节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
印尼拒绝美方提出的南海区域监控无人机采购要求，但在双边贸易谈判框架下同意美方多项诉求，双方正推进互惠关税协议敲定工作，谈判已进入收尾阶段。美方计划将对印尼产品进口关税由原定32%下调至19%，此前2024年印尼对美贸易顺差达180亿美元，美方此举意在推动贸易平衡目标。在贸易合作领域，印尼已作出多项结构性让步：放宽美国汽车进口准入限制，取消美资企业在印尼信息通信、医疗设备、数据中心设备三大产业领域的本地含量要求等非关税贸易壁垒，此举将直接利好苹果、GE医疗、惠普等美资企业拓展市场；承诺提升美国燃油进口规模以降低对新加坡的依赖，2024年印尼自美燃油进口占比不足0.1%（超半数采购来自新加坡）。
认可美制汽车联邦安全与排放标准，豁免印尼本地额外检测程序；同..
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