2026年4月10日 10:05 世界标准时间 / 路透社
作者:露辛达·埃利奥特 与 马尔科·阿基诺
2026年4月10日 10:05 世界标准时间 更新于1小时前
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[1/6]2022年4月26日,秘鲁拉斯班巴斯,原住民社区成员在中国-owned拉斯班巴斯铜矿厂区内露营。路透社/安吉拉·蓬斯 资料图
- 内容摘要
- 企业
- 中国对佩贸易额超美国两倍多,大型港口引发担忧
- 华盛顿推动国防与关键矿产领域合作
- 周日总统大选有超30名候选人参选
路透社利马4月10日电 据商界领袖和高级官员透露,随着秘鲁将于本周日举行总统大选首轮投票,美国正多年来首次采取最为积极的行动,试图在这个中国关键战略伙伴的大型铜产国巩固自身影响力。
由新任命的美国大使伯尼·纳瓦罗主导的外交接触标志着两国关系出现转变——过去十年里,中国已超越美国成为秘鲁第一大贸易伙伴,在矿业和基础设施领域尤为明显。
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即将到来的大选有超30名候选人角逐总统职位,目前尚无明确领跑者,这为华盛顿提供了重建双边关系的新契机,美国正寻求保障关键矿产供应渠道,并遏制中国在南美不断增强的影响力。
“与美国的关系确实正在加强,”秘鲁制造业商会主席费利佩·詹姆斯表示,他于2月与纳瓦罗会面,共同成立了一个工作组以促进贸易与投资。
今年1月,白宫将秘鲁列为“主要非北约盟友”,此举将深化两国国防合作,并扩大美国在贸易和安全项目上的准入范围。次日,美国国务院批准了一项装备包,用于帮助升级卡亚俄港附近的海军基地。
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上月,秘鲁官员与美国总统唐纳德·特朗普及其最亲密的地区盟友齐聚佛罗里达州,发起了一个打击拉美贩毒集团的新联盟。美国洛克希德·马丁公司(LMT.N)正与瑞典和法国企业竞争,向秘鲁出售战斗机。
美国国务院发言人表示,纳瓦罗与秘鲁利益相关方的接触体现了特朗普“致力于在经济增长、安全合作等共同优先事项上强化美佩伙伴关系”。
安全担忧
秘鲁是全球第三大铜生产国,也是半导体、国防系统和可再生能源技术所用其他关键矿产的主要供应国。去年秘鲁对华贸易额达到创纪录的500亿美元,远超与美国的约190亿美元双边贸易额。
企业高管表示,华盛顿并未过多强调贸易规模,而是着重强调在秘鲁经营的美国企业的透明度和可靠性。与此同时,纳瓦罗大使敦促利马当局管控司法风险,并解决有组织犯罪猖獗背景下的公共安全担忧。
“他明确呼吁提供法律确定性和强化公共安全,以吸引投资,”矿业与能源协会SNMPE主席、Freeport-McMoRan旗下铜生产商塞罗韦德里科的企业事务副总裁朱莉娅·托雷布兰卡说道。
纳瓦罗还指出,秘鲁近期的政治动荡对商业环境构成了日益严重的威胁。该国自2018年以来已更换了八任总统。
“美国绝不会干涉秘鲁人民的自决权,但稳定是必要的,”他上月在接受当地电台RPP采访时表示。
美国大使馆拒绝安排纳瓦罗接受采访。
分析人士指出,秘鲁总统往往更忙于应对频繁的弹劾弹劾危机,而非制定连贯的地缘政治战略,因此中国贸易关系的经济分量已经超过了美国与秘鲁的传统纽带。
“过去十年的政治不稳定与更多中国投资涌入秘鲁之间存在关联,”大西洋理事会的马丁·卡西内利说道。
贸易地位易位
华盛顿加紧外交努力之际,秘鲁正成为中国与南美贸易的门户。
由中国企业承建、中远海运(601919.SS)运营的利马以北昌凯大型港口缩短了前往亚洲的海上航行时间,正开始成为面向地区市场的电动汽车等商品的转运枢纽。
中国与秘鲁的贸易额在过去十年中已超越美国
该港口于2024年底正式启用,引发了华盛顿对外国控制战略基础设施的担忧。
美国前南方司令部司令劳拉·理查森将军曾警告,该港口可能成为中国在南美开展军事和情报活动的“门户”。
秘鲁当局加强监管 oversight的努力今年早些时候遭到挫败,一家法院裁定支持中远海运关于昌凯港属于私人投资的主张。该判决目前正处于上诉阶段。
秘鲁与中国的经济联系很难切断。
近几个月来两国贸易失衡加剧,秘鲁在2024年短暂实现对美贸易顺差后,再次陷入逆差。利马官员正试图取消特朗普总统施加的关税,他们认为这些关税违反了2009年生效的双边自由贸易协定。
过去十年间,秘鲁与中国的整体贸易额大幅增长。
“中国不会离开,”美洲对话组织的玛格丽特·迈尔斯表示,她称美国的努力可能会集中在与国家安全利益相交的领域,而非试图取代中国对秘鲁的经济重要性。
这一切都将取决于本周日大选的结果。所有候选人的民调支持率均低于15%,几乎可以确定将在6月举行第二轮投票。
曾在美国接受教育、被视为主要竞争者的右翼候选人凯西·藤森将自己塑造成比被她与北京联系在一起的对手更可靠的美国合作伙伴,而保守候选人卡洛斯·阿尔瓦雷斯则在赞扬美国重新参与拉美事务的同时,强调了中国投资的价值。
“他们会问:你想要美式汉堡还是中式炒饭?”阿尔瓦雷斯在接受路透社采访时说道。
阿尔瓦雷斯表示,他更青睐当地特色美食:油炸豚鼠。
露辛达·埃利奥特与马尔科·阿基诺在利马报道。北京编辑部补充报道。
编辑:卡桑德拉·加里森、布拉德·海恩斯与罗莎尔巴·奥布莱恩
我们的报道准则:汤姆森路透社信托原则。
US pushes to renew ties with Peru ahead of uncertain election
April 10, 2026 10:05 AM UTC / Reuters
By Lucinda Elliott and Marco Aquino
April 10, 2026 10:05 AM UTC Updated 1 hour ago
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[1/6]Members of indigenous communities camp on the property of Chinese-owned Las Bambas copper mine, in Las Bambas, Peru April 26, 2022. REUTERS/Angela Ponce/File Photo
- Summary
- Companies
- Chinese trade more than twice US flows, megaport sparks concern
- Washington pushing cooperation on defense, critical minerals
- Over 30 candidates running in Sunday presidential vote
LIMA, April 10 (Reuters) – As Peru heads into the first round of its presidential election on Sunday, Washington is mounting its most assertive push in years to shore up influence in the major copper producer that has become a key strategic partner for China, according to business leaders and senior officials.
The outreach led by newly appointed U.S. ambassador Bernie Navarro marks a shift after a decade in which China overtook the United States as Peru’s dominant trade partner, particularly in mining and infrastructure.
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The upcoming election – in which over 30 candidates are competing for the presidency, with no clear frontrunner – could offer Washington a new chance to rebuild ties as it seeks to safeguard access to critical minerals and push back on growing Chinese influence in South America.
“The relationship with the U.S. is really strengthening,” said Felipe James, head of Peru’s manufacturing industry chamber, who met with Navarro in February to open a working group to boost trade and investment.
In January, the White House designated Peru a major non-NATO ally, a move that would deepen defense cooperation and expand access to trade and security programs. The next day, the State Department approved an equipment package to help modernize a naval base near the port of Callao.
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Peruvian officials joined U.S. President Donald Trump and his closest regional allies in Florida last month to launch a new coalition to fight Latin American drug cartels. And U.S. company Lockheed Martin LMT.N is competing with firms from Sweden and France to sell Peru fighter jets.
Navarro’s engagement with Peruvian stakeholders reflected Trump’s “commitment to strengthening the U.S.-Peru partnership on shared priorities including economic growth and security cooperation,” a State Department spokesperson said.
SECURITY CONCERNS
Peru is the world’s third-largest copper producer and a major supplier of other critical minerals used in semiconductors, defense systems and renewable technologies. Its trade with China hit a record $50 billion last year, eclipsing the roughly $19 billion traded with the United States.
Rather than trade volumes, Washington has been stressing the transparency and reliability of U.S. firms working in Peru, executives say, while Ambassador Navarro has urged leaders in Lima to rein in judicial risks and tackle concerns about public security at a time of surging organized crime.
“He has clearly called for legal certainty and stronger public security to attract investment,” said Julia Torreblanca, head of mining and energy association SNMPE and vice president of corporate affairs at Cerro Verde, a copper producer run by Freeport-McMoRan FCX.N.
Navarro has also flagged Peru’s recent political volatility as a growing concern for the business environment. The country has had eight presidents since 2018.
“The United States will never interfere in Peruvians’ right to self-determination, but stability is needed,” he told local radio station RPP last month.
The U.S. Embassy declined to make Navarro available for an interview.
With Peruvian presidents often more occupied with surviving regular impeachment attempts than building a consistent geopolitical strategy, analysts said the economic heft of China’s trade relationship has outweighed historic U.S. ties.
“There’s a correlation between those last ten years of political instability and more Chinese investments being able to trickle to Peru,” said Martin Cassinelli of the Atlantic Council.
TRADING PLACES
The renewed push from Washington comes as Peru has opened itself as a gateway for Chinese trade with South America.
The Chinese-built Chancay megaport north of Lima, operated by Cosco Shipping 601919.SS, has cut sea journey times to Asia and is beginning to serve as a transit hub for goods such as electric vehicles bound for regional markets.
China’s trade with Peru has overtaken the United States in the past decade
The port, inaugurated in late 2024, has raised concerns in Washington over foreign control of strategic infrastructure.
Former U.S. Southern Command chief General Laura Richardson has warned it could serve as a “gateway” for Chinese military and intelligence activities in South America.
Efforts by Peruvian authorities to strengthen regulatory oversight were blocked earlier this year when a court ruled in favor of Cosco’s claim that Chancay is a private investment. The decision is under appeal.
Peru’s economic ties to China will be hard to unwind.
Trade imbalances have widened in recent months, with Peru slipping back into a deficit with the U.S. after a brief surplus in 2024. Officials in Lima are trying to lift tariffs imposed by U.S. President Donald Trump, which they argue violate a bilateral free trade agreement in effect since 2009.
Overall trade between Peru and China has boomed over the last decade.
“China is not leaving,” said Margaret Myers of the Inter-American Dialogue, who said U.S. efforts are likely to focus on areas that intersect with national security interests rather than attempting to displace China’s economic importance to Peru.
That will hinge on the outcome of the vote this Sunday. All the candidates are polling below 15%, making a June runoff all but certain.
Right-leaning Keiko Fujimori, educated in the U.S. and seen as a leading contender, has cast herself as a safer partner for Washington than rivals she links to Beijing, while conservative Carlos Alvarez has balanced praise for renewed U.S. engagement in Latin America with an emphasis on the value of Chinese investment.
“They say: do you want a gringo hamburger or some chifa (Chinese fusion)?” said Alvarez in an interview with Reuters.
Alvarez said he preferred a local specialty: fried guinea pig.
Reporting by Lucinda Elliott and Marco Aquino in Lima. Additional reporting by Beijing newsroom. Editing by Cassandra Garrison, Brad Haynes and Rosalba O’Brien
Our Standards: The Thomson Reuters Trust Principles.
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