#中国投资者涌向印尼

In recent years, Indonesia has become a popular destination for overseas investment by Chinese enterprises. In the first half of 2025, investment from China (including Hong Kong) in Indonesia reached $8.2 billion, a year-on-year increase of 6.5%, mainly concentrated in the downstream industrial, new energy, and manufacturing sectors.

Driving Factors:

✅ Tariff Advantages: The U.S. imposes tariffs of over 30% on Chinese goods, while Indonesia only imposes 19%, prompting Chinese companies to shift production capacity to maintain competitiveness in exports to the U.S.

✅ Market Potential: Indonesia is the largest economy in Southeast Asia, with a Q2 GDP growth of 5.12%, and consumption accounting for over 50% of GDP, attracting Chinese capital to seize market share.

✅ Policy Support: Indonesia has launched the "Million Solar Plan" (100GW of solar energy + 320GWh of storage), with Chinese companies such as CATL and LONGi deeply involved in the solar storage industry chain.

Challenges and Concerns:

⚠️ Infrastructure and Bureaucratic Obstacles: Low logistics efficiency and an imperfect supply chain affect operational efficiency.

⚠️ Dependency Risks: China controls 75% of Indonesia's nickel smelting capacity, raising local concerns about dominance over key resources.

Future Outlook:

As Sino-U.S. trade friction continues, Indonesia may become the first choice for Chinese companies as a "Southeast Asia manufacturing center," but it needs to balance geopolitical issues (such as the South China Sea disputes) with localization demands.