印尼终止电动车进口优惠，2026年起强制本地化生产
印尼工业部9月12日宣布，将于2025年12月31日终止电动汽车进口税收优惠，自2026年起全面要求车企在印尼实现本地化组装。该政策调整标志着印尼电动车市场的发展重心从进口导向转向本地制造，为全球车企在东南亚布局带来新的挑战与机遇。
自2023年底起，印尼通过免除进口关税、奢侈品销售税和下调增值税等措施，为电动车产业发展创造了有利环境。2024年政策落地后，电动车销量快速攀升，2025年1-7月销量达到约4.2万辆，同比激增约140%，市场占比接近10%。其中，中国品牌获益最大，比亚迪凭借纯进口模式拿下超过一半的市场份额，并于2024年推出与燃油车同价的M6车型。
然而，这一优惠政策在刺激市场的同时，也使本土工厂产能利用率从73%降至55%，引发产业结构失衡。印尼汽车工业协会指出，若不推动本地化生产，本土汽车制造业将被逐步边缘化。
新规明确要求，自2026年起，车企在印尼生产的电动车数量必须与其整车进口规模相当，并逐步提升本地含量比例由40%提高至60%。同时，所有外资车企必须在2027年前正式投产。
印尼政府强调，外资车企必须“落地生根”，在本地建立生产和供应网络。随着政策收紧，中国车企虽面临转型压力，但也迎来与印尼深度融合的机遇。这一政策不仅将改变中国品牌在印尼的扩张路径，更可能重塑整个东南亚电动车产业格局。
On September 12, Indonesia’s Ministry of Industry announced it will end all electric vehicle (EV) import tax incentives by December 31, 2025, and from 2026 onwards require automakers to assemble vehicles locally. This marks a major policy shift from imports to domestic manufacturing, with far-reaching implications for global automakers in Southeast Asia.
Since late 2023, Indonesia had granted import duty exemptions, waived luxury sales tax, and reduced VAT on EVs to stimulate adoption. The incentives paid off: EV sales surged to 42,000 units in January–July 2025, up 140% year-on-year, reaching nearly 10% of new car sales. Chinese brands benefited the most, with BYD commanding over 50% market share through a fully import-driven strategy, highlighted by the launch of its competitively priced M6 model.
Yet, this rapid growth came at a cost. Domestic factory utilization fell from 73% to 55%, raising concerns about the health of Indonesia’s auto industry. Local associations warned that continued reliance on imports would marginalize homegrown manufacturing, prompting the government’s decisive policy shift.
The new rules stipulate that from 2026, automakers must match their import volumes with local EV production and gradually increase local content (TKDN) from 40% to 60%. By 2027, all foreign automakers must have operational local plants.
Officials stress that foreign automakers must “take root” in Indonesia by investing in local production and supply networks. For Chinese brands, the policy brings short-term challenges but also long-term opportunities for deeper integration. Beyond reshaping Indonesia’s domestic market, these changes could redefine the competitive landscape of the entire Southeast Asian EV industry.