印尼雅加达综合指数 (JCI) 加自选

印尼第二季度经常账户赤字扩大至GDP的0.8%。印尼央行周四表示，继上一季度赤字占GDP的0.1%之后，印尼第二季度经常账户赤字为30亿美元，相当于其国内生产总值的0.8%。

Indonesia's Q2 current account deficit widens to 0.8% of GDP.Indonesia ran a current account deficit of $3 billion in the second quarter, equal to 0.8% of its gross domestic product, after a deficit of 0.1% of GDP in the previous quarter, the central bank said on Thursday.

2025年第二季度，印度尼西亚的经常账户赤字为30亿美元，与2024年同期持平。这标志着连续第九个季度出现赤字，也是自2024年第二季度以来的最大缺口，当时赤字也为30亿美元，相当于该国国内生产总值的0.8%。初级收入赤字从一年前的94.5亿美元略微增加到98.3亿美元，而服务账户赤字从59.9亿美元缩小到55.1亿美元。与此同时，贸易顺差从99.9亿美元增至105.8亿美元，二次收入顺差从14.3亿美元升至17.4亿美元。去年，由于外国需求疲软导致贸易顺差下降，经常账户赤字从2023年的20.4亿美元大幅扩大至86.8亿美元。今年，央行预计经常账户赤字将保持在GDP的0.5%-1.3%以内。

Indonesia's current account deficit stood at USD 3.0 billion in Q2 2025, unchanged from the same quarter in 2024. This marked the ninth consecutive quarter of a shortfall and the largest gap since Q2 2024, when the deficit was also USD 3.0 billion, equivalent to 0.8% of the country's GDP. The primary income deficit increased slightly to USD 9.83 billion from USD 9.45 billion a year earlier, while the services account deficit narrowed to USD 5.51 billion from USD 5.99 billion. Meanwhile, the trade surplus rose to USD 10.58 billion, up from USD 9.99 billion, and the secondary income surplus increased to USD 1.74 billion from USD 1.43 billion. Last year, the current account deficit widened significantly to USD 8.68 billion, up from USD 2.04 billion in 2023, driven by a decline in the trade surplus amid subdued foreign demand. For this year, the central bank expects the current account deficit to remain within 0.5%–1.3% of GDP.

印尼央行在2025年8月的政策会议上出人意料地将基准利率下调25个基点至5.0%，此前一个月下调了25个基点，打破了市场保持利率稳定的预期。这是自去年9月以来的第五次降息，使基准利率降至2022年10月以来的最低水平。 这一决定反映了对2025-2026年通货膨胀率将保持在央行2.5%±1%的目标范围内、卢比汇率稳定以及支持经济增长的持续努力的预测。最近的数据显示，第二季度国内生产总值同比增长5.12%，为两年来最高水平。与此同时，7月份的年通货膨胀率从6月份的1.87%上升到2.37%，创下一年新高，但仍在央行的目标范围内。预计2025年的经济增长将略高于4.6%至5.4%范围的中点，约为5.1%。此外，隔夜存款和贷款利率分别下调25个基点至4.25%和5.75%。

Bank Indonesia unexpectedly cut its benchmark interest rate by 25 bps to 5.0% at its August 2025 policy meeting, following a 25 bps cut the previous month and defying market expectations to hold rates steady. This marked the fifth rate cut since last September, bringing the benchmark to its lowest level since October 2022. The decision reflects projections that inflation for 2025–2026 will remain within the central bank’s target range of 2.5% ± 1%, a stable Rupiah exchange rate, and ongoing efforts to support economic growth. Recent data showed GDP grew by 5.12% yoy in Q2—its highest pace in two years. Meanwhile, annual inflation rose to 2.37% in July from 1.87% in June, marking a one-year high but still within the central bank’s target range. Economic growth for 2025 is projected to be slightly above the midpoint of the 4.6% to 5.4% range, at around 5.1%. Additionally, the overnight deposit and lending facility rates were lowered by 25 basis points to 4.25% and 5.75%, respectively.

印尼央行出人意料降息。印尼央行周三出人意料地降息，在全球不确定性的背景下加大了对东南亚最大经济体的支持力度。

Indonesia's central bank surprises with rate cut.Indonesia's central bank cut interest rates in a surprise move on Wednesday, stepping up support for Southeast Asia's largest economy against a backdrop of global uncertainties.