马来西亚10年期国债 (Malaysia10Y) 加自选

马来西亚总理安瓦尔·易卜拉欣周四在与唐纳德·特朗普总统通话后表示，美国对马来西亚商品的关税将于周五公布。据报道，马来西亚在几个关键问题上做出了让步，预计利率将降至15%至20%。这些措施包括接受美国对某些产品（如药品）的清真认证，允许它们绕过马来西亚伊斯兰发展部的批准。该协议还涉及马来西亚向美国供应稀土元素，此举被视为具有战略意义。马来西亚拥有超过1600万吨稀土矿床，价值约1万亿令吉，但由于缺乏国内加工能力，目前将其出口到中国。

The U.S. tariff rate on Malaysian goods will be announced Friday, Malaysian Prime Minister Anwar Ibrahim said Thursday after a call with President Donald Trump. A lower rate of 15% to 20% is expected, following Malaysia’s reported concessions on several key issues. These include accepting U.S. halal certification for certain products—such as pharmaceuticals—allowing them to bypass approval from Malaysia’s Islamic Development Department. The agreement also involves Malaysia supplying rare earth elements to the U.S., a move seen as strategically important. Malaysia holds over 16 million tonnes of rare earth deposits valued at approximately RM1 trillion, but currently exports them to China due to lacking domestic processing capabilities.

马来西亚10年期政府债券收益率降至3.39%，为2021年10月以来的最低水平。过去4周，马来西亚10年期债券收益率下跌14.15个基点，过去12个月下跌37.80个基点。

Malaysia 10 Year Government Bond Yield decreased to 3.39%, the lowest since October 2021. Over the past 4 weeks, Malaysia 10Y Bond Yield lost 14.15 basis points, and in the last 12 months, it decreased 37.80 basis points.

马来西亚领先经济指数在2025年5月环比微涨0.1%，与上月0.8%的四个月来最快涨幅相比大幅回落，同时标志着连续第三个月上涨。七分之三的组件下降，包括半导体实际进口（-0.3%对4月份的0.3%）、马来西亚证券交易所工业指数（-0.3%比-0.1%）和预期制造业销售值（-0.1%对0.03%）。与此同时，新公司注册有所减少（0.2%对0.4%），其他基本贵金属和其他有色金属的实际进口也有所减少（0.04%对0.3%）。从好的方面来看，住房单元批准量反弹（0.5%对-0.005%），实际货币供应量也反弹（0.1%对-0.1%）。与去年同期相比，领先指数在4月份上涨0.6%后持平。与此同时，反映当前经济状况的重合指数在4月修正停滞后下跌了0.1%。

Malaysia’s leading economic index edged up 0.1% month-on-month in May 2025, significantly easing from the fastest rise in four months of 0.8% in the previous month while marking the third consecutive monthly gain. Three out of seven components declined, including real imports of semiconductors (-0.3% vs 0.3% in April), the Bursa Malaysia Industrial Index (-0.3% vs -0.1%), and expected manufacturing sales value (-0.1% vs 0.03%). At the same time, new company registrations eased (0.2% vs 0.4%), as did real imports of other basic precious & other non-ferrous metals (0.04% vs 0.3%). On the upside, housing unit approvals rebounded (0.5% vs -0.005%), along with real money supply (0.1% vs -0.1%). On a year-on-year basis, the leading index was flat, after a 0.6% gain in April. Meanwhile, the coincident index, which reflects current economic conditions, was down 0.1%, after a revised stagnation in April.

马来西亚总理安瓦尔·易卜拉欣周三宣布了新的措施，以缓解公众对生活成本上涨的担忧，包括从8月31日开始向所有18岁及以上公民发放100马来西亚令吉的一次性现金。此举发生在周六吉隆坡计划举行的抗议活动之前，抗议活动要求安瓦尔因通货膨胀和未兑现的改革承诺而辞职。政府已将其2025年的现金援助拨款从130亿令吉上调至150亿令吉。安瓦尔还承诺，将在9月底之前公布期待已久的改革细节，以全面补贴RON95燃料。根据该计划，国内燃料价格将从每升2.05马来西亚令吉略微降至1.99马来西亚令吉，而外国公民将支付市场价格。今年早些时候，政府提高了最低工资，提高了大型用户的电价，并对某些进口产品征收了新的销售税，以增加收入。

Malaysian Prime Minister Anwar Ibrahim on Wednesday announced new measures to ease public concerns over rising living costs, including a MYR 100 one-off cash handout for all citizens aged 18 and above, to be distributed starting August 31. The move comes ahead of a planned protest in Kuala Lumpur on Saturday, calling for Anwar’s resignation over inflation and unmet reform promises. The government has revised its 2025 cash aid allocation to MYR 15 billion, up from MYR 13 billion. Anwar also pledged to unveil details of long-anticipated reforms to blanket subsidies on RON95 fuel by end-September. Under the plan, domestic fuel prices will fall slightly to MYR 1.99 per liter from MYR 2.05, while foreign nationals will pay market rates. Earlier this year, the government introduced a minimum wage hike, higher electricity tariffs for large users, and new sales taxes on certain imports to boost revenue.