Rio de Janeiro, at 23.8%; Mato Grosso do Sul, 23.9%; Minas Gerais, 22.8%; and São Paulo, 22.5% — all states where Flávio Bolsonaro finished first. In 2022, abstention declined between the first and second rounds for the first time in Brazilian history. If that pattern is repeated this year, it would affect strongholds of the Bolsonaro movement. In his speech after the first-round results were announced, Lula said his campaign would work to reduce the number of voters who stay home. Workers’ Party losses The Workers’ Party suffered a broad defeat and emerged from the election far weaker than the president himself. Former Contagem Mayor Marília Campos of Minas Gerais was the party’s only Senate winner across the Southeast, South, North and Center-West, regions accounting for 36 of the 54 seats up for election. PT has increasingly become concentrated in the Northeast. There, it retained the governorships of Bahia, Piauí and Ceará and will contest a runoff in Rio Grande do Norte. It also won both Senate seats in Bahia, reelected Humberto Costa in Pernambuco and Rogério Carvalho in Sergipe, and elected Samanda Alves in Rio Grande do Norte. Elsewhere on the left in the Northeast, Cid Gomes of the Brazilian Socialist Party (PSB) was reelected, while Luizianne Lins of the Sustainability Network, João Azevêdo of the Brazilian Socialist Party and Marília Arraes of the Democratic Labor Party (PDT) won seats. Even so, the overall result was limited. Center squeezed Centrist parties less closely aligned with the Bolsonaro movement performed poorly, as expected. The Social Democratic Party fell from 14 senators to just five and lost the governorships of Minas Gerais, Rondônia, Rio Grande do Sul and Paraná. The Brazilian Democratic Movement (MDB) slipped from nine Senate seats to eight. Senator Renan Calheiros of Alagoas failed to win reelection, while lawmaker Roseana Sarney of Maranhão was unsuccessful in her attempt to return to the Senate. Federal lawmaker Aécio Neves of the Brazilian Social Democracy Party (PSDB, Minas Gerais) brought a 40-year parliamentary career — the longest in Congress — to an end after losing the Senate race in Minas Gerais. Former Goiás Governor Marconi Perillo, also of the Brazilian Social Democracy Party, finished a distant third. Former Ceará Governor Ciro Gomes of the same party, despite aligning himself with the Bolsonaro camp, failed to return to the state government and has now suffered four consecutive electoral defeats. Among centrist figures, Pernambuco Governor Raquel Lyra of the Social Democratic Party was one of the few to survive. In a tactical alliance with the Bolsonaro movement, she secured reelection after a fiercely contested race against João Campos, national president of the Brazilian Socialist Party.

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