FOKUS
DAMPAK KEBIJAKAN KENAIKAN TARIF BEA MASUK IMPOR KE AMERIKA SERIKAT .................. 1
Latar belakang kebijakan tarif Trump 2025 ............................................................................................ 1
Perkembangan Neraca Perdagangan RI 2025–Mei 2025 ....................................................................... 2
Perdagangan RI – Amerika Serikat ......................................................................................................... 3
Ekspor utama Indonesia ke AS & nilainya ............................................................................................. 4
Impor utama Indonesia dari AS & nilainya ............................................................................................. 5
Komoditas ekspor RI yang paling terdampak kenaikan tarif AS ......................................................... 5
Produk AS yang diuntungkan dari tarif 0 % ke pasar Indonesia .......................................................... 6
Dampak terhadap Posisi Indonesia di Rantai Pasok Global (GVC) ..................................................... 6
Dampak ke Pasar Global Selain AS ........................................................................................................ 6
Dampak kebijakan tarif terhadap neraca perdagangan luar negeri Indonesia ................................... 7
Prospek Perdagangan dengan Amerika Serikat .................................................................................... 7
Strategi untuk Memulihkan atau Mempertahankan Daya Saing .......................................................... 7

 PROFIL INDUSTRI
PERKEMBANGAN INDUSTRI BAN DI INDONESIA ................................................................................ 9
Latar Belakang ......................................................................................................................................... 9
Deskripsi Produk .................................................................................................................................... 10
Produsen Ban dan Kapasitas Produksi ............................................................................................... 12
Profil Produsen Ban Utama ................................................................................................................... 16
PT Gajah Tunggal Tbk ........................................................................................................................... 16
Kapasitas Produksi GT .......................................................................................................................... 19
Perkembangan Produksi GT ................................................................................................................. 20
Perkembangan Penjualan GT ................................................................................................................ 20
Distribusi Ban GT ................................................................................................................................... 22
PT Multistrada Arah Sarana Tbk ........................................................................................................... 24
Kapasitas Produksi MAS ....................................................................................................................... 26
Penjualan MAS ....................................................................................................................................... 26
PT Goodyear Indonesia Tbk .................................................................................................................. 27
Kinerja produksi Goodyear ................................................................................................................... 28
Distribusi Ban Goodyear ....................................................................................................................... 29
Perkembangan Produksi Ban Roda Dua Menurut Perusahaan ......................................................... 30
Perkembangan produksi ban roda empat ............................................................................................ 31
Perkembangan Penjualan Ban .............................................................................................................. 32
Roda empat ............................................................................................................................................. 32
Roda dua ................................................................................................................................................. 33
Ekspor Ban Raih Devisa US$1,61 Miliar ............................................................................................... 34
Amerika Serikat Importir Ban Terbesar dari Indonesia....................................................................... 37
Impor Ban Kembali Meningkat .............................................................................................................. 38
China Pemasok Ban Terbesar ............................................................................................................... 39
Harga Ban ............................................................................................................................................... 41
Kesimpulan dan Prospek ...................................................................................................................... 43



Indonesian Commercial Newsletter

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 PROFIL PERUSAHAAN
INDOMOBIL GROUP ............................................................................................................................... 46
Latar Belakang ........................................................................................................................................ 46
Industri Otomotif .................................................................................................................................... 47
Spare parts otomotif .............................................................................................................................. 50
Industri Ban ............................................................................................................................................ 51
Jasa Keuangan ....................................................................................................................................... 52
Jasa Sewa Kendaraan dan Logistik ...................................................................................................... 52
Pedagangan Bahan Bakar dan Pelumas .............................................................................................. 52
Jasa Kontraktor ...................................................................................................................................... 53
Kinerja keuangan .................................................................................................................................... 53
 BERITA SINGKAT PERUSAHAAN
IPO PT Chandra Daya Investasi Tbk Oversubscribed ......................................................................... 58
BEI Suspensi Saham Krakatau Steel Usai Harga Melonjak Signifikan .............................................. 59
Wijaya Karya Raih Kontrak Baru Pekerjaan Konstruksi Senilai Rp3,37 Triliun ................................ 59
BNI Dorong Pembiayaan Hijau, Capai Rp13,37 Triliun ........................................................................ 60
Jelang Merger, Adira Finance dan Mandala Finance Umumkan Rencana Buyback Saham ............ 61
Grup Djarum Borong 247,99 Juta Saham Surya Semesta Internusa ................................................. 62
Indo Tambangraya Akuisisi 9,62% Saham Adhi Kartiko ..................................................................... 62
Maskapai Fly Jaya Resmi Mengudara .................................................................................................. 63
 BERITA SINGKAT EKONOMI
Ekspor Indonesia Diramal Makin Tertekan Usai China Perpanjang BMAD Baja .............................. 64
Kinerja LPS 2024: Surplus Rp27,42 Triliun, Aset Naik 13,79% jadi Rp243,16 Triliun ....................... 65
Tarif Amerika Serikat Berlaku 1 Agustus, Pengusaha Tekstil Berburu Pasar Alternatif .................. 66
Kredit Paylater Bank Tumbuh Tinggi, Sentuh Rp21,89 Triliun per Mei 2025..................................... 67
Harga Batu Bara Terpuruk Usai Sempat Melambung, Jadi US$112,5 per Ton ................................. 68
 DIREKTORI
DIREKTORI PERUSAHAAN BAN DI INDONESIA ................................................................................. 70
PT GAJAH TUNGGAL Tbk ..................................................................................................................... 70
PT Goodyear Indonesia Tbk ................................................................................................................. 71
PT Multistrada Arah Sarana Tbk ........................................................................................................... 71
PT Bridgestone Tire Indonesia .............................................................................................................. 72
PT. Sumi Rubber Indonesia ................................................................................................................... 72
PT Suryaraya Rubberindo Industries (SRI) .......................................................................................... 73
PT. Elangperdana Tyre Industry............................................................................................................ 73
PT Industri Karet Deli ............................................................................................................................. 74
PT Hankook Tire Industry ...................................................................................................................... 74
 INDIKATOR EKONOMI
1. INDIKATOR KEUANGAN (MONETER) ............................................................................................... 75
2. INFLASI ............................................................................................................................................... 76
3. NERACA PEMBAYARAN ................................................................................................................... 77
4. PRODUK DOMESTIK BRUTO (PDB) ................................................................................................. 78
5. NILAI TUKAR MATA UANG ASING ................................................................................................... 82
6. POSISI PINJAMAN LUAR NEGERI .................................................................................................... 83