印度尼西亚5年期国债 (Indonesia5Y) 加自选

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.

周二早盘，印尼股市上涨47点，涨幅0.6%，至7445点，在权重股和外资回流的支撑下，连续第十二个交易日上涨。IDX综合指数隔夜追随华尔街标准普尔500指数和纳斯达克指数的反弹，这得益于对强劲企业盈利的乐观情绪。基准指数徘徊在2024年12月11日以来的最高水平，突破7400点大关。印度尼西亚首席经济部长Airlangga Hartarto周一表示，上周的降息以及可能在8月1日前生效的与美国的贸易协议继续提振市场情绪。大宗商品价格的上涨也提振了市场情绪。科技服务和金融股主要推动指数上涨，DCI印尼（17.9%）、Informasi Teknologi（6.5%）、Data Sinergitama（5.0%）、Bank Bucoin（3.2%）和BFI finance（1.3%）涨幅显著。

Equities in Indonesia climbed 47 points, or 0.6%, to 7,445 in morning trade on Tuesday, extending gains for the twelfth straight session, supported by heavyweight stocks and returning foreign inflows. The IDX Composite tracked a rally in the S&P 500 and Nasdaq on Wall Street overnight, boosted by optimism over strong corporate earnings. The benchmark index lingered at its highest level since December 11, 2024, breaking the 7,400 mark. Interest rate cuts last week continued to lift sentiment, as did trade deals with the US that could take effect before August 1, according to Indonesia’s chief economic minister, Airlangga Hartarto, on Monday. A rise in commodity prices also fueled sentiment. Technology services and finance stocks mainly drove the index, with notable gains from DCI Indonesia (17.9%), Informasi Teknologi (6.5%), Data Sinergitama (5.0%), Bank Bupoin (3.2%), and BFI Finance (1.3%).