July 20262026 年 7 月
Indonesia · Politics · Economy · Technology印尼 · 政治 · 经济 · 科技
Indonesia mid-July 2026 — corruption shockwaves, visa-free reopening, and a nuclear restart2026 年 7 月中旬印尼要闻——反腐风暴、免签重启与核反应堆重启
This briefing covers mid-July developments across three fronts: domestic politics and the judiciary, diplomacy and the economy, and science and technology — from high-profile corruption cases to a strong first-half investment print and the restart of the TRIGA 2000 research reactor.本期简报涵盖 7 月中旬印尼在内政司法、外交经济、科研技术三大领域的最新动态——从引发关注的贪腐大案，到上半年强劲的投资数据，再到 TRIGA 2000 研究反应堆的重启。
01Former education minister Nadiem sentenced to 10 years, raising investor concerns前教育部长纳迪姆被判 10 年，外资信心受扰›
Nadiem Makarim, Gojek co-founder and former Minister of Education, was formally sentenced in early July to 10 years in prison over a corruption case involving school laptop procurement. Given his tech-startup pedigree, international media and some economists note the controversial verdict has stirred foreign-investor doubts about Indonesia's business and judicial environment.Gojek 共同创办人、前印尼教育部长纳迪姆（Nadiem Makarim）因涉及学校笔记本电脑采购贪腐案，于 7 月初被正式判处 10 年有期徒刑。由于其科技新创背景，国际媒体与部分经济学者指出，这一争议性判决已引发外资对印尼经商与司法环境的信心疑虑。
02Anti-graft deputy attorney general named suspect in money-laundering case肃贪副总检察长涉洗钱案落马›
Febrie Adriansyah, the deputy attorney general for special crimes who led several major corruption investigations, was named a suspect in a money-laundering and coal-procurement case and announced his resignation. Police seized 74 kilograms of gold bars and roughly USD 20 million in foreign currency from his residence, sending shockwaves through the political establishment.负责主导多起重大贪腐调查的特种犯罪副总检察长费布里（Febrie Adriansyah）因涉嫌洗钱及煤炭采购弊案被列为嫌疑人，并宣布辞职。警方在其住宅查获多达 74 公斤金条及价值约 2,000 万美元的各国现钞，此案在政坛引发强烈震荡。
03Visa-free entry restored for Belarus, Brazil and others from July 77 月 7 日起恢复白俄罗斯、巴西等多国免签待遇›
Indonesia's Directorate General of Immigration announced that visa-free entry, suspended for years since the pandemic, resumes from July 7. The first batch covers Belarus, Brazil, Peru, Kazakhstan, Türkiye and Macau SAR, with stays of up to 30 days, in a bid to revive international tourism.印尼移民总局宣布自 7 月 7 日起，恢复因疫情中断多年的免签证入境政策。首批适用国家和地区包括白俄罗斯、巴西、秘鲁、哈萨克斯坦、土耳其以及中国澳门特别行政区，停留期限最长 30 天，旨在振兴国际旅游业。
04First-half investment hits IDR 1,010.6 trillion, up 7.2% year-on-year上半年投资达 1,010.6 万亿印尼盾，同比增长 7.2%›
Indonesia's Ministry of Investment and Downstream Industry (BKPM) reported that the country attracted IDR 1,010.6 trillion (about USD 56.1 billion) in investment in the first half of 2026, up 7.2% year-on-year and already near half of the full-year target. Mining downstreaming and construction projects outside Java were the biggest drivers.投资与下游产业部（BKPM）公布数据，2026 年上半年印尼成功吸引高达 1,010.6 万亿印尼盾（约合 561 亿美元）的投资，较去年同期增长 7.2%，已完成全年目标的近一半，其中矿业下游化与爪哇岛以外的建设项目是最大推手。
05IMF and OECD trim Indonesia's 2026 growth outlook to 4.7–5.0%IMF 与 OECD 下调印尼 2026 年增长预期至 4.7%–5.0%›
In July reports, the IMF, OECD and other institutions pointed to a second-quarter manufacturing contraction, weakening consumer confidence and Bank Indonesia's persistently high policy rates, projecting full-year 2026 GDP growth of 4.7% to 5.0% — signalling mounting deceleration pressure.国际货币基金组织（IMF）及经济合作与发展组织（OECD）等机构在 7 月报告中指出，受第二季度制造业收缩、消费信心转弱及印尼央行维持高利率影响，预测印尼 2026 年全年 GDP 增长率将落在 4.7% 至 5.0% 区间，增长放缓压力渐显。
06BRIN restarts the TRIGA 2000 research reactor in BandungBRIN 重启万隆 TRIGA 2000 核研究反应堆›
Indonesia's National Research and Innovation Agency (BRIN) announced in mid-July that the TRIGA 2000 nuclear research reactor in Bandung, West Java, has officially resumed operation. The restart significantly strengthens Indonesia's nuclear research capacity, radioisotope production, and the domestic development of nuclear-medicine pharmaceuticals.印尼国家研究创新署（BRIN）于 7 月中旬宣布，位于西爪哇万隆的 TRIGA 2000 核研究反应堆正式恢复运作。此举将大幅加强印尼的核能研究、放射性同位素生产，并加速核医学制药的自主研发。
07Takeda commits USD 30 million to plasma collection and fractionation武田制药投资 3,000 万美元布局血浆采集与分馏›
Global biopharma leader Takeda announced a USD 30 million investment in Indonesia for a two-year plasma collection and fractionation partnership, aiming to build a more resilient domestic supply chain of plasma-derived medicinal products (PDMPs) for Indonesian patients.全球生物制药龙头武田制药（Takeda）宣布将在印尼投资 3,000 万美元，推动为期两年的「血浆采集与分馏」合作计划，旨在为印尼患者建立更健全的血浆衍生药物（PDMPs）本土供应链。
July 20262026 年 7 月
Global Steel · Trade · Green Steel全球钢铁 · 贸易 · 绿色钢铁
Global steel in July 2026 — EU quota cuts, surging U.S. output, and the refining transition2026 年 7 月全球钢铁——欧盟配额腰斩、美国产量攀升与精炼技术转型
The global steel landscape in July 2026 is navigating intense trade protectionism, surging domestic production in the West, and a critical transition toward cleaner, secondary refining technologies.2026 年 7 月的全球钢铁业正经历激烈的贸易保护主义、西方本土产量的强劲攀升，以及向更清洁的二次精炼技术的关键转型。
01EU slashes tariff-free steel import quotas by nearly half; out-of-quota tariff doubles to 50%欧盟钢铁免税进口配额近乎腰斩，配额外关税翻倍至 50%›
A major trade barrier took effect this month: the European Commission cut its tariff-free steel import quotas to 18.3 million tonnes per year — nearly halving previous allowances — while the tax on out-of-quota imports doubled from 25% to 50% to shield struggling European steelmakers from cheap imports and global overcapacity. Italian and Southern European producers immediately raised flat steel prices in anticipation of tighter regional availability, even as broader industrial demand remains seasonally quiet.一项重大贸易壁垒于本月正式生效：欧盟委员会将免税钢铁进口配额大幅削减至每年 1,830 万吨——较此前额度近乎腰斩——同时将配额外进口关税从 25% 翻倍至 50%，以保护困境中的欧洲钢铁企业免受廉价进口与全球产能过剩的冲击。意大利及南欧钢厂随即上调扁钢价格，以应对区域供应趋紧，尽管整体工业需求仍处季节性淡季。
02U.S. year-to-date raw steel output hits 49.95 million net tons, up 5.9%美国年内粗钢产量达 4,995 万净吨，同比增长 5.9%›
While weekly raw steel production dipped 0.9% to 1.84 million net tons for the week ending July 11, 2026, the U.S. domestic sector remains highly robust: cumulative 2026 output has reached 49.95 million net tons, up a significant 5.9% year-on-year. Sourcing protections, strong domestic energy demand and sustained heavy investment are keeping U.S. mills running hot.尽管截至 2026 年 7 月 11 日当周的粗钢周产量微降 0.9% 至 184 万净吨，美国本土钢铁业依然十分强劲：2026 年累计产量已达 4,995 万净吨，同比大增 5.9%。采购保护政策、强劲的本土能源需求与持续的大规模投资，使美国钢厂保持高负荷运转。
03Record hot-rolled coil premium: HRC now 151% above prime scrap热轧卷板对优质废钢价差创纪录，溢价达 151%›
The spread between U.S. domestic hot-rolled coil prices and prime busheling scrap widened further in July, with HRC holding a staggering 151% premium over prime scrap — driven by steadily climbing HRC spot values against stagnant scrap prices. The widening gap translates into exceptional margins for domestic mills running electric arc furnaces (EAFs).美国本土热轧卷板（HRC）与优质冲压废钢（prime busheling）之间的价差在 7 月进一步扩大，HRC 对优质废钢的溢价高达 151%——主要由 HRC 现货价格稳步攀升而废钢价格停滞所推动。价差扩大意味着运营电弧炉（EAF）的本土钢厂获得极为可观的利润空间。
04Two production pathways define the market: BF-BOF integrated mills vs. EAF mini-mills两大生产路线主导市场格局：BF-BOF 一体化钢厂与 EAF 小型钢厂›
Integrated mills (BF-BOF) rely on iron ore and coking coal through blast furnaces and basic oxygen furnaces, with extremely high, coal-reliant energy intensity — now roughly 30% of the U.S. market and declining rapidly. Mini-mills (EAF) melt recycled steel scrap in electric arc furnaces at moderate, electricity-based energy intensity and command about 70% of the U.S. market and rising. True 'green steel' is moving beyond scrap recycling toward hydrogen-based direct reduction (H2-DRI), which strips oxygen from iron ore using green hydrogen and emits only water vapor; Sweden's Stegra project is slated for its first full-scale commercial commissioning in late 2026 — the ultimate proving ground for zero-emission steel.一体化钢厂（BF-BOF）依赖铁矿石与焦煤，经高炉与转炉冶炼，能耗极高且依赖煤炭——目前约占美国市场 30% 且快速萎缩；小型钢厂（EAF）则以电弧炉熔炼回收废钢，能耗适中并以电力为主，约占美国市场 70% 且持续上升。真正的「绿色钢铁」正从废钢回收迈向氢基直接还原（H2-DRI）——以绿氢从铁矿石中脱氧、仅排放水蒸气；瑞典 Stegra 项目预计于 2026 年底进行首次全规模商业投产，将成为零排放钢铁的终极试验场。
05Secondary metallurgy investment accelerates: vacuum degassing and twin ladle furnaces二次冶金投资提速：真空脱气与双工位钢包精炼炉›
Because melting scrap in an EAF introduces impurities, steelmakers are investing heavily in secondary metallurgy — refining after the melt. Vacuum degassing pulls a deep vacuum over liquid steel to extract dissolved hydrogen and nitrogen; removing hydrogen is critical to preventing hydrogen embrittlement in high-stress pipeline and automotive steels. Twin ladle furnaces let a single power supply serve two ladles alternately — one refining while the other is prepared. Outokumpu Stainless USA recently ordered a state-of-the-art 180-metric-ton twin ladle furnace for its Calvert, Alabama facility to boost processing capacity.由于电弧炉熔炼废钢会引入杂质，钢铁企业正大力投资二次冶金——即熔炼之后的精炼工序。真空脱气（VD）通过对钢液抽取深度真空，去除溶解的氢和氮；脱氢对于防止高应力管线钢与汽车用钢发生氢脆（内部微裂纹）至关重要。双工位钢包精炼炉则让单一电源交替服务两个钢包——一个精炼加热的同时另一个进行准备。Outokumpu 不锈钢美国公司近期为其阿拉巴马州 Calvert 工厂订购了一台先进的 180 公吨双工位钢包精炼炉，以大幅提升加工能力。
July 20262026 年 7 月
Indonesia · Defense · Economy印尼 · 国防 · 经济
Indonesia in July 2026 — summit diplomacy, a missile deal, and a ratings warning2026 年 7 月印尼要闻——峰会外交、导弹采购与评级警告
This month's Indonesia briefing spans three fronts: diplomacy and defense, economy and finance, and society and domestic affairs — a snapshot of the shifting strategic and market backdrop around our operating region.本期印尼要闻涵盖外交国防、经济金融、社会内政三大领域，勾勒出我们所处区域正在变化的战略与市场背景。
01Singapore–Indonesia leaders' retreat yields cooperation MOUs星印领导人非正式会议签署多项合作备忘录›
Singapore Prime Minister Lawrence Wong met Indonesian President Prabowo Subianto in Jakarta. The two sides signed memoranda of understanding covering carbon credits, cross-border electricity trade, AI-enabled SME trade facilitation, and broader digital and environmental cooperation.新加坡总理黄循财与印尼总统普拉博沃（Prabowo Subianto）在雅加达会晤。双方签署了涵盖碳信用、跨境电力贸易、以 AI 促进中小企业贸易，以及数字与环境合作等多项合作备忘录。
02Both nations reaffirm keeping the Malacca Strait open印尼与新加坡重申维护马六甲海峡开放›
At the meeting, Prabowo and Wong reaffirmed their commitment to jointly safeguard the openness of the Malacca and Singapore Straits and the safety of international navigation, in line with the UN Convention on the Law of the Sea (UNCLOS).会中，普拉博沃与黄循财重申，将依据《联合国海洋法公约》（UNCLOS），共同维护马六甲海峡与新加坡海峡的开放及国际航行安全。
03Modi visit deepens strategic partnership; BrahMos deal finalized莫迪访问印尼，深化全面战略伙伴关系并敲定布拉莫斯导弹采购›
Indian Prime Minister Narendra Modi paid a state visit to Jakarta from July 6–8, holding bilateral talks with Prabowo to consolidate the two countries' Comprehensive Strategic Partnership. On July 7 they signed and announced a procurement contract for the BrahMos supersonic cruise missile system, making Indonesia the third export customer after the Philippines and Vietnam. The exact value, quantity and delivery timeline have not been disclosed.印度总理莫迪（Narendra Modi）于 2026 年 7 月 6 日至 8 日对印尼进行正式国事访问，与普拉博沃举行双边会谈，进一步巩固两国的全面战略伙伴关系。7 月 7 日，双方正式签署并宣布「布拉莫斯」（BrahMos）超音速巡航导弹系统的采购合约，使印尼继菲律宾和越南之后成为该导弹系统的第三个出口客户。合约的确切金额、导弹数量与交付时间表尚未对外公开。
04Missile purchase strengthens Indonesia's sea-denial posture导弹采购强化印尼关键海道的拒止能力›
In recent years Indonesia's military has stressed building coastal defense systems and land-based anti-ship missiles. This procurement aims to strengthen anti-access/area-denial (A2/AD) control over key maritime chokepoints including the Malacca, Sunda, Lombok and Makassar Straits.印尼军方近年强调建立沿海防御系统与陆基反舰导弹的重要性。此次采购旨在加强对马六甲海峡、巽他海峡、龙目海峡及望加锡海峡等关键海上交通要道的拒止与控制能力（A2/AD）。
05Strong first-half fiscal revenue, up 21.4% year-on-year上半年财政收入强劲，年增 21.4%›
The Indonesian Ministry of Finance reported first-half 2026 state revenue of IDR 1,459.4 trillion (about 46.3% of the full-year target), up 21.4% from the same period in 2025, driven mainly by tax reform and organizational optimization.印尼财政部报告，2026 年上半年国家收入达 1,459.4 万亿印尼盾（约占全年目标的 46.3%），较 2025 年同期大幅成长 21.4%，主要受益于税收改革与组织优化。
06S&P flags downgrade risk; MSCI keeps index frozen标普警告降级风险，MSCI 继续冻结指数›
Despite a recent stock-market rebound, S&P Dow Jones Indices placed Indonesia on a watch list, warning that weak market transparency, ease of investment and free-float data could see the country downgraded from 'emerging market' to 'frontier' status. MSCI also announced it would keep Indonesian equity indices frozen in its August review, adding near-term pressure on fund flows.尽管印尼股市近期迎来反弹，但标普道琼斯指数（S&P DJI）将印尼列入观察名单，警告因市场透明度、投资便利性及自由流通量（free-float）数据不佳，印尼未来可能从「新兴市场」被降级为「边境市场」。同时 MSCI 宣布在 8 月的审查中继续冻结印尼股票指数，资金面面临短期压力。
07National carbon market launches; Verra to issue forestry credits印尼国家碳市场启动，Verra 将首发林业碳信用›
Verra, a leading global carbon-credit certifier, announced that following the formal launch of Indonesia's national carbon market it will, for the first time, issue over 20 million tons of carbon credits for three forestry projects compliant with Indonesia's new regulations.全球主要碳信用认证机构 Verra 宣布，在印尼国家碳市场正式运作后，将首次为三个符合印尼新法规的林业项目发行超过 2,000 万吨碳信用额度。
08India's UPI and Indonesia's QRIS to integrate cross-border payments印度 UPI 与印尼 QRIS 推进跨境支付整合›
During Modi's visit, the two countries announced financial-digitalization cooperation under which India's mainstream digital-payment system UPI will be linked with Indonesia's payment systems (such as QRIS), greatly facilitating cross-border trade, travel and fund flows between them.在莫迪总理访问印尼期间，两国宣布推动金融数字化合作，印度的主流数字支付系统 UPI 将与印尼的支付系统（QRIS 等）对接整合，这将大幅便利两国之间的跨境贸易、旅游及资金往来。
09Former education minister Nadiem jailed for 10 years for graft前教育部长纳迪姆贪腐案判处 10 年›
Gojek co-founder and former Indonesian Education Minister Nadiem Makarim was formally sentenced to 10 years in prison by the court over a corruption case involving the procurement of laptops for schools.Gojek 共同创办人、前印尼教育部长纳迪姆（Nadiem Makarim）因涉及学校笔记本电脑采购贪腐案，被法院正式判处 10 年有期徒刑。
10BPOM rolls out front-of-pack nutrition labelingBPOM 推行包装食品正面营养标签制度›
Indonesia's Food and Drug Authority (BPOM) passed regulations formally introducing a front-of-pack nutrition-labeling system for packaged food and drinks — including a mandatory 'Nutri-Level' grading for beverages — with clear labeling of sugar, sodium and fat content, targeting full mandatory compliance by 2028.印尼国家食品药品监督管理局（BPOM）通过法规，正式推行包装食品与饮料的正面营养标签制度（包括强制实施饮料的「Nutri-Level」分级），针对糖、钠、脂肪含量进行明确标示，预计于 2028 年前全面强制合规。
June 20262026 年 6 月
Steel · Data Centers · Decarbonization钢铁 · 数据中心 · 脱碳
Steel's new demand engine — data centers, protectionism and single-step steelmaking钢铁的新需求引擎——数据中心、保护主义与单步炼钢
The steel industry is in a period of massive transition, driven by data-center-led demand, intensifying trade protectionism and a push toward green technology — the backdrop against which our own green-steel project takes shape.全球钢铁制造业正处于深刻的转型期：数据中心带动的需求激增、日益抬头的贸易保护主义，以及绿色技术转型三股力量交汇——这正是我们自身绿色钢铁项目所处的时代背景。
01The data-center boom is rewriting steel demand数据中心热潮正在重写钢材需求›
While traditional construction has softened, the global data-center boom is quietly rewriting steel demand. The massive structural frames and electrical infrastructure required for AI data centers have pushed Hot-Rolled Coil (HRC) spot prices up sharply, clearing over $1,100 per ton.尽管传统建筑业需求出现疲软，但全球 AI 数据中心建设热潮正悄然重写钢材的需求结构。人工智能数据中心所需的庞大钢结构框架与重型电力基础设施，将热轧卷板（HRC）现货价格大幅推高，部分市场报价已突破每吨 1,100 美元。
02US mills commit billions to modernize domestic supply美国钢企斥巨资升级本土供应链›
US steelmakers are pouring capital into upgrading legacy facilities: U.S. Steel has committed up to $2.5 billion to modernize its Mon Valley Works, including a new hot strip mill at Edgar Thomson replacing equipment dating to 1938; a $475 million Quench & Tempering line was funded at Fairfield, Alabama for the oil-and-gas market; and a first-of-its-kind $1.9 billion Direct Reduced Iron (DRI) plant is underway at Big River Steel Works in Arkansas.美国钢企正大举投资升级老旧设施：美国钢铁公司（U.S. Steel）承诺投入高达 25 亿美元，对莫恩谷工厂（Mon Valley Works）进行现代化改造，包括在埃德加·汤姆森厂区新建一座热轧带钢厂，替换自 1938 年沿用至今的设备；亚拉巴马州费尔菲尔德管材厂获 4.75 亿美元注资，新建淬火与回火生产线以供应石油天然气市场；阿肯色州 Big River 钢厂则投入 19 亿美元，建造首创型直接还原铁（DRI）生产基地。
03Trade policy enters "the age of protectionism"贸易政策进入「保护主义时代」›
Trade policy is drastically shifting the cost basis for steel buyers. The temporary Section 122 "bridge" tariff propping up US trade policy is nearing its summer expiration, prompting new customs-enforcement actions. Meanwhile, upcoming USMCA rules will grant tariff-free status to steel only if the metal is completely "melted and poured" within a USMCA country — a direct blow to trans-shipment and re-labeling.贸易政策正剧烈改变钢材采购的成本基准。旨在支撑美国贸易政策的临时性「122 条款」过渡关税即将于夏季到期，引发新一轮更严厉的海关执法行动。与此同时，《美墨加协定》（USMCA）即将生效的新规规定，钢材只有在三国境内完成全流程的「熔化与浇筑」，才能享有免关税地位——直接打击转口换标行为。
04From blast furnaces to EAFs — and a single-step breakthrough从高炉走向电炉——以及单步炼钢的突破›
The industry is rapidly shifting from carbon-intensive blast furnaces (BF) to Electric Arc Furnaces (EAF) that melt recycled scrap or DRI with electricity. A notable breakthrough comes from MIT-spun startup Hertha Metals, which has piloted a single-step process using natural gas to reduce iron ore and electricity to melt it simultaneously in one furnace — accepting any low-grade ore, cutting production costs by 25%, lowering emissions, and recovering 35% of its energy, crucial as mills now compete with data centers for grid power.行业正加速从高碳排的高炉（BF）转向电弧炉（EAF），后者利用电力熔化回收废钢或直接还原铁（DRI）。由麻省理工孵化的初创公司 Hertha Metals 取得了里程碑式突破：其试产的「单步炼钢工艺」利用天然气还原铁矿石，并同时用电力在同一座熔炉中完成熔炼——可直接使用任何低品位铁矿石，使生产成本降低 25%、削减排放，并具备 35% 的能量回收效率。在钢厂正与数据中心争夺电网电力的当下，这一高能效特性尤为关键。
05Circular-economy steel — SSAB's closed loop循环经济钢材——SSAB 的闭环模式›
Sustainability is driving new corporate partnerships. SSAB Americas has teamed up with transportation and recycling companies to pioneer a closed-loop circular-economy project: recycled scrap from industrial supply chains is transformed into "green steel" via EAFs and fed straight back into new infrastructure — a genuine zero-waste loop.可持续发展正催生前所未有的跨界合作。SSAB 美洲公司与物流及回收企业结盟，试点「闭环循环经济」项目：将工业供应链回收的废钢经电弧炉（EAF）转化为「绿色钢材」，随即投入新一代基础设施建设——实现真正的零浪费循环。
June 20262026 年 6 月
Indonesia · Society · AI · Data Centers印尼 · 社会 · AI · 数据中心
Indonesia — social unrest and the AI build-out印尼——社会动荡与 AI 基建浪潮
First-hand reporting from Jakarta around 12–13 June 2026: fuel-price shocks and a falling rupiah triggered mass student protests and an escalating anti-corruption drive, even as sovereign and international capital accelerated the country's AI data-center expansion.2026 年 6 月 12—13 日来自雅加达的第一手报道：燃油价格冲击与印尼盾贬值引爆大规模学生示威与持续扩大的反贪腐风暴，与此同时，主权与国际资本仍在加速推动印尼的 AI 数据中心扩张。
01Mass student protests — 'Toward a Bankrupt Indonesia'大规模学生示威——「迈向印尼破产」›
On 12 June, student unions led by the University of Indonesia's BEM UI launched nationwide demonstrations dubbed 'Menuju Indonesia Bangkrut' (Toward a Bankrupt Indonesia). The trigger was a roughly 32% surge in fuel (gasoline) prices driven by international market volatility, which sharply raised living costs. Thousands clashed with police around Jakarta's HI roundabout and the parliament building, demanding President Prabowo Subianto address a rupiah that briefly broke 18,000 to the US dollar, freeze flagship spending such as the free-nutritious-lunch program, and curb military encroachment on the civilian bureaucracy. Parallel protests erupted in Bandung and Pontianak.6 月 12 日，由印尼大学学生会 BEM UI 领头的多所高校学生会发动名为「迈向印尼破产（Menuju Indonesia Bangkrut）」的全国性游行。导火线是受国际市场波动冲击、本周暴涨约 32% 的燃油（汽油）价格，直接推高基层生活成本。数千名学生在雅加达 HI 大圆环及国会大楼外与警方对峙，强烈要求总统普拉博沃（Prabowo Subianto）正视印尼盾一度跌破 1 美元兑 18,000 的困境、冻结被指浪费公帑的旗舰政策（如免费营养午餐），并停止军方过度干预文官体制。万隆与坤甸也同步爆发抗议。
02Anti-money-laundering and anti-graft probes widen反洗钱与反贪腐调查持续扩大›
On 11 June, the National Police staged a coordinated raid on metals processor PT Simba Jaya Utama, opening a full investigation into a major money-laundering and illegal-mining case worth up to IDR 25 trillion (about US$1.44 billion); five core suspects have been identified across mining hubs in Kalimantan and Papua. Separately, on 12 June the Attorney General's Office named additional suspects in the budget-fraud scandal surrounding the free-nutritious-meal (MBG) program — a case that has already netted senior National Nutrition Agency officials — signalling the integrity campaign around the new government's flagship policy is intensifying.6 月 11 日，印尼国家警察总部对金属加工企业 PT Simba Jaya Utama 展开协调突击搜查，正式彻查一宗高达 25 兆印尼盾（约 14.4 亿美元）的重大洗钱与非法采矿案，目前已锁定 5 名核心嫌疑人，犯罪活动横跨加里曼丹与巴布亚等矿产要地。另一方面，针对导致国家营养局高官落网的免费营养膳食（MBG）计划预算违规弊案，总检察长办公室（AGO）于 6 月 12 日再次指控新的嫌疑人，显示围绕新政府旗舰政策的清廉整顿正越演越烈。
03Press freedom — outlet threatened over Papua documentary新闻自由——媒体因巴布亚纪录片遭威胁›
Independent investigative outlet Floresa drew a fierce backlash from authorities and the military over its continued coverage of the documentary 'Pesta Babi: Colonialism in Our Time,' which has surpassed 13 million YouTube views and exposes severe deforestation and an indigenous-survival crisis caused by large-scale agricultural expansion in Papua. On 11 June the Committee to Protect Journalists (CPJ) condemned death threats sent to the editor-in-chief by people claiming to be from a cybercrime bureau, while three rotting chicken heads and eggs were thrown at the office door. Around 50 community screenings of the film have been forcibly dispersed by security forces nationwide.独立调查媒体《Floresa》因持续追踪报道纪录片《猪肉宴：我们时代的殖民主义》（Pesta Babi: Colonialism in Our Time）而引发当局与军方强烈反弹。该片在 YouTube 点阅超过 1,300 万次，揭露巴布亚省因大型农业扩张导致的严重森林砍伐与原住民生存危机。6 月 11 日，国际保护记者委员会（CPJ）发表谴责，指其总编辑遭自称网络犯罪调查局人员发简讯进行生命威胁，办公室门口更被扔掷三个腐烂的鸡头与鸡蛋。目前全印尼约有 50 场该片的民间放映会遭军警强行驱散。
04Hormuz shipping-insurance breakdown threatens oil imports霍尔木兹海峡航运保险受阻，威胁原油进口›
On 11 June, Deputy Foreign Minister Arif Havas Oegroseno confirmed that, amid the geopolitical conflict and blockade crisis around the Persian Gulf and the Strait of Hormuz, international insurers are now refusing to provide coverage for tankers transiting the strait given the extreme risk. Although Indonesia and Iran had reached a preliminary transit understanding, the 'no insurance available' impasse is seriously threatening the security of Indonesia's oil supply chain in the second half of the year.6 月 11 日，印尼外交部副部长 Arif Havas Oegroseno 证实，受波斯湾与霍尔木兹海峡（Strait of Hormuz）地缘冲突与封锁危机影响，国际保险公司基于极高风险，目前拒绝为通过该海峡的运油轮船提供保险。尽管印尼与伊朗此前已达成初步通航共识，但「无保险可保」的技术僵局正严重威胁印尼下半年的石油供应链安全。
05STT GDC expands Jakarta campus for NVIDIA's next-gen chipsSTT GDC 雅加达园区大扩建，迎战 NVIDIA 次世代芯片›
Singapore data-center giant ST Telemedia Global Data Centres (STT GDC) is enlarging its Jakarta campus — commissioning the 24MW STT Jakarta 2, topping out a third building, and breaking ground on two new 40MW facilities (STT Jakarta 5 & 6) — lifting its long-term planned capacity in Indonesia past 360MW. As an NVIDIA colocation partner, the campus has shifted fully to high-density liquid cooling, purpose-built to host NVIDIA's next-generation Vera Rubin and Vera Rubin Ultra platforms. It also activated Indonesia's first dedicated on-site high-voltage substation for a data center and, with utility PLN, achieved carbon neutrality from day one of operations.新加坡数据中心巨头 ST Telemedia Global Data Centres（STT GDC）宣布扩大雅加达园区投资，包括启用 24MW 的 STT Jakarta 2、第 3 栋建物封顶，并对两座各 40MW 的新设施（STT Jakarta 5 & 6）动土，使其在印尼的长期规划总容量一举突破 360MW。作为 NVIDIA 的托管合作伙伴，该数据中心已全面转向高密度液冷技术，专为托管 NVIDIA 下一代 Vera Rubin 及 Vera Rubin Ultra 芯片平台而打造。园区并启用全印尼首个「数据中心专用现场高压变电所」，与 PLN 合作从营运第一天起实现碳中和。
06DayOne closes US$4.5bn round with Indonesia's sovereign fundDayOne 完成 45 亿美元融资，印尼主权基金参投›
Digital-infrastructure platform DayOne Data Centers has closed a US$4.5 billion Series C equity round. Beyond existing backers Coatue and Hillhouse, the round notably drew the Indonesia Investment Authority (INA) — the country's sovereign wealth fund — as a strategic new investor. The capital will accelerate DayOne's hyperscale AI data-center expansion across core Asia-Pacific markets including Singapore, Malaysia and Indonesia.国际数字基础设施平台 DayOne Data Centers 宣布完成总额高达 45 亿美元的 Series C 股权融资。值得注意的是，除现有巨头 Coatue 与 Hillhouse 领投外，印尼主权财富基金「印尼投资局（INA）」也作为战略新投资者大举参投。这笔资金将直接用于加速 DayOne 在新加坡、马来西亚与印尼等亚太核心市场的超大规模 AI 数据中心扩展。
07Policy — 'AI is 5G's killer app,' Jakarta drafts dedicated law政策定调「AI 是 5G 杀手级应用」，并推动专法›
At the Selular Award 2026 forum, the Ministry of Communications and Digital Affairs (Komdigi) declared that the long-sought 'killer app' for 5G is AI, whose complex two-way real-time data traffic is pushing the government to expand 5G spectrum and data-center capacity in tandem to avoid compute and network bottlenecks. Minister Meutya Hafid stressed that, with 230 million internet users, Indonesia is fast-tracking an 'AI development ethics' framework and a national AI roadmap — to be issued via Presidential Regulation as a light-touch framework law, with sector-specific derivative rules from ten core fields including finance, education and energy to ensure digital accountability and public data security.印尼通讯与数字事务部（Komdigi）在「Selular Award 2026」论坛上指出，电信业寻找已久的 5G 杀手级应用（Killer App）正是 AI——其极其复杂的「双向实时数据流量」促使政府加紧同步扩展 5G 频谱与数据中心容量，以防算力与网络出现瓶颈。部长 Meutya Hafid 强调，印尼有 2.3 亿互联网人口，政府正加速起草「AI 发展伦理」与「国家 AI 发展路线图」，未来将透过总统令出台宽松的框架法，并由金融、教育、能源等 10 个核心领域制定具体的衍生法规，确保数字问责与大众数据安全。
08ICDIS 2026 — Indonesia cloud and digital infrastructure summit2026 ICDIS——印尼云端与数字基础设施峰会›
Indonesia's government and industry will convene the annual Indonesia Cloud & Digital Infrastructure Summit (ICDIS) on 17–18 June 2026 at the Indonesia Arena in Jakarta. Gathering more than 300 senior decision-makers — including CIOs, CTOs, government leaders and hyperscalers — the agenda centers on Indonesia's AI-infrastructure roadmap, Edge AI deployment, rapid rollout of prefabricated data centers, and how to balance grid stress while advancing green sustainability.印尼官方与产业界定于 2026 年 6 月 17 日至 18 日在雅加达（Indonesia Arena）召开年度峰会 ICDIS。本次峰会聚集超过 300 位资深决策者（包括 CIO、CTO、政府高层与超大规模业者），核心议题全面聚焦于印尼的 AI 基础设施路线图、边缘运算（Edge AI）布局、预制化数据中心（Prefabrication）的快速部署，以及如何平衡电网压力并推动绿色永续发展。
09Indosat and Nokia lock in a nationwide AI-RAN roadmapIndosat 与 Nokia 锁定全国 AI-RAN 路线图›
Telecom giant Indosat Ooredoo Hutchison (IOH) and Nokia have signed a deployment roadmap that moves their earlier Surabaya research into the field. The partners plan field trials before the end of 2026, using AI hubs distributed across the archipelago to build an AI-native wireless network and Edge AI infrastructure — a test of how AI algorithms can run reliably across Indonesia's thousands of islands, wildly variable network traffic, and the patchy infrastructure of remote '3T' regions.印尼电信巨头 Indosat Ooredoo Hutchison（IOH）与诺基亚（Nokia）正式签署部署路线图，将先前在泗水（Surabaya）的研究成果推向实地。双方计划在 2026 年底前进行实地测试，利用分布在印尼群岛的 AI 枢纽，打造 AI 原生无线网络与边缘 AI（Edge AI）基础设施。这将考验 AI 算法如何在印尼上千个岛屿、剧烈变化的网络流量及落差巨大的偏远地区（3T 地区）基础设施中稳定运作。
June 20262026 年 6 月
Steel · Decarbonization · Industry 4.0钢铁 · 脱碳 · 工业 4.0
Global steel: upheaval, decarbonization and digital transformation全球钢铁制造业：市场剧变、脱碳工程与数字化转型
Global steelmaking has entered a decisive era. High energy costs, hardening trade barriers and looming sustainability mandates are testing incumbents, even as a wave of green and digital breakthroughs accelerates toward commercial market.全球钢铁制造业正迎来一个决定性的时代。高昂的能源成本、日益严峻的贸易壁垒，以及迫在眉睫的可持续发展指令，正深刻考验着传统钢铁企业，而一系列数字化与绿色工程突破也正加速推向商业市场。
01EU tightens import quotas and carbon-tariff walls欧盟收紧进口配额与碳关税壁垒›
International steel trade is contracting sharply. From 1 July 2026 the EU replaces its long-running safeguard measures, expiring at end-June, with a new tariff-rate-quota (TRQ) regime: duty-free import quotas are cut by roughly 47% versus 2024, the over-quota tariff jumps from 25% to 50%, and a new “melt and pour” origin declaration is added to curb transshipment relabeling. This heavily protectionist mechanism aims to insulate environmentally conscious domestic mills from cheap, high-carbon foreign steel. In parallel, the EU’s Carbon Border Adjustment Mechanism (CBAM) entered its definitive charging phase on 1 January 2026, requiring importers to buy CBAM certificates for embedded emissions or face steep costs.国际钢铁贸易格局正急剧收紧。2026 年 7 月 1 日，欧盟以全新的关税配额（TRQ）制度取代于 6 月底到期的保障措施：免税进口配额较 2024 年削减约 47%，配额用尽后的超额关税由 25% 一举提高至 50%，并新增“熔炼与浇铸地（melt and pour）”原产地申报要求，以遏制转口换标。这一重保护机制旨在将注重环保的本土钢企，与海外廉价、高碳排钢材隔离开来。与此并行，欧盟碳边境调节机制（CBAM）已于 2026 年 1 月 1 日进入正式征费阶段，进口商须按产品隐含的碳排放购买 CBAM 证书，否则将承担高额成本。
02US tariff incentives for domestic steel美国对本土钢材的关税激励政策›
In the US, steel manufacturing is riding a large capex wave. Under the Section 232 tariff framework, base steel rates have risen; meanwhile a new rule lets multi-material industrial equipment qualify for a preferential 10% rate if at least 85% by weight of its steel is melted and poured in the US — a threshold loosened from the prior 95% to push supply chains toward “Made in America.” Compounded by geopolitically inflated freight and fuel surcharges, procurement managers are abandoning just-in-time (JIT) offshore sourcing in favor of higher domestic safety stock.在美国，钢铁制造业正迎来一轮庞大的资本支出热潮。在 232 条款关税框架下，钢材基础税率已升至较高水平；新政策同时规定，多材料制成的工业设备若其所含钢材中至少 85%（按重量计）为美国本土熔炼并浇铸，即可适用 10% 的优惠税率——门槛较此前的 95% 有所放宽，以激励供应链向“美国制造”倾斜。叠加地缘冲突推高的海运运费与燃油附加费，采购经理们正放弃原有的“准时制（JIT）”离岸采购模式，转向建立更高的本土安全库存。
03Global demand polarizes全球需求呈现两极分化›
Per worldsteel’s latest short-range outlook, 2026 global steel demand is seen growing just 0.3% (to 1.724 billion tonnes), regarded as a cyclical bottom, with a rebound to about +2.2% in 2027. Regionally the contrast is stark: China contracts (about -1.5% in 2026) amid an extended property and construction adjustment; India remains the fastest-growing major market, with demand up roughly 7% on infrastructure and autos; and the US, shielded by federal infrastructure spending and Buy-American rules, sees domestic consumption up about 1.7%.根据世界钢铁协会（worldsteel）最新短期需求预测，2026 年全球钢铁需求预计仅微幅增长 0.3%（至 17.24 亿吨），被视为周期触底，2027 年有望回升至约 +2.2%。地域上反差极大：中国受房地产及建筑市场持续调整影响，国内需求阶段性收缩（2026 年约 -1.5%）；印度继续蝉联全球增长最快的大型市场，基建与汽车工业推动需求增长约 7%；美国在联邦基建法案与“购买美国货”规则庇护下，国内消费预计增长约 1.7%。
04Decarbonization chemistry: blast furnace vs. direct-reduction routes脱碳化学：高炉与各类直接还原路线›
Traditional BF-BOF production burns large volumes of coke to reduce iron ore, releasing about 2.0–2.3 t CO₂ per tonne of crude steel. The industry is shifting to cleaner paths: scrap-based EAF (~0.3–0.7 t CO₂, clean power), natural-gas DRI-EAF (~1.1–1.4 t), and green-hydrogen DRI-EAF (~0.1–0.3 t). Scrap recycling consumes 5–7x less energy than primary smelting, making scrap a scarce strategic resource. The hydrogen route strips oxygen from ore via Fe₂O₃ + 3H₂ → 2Fe + 3H₂O; powered by renewables it can cut emissions to roughly 0.3 t CO₂ per tonne, with harmless water vapor as the only byproduct.传统高炉-转炉（BF-BOF）路线燃烧大量焦炭还原铁矿石，平均每吨粗钢释放约 2.0–2.3 吨 CO₂。行业正加速转向更清洁的路径：废钢循环电炉（EAF，清洁电力，约 0.3–0.7 吨）、天然气直接还原（NG-DRI-EAF，约 1.1–1.4 吨）、绿氢直接还原（H₂-DRI-EAF，约 0.1–0.3 吨）。废钢循环利用的能耗比原生冶炼低 5 到 7 倍，已被视为高度稀缺的战略资源。氢基路线以绿氢剥离铁矿石中的氧，反应式为 Fe₂O₃ + 3H₂ → 2Fe + 3H₂O；当由可再生能源供电时，碳排放可骤降至约 0.3 吨 CO₂/吨钢，唯一副产物是无害的水蒸气。
05NG-DRI: today’s most mature low-carbon bridge天然气直接还原：当前最成熟的低碳过渡路线›
With scrap supply limited and green hydrogen not yet cost-competitive at scale, natural-gas-based direct reduction is the most commercially mature low-carbon transition. Using hydrogen and carbon monoxide from gas reforming as reductants, it produces DRI in a shaft furnace for subsequent EAF steelmaking, cutting emissions about 50–60% versus the blast furnace. Modern shafts are designed “H₂-ready,” able to raise the hydrogen blend toward full-hydrogen operation as green supply arrives — a realistic bridge to zero carbon. Note: coal-based DRI can actually emit more than a blast furnace, so not all DRI routes are low-carbon.在废钢供应有限、绿氢成本与规模化尚未成熟的当下，天然气基直接还原已成为全球商业化最成熟的低碳过渡路线。该工艺以天然气重整产生的氢与一氧化碳为还原剂，在竖炉中将铁矿石还原为直接还原铁（DRI），再经电弧炉炼钢，碳排放较传统高炉降低约 50–60%。现代竖炉多设计为“氢就绪（H₂-ready）”，可随绿氢供应到位逐步提高掺氢比例直至全氢运行，被视为通向零碳的现实桥梁。需注意的是，以煤为还原剂的煤基 DRI 碳排放反而可能高于高炉——并非所有 DRI 路线都属低碳。
06Industrial breakthroughs: Stegra’s Boden plant and direct electrolysis工业级突破：Stegra 博登项目与直接电解›
Full-scale industrialization of hydrogen steel is now underway — while exposing capital-intensity limits. Sweden’s Stegra (formerly H2 Green Steel) Boden plant, the most-watched green-steel benchmark, pairs high-power EAFs with a 100% green-hydrogen direct-reduction shaft. In April 2026 a Wallenberg-led consortium provided about €1.4 billion of new financing toward completion, after cost overruns and delays pushed first steel from 2024 to around 2027. Separately, frontier players like Electra pursue low-temperature electrochemical-hydrometallurgical routes that bypass costly green-hydrogen production to electrolyze low-grade ore; its Colorado demo plant targets clean iron by mid-2026, though commercial scale-up has slipped toward 2029.氢能炼钢的全尺寸工业化已开始落地，但也暴露出资本强度与规模化的现实门槛。瑞典 Stegra（原 H2 Green Steel）的博登（Boden）项目是全球最受瞩目的绿色炼钢标杆，采用高功率电弧炉搭配 100% 绿氢的直接还原竖炉。2026 年 4 月，项目获瓦伦堡（Wallenberg）领衔财团约 14 亿欧元新融资，为完工开辟资金路径；此前因成本上升与多次延期，首炉钢投产已由最初的 2024 年推迟至 2027 年前后。另外，Electra 等前沿企业正推进低温、电化学—湿法冶金路线，绕过昂贵的绿氢制备阶段，直接电解低品位铁矿石；其科罗拉多示范厂计划于 2026 年中产出清洁铁，但商业化时间表已后推至 2029 年前后。
07Industry 4.0: digital dominance amid a labor gap工业 4.0：数字化主导与劳动力断层›
With heavy industry facing severe workforce aging and structural shortages (skilled welders, precision machinists), smart automation has shifted from frontier experiment to survival baseline. Modern rolling mills deploy industrial AI — LSTM networks and random forests reading real-time thermal-imaging and chemistry data — to predict metallurgical anomalies and surface defects during rolling and continuous casting, cutting scrap rates by nearly 40%. Meanwhile, surging demand from defense, aerospace and EVs for ultra-high-strength, corrosion-resistant, lightweight alloys is squeezing commodity crude and structural steel, pushing more production from outdoor work into highly controlled, robot-led modular smart factories.全球重工业普遍面临严重的劳动力老龄化与结构性短缺（如熟练焊接工与精密机械师的断层），智能自动化已从“前沿尝试”变为“生存底线”。现代轧钢厂深入普及工业人工智能——通过长短期记忆网络（LSTM）与随机森林等算法，依据实时热成像与化学数据，在滚轧与连铸阶段自动预测冶金异常与表面缺陷，使废品率降低近 40%。与此同时，国防、航空航天及新能源汽车（EV）对超高强度、耐腐蚀、轻量化特种合金的需求爆发式增长，正压缩粗钢及基础结构钢的生存空间，促使更多生产流程从室外作业转入高度可控、由机器人主导的模块化智能工厂。
June 20262026 年 6 月
Indonesia · AI · Data Centers印尼 · AI · 数据中心
Indonesia, AI and data centers印尼、AI 与数据中心
A summary of Indonesia’s AI and data-center developments as of June 2026 — power, capital and the resource constraints now shaping the build-out.截至 2026 年 6 月，印尼在 AI 与数据中心领域的最新动态——电力、资本，以及正在塑造这波建设的资源限制。
01Historic breakthrough — BDx secures 1.2 GW power commitment for AI expansion历史性突破：BDx 取得 1.2 GW 供电承诺以扩张 AI›
BDx Data Centers, a leading Asian data-center platform, announced landmark strategic agreements with Indonesia’s state utility PLN, securing a 1.2 GW power-capacity commitment for its Indonesian portfolio. The deal mainly powers its flagship CGK4 AI Campus in West Java (788 MVA of grid power) and high-voltage, AI-ready expansion in South Jakarta and Suryacipta. Officials stressed that stable, scalable power is the bedrock of Indonesia’s AI and digital-economy expansion.亚洲领先的数据中心平台 BDx Data Centers 宣布与印尼国营电力公司 PLN 达成里程碑式战略协议，为其印尼资产取得 1.2 GW 供电容量承诺。该协议主要供应位于西爪哇的旗舰 CGK4 AI 园区（788 MVA 电网电力），以及南雅加达与 Suryacipta 的高压、AI-ready 基础设施扩建。官方强调，稳定且可扩展的电力是印尼 AI 与数字经济扩张的根本基石。
02Chinese tech giant’s $5 billion AI project lands in Batam中国科技巨头 50 亿美元 AI 项目落脚巴淡岛›
Chinese data-center giant RangeIDC officially launched a US$5 billion (approx. IDR 88 trillion) mega AI data-center project in Batam’s Nongsa Digital Park (NDP). Indonesia’s Ministry of Transmigration responded by announcing a “Local High-Tech Talent Cultivation Initiative,” stressing the investment must benefit local youth through university collaborations so the next generation is prepared for core roles in global digital transformation.中国数据中心巨头 RangeIDC 正式启动位于巴淡岛 Nongsa Digital Park（NDP）、总额 50 亿美元（约 88 万亿印尼盾）的大型 AI 数据中心项目。印尼移民部随即宣布推出「在地高科技人才培育计划」，强调这笔投资必须透过大学合作直接惠及本地青年，确保新一代具备投入全球数字转型核心职位的能力。
03Sovereign wealth funds (INA & Danantara) aggressively back AI compute主权基金（INA 与 Danantara）大力押注 AI 算力›
Responding to the global $3 trillion wave into data centers, Indonesia’s sovereign wealth fund INA will allocate up to 30% of its annual capital to digital infrastructure; its portfolio data-center capacity (74 MW) is already 100% pre-leased. INA’s CIO emphasised a “non-aligned” stance amid US–China tech rivalry to welcome global capital, while the broader-mandate fund Danantara is actively seeking to anchor major AI data-center projects — signalling unprecedented state-backed financial support.因应全球涌入数据中心的 3 万亿美元投资潮，印尼主权基金 INA（印尼投资管理局）宣布将年度资本至多 30% 专门配置于数字基础设施；其投资组合中的数据中心容量（74 MW）已达 100% 预租率。INA 投资长强调，在美中科技角力下印尼维持「不结盟」立场以广纳全球资本；另一授权更广的国家基金 Danantara 也积极寻求锚定大型 AI 数据中心项目，显示前所未有的国家级资金支持。
04Forward blueprint — drafting the “Eastern Indonesia expansion blueprint”前瞻蓝图：起草「印尼东部扩展蓝图」›
With the vast majority of Indonesia’s 170+ data centers concentrated in western hubs like Greater Jakarta and Batam, the Ministry of Communication and Digital Affairs (Komdigi) is drafting a “Sovereign Blueprint for Private Data Center Expansion in Eastern Indonesia,” aiming to steer future AI data centers toward distributed eastern layouts that tap local alternative and green energy for nationwide data sovereignty and infrastructure balance.印尼 170 多座数据中心绝大多数集中于大雅加达与巴淡岛等西部枢纽，通讯与数字事务部（Komdigi）正起草「印尼东部民营数据中心扩展主权蓝图」，目标引导未来 AI 数据中心朝东部分散式布局发展，善用当地替代与绿色能源，以确保全国数据主权与基础设施平衡。
05Industry concern — the AI boom sparks a “water crisis”产业隐忧：AI 热潮引发「水资源危机」›
As high-density AI servers (such as NVIDIA’s latest GB200 systems) flood in, demand for water- and liquid-cooling has surged. Recent environmental reports warn that in Batam alone, 9 planned and existing AI data centers could consume 29 million liters of water per day (equivalent to 30,000 residents), nearly 8% of the island’s total supply. Balancing this “tech gold rush” with local water sustainability has become the government’s most pressing second-half challenge.随着高密度 AI 服务器（如 NVIDIA 最新的 GB200 系统）大量涌入，水冷与液冷系统需求激增。近期环境报告警告，仅巴淡岛一地，9 座规划中与既有的 AI 数据中心预计每日耗水 2,900 万公升（相当于 3 万名居民用量），吞掉全岛近 8% 供水。如何在这场「科技淘金热」与当地水资源可持续之间取得平衡，已成为印尼政府下半年最迫切的课题。
Early June 20262026 年 6 月初
Indonesia · Politics · Macro · Diplomacy印尼 · 内政 · 财经 · 外交
Indonesia briefing — domestic affairs, FX markets and regional diplomacy印尼要闻 — 内政、汇市与区域外交
Key Indonesian developments as of early June 2026 — several indicative shifts across domestic policy, currency markets and regional diplomacy this week.截至 2026 年 6 月初的印尼核心动态——本周在内政、财经汇市与区域外交上出现数项指标性变动。
01Flagship “free nutritious lunch” agency chief replaced旗舰政策「免费营养午餐」机构首长遭撤换›
On 2 June, President Prabowo Subianto removed National Nutrition Agency (BGN) head Dadan Hindayana, installing his deputy. The campaign’s flagship programme has been troubled since launching last January, causing mass food poisoning among tens of thousands of students and drawing anti-corruption scrutiny over budget irregularities; the former chief had recently floated expanding it “to Saudi Arabia.” Prabowo cited “food safety quality and management problems” for the leadership overhaul.总统普拉博沃于 6 月 2 日免去国家营养局（BGN）局长 Dadan Hindayana 职务，改由其副手接任。这项竞选核心旗舰政策自去年 1 月上路后风波不断，已累计导致数万名学生集体食物中毒，并遭廉政组织调查预算违规；前局长近日更抛出将计划「扩大至沙特阿拉伯」的提议。普拉博沃以「食品安全质量与管理问题」为由进行领导层大洗牌。
02Pancasila Day address — Prabowo declares war on “corruption and smuggling networks”建国五原则纪念日演说，普拉博沃向「贪腐与走私集团」宣战›
On 1 June’s Pancasila Day, Prabowo delivered a forceful address, reiterating that Indonesia must drive a thorough “economic transformation” and warning that pushing single-window state-controlled commodity exports and industrial downstreaming will meet resistance from vested interests: “We will confront head-on those groups indulging in corruption, smuggling and the illegal economy.” The message signalled to global investors his resolve to curb resource outflows and enforce economic fairness.6 月 1 日建国五原则（Pancasila）纪念日，普拉博沃发表强硬演说，重申印尼必须彻底推动「经济转型」，并警告政府在推动大宗商品「单一窗口国营专营出口」及产业下游化时，必将遭既得利益者抵抗：「我们将正面迎战那些耽溺于贪腐、走私与非法经济活动的群体。」藉此向全球投资人展现整顿资源外流、落实经济公平的决心。
03Rupiah tests 17,900 as the central bank imposes FX purchase limits印尼盾面临 17,900 保卫战，央行祭出外汇限购铁腕›
Hit by a prolonged Middle East situation, high international energy prices and a strengthening dollar, the rupiah weakened sharply, briefly breaching 17,900 per US dollar. Bank Indonesia (BI) and the finance ministry jointly imposed strict FX purchase limits from 2 June: conversions lacking proof of underlying assets (such as import invoices or debt-repayment evidence) are capped at US$25,000 per person per transaction per month, targeting speculative trading.受中东局势延宕、国际能源价格高企及美元走强冲击，印尼盾近期大幅走弱，一度跌破 1 美元兑 17,900 印尼盾关卡。央行（BI）与财政部紧急联手，自 6 月 2 日起实施严格外汇购买限额：凡缺乏实质资产证明（如进口发票或债务偿还证明）者，每人每月每笔兑换上限压低至 25,000 美元，全力打击投机炒汇。
04Indonesia and Malaysia convene bilateral commission (JCBC)印尼与马来西亚召开双边高层会议（JCBC）›
On 4 June, Malaysia’s foreign minister led a senior delegation to Jakarta to co-chair the 17th Malaysia–Indonesia Joint Commission for Bilateral Cooperation (JCBC) with Indonesian counterpart Sugiono. Against continued global supply-chain volatility, the two prioritised economic resilience, energy security and food supply, while advancing longer-term agendas including border trade, maritime boundary delimitation and halal-industry cooperation.马来西亚外长于 6 月 4 日率高阶代表团抵达雅加达，与印尼外长 Sugiono 共同主持第 17 届马印双边合作联合委员会（JCBC）。在全球供应链持续动荡下，两国将协商重点放在经济抗险、能源安全与粮食供应，并就边境贸易、海上边界划定及清真产业合作等长期议题展开具体对接。
Updated weekly · indicative summaries, not investment advice.每周更新 · 仅为指示性摘要，非投资建议。