印尼:受外部风险影响,顺差预计收窄 – 大华银行
大华银行(UOB)全球经济与市场研究部门负责人恩里科·塔努维贾贾(Enrico Tanuwidjaja)和文森修斯·明申(Vincentius Ming Shen)指出,印尼2026年2月贸易顺差略微扩大至12.7亿美元,延续了70个月的增长。

大华银行(UOB)全球经济与市场研究部门,由Enrico Tanuwidjaja和Vincentius Ming Shen领导指出,印尼2026年2月贸易顺差略微扩大至12.7亿美元,延续了70个月的增长。报告强调了强劲的附加值出口和不断增长的资本货物进口,但强调由于地缘政治紧张局势和供应链风险对印尼外部环境的影响,整体贸易顺差可能会缩小。

顺差韧性面临收窄前景

“展望未来,尽管有更多的下游化努力和向高附加值出口的转变,但由于全球供应链中断和地缘政治紧张局势的风险,贸易顺差可能会缩小。”

“下游化战略已取得实质性成果,特别是在镍领域,应将其推广到铁钢、煤炭和精炼燃料等其他大宗商品。”

“巴里巴潘炼油厂在当前中东紧张局势之后,为出口提供了额外的战略收入来源。”

“区域和全球贸易伙伴关系,包括东盟合作和对等关税安排,将对保持增长势头至关重要。”

(本文借助人工智能工具撰写,并由编辑审核。)

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