印尼雅加达综合指数 (JCI) 加自选

印尼央行在2025年7月的政策会议上将基准利率下调25个基点至5.25%，符合市场预期。这一举措反映了2025-2026年的预计通货膨胀率保持在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。6月份的年通货膨胀率从5月份的1.60%上升到1.87%，略高于预测，但仍在目标范围内。与此同时，印尼盾兑美元在6月份升值了0.34%，并在7月中旬保持稳定，这主要得益于印尼央行的稳定措施。2025年的经济增长预计在4.6%至5.4%之间，这得益于美国关税谈判成功后出口的改善、国内需求的增强以及政府和央行的支持政策。隔夜存款和贷款利率也分别下调25个基点至4.50%和6.00%。

Bank Indonesia cut its benchmark interest rate by 25 basis points to 5.25% at its July 2025 policy meeting, in line with market expectations. The move reflects projected inflation for 2025–2026 remaining within the 2.5±1% target range, a stable Rupiah exchange rate, and ongoing efforts to support economic growth. Annual inflation rose to 1.87% in June from 1.60% in May, slightly above forecasts but still within the target. Meanwhile, the Rupiah appreciated by 0.34% against the US dollar in June and remains stable in mid-July, primarily supported by Bank Indonesia’s stabilization measures. Economic growth in 2025 is projected between 4.6% and 5.4%, driven by improved exports following successful US tariff negotiations, stronger domestic demand, and supportive policies from both the government and the central bank. The overnight deposit and lending facility rates were also lowered by 25 basis points to 4.50% and 6.00%, respectively.

印尼央行将贷款利率下调25个基点至6%。印尼央行周三公布了自9月开始的宽松周期中的第四次降息，在面临全球贸易疲软和国内需求放缓的压力时，加大了对东南亚最大经济体的支持。

Indonesia c.bank cuts lending facility rate by 25 bps to 6%.Indonesia's central bank delivered on Wednesday its fourth rate cut in an easing cycle that began in September, boosting support for Southeast Asia's biggest economy as it faces pressure from weakening global trade and slowing domestic demand.

2025年6月，印尼的年贷款增长率从5月的8.43%降至7.77%，为2022年3月以来的最低水平。经济放缓反映了购买力减弱、中产阶级萎缩以及银行在提供信贷方面越来越谨慎。第三方基金同比增长6.96%，促使银行将更多资金投向证券，并收紧信贷分配标准。所有主要类别的贷款增长都有所放缓。消费贷款增长8.49%，低于5月份的8.82%。投资贷款增长从13.74%放缓至12.53%，而营运资金贷款增长从4.94%略微放缓至4.45%。印尼央行行长Perry Warjiyo指出，需要加强贸易、农业和商业服务部门的信贷扩张，以更好地支持经济融资。尽管最近经济放缓，印尼央行仍将其对2025年整体贷款增长的预测保持在8%至11%的范围内。

Annual loan growth in Indonesia eased to 7.77% in June 2025, down from 8.43% in May, marking the slowest pace since March 2022. The slowdown reflects weakening purchasing power, a contracting middle class, and increasing caution among banks in extending credit. Growth in third-party funds rose by 6.96% year-on-year, prompting banks to allocate more funds into securities and to tighten credit distribution standards. Loan growth moderated across all major categories. Consumption loans grew by 8.49%, down from 8.82% in May. Investment loans slowed to 12.53% from 13.74%, while working capital loan growth eased slightly to 4.45% from 4.94%. Bank Indonesia Governor Perry Warjiyo noted that credit expansion in the trade, agriculture, and business services sectors needs to be strengthened to better support economic financing. Despite the recent deceleration, Bank Indonesia maintains its forecast for overall lending growth to remain within the 8% to 11% range for 2025.

周三早盘，印尼股市上涨31点，涨幅0.4%，至7171点，连续第八个交易日上涨，因人们希望降息。交易员们期待着今天晚些时候BI的货币政策会议，市场普遍预计降息25个基点，这将使基准利率降至5.25%。美国总统唐纳德·特朗普周二宣布与印度尼西亚达成贸易协议，进一步提振了投资者情绪。美国将对印尼进口商品征收19%的关税，低于4月份受到威胁的32%。IDX综合指数达到6月中旬以来的最高水平，大多数行业都是绿色贸易，包括能源矿产、金融和耐用消费品。然而，美国通胀加速，特朗普再次威胁对来自欧盟和墨西哥的进口商品征收30%的关税，这引发了人们对全球通胀压力加剧的担忧。早期上涨股包括BRI银行（上涨0.8%）、Indofood银行（0.6%）、Mandiri银行（0.4%）和BCA银行（0.3%）。

Equities in Indonesia rose 31 points, or 0.4%, to 7,171 in early trading on Wednesday, gaining for the eighth consecutive session amid hopes of interest rate cuts. Traders looked ahead to BI’s monetary policy meeting later today, with markets widely expecting a 25 bps cut, which would bring the benchmark rate down to 5.25%. Investor sentiment was further lifted by US President Donald Trump’s announcement of a trade deal with Indonesia on Tuesday. The US will impose a 19% tariff on Indonesian imports, down from the 32% that had been threatened in April. The IDX Composite Index hit its highest level since mid-June, with most sectors trading in the green, including energy minerals, finance, and consumer durables. However, accelerating US inflation and Trump’s renewed threats to impose 30% tariffs on imports from the EU and Mexico raised concerns over mounting global inflationary pressures. Among early gainers were Bank BRI (up 0.8%), Indofood (0.6%), Bank Mandiri (0.4%), and BCA (0.3%).