【财经分析】印尼与欧盟签署“近零关税”协定 农业领域或成合作亮点

Core Points - Indonesia and the European Union signed the Indonesia-EU Comprehensive Economic Partnership Agreement (IEU-CEPA), making Indonesia the third Southeast Asian country to do so after Singapore and Vietnam [1][2] - The agreement aims to reduce tariffs significantly, with over 98% of tariff items and 99% of total imports being eliminated, targeting a start date of January 1, 2027 [2] - The agreement is seen as a strategic response to global trade tensions, providing both parties with a means to diversify their trade channels [2][3] Trade and Economic Impact - The agreement covers trade liberalization in goods, services, and investments, with a focus on enhancing cooperation in agriculture [2][4] - It is expected to boost Indonesia's labor-intensive industries and expand its export channels to the EU market [2][3] - The EU will benefit from improved market access for its automotive and food industries, while also promoting digital trade facilitation [3] Agricultural Trade Expansion - The agreement is anticipated to significantly expand agricultural trade between Indonesia and the EU, breaking down key barriers through tariff reductions [4] - The EU has declared the agreement a major victory for European farmers, as it eliminates tariffs on key exports such as dairy, meat, fruits, and vegetables [4] - Indonesia's palm oil, coffee, and other major exports are expected to benefit from the agreement, despite ongoing concerns related to the EU's zero-deforestation regulation [4][5] Palm Oil Industry Considerations - The agreement opens up opportunities for Indonesian palm oil in the global market, although challenges related to the EU's EUDR remain [5] - The Indonesian Palm Oil Association has suggested the establishment of a traceability system to mitigate export rejections due to compliance issues with the EUDR [5]