Kinerja penjualan mobil di tahun 2025 masih cukup menantang, meski ada momentum Ramadan dan Lebaran di Kuartal I-2025. Hal ini tercermin dari data Gabungan Industri Kendaraan Bermotor (Gaikindo) untuk penjualan mobil secara ritel yaitu dari dealer ke konsumen di Februari 2025 yang turun tipis, sebesar 0,8% dibandingkan Februari 2024. Namun jika dibandingkan secara bulanan, penjualan ritel naik sebesar 9,1% dari Januari 2025 yang tercatat 64.029 unit.
Adapun penjualan mobil nasional secara wholesales atau dari pabrik ke dealer tercatat mengalami kenaikan hingga dobel digit di Februari 2025 sebesar 16,7% dibandingkan Januari 2025 (MOM) yang mencatatkan penjualan 61.932 unit. Dan penjualan secara tahunan juga mengalami kenaikan 2,2% menjadi 72.295 unit dibandingkan Februari 2024 sebesar 70.772 unit.
Adapun penjualan mobil nasional secara wholesales atau dari pabrik ke dealer tercatat mengalami kenaikan hingga dobel digit di Februari 2025 sebesar 16,7% dibandingkan Januari 2025 (MOM) yang mencatatkan penjualan 61.932 unit. Dan penjualan secara tahunan juga mengalami kenaikan 2,2% menjadi 72.295 unit dibandingkan Februari 2024 sebesar 70.772 unit.
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TVTranscript
00:00In this program, we will introduce you to the latest news from Jakarta.
00:20Hello viewers, how are you today?
00:22Live from the IEDX studio in Jakarta, I am your host, Theo Wibowo,
00:26back again in Market Review, a program that deals with issues that are the driving force of the economy in Indonesia.
00:32You can also watch our live streaming on iedxchannel.com.
00:36Let's start the Market Review.
00:40Market Review
00:48Yes, viewers, now the sales of national cars from factories to dealers or wholesalers in February has increased by months or years.
00:56However, retail sales from dealers to consumers recorded a slight decline of almost 1% compared to February 2024.
01:10The sales of cars in 2025 are still quite challenging despite the Ramadan momentum and Eid in the first quarter of 2025.
01:20This is reflected in the data of the Motor Vehicle Industry Association or Gaikindo
01:25for retail car sales from dealers to consumers in February 2025
01:31which fell by 0.8% compared to February 2024.
01:37However, also compared to the monthly sales of retail increased by 9.1% from January 2025 which was recorded as 64,029 units.
01:49However, the sale of national cars by wholesalers or from factories to dealers
01:54recorded a double-digit increase in February 2025 of 16.7%
02:01compared to January 2025 or month-to-month which recorded sales of 61,932 units.
02:09And annual sales also experienced an increase of 2.2% to 72,295 units compared to February 2024 as large as 70,772 units.
02:23Meanwhile, the policy of fiscal incentives from the government
02:26to strengthen the infrastructure and ecosystem of the national automotive industry
02:31is expected to attract more foreign investment to Indonesia.
02:35The policy also continues to strengthen the ecosystem of environmentally friendly vehicles in the water
02:40which lately has also become the focus of the government.
02:44From Jakarta, IDX Channel coverage team.
02:48Next, we will present data related to the monthly sales of wholesale cars per February 2025
02:55as you can see on your television screen.
02:58We will compare the double-digit increase of 16.7% compared to February 2025 and January 2025.
03:07Next, we will compare the annual sales of wholesale cars.
03:10We will observe an increase of 2.2% in February 2025 compared to February 2024.
03:19The annual sales increased and the monthly sales increased.
03:23Next, we will compare the retail sales.
03:27We can see that the monthly sales in February 2025 compared to January 2025
03:32increased by 9.1%.
03:3669,872 units compared to 64,029 units.
03:43Next, the annual sales of retail sales
03:47experienced a pressure of 0.8% in February 2025 at 69,000 units
03:53and in February 2024 at 70,000 units.
03:57Next, we will present data related to the monthly sales of wholesale cars and retail sales.
04:10Next, we will present data related to the momentum of car production strategies
04:15in IDX Channel.
04:22Thank you for your time.
04:24It is interesting that we will interview Mr. Aryo Irhamna, Indep.
04:33Hello.
04:34How are you, Mr. Aryo?
04:36I'm fine.
04:37Thank you for your time, Mr. Aryo.
04:39We will talk about the performance of automotive industry in Indonesia.
04:44Let's go to Mr. Kukuh first.
04:46How far can the momentum of Ramadan and Eid
04:49boost the sales of national cars?
04:53We hope that this Eid can help.
04:56The first is simple.
04:58Our Eid holiday is divided into two.
05:01At the end of March and at the beginning of April.
05:05So in March, we make sure that the working days are relatively short.
05:13We hope that the public can still spend or buy automotive vehicles
05:19on the working days in March.
05:22That is our hope.
05:24Because from the base of February, there is an increase compared to January.
05:30We hope that this momentum will continue.
05:34Is this year's Eid better than last year's Eid?
05:43We think this year is better.
05:46Last year, there were a lot of holidays.
05:49That's the least.
05:51Although there are different challenges this time.
05:54Because of the conditions, a lot of things have come up lately.
05:58But we still hope, we have to be optimistic
06:01that the public still wants to spend to buy automotive vehicles.
06:06From Indef, Mr. Aryo, what do you think?
06:09Your review of the performance of car sales
06:12in the first quarter of 2025?
06:17Okay.
06:18First of all, there is an increase in sales from January to February.
06:25And in my opinion, the sales cycle at the beginning of the year is trend.
06:32There are phenomena like that.
06:35So buying assets at the beginning of the year
06:39because it is buying assets from the end of the year before.
06:46So indeed, some high-income consumers
06:50use their annual bonus to take over from higher taxes
06:58but illegally, by buying assets at the beginning of the year.
07:04And that's generally the case.
07:07Then, as mentioned earlier,
07:10both wholesale and retail, both cash and year-to-year.
07:16However, I want to point out,
07:19in terms of year-to-year, the decrease in year-to-year needs to be considered
07:23as a sign that this is an additional indicator
07:26that the purchasing power of the society is not fully recovered
07:29or under pressure due to certain factors.
07:32Maybe in general, that's it.
07:36Okay, but if you look at the Ramadan and Eid momentum,
07:39if, for example, Gaikindo hoped it could still bounce back
07:42further when our national car sales increase,
07:45but from Indep itself, with the challenge of being an indicator
07:48that the purchasing power of the society is still under pressure,
07:51what will happen in the end?
07:53So indeed, the increase in wholesale shows that the producer or dealer is optimistic
07:59in the face of Ramadan or Eid and increasing stocks.
08:03However, the decrease in retail sales in the year-to-year
08:06shows that the consumer level has not yet reached the level of last year.
08:10Indeed, there is a possibility,
08:12because we will still see what March looks like
08:16and this Eid phenomenon, of course, in Indonesia,
08:21is generally a pre-olympic season for many sectors, including automotive.
08:26Because usually people buy vehicles
08:31for the sake of money and also to increase their status in the daily life.
08:37All right.
08:38Pak Kuku, Gaikindo's data also mentions
08:40wholesale sales of factories to dealers,
08:42as has been said by Mr. Ario, in February 2025,
08:45it did increase by about 2.2% per annum compared to 2024.
08:50If we look at it earlier,
08:52is it more to the optimism of the producers themselves
08:55or do you see there is still optimism
08:57from the sales figures that will be absorbed by the public?
09:01Of course, industry players also have predictions.
09:07On the one hand, they still want to run the business as usual.
09:12The hope is to increase.
09:14Yesterday there were some obstacles related to options and so on.
09:19There is already certainty at the moment.
09:21At least from there,
09:23all, both consumers and industry players, have optimism here.
09:29Moreover, there is an Eid momentum.
09:31So the hope is that if it can really be run,
09:35we are optimistic that there will be an increase.
09:38Well, if what was criticized earlier,
09:40what was praised by Enef was the retail sales.
09:42How is this, sir?
09:44So retail is still under pressure,
09:49although a little.
09:51However, yesterday there was pressure
09:54because there were still issues earlier.
09:57There was an omasi with NC and so on.
10:00Let's see what the results of March will be like.
10:03There should still be optimism in the increase in sales in March.
10:07Yes, what is the potential if we compare it to the usual momentum,
10:11compared to the Ramadan and Eid momentum,
10:14where usually the consumer level of the public is also high, right?
10:18Well, there is still no clear pattern.
10:22But in general, the decline usually occurs,
10:25it can be up to 10-20%
10:27compared to the usual months,
10:29during the month of Ramadan,
10:31because of the working day earlier.
10:33But earlier it was also criticized by Masario
10:36about the condition of the public,
10:38which is currently declining.
10:42This is also what we need to respect,
10:44it has never happened, for example.
10:46Let's see what it will be like in March,
10:49hopefully it will be better.
10:51Yes, the challenge if we talk about the purchasing power of the public,
10:55if we talk about the purchasing power
10:59with the current market price,
11:02is it quite different, is it quite far?
11:05So this is back again,
11:07from the data we have,
11:09there is a fairly large gap
11:11where the price of this car has increased by 7.5% per year.
11:15While the income of the public
11:17was also criticized earlier
11:19about the decline in purchasing power.
11:22Well, they only increased it by 3%,
11:24so there is a fairly high gap.
11:26Meanwhile, cars that are widely bought by the public
11:29are cars that are price sensitive.
11:32If it's a luxury car,
11:34they don't get too disturbed.
11:37But 70-80% are affordable cars.
11:43What do you think of this year's Ramadan momentum?
11:48If the challenges are related to the purchasing power gap,
11:51which is still high,
11:53can this momentum be used optimally,
11:56maximally, or how?
11:58But hold on to the answer,
12:00we will discuss it later in the next segment.
12:02And viewers, make sure you are still with us.
12:13Thank you for staying with us in Market Review.
12:15In the next segment, we will share data for you
12:17related to wholesale car sales
12:19based on brands or producers,
12:21as you can see on your television screen.
12:24Yes, this is for February 2025
12:27for wholesale car sales.
12:29Toyota is still at the top,
12:31in the first position, 24,397 units.
12:35Followed by Daihatsu, then Honda,
12:38then Mitsubishi,
12:40Daihatsu, then Honda,
12:42Mitsubishi Motor, Suzuki, Hyundai,
12:44Mitsubishi Fuso, Isuzu,
12:46Wuling, and also Hino.
12:49What about retail sales?
12:51Let's take a look at February 2025.
12:55It's still not much different.
12:57Toyota, Daihatsu, Honda,
12:59Mitsubishi Motor, and Suzuki.
13:01The top five.
13:02We will continue our discussion
13:04with Mr. Koko Kumara and Mr. Aryo D.P. Irhamna from Indev.
13:08Mr. Aryo, how do you see the Ramadan momentum?
13:13It's a holiday that is expected
13:15for other industries,
13:17other than automotives,
13:18to be the same.
13:19I want to know your thoughts
13:20on production and sales.
13:22How do you see the automotive sector?
13:25Is it still not being used optimally
13:29because there are some challenges
13:31that still surround it?
13:34Yes.
13:35The month-to-month increase
13:38in retail sales
13:40has increased by 9.1%
13:42since January-February 2025.
13:44It indicates that there is an increase
13:46in monthly orders
13:48that could be the beginning of the Ramadan momentum.
13:50Okay.
13:51Secondly,
13:52the year-on-year decrease
13:54of 0.8%
13:58indicates that
14:00compared to the same period last year,
14:02people's purchasing power
14:04is still slightly lower.
14:06So, there is a possibility of economic pressure.
14:09So, in general,
14:10the impact of Ramadan or Eid
14:12is still there,
14:13but not as much as last year.
14:15This month-to-month increase
14:17shows a short-term improvement trend,
14:20but in terms of year-on-year,
14:21the performance is still behind
14:23compared to last year.
14:24So, Eid this year
14:25does have the potential to boost sales,
14:28but maybe not as much as the previous year
14:30if the economic indicators have not improved.
14:33Okay.
14:34But the government has also
14:36flooded many incentives
14:38for a number of sectors,
14:39including automotive, there.
14:42Yes.
14:43That's right.
14:45This is indeed a question
14:47for many people as well.
14:49Is the effectiveness
14:52of the government's initiatives
14:54not yet effective?
14:58It can be,
14:59maybe because the pressure in society
15:01is indeed very deep,
15:02and this has actually been
15:05announced as well.
15:07As we can see from the BPS data,
15:09the year-on-year declassification
15:12is negative,
15:13and this is the first time
15:14after 25 years.
15:16And indeed, this is very dangerous
15:18structurally.
15:20Even though in a short term,
15:22it can be explained,
15:24because of the electricity subsidy incentive.
15:27But in the long term,
15:28this indicates that the condition
15:30of the public's purchasing power
15:32is indeed not good.
15:33Okay.
15:34Still related to the public's purchasing power.
15:36Mr. Kuku, with the various incentives
15:37that have been given,
15:38as we know,
15:39fiscal, also delivered by the government,
15:41with other reliefs,
15:43can it still be a booster, Mr. Kuku?
15:46Or how?
15:47This incentive is
15:49quite short-term.
15:50Okay.
15:51This has been issued yesterday.
15:52Well, when the incentive was issued,
15:54there was also the option earlier.
15:56There was a kind of mix.
15:57Okay.
15:58Which one is this?
15:59But we hope there will be improvement
16:00with the incentive,
16:01especially if there is a hybrid
16:02that was previously not given an incentive,
16:04now there is an incentive.
16:05But we need to see
16:06the impact for the coming times.
16:09The incentive will be given
16:11until the end of the year.
16:12Okay.
16:13Interesting.
16:14Incentives,
16:15in addition to cars
16:16made from fossil fuels,
16:17then electricity,
16:18are now,
16:19yes,
16:20it's happening right now.
16:22Mr. Kuku,
16:23what do you think?
16:24Is this one
16:25of the optimism boosters
16:26from the national automotive producer
16:28that it turns out that
16:29the electric cars
16:30that are sold in Indonesia
16:32have a lot of fans, sir?
16:34There is indeed an increase in the trend
16:36of buying electric motor vehicles
16:38which may now be above 10%.
16:40The total market share
16:42between the combination
16:43between pure electric vehicles,
16:45BEV,
16:46and hybrid.
16:47Okay.
16:48This is what we need to look at
16:49what it will be like in the future.
16:50Well, there is an increase in the trend.
16:52People see,
16:54even though there are still obstacles here and there,
16:56especially,
16:58the range of the electric vehicle itself
17:00is not
17:01Okay.
17:02more for,
17:03in the city.
17:04Yes, yes.
17:05If I hear from the information,
17:07if you want to use mudik,
17:08think about it,
17:09later in the village,
17:10can it be painted?
17:11Okay, okay.
17:12In remote areas,
17:13can it be painted?
17:14That's the question.
17:15So,
17:17the answer may be
17:19conventional ICE
17:20or hybrid.
17:21Oh, that's it.
17:22Well, with the infrastructure that is also being built,
17:24SPKLU is still not enough.
17:26Or how, Pak Kuku?
17:27Hold on to the answer.
17:28We'll be back in a moment.
17:29Mas Aryo, we'll be back in a moment.
17:30And, Mr. Mirsa,
17:31we'll be right back
17:32after the next interview.
17:43Yes, you're still watching Market Review, Mr. Mirsa.
17:45Let's continue our discussion
17:46with Mr. Kuku Kumara,
17:47Secretary General of the Indonesian Motor Vehicle Industry
17:50Indonesia Gai Kindo,
17:51then there is also Mr. Aryo DPR Hamna,
17:53Chairman of the Indepth Industrial Trade and Investment Center.
17:56Well,
17:57Mr. Aryo, it's interesting,
17:58if we look at the information earlier,
18:00there is an increase of 10%, right?
18:03Mr. Kuku, earlier,
18:04if we look at the sales,
18:06above 10%.
18:07Well,
18:08Indepth itself,
18:09how does it look like,
18:10its potential?
18:11As I recall,
18:12is this going to be
18:13one of the supporters
18:14of the national automotive industry
18:16in the future?
18:18What is this?
18:19Electric vehicle, right?
18:20Yes.
18:21Okay.
18:23Indeed,
18:24the competition in the future,
18:28as I can see,
18:29is increasing.
18:30So, a big producer
18:31that has been in the automotive industry for a long time,
18:33as well as new brands,
18:34smart,
18:35offering EVs,
18:36but want to prove themselves
18:38as the key player
18:39in the Indonesian electric vehicle sector,
18:41because the market is big.
18:42Then,
18:43there is a difference in the product.
18:45So, competition
18:46in my opinion,
18:47the competition will change
18:49from just price versus features
18:51to technology aspects,
18:53battery,
18:54efficiency,
18:55and range availability,
18:57up to the availability
18:58of after sales
18:59and charging networks.
19:00This adds a new dimension of competition
19:03in the national automotive sector.
19:05So, indeed,
19:06ICE
19:07already
19:08existing
19:09some,
19:10I mean,
19:11it's already very dominant
19:12from the beginning to the end,
19:13after sales,
19:14public network,
19:15the workshop network.
19:17But,
19:18this electric car
19:19is still
19:20at the same start
19:22as before.
19:24So, indeed,
19:25it's interesting to see
19:26the growth of electric cars
19:27in Indonesia.
19:29Okay, there are still a number of challenges,
19:31Mr. Koko,
19:32although we know
19:33the growth is already above 10%.
19:34Gai Kino himself,
19:35how is the strategic effort
19:36that may have been done,
19:37how to collaborate with the government
19:39to be able to increase
19:40its support infrastructure
19:42if we talk about
19:43electric vehicle development?
19:44That's right.
19:45All this time,
19:46we focus on two types
19:48of new energy vehicles.
19:50The full electric vehicle battery.
19:53Okay.
19:54Then there's the hybrid.
19:55The hybrid has actually
19:56been introduced in Indonesia
19:58for quite a long time.
19:59Maybe more than 15 years ago.
20:01However,
20:02from the introduction itself,
20:03there has not yet been a catch.
20:05However,
20:06only after 2021,
20:08it started to be
20:10recognized by the public.
20:11Hybrid, yes.
20:12After the introduction of electric vehicles.
20:14What's interesting is
20:17our community still needs
20:19vehicles with a long range.
20:21Okay.
20:22Well, this hybrid
20:23gives that alternative
20:24compared to electric vehicles.
20:26Yes, yes.
20:27Right?
20:28Far away.
20:29And it doesn't really depend
20:30on the charging station.
20:31Then the latest one came out.
20:34Actually, it's not that new.
20:35There's PHEV,
20:36Plug-in Hybrid Electric Vehicle.
20:38Well, this was already
20:40tried and demonstrated yesterday.
20:45For one charge,
20:46one fuel,
20:49it can reach more than
20:511,300 kilometers.
20:53Wow.
20:54This is also an option.
20:55Okay.
20:56But don't forget
20:57another important key
20:59besides affordability,
21:01a fairly affordable price,
21:03seven-seater also still provides
21:05a determining factor
21:07whether it is bought or not
21:09for our community.
21:10So whatever it is,
21:11for example, an electric car
21:12or a commercial car,
21:13it's still a family car.
21:15Is there a family car?
21:17Oh, okay.
21:18That's our community's preference, right?
21:20Our community's preference.
21:21Because from our data,
21:2370% of the community's interest
21:26in all types,
21:27whether it's ICE,
21:28whether it's hybrid,
21:29whether it's also an electric vehicle.
21:32In total, all of them are interested in
21:34seven-seater MPV.
21:36Wow.
21:37Okay, so how was it earlier?
21:38What are the supporting infrastructures,
21:39Mr. Ais Pekailu and others?
21:40Even though we know that hybrid
21:41can be one of the more interesting choices
21:43if we talk about
21:45quite a long journey like that.
21:47Yes, we need to learn from ICE.
21:50There was a time when ICE was introduced
21:52with a different type of fuel.
21:54Okay.
21:55We always
21:57repeatedly asked
21:59to be available
22:00throughout Indonesia.
22:02Yes.
22:03Because the car is not just
22:04in the city,
22:06it has to be all over Indonesia.
22:09Now, when the infrastructure changed,
22:12for example, we know about the fuel.
22:14But actually, there is also an impact.
22:16But if it's an electric vehicle,
22:17the impact is extraordinary.
22:19Because just like an electric vehicle,
22:20the charging station
22:22also has a different type.
22:24Okay.
22:25This also has to be discussed by the community.
22:27Then, if it's available,
22:29it's okay for outside the city.
22:32But in the city itself,
22:33there are still issues that need to be addressed.
22:36The people of the city, like Jakarta,
22:38mostly live in apartments.
22:39Okay.
22:40When they live in apartments,
22:42generally,
22:43there are vehicles in the basement.
22:45In the basement,
22:47it's best to avoid the charging station.
22:49It should be outside.
22:50This is an additional issue
22:52that needs to be resolved.
22:54Yes.
22:55An open space
22:56that can be used as a charging station.
22:58Okay, that's the strategy
22:59what needs to be done
23:01to boost production
23:03and retail sales
23:05which is the most important thing
23:07for the producer.
23:08Okay, Mr. Mirza.
23:09This is interesting
23:10if we look at some of the data
23:12that was presented earlier.
23:14It turns out that there are still many challenges
23:15that must be faced
23:17by the national automotive industry.
23:19But unfortunately,
23:21the time is limited.
23:23Maybe we have to look for a longer time
23:25together with Mr. Aryo.
23:27Mr. Aryo, thank you very much
23:29for the information and updates
23:31given to Mr. Mirza.
23:32Mr. Mirza, don't run away from your place
23:34because we will be back
23:36with more interesting information and discussions.