行业深耕 · 赤道研究知识库Industries · Equator Research Library

行业研究,彼此相连。Sector research, interconnected.

从一个问题出发,探索印尼市场的关联研究——每一份报告都不是孤立的判断。Start from one question and explore how our Indonesia research connects — no report is an isolated verdict.

17 份研究 · 持续更新Reports · Growing

知识图谱Knowledge Graph

报告Report 行业Sector 主题Theme 地域Region

点击节点,查看关联研究。拖拽探索,滚轮缩放。Click a node to see related research. Drag to explore, scroll to zoom.

AI-generated Indonesian coffee shop concept image
餐饮与食品 · 咖啡连锁2026.10

印尼咖啡连锁市场格局与消费特征:先看消费场景,再选品牌和城市Indonesia Coffee-Chain Market: Consumer Occasions, Brands and Cities

从消费场景、品牌模式与城市差异出发,整理印尼咖啡连锁的门店验证路径,并注明相关定量结论仍需补充来源口径。Consumer occasions, brand formats and city differences, with a clear note on missing source and survey definitions.

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旅游与酒店 · 市场进入Tourism & Hospitality · Market Entry

印尼旅游市场:面向中国企业的进入与运营指南Indonesia Tourism Market: An Entry and Operations Guide for Chinese Businesses

基于印尼统计局年度数据和截至2026年8月月报,梳理中国客源、目的地组合、本地履约与单团经济账本。A BPS-based guide to Chinese-market signals, destination combinations, local delivery and group economics.

目的地产品Destination Products本地履约Local Delivery单团经济Group Economics

2026.10 · 16 min read

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建筑与制造 · 进口合规Construction & Manufacturing · Import Compliance

模块化建筑进印尼:门槛比想象的高,路比想象的窄Modular Buildings into Indonesia: Higher Thresholds and Narrower Paths Than You Think

模块化建筑与建材进入印尼,先按材质、结构、装配状态和用途完成产品归类,再分别核实强制 SNI、进口限制与采购方 TKDN 条件。印尼本地组装的价值,要由认证结果和到场总成本证明。For modular buildings and materials entering Indonesia, classify each product by material, structure, assembly state and use, then check mandatory SNI, import controls and buyer-specific TKDN conditions separately. Local assembly must prove its value through certification outcomes and delivered cost.

TKDN 本地化TKDN Localization政策合规窗口Policy Windows供应链Supply Chain成本账本Cost Ledger中资出海落地China Go-Global

2026.09 · 合规特刊 · 12 min read

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工业 · 矿业营地Industry · Mining Camps

镍减产了,营地的钱还在吗?Nickel Output Is Down. Is the Mining-Camp Money Still There?

镍矿配额从 3.79 亿吨降至 2.5 亿吨,头部中资矿企讨论联合减产约 30%。新建营地会受压,但驻场住宿、维护、翻新和扩建不会按产量同比消失。真正的切口,是先核实项目与人数,再做本地组装和全生命周期服务。Indonesia cut its nickel-ore quota from 379m to 250m tonnes while leading Chinese miners discuss roughly 30% joint output cuts. New camp construction faces pressure, yet accommodation, maintenance, refurbishment and extensions do not disappear in proportion to output. Validate the project and headcount first, then compete through local assembly and lifecycle service.

供应链Supply Chain成本账本Cost Ledger政策合规窗口Policy WindowsTKDN 本地化TKDN Localization中资出海落地China Go-Global

2026.09 · 特刊 · 13 min read

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酒店 · 市场判断Hospitality · Market Verdict

政府的钱退场之后,雅加达酒店谁在赚钱?After Government Money Exits, Who Is Making Money in Jakarta Hotels?

上半年全雅加达只新开 1 家 95 间房的换牌酒店,老牌五星 Hotel Sultan 却被政府收地关停——供给冻结、存量出清。靠公务客源的 3-4 星入住率掉 2.6 个百分点,做商务散客的 5 星和奢华反涨 4.5 个百分点;房价横盘 Rp119 万/晚。买存量、换牌、重做运营,别新建。Only one hotel opened citywide in H1 — a 95-room re-flag — while legacy five-star Hotel Sultan was repossessed and shut by the government: supply frozen, stock clearing. Government-fed 3-4-stars lost 2.6pp occupancy; business-traveler 5-star and luxury gained 4.5pp; ADR flat at Rp1.19m/night. Buy existing stock, re-brand, re-operate — do not build.

成本账本Cost Ledger政策合规窗口Policy Windows清真合规Halal Compliance选址决策Site Selection中资出海落地China Go-Global

2026.09 · 特刊 · 12 min read

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地产 · 销售市场Property · Condo Sales

雅加达的公寓,谁在买,谁在等?Jakarta Condos: Who Is Buying, and Who Is Waiting?

整个二季度没有一个新盘敢开盘,开发商只敢用排号(NUP)试水;现房销售率 94.4%,期房预售率只有 57.7%——买家只信看得见的房子。已售的房子三分之一空着:自住现在是买方市场,狠狠谈;投资收租,先按最坏情况算账。附外国人购房门槛与合规路径专章。Not a single formal launch all quarter — developers only test with queue registration (NUP). Finished homes 94.4% sold, off-plan only 57.7% pre-sold: buyers trust what they can see. A third of sold units sit vacant — a buyer's market for owner-occupiers; rental investors, run the worst case first. With a foreign-buyer threshold and compliance chapter.

选址决策Site Selection成本账本Cost Ledger政策合规窗口Policy Windows汇率与利润汇回FX & Repatriation中资出海落地China Go-Global

2026.09 · 特刊 · 13 min read

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地产 · 租赁市场Property · Rental Market

雅加达租公寓:租客的好年景,房东的辛苦钱Jakarta Apartment Rentals: A Renter's Market, a Landlord's Grind

空置率 40.0%、租金横盘、3.7 万套在建排队入市——筹码在租户手里。95% 的存量是散户型 Condo:高管住服务式、团队批量谈 Condo,10 人团队一年省约 ¥65 万;买公寓收租,毛回报 4% 扣完空置和税,净回报不到 2%。40.0% vacancy, flat rents, 37k units queued to enter — the leverage sits with tenants. 95% of stock is retail condos: execs in serviced, teams in bulk-negotiated condos saving ~RMB 650k a year; buy-to-let nets under 2% after vacancy and tax.

成本账本Cost Ledger政策合规窗口Policy Windows汇率与利润汇回FX & Repatriation中资出海落地China Go-Global华商社群Chinese Community

2026.09 · 特刊 · 14 min read

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地产 · 楼市观察Property · Housing Market

雅加达的别墅,是谁在买?Who Is Buying Jakarta's Villas?

推盘量砍了 65%,销售率却 94%——不是需求崩盘,是供给主动收缩的「缩量保价」。73% 的新盘开在 Tangerang,越贵越好卖;外国人 Rp100 亿门槛下,「中国人在雅加达买别墅」基本走不通。五个子市场地价地图、四个价格带买家画像、政策红包与利率悬刀。Launches cut 65%, yet take-up sits at 94% — not a demand collapse but deliberate supply contraction: shrinking volume to hold price. 73% of new projects are in Tangerang, and the pricier the better it sells; with the IDR 10bn foreigner threshold, a Chinese individual buying a Jakarta villa is a dead end. Five submarkets mapped, four buyer bands decoded, the VAT gift and the rate knife.

选址决策Site Selection成本账本Cost Ledger政策合规窗口Policy Windows汇率与利润汇回FX & Repatriation中资出海落地China Go-Global

2026.09 · 特刊 · 12 min read

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零售 · 选址开店Retail · Store Opening

卫星城商场空了五分之一:轮到开店的人谈条件Debotabek Retail H1 2026: One-Fifth Empty — Tenants Call the Shots

每 5 个铺位空 1 个、租金涨幅 0.8% 跑输通胀——卫星城商场进入租户市场。四个卫星城四种命、100㎡ 铺位月账单、上半年开店名单(霸王茶姬/甜啦啦/Wellground):现在是带着数据去谈免租期和装补的时候。One in five units sits empty and rents trail inflation — Debotabek malls are a tenant's market. Four satellite cities compared, the monthly bill for a 100 sqm shop, and H1's opening list (Chagee, Tianlala, Wellground): now is the time to negotiate rent-free and fit-out with data in hand.

选址决策Site Selection成本账本Cost Ledger消费场景创新Consumption Scenes中资出海落地China Go-Global清真合规Halal Compliance

2026.09 · 特刊 · 12 min read

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餐饮 · 产业链判断F&B · Value Chain Verdict

印尼咖啡产业链深度分析Indonesia's Coffee Value Chain: A Deep Dive

全球第四大产咖国,利润却在雅加达的杯子里——产业链五段全景、六层品牌版图、城市梯队与清真大限时间表,七个可直接承接的机会切口。The world's fourth-largest coffee producer — but the profit sits in Jakarta's cups. Full value chain, six-tier brand map, city tiers, the Oct 17 2026 halal deadline, and seven actionable openings.

清真合规Halal Compliance供应链搭建Supply Chain消费场景创新Consumption Scenes产业链上游Upstream

2026.08 · 特刊 · 18 min read

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餐饮 · 特刊判断F&B · Special Verdict

东南亚酒水特刊:中国葡萄酒的机会不在卖酒,在场景寄生SEA Alcohol Special: For Chinese Wine, the Play Is Riding Consumption Scenes

酒跟着场景走——中餐出海、华人宴请、节庆礼品,三股正在膨胀的宿主。附五国三层过滤图与 12 个月启动节奏。Wine follows scenes — overseas Chinese restaurants, banquets, festive gifting. With a five-market filter map and a 12-month roadmap.

消费场景创新Consumption Scenes中资出海落地China Go-Global华商社群Chinese Community

2026.08 · 特刊 · 15 min read

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工业地产 · 建厂选址Industrial · Site Selection

大雅加达工业地产解读Greater Jakarta Industrial Property, Q2 2026 Decoded

三个市场里唯一真涨的资产:地价一年 +11.3%、仓库空置率仅 8.1%——但大半是汇率账。七个子市场地价地图、仓库地图、成本账本、比亚迪 Subang 信号、TKDN 隐形地价:先租仓跑通供应链,再买地建厂。The only truly rising asset of the three markets: land +11.3% YoY, warehouse vacancy just 8.1% — but most of it is an FX illusion. Seven-submarket land map, warehouse map, real cost ledger, the BYD Subang signal and the hidden TKDN land tax: lease a warehouse and prove the supply chain first, then buy land.

TKDN 本地化率TKDN Local Content汇率与利润汇回FX & Repatriation供应链搭建Supply Chain选址决策Site Selection成本账本Cost Ledger中资出海落地China Go-Global

2026.09 · 特刊 · 15 min read

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地产 · 空间判断Property · Spatial Verdict

雅加达华商家族,需要一座能传家的院子?Do Jakarta's Chinese Family Dynasties Need a Courtyard to Pass Down?

中式合院在 PIK 有市场,但入口不在「四合院」三个字里——先业态、后会馆、再住区,翻译完成之前不要动土。There is a market for Chinese courtyards in PIK — but the entry is not the architecture. Venue first, clubhouse second, residences last.

选址决策Site Selection华商社群Chinese Community

2026.08 · 特刊 · 12 min read

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物流 · 进入策略Logistics · Entry Strategy

印尼冷库:政府建的库在晒太阳,资本却在疯抢Indonesia's Cold Storage: Government-Built Warehouses Sit Idle While Capital Scrambles to Buy In

缺口不在冷库总量,在三个环节:清真合规改造(2026.10.17 大限)、产地端运营、高能效替代。资本买完了「库」和「链」,唯独设备与工程层无人整合——五种进入模式与 0–36 个月路线图。The gap isn't total capacity — it's halal retrofits (the Oct 17, 2026 deadline), origin-side operations, and energy efficiency. Capital bought the warehouses and the chains; the equipment & engineering layer is the last vacuum — five entry modes and a 0–36-month roadmap.

清真合规Halal Compliance供应链搭建Supply Chain政策合规窗口Policy Windows

2026.08 · 特刊 · 22 min read

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能源 · 进入策略Energy · Entry Strategy

印尼光伏:85% 的组件是中国的,项目却没中国人的份Indonesian Solar: 85% of the Modules Are Chinese — None of the Projects Are

全球最大的光照富矿,装机不足潜力 0.05%——瓶颈不是资源也不是成本,是 PLN 的钱包。TKDN 窗口期、配额制下的工商业屋顶、100kW–2MW 最优体量,与三种进入模式。The world's biggest solar mismatch — under 0.05% of potential installed. The bottleneck isn't resource or cost, it's PLN's wallet. The TKDN window, C&I rooftops under quota, the 100kW–2MW sweet spot, and three entry modes.

TKDN 本地化率TKDN Local Content政策合规窗口Policy Windows中资出海落地China Go-Global产业链上游Upstream

2026.08 · 特刊 · 20 min read

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财税 · 合规地图Tax · Compliance Map

印尼税:22% 是最便宜的一道,狠的在每一笔付款里Indonesia Tax: 22% Is the Cheapest Cut — the Real Bite Is in Every Payment

名义税率印尼全赢(22% 对 25%),但狠处在结构:预提税渗透每一笔付款、餐饮另有一道 10% 地方税、Coretax 实时清算让票开不出来=生意做不了。中印七大差异、税种速查表、利润汇回三道门槛、一家门店的年度税单。Indonesia wins on headline rates (22% vs 25%) — but the bite is structural: withholding on every payment, a separate 10% local tax on F&B, and Coretax real-time clearance where no invoice means no business. Seven structural differences, a full rate table, three gates on repatriation, and one store's annual tax bill.

汇率与利润汇回FX & Repatriation政策合规窗口Policy Windows成本账本Cost Ledger

2026.09 · 特刊 · 20 min read

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教育 · 择校决策Education · School Choice

雅加达择校地图:新加坡三分之一的学费,三条大学出口The Jakarta School Map: A Third of Singapore's Tuition, Three University Exits

幼儿园到大学五个学段各十所学校、入学标准与学费全景;三条赛道、一张决策矩阵、一份全包价账本——先定出口,再倒推每个阶段的学校。50 schools across five stages with admissions and tuition in full; three tracks, one decision matrix, one all-in cost ledger — pick the university exit first, then the school.

选址决策Site Selection成本账本Cost Ledger

2026.08 · 特刊 · 22 min read

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