印尼雅加达综合指数 (JCI) 加自选

周二，印尼盾兑美元汇率从上一交易日的16415反弹至16370左右。复苏之前，政府宣布将于2025年第四季度实施新的16.2万亿印尼盾刺激计划，其中一些措施将延长至2026年。新任财政部长Purbaya Yudhi Sadewa表示，这些支持措施不会改变2025年预算赤字占GDP 2.78%的预测。上周，当局向五家国有银行部署了200万亿印尼盾，以提高流动性、刺激贷款和支持增长。在货币政策方面，印尼央行在7月和8月连续降息后，预计周三将保持利率在5%不变。9月初，在全国性抗议活动中，长期以来因谨慎的财政立场而受到尊重的斯里·穆利亚尼·英德拉瓦蒂突然退出后，卢比徘徊在一个月低点。与此同时，由于市场等待美联储降息，美元指数稳定在97.3左右，接近两个月低点。

The Indonesian rupiah strengthened to around 16,370 per dollar on Tuesday, rebounding from 16,415 in the prior session. The recovery followed the government’s announcement of a fresh IDR 16.2 trillion stimulus package to be implemented in Q4 2025, with some measures extended into 2026. New Finance Minister Purbaya Yudhi Sadewa said the support measures would not alter the 2025 budget deficit forecast of 2.78% of GDP. Last week, authorities deployed IDR 200 trillion into five state-owned banks to boost liquidity, spur lending, and support growth. On monetary policy, Bank Indonesia is expected to keep rates unchanged at 5% on Wednesday after back-to-back cuts in July and August. In early September, the rupiah hovered at a one-month low following the sudden exit of Sri Mulyani Indrawati, long respected for her prudent fiscal stance, amid nationwide protests. Meanwhile, the dollar index held steady at around 97.3, near a two-month low, as markets awaited a Fed rate cut.

据路透社报道，印尼一位高级部长周一表示，在该倡议启动缓慢之后，印尼政府预计将向国有银行拨款120亿美元，以启动其在全国建立8万个农村合作社的旗舰计划。“红白合作社”计划旨在刺激农村经济增长，在村级创造就业机会。这是普拉博沃·苏比安托总统将经济增长率从目前的5%左右提高到8%的战略的关键部分，这是他在去年总统选举中竞选时的目标。负责该合作项目的高级部长Zulkifli Hasan表示：“这些资金现在可以在国有银行获得。”他指出，自7月该计划启动以来，进展缓慢。上周，财政部长Purbaya Yudhi Sadewa向五家国有银行存入了200万亿印尼盾（122亿美元）的政府资金，指定这些资金专门用于贷款目的。

The Indonesian government expects the USD 12 billion it has allocated to state-owned banks to jumpstart its flagship plan to establish 80 thousand village cooperatives nationwide, following a sluggish start to the initiative, a senior minister said on Monday, as reported by Reuters. The "Red and White Cooperatives" program is designed to stimulate rural economic growth and create jobs at the village level. It forms a key part of President Prabowo Subianto’s strategy to boost economic growth to 8%, up from the current rate of around 5%—a goal he campaigned on during last year’s presidential election. “The money is now available at state banks,” said Zulkifli Hasan, the senior minister overseeing the cooperative program, noting the slow progress since the plan’s launch in July. Last week, Finance Minister Purbaya Yudhi Sadewa deposited IDR 200 trillion (USD 12.2 billion) of government funds with five state banks, designating the funds specifically for lending purposes.

印尼央行本周将维持利率，因政治动荡冲击印尼盾。根据路透社对经济学家的调查，印尼央行将于周三暂停其宽松周期。一周前，财政部长Sri Mulyani Indrawati被免职，扰乱了投资者信心，削弱了卢比。

Bank Indonesia to hold rates this week as political shake-up hits rupiah.Indonesia's central bank will pause its easing cycle on Wednesday according to a Reuters poll of economists published a week after the removal of Finance Minister Sri Mulyani Indrawati rattled investor confidence and weakened the rupiah.

据路透社报道，印尼首席经济部长Airlangga Hartarto周一宣布了一项新的经济刺激计划，价值16.23万亿印尼盾（9.893亿美元），旨在促进经济增长。哈塔托告诉记者，刺激措施的目标是在2025年第四季度实施，并持续到明年。此前，最近的数据显示，2025年第二季度印尼经济同比增长5.12%，高于第一季度的4.87%。这标志着自2023年第二季度以来最快的扩张，主要得益于固定投资和私人消费的强劲增长。上个月，尽管美国19%的新关税带来了阻力，但政府仍将2025年的GDP增长目标维持在5.2%，低于4月份威胁的32%，但仍高于之前不到10%的平均水平。

Indonesia on Monday announced a new economic stimulus package worth IDR 16.23 trillion (USD 989.3 million) aimed at boosting economic growth, according to Chief Economic Minister Airlangga Hartarto, as reported by Reuters. The stimulus measures are targeted for implementation in the fourth quarter of 2025 and into next year, Hartarto told reporters. The announcement comes after recent data showed that Indonesia's economy grew by 5.12% year-on-year in Q2 2025, up from 4.87% in Q1. This marked the fastest expansion since Q2 2023, driven largely by stronger growth in fixed investment and private consumption. Last month, the government maintained its GDP growth target at 5.2% for 2025, despite headwinds from new US tariffs of 19%—lower than the 32% threatened in April, but still higher than the previous average of less than 10%.