拉美地区出口贸易增长：中拉合作带来新机遇
核心观点：拉美地区2023年出口贸易实现显著增长，中国成为关键贸易伙伴，跨境电商与基础设施投资成为新增长点。
Key Insight: Latin America achieved remarkable export growth in 2023, with China emerging as a key trade partner, while e-commerce and infrastructure investments become new growth drivers.
根据联合国拉丁美洲和加勒比经济委员会（拉加经委会）最新数据，2023年拉美地区经济增速达1.7%，12个国家实现出口增长。巴西、墨西哥等主要经济体表现亮眼：
According to the latest data from ECLAC, Latin America's economy grew by 1.7% in 2023, with 12 countries achieving export growth. Major economies like Brazil and Mexico showed outstanding performance:
- 巴西贸易顺差988亿美元（同比增长60.6%）
- Brazil's trade surplus reached $98.8 billion (up 60.6% YoY)
- 墨西哥出口额创5930亿美元历史新高
- Mexico's exports hit a record $593 billion
- 智利服务出口首次突破20亿美元
- Chile's service exports exceeded $2 billion for the first time
跨境电商成为区域贸易新引擎，2023年拉美电商销售额增长30%至5090亿美元，巴西和墨西哥占据60%市场份额。
Cross-border e-commerce has become a new engine for regional trade, with Latin American e-commerce sales growing 30% to $509 billion in 2023, where Brazil and Mexico account for 60% market share.
中拉经贸合作亮点
China-LAC Economic Cooperation Highlights
2023年中拉贸易额达3.44万亿元人民币（约合4760亿美元），同比增长6.8%。中国已成为：
China-LAC trade reached 3.44 trillion yuan (about $476 billion) in 2023, up 6.8% year-on-year. China has become:
- 拉美地区第二大贸易伙伴
- The second largest trading partner in LAC
- 巴西、智利等5国第一大贸易伙伴
- The largest trading partner for 5 countries including Brazil and Chile
- 地区第三大投资来源地
- The third largest source of investment
跨境电商平台如希音(Shein)、速卖通(AliExpress)加大拉美布局，中国数字化转型经验为地区国家提供借鉴。
E-commerce platforms like Shein and AliExpress are expanding in Latin America, while China's digital transformation experience provides reference for regional countries.
专家观点：巴西中国问题研究中心主任罗尼·林斯指出："中国庞大的市场为拉美出口提供广阔空间，是全球经济增长的重要驱动力。"
Expert View: Ronnie Lins, Director of the Brazil-China Research Center, noted: "China's vast market provides broad space for Latin American exports and serves as an important driver of global economic growth."
随着中厄、中尼自贸协定签署，中国在拉美自贸伙伴增至5个，未来在5G、低碳技术等领域的合作将成为新亮点。
With the signing of FTAs with Ecuador and Nicaragua, China now has 5 FTA partners in Latin America. Future cooperation in 5G and low-carbon technologies will become new highlights.
