#中国投资者涌向印尼

In the first half of 2025, China's investment in Indonesia exceeded 8 billion USD, a year-on-year increase of 6.5%, mainly flowing into new energy, manufacturing, and mineral downstream sectors.

Key Drivers:

✅ Tariff Shelter: The US tariffs on China exceed 30%, while Indonesia's are only 19%, prompting Chinese companies to transfer production capacity.

✅ Market Dividend: Indonesia's Q2 GDP growth is 5.12%, with consumption accounting for over 50% of GDP, attracting Chinese capital to seize the market.

✅ Policy Opportunities: Indonesia has launched the 'Million Solar Plan' (100GW solar + 320GWh storage), with deep participation from Chinese companies like CATL and LONGi.

Risk Alerts:

⚠️ Infrastructure Shortcomings: Low logistics efficiency and an incomplete supply chain affect production efficiency.

⚠️ Resource Dependency Controversy: China controls 75% of Indonesia's nickel smelting capacity, raising local concerns.

Under the US-China rivalry, Indonesia may become the preferred 'Southeast Asia Manufacturing Center' for Chinese capital, but it needs to balance geopolitical and localization demands.