印尼雅加达综合指数 (JCI) 加自选

金属：印尼考虑削减采矿量-ING。ING的大宗商品分析师Ewa Manthey和Warren Patterson指出，印度尼西亚正在考虑大幅削减镍矿开采配额，主要是为了支持电池金属价格的下跌。

Metals: Indonesia mulls mining cuts – ING.Indonesia is considering implementing deep cuts to the nickel mining quota primarily to support the falling prices of the battery metal, ING's commodity analysts Ewa Manthey and Warren Patterson note.

印尼央行在2024年12月的会议上将基准利率维持在6%，与市场预期一致。这一决定反映了央行承诺在2024年和2025年将通胀控制在2.5%±1%的目标范围内，并在全球不确定性加剧的情况下稳定卢比。2024年11月，印度尼西亚的年通货膨胀率从上个月的1.71%降至1.55%，为2021年7月以来的最低水平，仍在目标范围内。与此同时，与上月相比，卢比贬值了1.37%（截至2024年12月17日），受到全球不确定性上升的影响，如美国政策路径、FFR削减空间有限、美元广泛走强以及地缘政治风险将全球投资者的偏好转移回美国资产。隔夜存款和贷款利率也分别稳定在5.25%和6.75%。

The Bank of Indonesia maintained its benchmark interest rate at 6% during its December 2024 meeting, aligning with market expectations. This decision reflected the central bank's commitment to keeping inflation under control within the target range of 2.5% ± 1% for 2024 and 2025, as well as stabilizing the Rupiah amid heightened global uncertainties. Indonesia's annual inflation rate eased to 1.55% in November 2024 from 1.71% in the previous month, marking its lowest level since July 2021 and remaining comfortably within the target range. Meanwhile, the Rupiah depreciated by 1.37% (as of December 17, 2024) compared to the previous month, weighed down by rising global uncertainties, such as the US policy path, limited room for FFR cuts, broad-based US dollar strengthening, and geopolitical risks that shifted global investor preference back to US assets. The overnight deposit and lending facility rates were also held steady at 5.25% and 6.75%, respectively.

2024年11月，印尼的进口额几乎与上一年持平，为195.9亿美元，低于市场对6.5%增长的预测，并从10月份14个月来17.49%的最快增长中回落。最新数据是在购买量增长五个月后公布的，反映出在印尼盾疲软和政府保护当地产业的持续努力下，国内需求受到抑制。非石油和天然气进口大幅放缓（5.71%，10月份为18.14%），至170.2亿美元。与此同时，石油和天然气进口暴跌（-26.32%对14.32%）至25.7亿美元，受原油（-54.18%）和石油产品（-13.89%）购买量下降的压力。进口增长来自中国（14.42%）、日本（16.44%）和美国（9.18%）。来自东盟国家的采购量增长了3.87%，尤其是来自新加坡的采购量（6.42%）。同时，来自韩国（下降4.43%）、澳大利亚（下降2.34%）、台湾（下降4.29%）和欧盟（下降16.75%）的入境人数下降。2024年前11个月，进口增长4.74%，达到2123.9亿美元。

Imports to Indonesia almost stalled from the prior year at USD 19.59 billion in November 2024, missing market forecasts of a 6.5% rise and retreating from the steepest growth in 14 months of 17.49% in October. The latest figures came after five months of growth in purchases, reflecting depressing domestic demand amid a weakening rupiah and ongoing government efforts to protect local industries. Non-oil and gas imports slowed sharply (5.71% vs 18.14% in October) to USD 17.02 billion. Meanwhile, oil and gas imports tumbled (-26.32% vs 14.32%) to USD 2.57 billion, pressured by declines in purchases of crude oil (-54.18%) and oil products (-13.89%). Imports grew from China (14.42%), Japan (16.44%), and the US (9.18%). Purchases from ASEAN countries were 3.87% higher, notably from Singapore (6.42%). Concurrently, arrivals fell from South Korea (-4.43%), Australia (-2.34%), Taiwan (-4.29%), and the EU (-16.75%). For the first eleven months of 2024, imports grew 4.74% to USD 212.39 billion.

2024年11月，印度尼西亚的贸易顺差从去年同期的24.1亿美元增至44.2亿美元，超过了市场预期的22.1亿美元。这是自7月以来最大的贸易顺差，主要是由于出口激增。出口同比增长9.14%，连续第八个月增长，远高于市场预期的4.92%的增长。与此同时，进口几乎停滞不前，增长了0.01%，远低于市场预测的6.15%的增长和上个月17.49%的增长，

Indonesia's trade surplus increased to USD 4.42 billion in November 2024, up from USD 2.41 billion in the same month a year earlier and surpassing market estimates of USD 2.21 billion. This marks the largest trade surplus since July, mainly due to a surge in exports. Exports rose by 9.14% yoy, marking the eighth consecutive month of growth, well above market expectations of a 4.92% gain. Meanwhile, imports almost stalled, rising 0.01%, much lower than market forecasts of a 6.15% rise and a 17.49% gain in the previous month,