拉丁美洲成长机会（2025-2032年）

Latin America Growth Opportunities, 2025-2032

出版日期: 2025年12月24日 | 出版商:

Frost & Sullivan | 英文 41 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

关键矿产、可再生能源、数位化和近岸外包推动出口和工业成长

拉丁美洲凭藉着丰富的资源和与全球价值链的深度融合，正崛起为战略要地。美国关税战正促使中国电动车和可再生能源投资从美国转向拉丁美洲。美国取消关税提振了农业综合企业，而关税豁免则支撑了锂的需求。加之近岸外包和高附加价值产业的成长，该地区可望迅速扩大其出口规模。

短期内，我们预期拉丁美洲的经济成长将从2025年的2.4%略微放缓至2026年的2.1%，原因是美国关税和贸易不确定性影响了出口，尤其是对巴西和墨西哥的出口。全部区域通膨放缓应有助于利率下调，从而提振消费和投资。

拉丁美洲的长期成长将由政策支持和对数位基础设施、电动车、关键矿产开采和绿色氢能的投资所驱动。

本报告从策略角度分析了该地区到 2032 年的主要成长要素和限制因素。报告概述了美国关税、成长型产业和经济大趋势全部区域的影响，为领导者提供了投资定位和掌握长期机会的参考。

主要主题：

拉丁美洲及墨西哥、巴西、智利和阿根廷的成长预测（2025-2032 年）
区域宏观经济大趋势、其影响以及公司层面的关键成长机会
农产品、低碳交通、锂矿开采和可再生能源产业的政策倡议、投资倡议以及美国关税的影响
长期成长机会

遴选出两个在关键产业中最具高成长潜力的国家
农产品：巴西和墨西哥
低碳出游：巴西和墨西哥
锂矿开采：智利和阿根廷
可再生能源：哥伦比亚和秘鲁
2025年美国关税对低碳出行及农产品企业产业的影响
2025年美国关税对锂矿开采和可再生能源产业的影响

成长机会领域

增长机会1：电动车（EV）製造
成长机会2：关键矿产开采
成长机会3：可再生能源

附录与后续步骤

成长机会带来的益处和影响
下一步
附件清单
免责声明

简介目录

Product Code: PG7J-90

Critical Minerals, Renewables, Digitalization, and Nearshoring to Drive Export and Industrial Growth

Latin America is emerging as a strategic hub, supported by resource abundance and deeper integration into global supply chains. The US tariff war is redirecting Chinese EV and renewable investments from the US to Latin America. US tariff rollbacks are bolstering agribusiness, and tariff exemptions are sustaining lithium demand. Combined with nearshoring and the growth of high value-added sectors, the region will rapidly expand its export base.

In the near term, Latin America's growth is expected to slow slightly from 2.4% in 2025 to 2.1% in 2026 due to US tariffs and trade uncertainties impacting exports, especially in Brazil and Mexico. Easing inflation across the region will support interest rate cuts, buoying consumption and investments.

Long-term growth in Latin America will be driven by policy support and investments in digital infrastructure, EVs, critical mineral mining, and green hydrogen.

This thought leadership delivers strategic insight into the region's key growth drivers and restraints through 2032. It outlines US tariff impacts, growing industries, and economic megatrends across the region, equipping leaders to position investments and capture long-term opportunities.

Key Themes:

Growth Forecasts for Latin America and Mexico, Brazil, Chile and Argentina, 2025-2032
Regional Macroeconomic Megatrends, their Impacts and Key Company-Level Growth Opportunities
Policy Initiatives, Investment Highlights, and US Tariff Impacts for Agribusiness, Low Carbon Mobility, Lithium Mining, and Renewable Energy Industries
Long-Term Growth Opportunities