国泰海通｜产业：东南亚制造：印尼制造业如何破局

Group 1 - Indonesia is the largest economy in ASEAN, with a GDP growth rate averaging 6.8% from 1968 to 1996. By 2024, Indonesia's GDP is projected to reach approximately $1.4 trillion, ranking 16th globally, with a per capita GDP nearing $5,000 [1] - Indonesia's manufacturing sector is primarily driven by domestic demand rather than reliance on foreign trade and investment. The manufacturing industry has a high share of food and beverage, exceeding 36%, and Indonesia is a leading producer and exporter of agricultural and mineral resources [1] - Despite its strengths, Indonesia's manufacturing sector is experiencing early signs of decline [1] Group 2 - The Indonesian government has implemented a series of policies to boost the manufacturing sector. There is a complementary relationship between China and Indonesia in terms of technology and resources, which may deepen cooperation amid global supply chain restructuring [2] - China is both the largest importer and exporter to Indonesia, and Indonesia is the second-largest investment destination for Chinese enterprises in ASEAN, particularly in manufacturing [2] - Chinese investments in Indonesia have formed four major manufacturing clusters [2]