印尼车市8月承压：日系大幅下滑，中国品牌逆势突围
据芝能科技数据，2025年8月印尼汽车市场持续低迷，批发销量6.18万辆，同比下降19%；零售销量约5.5万辆，同比下滑13.4%。今年以来累计批发销量50.1万辆，同比减少10.6%，全年销量预期已下调至75-90万辆。经济增速放缓、基准利率维持在5%及税收上调是主要原因。
长期占据主导的日系品牌承压明显。丰田虽以1.83万辆继续领先，但同比暴跌29.5%，主力车型Kijang Innova销量腰斩；大发销量下滑28.8%，本田更是骤降42.1%。相比之下，三菱和铃木逆势增长，分别取得8.4%和12.3%的涨幅。整体来看，日系份额已从去年的60%跌至55%。
与此同时，中国品牌表现亮眼。比亚迪8月销量2562辆，累计近1.9万辆，同比接近翻倍；奇瑞单月大涨47.7%至1179辆，累计销量1.3万辆，SUV为主力驱动；Jaecoo新入榜即销售318辆。前8个月中国车企电动车销量合计超过2.5万辆，占纯电动市场半壁江山，带动整体电动汽车销量同比增长三倍至5.3万辆。
本地化生产和价格优势是中国车企突围的关键。比亚迪雅加达工厂投产使成本下降约15%，而中国新能源车平均售价低于日系20%左右，更契合印尼消费者的购买力。在政府补贴和VAT减免的支持下，电动车渗透率已由2024年的5%升至2025年的8%。
总体而言，印尼8月车市分化加剧，日系品牌主导地位动摇，中国品牌凭借新能源与渠道扩张逆势突围，未来有望在东南亚市场赢得更大份额。
According to data from Zhineng Technology, Indonesia’s auto market remained sluggish in August 2025. Wholesale sales reached 61,780 units, down 19% year-on-year, while retail sales fell 13.4% to around 55,000 units. Cumulative wholesale sales from January to August dropped 10.6% to 501,000 units, and annual forecasts have been revised down to 750,000–900,000 units. Economic slowdown, high interest rates (benchmark 5%), and higher taxes were the main drags.
Japanese brands, long dominant in the market, came under pressure. Toyota retained the lead with 18,300 units but plunged 29.5%, with the Kijang Innova halving its sales. Daihatsu fell 28.8% and Honda collapsed 42.1%. In contrast, Mitsubishi and Suzuki posted gains of 8.4% and 12.3%, respectively. Overall, Japanese market share slid from 60% last year to 55%.
Chinese automakers showed resilience. BYD sold 2,562 units in August, bringing its cumulative total close to 19,000, nearly doubling year-on-year. Chery surged 47.7% to 1,179 units in the month, doubling cumulative sales to 13,000, mainly driven by SUVs. Newcomer Jaecoo recorded 318 units. Altogether, Chinese EV makers sold over 25,000 units in the first eight months, accounting for half of Indonesia’s pure EV market, with overall EV sales tripling to 53,000.
Localization and cost advantages underpin this momentum. BYD’s Jakarta plant has reduced costs by around 15%, while Chinese EVs are on average priced 20% lower than Japanese rivals, better aligning with Indonesian consumers’ purchasing power. Supported by government subsidies and VAT exemptions, EV penetration has risen from 5% in 2024 to 8% in 2025.
In summary, Indonesia’s auto market in August highlighted growing divergence: Japanese brands are losing ground, while Chinese automakers, leveraging EV adoption and channel expansion, are steadily gaining share across Southeast Asia.