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China, Indonesia pledge deeper strategic synergy, firm support for each other's core interests at strategic dialogue_我的网站

A |       7月末社融存量、M2增速均高于名义GDP增速  货币政策保持支持性立场 央行有望推出更多增量政策  中国人民银行日前发布的《2026年7月金融统计数据报告》显示，7月末，社会融资规模存量、广义货币（M2）增速均明显高于上半年名义GDP增速，社会融资条件处在比较宽松的状态，货币政策延续支持性立场。业内专家普遍认为，货币政策有望在总量和结构性工具方面协同发力，推出更多增量政策，为经济稳中向好提供更有力支撑。  具体来看，7月末，社会融资规模存量达到463.27万亿元，同比增长7.4%，其中企业债券余额36.47万亿元，同比增长9.2%，政府债券余额102.68万亿元，同比增长14.1%。    

    The Second Ministerial Meeting of China-Indonesia Joint Foreign and Defense Ministerial Dialogue Photo: Courtesy of Chinese Foreign Ministry China and Indonesia have agreed to deepen synergy of their development strategies, deepen cooperation across multiple sectors including maritime affairs, and firmly support each other's core interests, during the first Conference of the China-Indonesia Comprehensive Strategic Dialogue Mechanism held on Friday in Jakarta. 
Chinese Foreign Minister Wang Yi and Indonesian Foreign Minister Sugiono co-chaired the conference. The two sides had an in-depth exchange of views on advancing the building of a China-Indonesia community with a shared future and reached broad consensus, according to Chinese Foreign Ministry's readout. 
Wang said that the establishment of the comprehensive strategic dialogue mechanism is an important initiative for the two sides to implement the consensus reached by the two heads of state and advance the building of a China-Indonesia community with a shared future that enjoys regional and global influence.
Noting that China has always placed Indonesia in an important position in its diplomacy, particularly in neighborhood diplomacy, the Chinese top diplomat said China stands ready to work with Indonesia to strengthen all-round China-Indonesia cooperation, and pool greater development synergy to jointly tackle risks and challenges.
Stressing that the conference marks an important milestone in bilateral relations, Sugiono said China's development has brought enormous opportunities to the world, particularly neighboring countries such as Indonesia.
Sugiono added that Indonesia firmly adheres to the one-China policy and supports China's cause of reunification. Just in mid-August, the Chinese and Indonesian navies held a joint naval navigation exercise in waters east of China's Taiwan island.
The two sides also agreed to uphold strategic autonomy and firmly support each other's core interests. They also decided to launch the formulation of the China-Indonesia Five-year Action Plan (2027-2031).
The dialogue mechanism was established when Sugiono visited Beijing in April 2025. 
Following the Conference of the China-Indonesia Comprehensive Strategic Dialogue Mechanism, the two sides also held a "2+2" meeting, pairing foreign and defense ministers in joint dialogue. 
During the meeting between Chinese Defense Minister Dong Jun and his counterpart Sjafrie Sjamsoeddin on Friday, the two sides stated that under the strategic guidance of the heads of state of the two countries, the military-to-military relations face favorable development opportunities with broad prospects for cooperation. 
Both sides should continue to strengthen military mutual trust, maintain close exchanges between the two militaries at all levels, deepen practical cooperation in multiple fields, and work together to safeguard regional peace and stability.
"Amid rising power politics, hegemonism, and protectionism, the first China-Indonesia Comprehensive Strategic Dialogue Mechanism conference has further enhanced strategic mutual trust and lifted bilateral relations to a new height," said Xu Liping, director of the Center for Southeast Asian Studies at the Chinese Academy of Social Sciences. 
At its core, the mechanism does not target any third party; rather, it upholds win-win cooperation, peaceful development, and multilateralism while promoting collective self-strengthening of the Global South, said Xu. "It sets an example for the region and beyond, effectively offsetting extra-regional interference and noise from within and outside the region."
In specific areas, the two sides pledged to expand cooperation in areas such as artificial intelligence and poverty reduction. They agreed to restart cooperation in fishing, accelerate maritime cooperation and push forward joint development.
Both sides agreed that deepening cooperation in energy and mineral resources serves their common interests, and expressed readiness to jointly build a comprehensive, open and green partnership in energy and mineral resources.
Official data shows that China has been Indonesia's largest trading partner for 13 consecutive years, with bilateral trade reaching $167.49 billion in 2025, up 13.4 percent year-on-year. From the Jakarta-Bandung High-Speed Railway to industrial parks and other projects, the two sides have maintained a sound momentum of cooperation.
"As two important Global South countries with highly complementary economies, China and Indonesia have taken the lead in the region in integrating traditional sector cooperation with emerging economic cooperation," said Xu. 
He added that Beijing-Jakarta cooperation is characterized by equal emphasis on and deep integration of traditional and new-quality productive forces. "Firmly grounded, multi-dimensional in scope, and rich in substance, it has become a bellwether for regional cooperation," Xu added. 
In terms of the regional and global scope, the two sides also agreed to deepen cooperation within the framework of the four major global initiatives, strengthen policy coordination in multilateral mechanisms such as the United Nations and BRICS, oppose unilateral bullying and power politics, and safeguard international fairness and justice as well as the legitimate rights and interests of developing countries.
The two sides agreed to fully and effectively implement the Declaration on the Conduct of Parties in the South China Sea and work toward the early conclusion of the Code of Conduct (COC) in the South China Sea.
    The Second Ministerial Meeting of China-Indonesia Joint Foreign and Defense Ministerial Dialogue Photo: Courtesy of Chinese Foreign Ministry
During the "2+2" meeting, the two sides agreed to deepen defense cooperation and promote the regularization and institutionalization of practical cooperation in areas including equipment and technology, joint exercises and training, personnel training, and maritime security, while continuously improving the quality and effectiveness of such cooperation, according to a readout released by the Chinese Foreign Ministry. 
The two sides jointly advocate an Asian security model featuring shared security, and will work to uphold the mainstream of regional cooperation and peace and stability in the South China Sea, the readout said.
Amid attempts by certain countries to create trouble and fabricate confrontational false narratives in the South China Sea, China and Indonesia, both important South China Sea littoral states, are duty-bound to jointly safeguard regional peace and stability, said Xu. "Their consensus on this issue injects positive energy into the region, contributing to the early conclusion of the COC."
According to the expert, despite disputes, the overall situation in the South China Sea is manageable and stable, and the close cooperation between China and Indonesia demonstrates to the international community the broad trend and aspiration of peace, friendship, and cooperation in the region.
。M2余额355.51万亿元，同比增长7.7%。月末人民币贷款余额282.29万亿元，同比增长5.1%。  “在企业债券融资、政府债券融资等分项同比多增带动下，7月社融时隔4个月再度恢复同比多增，支撑月末社融存量同比增速与上月末持平，结束了此前连续4个月的下行过程。总体来看，当前M2、存量社融增速显著高于上半年名义GDP增速，表明当前社会融资条件处在较为宽松的状态，货币政策保持支持性立场。”东方金诚首席宏观分析师王青表示。  不过业内专家也提到，主要受企业融资需求减弱、居民部门持续降杠杆等因素影响，7月人民币贷款继续处于“降速提质”过程。

B |   “目前贷款利率呈现下行趋势，说明在供求关系作用下，贷款投放已经比较充分。贷款增速下降，与企业等经营主体融资方式变化有一定关系，在存量社会融资规模中，债券融资增速明显较高。社会融资规模全面反映了实体经济从金融部门获得的融资支持，其增速稳定说明金融对实体经济的支持是足够的。”中国邮政储蓄银行研究员娄飞鹏说。  王青认为，总体上看，7月新增信贷总量依然偏弱，贷款“降速提质”正在成为新常态。从结构上看，当前银行体系正顺应经济转型趋势，优化信贷投向。

C | 数据显示，7月末普惠小微等金融“五篇大文章”贷款增速明显高于全部贷款增速，当月新发放贷款加权平均利率降至历史低位，当前信贷投放结构优化，服务实体经济质效提升。  面对国内外经济金融形势的新变化，业内人士认为，央行有望推出更多增量措施。

D |   央行日前发布的《2026年第二季度中国货币政策执行报告》（以下简称《报告》）提出，下阶段，将充分发挥各项存量政策效能，及时谋划出台务实管用的增量政策，加大逆周期调节力度，加力扩大内需、优化供给，推动经济持续向新向优向好发展。  同时，《报告》还要求发挥好货币政策工具总量和结构双重功能，落实好年初出台的一系列货币金融政策，不断完善工具设计和管理，扎实做好金融“五篇大文章”，加强对扩大内需、科技创新、中小微企业等重点领域的金融支持。

E |   南开大学金融学教授田利辉认为，结合二季度货币政策执行报告的表态，预计央行政策重心将更多转向盘活存量、创新结构性工具以及配合财政发力。  “预计结构性货币政策工具将继续降价、增量、扩围，加大对科技融资、普惠金融的定向支持力度，推动新旧动能转换，提升金融服务实体经济质效。综合考虑经济运行态势及物价走势，预计三季度末前后以上增量政策有可能落地。值得注意的是，下半年政府债券发行会明显提速，8000亿元新型政策性金融工具将加快推进。这会带动政府债券融资恢复同比多增，并拉动配套贷款投放。由此，下半年社融有望恢复同比多增。”王青说。（记者 袁小康）。

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