印度尼西亚1个月期国债 (Indonesia1M) 加自选

周四中午，印尼股市上涨64点，涨幅0.9%，至7555点，连续第二个交易日上涨，主要受权重股支撑。IDX综合指数创下2024年10月31日以来的最高水平，突破7500点大关，追随美国-欧盟贸易协定后隔夜华尔街的乐观走势。这些协议也为美国和中国之间达成详细的贸易协议带来了希望，中国是印尼的最大贸易伙伴。IDX综合指数自7月11日以来一直在上涨，但在7月22日星期二因获利回吐而下跌。几乎所有行业都呈绿色交易，金融业领涨，飙升3.3%。表现最好的银行包括Sinar Mas Multiartha（+20%）、MSIG Life（+11.4%）、印尼伊斯兰银行（+4.4%）、BRI（+3.2%）和Mandiri银行（+2.9%）。

Equities in Indonesia rose 64 points, or 0.9%, to 7,555 around noon on Thursday, gaining for a second straight session and supported primarily by heavyweight stocks. The IDX Composite hit its highest level since October 31, 2024, breaking above the 7,500 mark, tracking an upbeat session on Wall Street overnight following US-EU trade agreements. The deals also raised hopes for detailed trade agreements between the US and China—Indonesia's top trading partner. The IDX Composite had been rising since July 11, before experiencing a decline on Tuesday, July 22, amid profit-taking. Nearly all sectors traded in the green, with the financial sector leading the gains, soaring 3.3%. Among the top performers were Sinar Mas Multiartha (+20%), MSIG Life (+11.4%), Bank Syariah Indonesia (+4.4%), BRI (+3.2%), and Bank Mandiri (+2.9%).

周三中午左右，IDX综合指数上涨56点，涨幅0.8%，至7401点，创下12月11日以来的最高水平，并停止了前一交易日的下跌。反弹主要是由权重股推动的。除医疗保健外，所有行业均呈绿色交易。科技板块领涨，飙升3.4%，主要受DCI印尼股票上涨9.0%的推动。值得注意的是，由于累计价格大幅上涨，DCI股票周二暂时停牌。美国和日本之间宣布的贸易协议进一步支持了积极情绪，增加了达成更多协议的希望。IDX综合指数自7月11日以来一直在上涨，但在7月22日星期二因获利回吐而下跌。工业板块也录得强劲涨幅，上涨1.8%。其他表现最佳的公司包括Leyand International（10.0%）、Global Sukses Solusi（9.8%）、Aviana Sinar Abadi（7.5%）和Astra International（4.3%）。

The IDX Composite climbed 56 points, or 0.8%, to 7,401 around noon on Wednesday, marking its highest level since December 11 and halting losses from the previous session. The rebound was mainly driven by heavyweight stocks. All sectors traded in the green, except for healthcare. The technology sector led the gains, surging 3.4%, largely boosted by a 9.0% jump in DCI Indonesia stocks. Notably, DCI shares were temporarily suspended on Tuesday due to a significant cumulative price increase. Positive sentiment was further supported by announcements of trade deals between the US and Japan, raising hopes for additional agreements. The IDX Composite had been rising since July 11, before experiencing a decline on Tuesday, July 22, amid profit-taking. The industrial sector also posted strong gains, rising 1.8%. Other top performers included Leyand International (10.0%), Global Sukses Solusi (9.8%), Aviana Sinar Abadi (7.5%), and Astra International (4.3%).

印尼和美国周二宣布，印尼已同意取消对99%以上美国商品的关税，并取消美国公司面临的所有非关税壁垒，而美国将把对印尼产品的威胁关税从32%降至19%。一份联合声明和白宫情况说明书概述了该框架，预计将在未来几周内达成最终协议。雅加达还将取消计划中的互联网数据流关税，并支持世贸组织的电子商务暂停令。其他关键承诺包括取消阻碍美国农产品出口的装运前检查，承认美国车辆安全标准，以及取消对关键矿产的出口限制。印尼将取消此类产品的当地含量规定，并放宽对美国再制造商品的许可壁垒。此外，它将加入全球钢铁产能过剩论坛，解决钢铁行业的全球供应过剩问题。

Indonesia has agreed to eliminate tariffs on over 99% of U.S. goods and remove all non-tariff barriers facing American firms, while the U.S. will reduce its threatened tariffs on Indonesian products to 19% from 32%, both countries announced on Tuesday. A joint statement and White House fact sheet outlined the framework, with a final deal expected in the coming weeks. Jakarta will also scrap planned tariffs on internet data flows and support the WTO’s e-commerce moratorium. Other key commitments include dropping pre-shipment inspections that hindered U.S. farm exports, recognizing U.S. vehicle safety standards, and lifting export restrictions on critical minerals. Indonesia will remove local content rules for such products and ease licensing barriers on U.S. remanufactured goods. Additionally, it will join the Global Forum on Steel Excess Capacity and address global oversupply issues in the steel sector.

据路透社报道，两位知情人士和经济部的一份官方报告称，印度尼西亚主权财富基金达能塔拉计划与美国工程公司KBR股份有限公司签署一份价值80亿美元的工程、采购和施工（EPC）合同，建造17座模块化炼油厂。该合同是印尼和美国上周达成的贸易协定的一部分，该协定将美国拟议的关税从32%降至19%。周一晚上，在与印尼商界领袖举行的闭门简报会上，担任该协议首席谈判代表的印尼经济部长Airlangga Hartarto透露了模块化炼油厂计划。他还表示，作为协议的一部分，印尼承诺购买150亿美元的美国能源产品、45亿美元的农产品和50架波音飞机。

Indonesia’s sovereign wealth fund, Danantara, plans to sign a USD 8 billion engineering, procurement, and construction (EPC) contract with US engineering firm KBR Inc. to build 17 modular refineries, according to two sources familiar with the matter and an official presentation by the Economic Ministry, as reported by Reuters. The contract is part of a trade pact reached last week between Indonesia and the US, which resulted in a reduction of proposed US tariffs, from 32% down to 19%. Indonesia’s Economic Minister, Airlangga Hartarto, who served as chief negotiator for the deal, revealed the modular refinery plan during a closed-door briefing with Indonesian business leaders on Monday evening. He also previously stated that, as part of the agreement, Indonesia has committed to purchasing USD 15 billion in US energy products, USD 4.5 billion in agricultural goods, and 50 Boeing aircraft.