此次采购的具体时间或细节尚未披露，印尼方面也尚未确认具体的关税税率。印尼基准股指周三开盘上 涨0.6%。 此次协议意味着，印尼成为自特朗普上周发出关税信函以来首个与美国达成贸易协议的国家。据悉，特 朗普向多个国家发出了关税信函，通知他们将自8月1日起被征收新的关税税率。印尼曾被威胁征收32% 的关税。 达成贸易协议将有助于缓解印尼市场的担忧。美国是印尼第二大出口市场，其产品涵盖服装、棕榈油等 多个领域，而这两个行业也为印尼创造了数百万个就业岗位。受贸易战影响，印尼政府已将今年的经济 增速预期从5.2%下调至5%。 在特朗普公布贸易协议后，印尼盾兑美元在离岸交易中一度上涨0.2%，随后回吐所有涨幅。 智通财经APP获悉，美国总统唐纳德·特朗普表示，他与印尼达成协议，将对该国商品征收19%的关税， 而这个东南亚国家同意取消对美国进口商品的所有关税，并购买价值超过190亿美元的美国产品，其中 包括50架波音(BA.US)飞机。 特朗普周二在白宫表示："我们将全面进入印尼市场。他们支付19%的关税，而我们一分钱也不付。" 特朗普随后在社交媒体上表示，印尼同意购买价值150亿美元的美国能源和价值 45 亿美元的农产品， ...

Core Viewpoint - The U.S. Department of Commerce is considering imposing additional tariffs on imported aircraft and parts, following similar measures on automobiles and ships, which could significantly impact the aviation supply chain and related industries [1][2][14]. Group 1: Import and Export Data - In 2024, the U.S. is projected to import aircraft worth $62.1 billion and export aircraft worth $123.6 billion, indicating a substantial trade balance in favor of exports [4]. - Boeing primarily exports aircraft globally but relies on imported parts and materials, highlighting the interconnectedness of the supply chain [4][10]. Group 2: Impact on Aircraft Manufacturers - The potential tariffs could affect two main categories: aircraft imported from Europe and parts supplied globally to Boeing [5]. - Airbus, despite being a competitor, has a significant market presence in the U.S., with models like the A320 and A321 series being popular due to their operational efficiency [6][7]. Group 3: Supply Chain Implications - A single aircraft consists of approximately 3 million parts, and imposing a "plane tax" could disrupt Boeing's global supply chain, particularly affecting Japanese suppliers [8]. - Japanese manufacturers play a crucial role in Boeing's production, with significant contributions to models like the 787, where Japanese firms account for 35% of the production [9]. Group 4: Broader Economic Impact - The automotive industry in Japan, already affected by U.S. tariffs on cars, could face further challenges if tariffs extend to aircraft, potentially harming both Japanese and U.S. industries [15]. - The U.S. has also announced additional fees for ships, indicating a broader trend of increasing tariffs across various sectors, which could further strain international trade relationships [16].