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北京时间·🕒 发布 12:19:43时区推断·⟳ 抓取 12:22:07·⚡ 决策 08-04 12:36:08 +14m01s·84.3 天前
印尼拟推出电动车刺激措施，丰田迁厂才可能获得额外激励
印尼刺激方案尚未正式公告，500000辆电动摩托车销售目标、单车500万印尼盾补贴和最高100%增值税豁免仍属于未来数周政策预告。
📄 原文Reuters↗ 原文
Indonesia's government will launch measures in the coming weeks to boost the purchase of electric vehicles, including…
不做 丰田汽车（7203.JP）
印尼EV刺激仍是政策预告，丰田获激励取决于尚未发生的迁厂决定，缺少可量化订单、投资或利润增量，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 印尼刺激方案尚未正式公告，500000辆电动摩托车销售目标、单车500万印尼盾补贴和最高100%增值税豁免仍属于未来数周政策预告。
- 对丰田汽车（7203.JP）的公司级信息只是财政部长称若其把主要制造厂从泰国迁至印尼可满足激励请求，尚无迁厂决定、投资额、订单或利润增量。
主要风险
- 政策最终条款、适用品类和企业名单未落地，不能把未来可能补贴当作确定业绩催化。
- 丰田体量很大，未披露迁厂承诺或产销增量时，印尼单国政策难以形成短线市值级利好。
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原文全文
展开原文 · 1,346 字
Indonesia's government will launch measures in the coming weeks to boost the purchase of electric vehicles, including e-bikes, Finance Minister Purbaya Yudhi Sadewa said on Tuesday at an autoshow event.
Below are the details:
The stimulus package will involve the sale of 500,000 electric motorbikes and will be announced by Indonesia's President Prabowo Subianto in the next two or three weeks, Purbaya said.
Purbaya has said previously that the government will provide a subsidy of 5 million rupiah ($277.24) for each electric motorcycle purchase, but he did not repeat that in his Tuesday remarks.
Purbaya also said at the autoshow that the government will offer a value-added tax exemption of up to 100% on certain electric vehicle purchases.
In an apparent gesture towards executives of Toyota Motor Corp (7203.T) in the audience, Purbaya said he will grant any incentive request by the Japanese automaker if they move their main manufacturing plants from Thailand to Indonesia.
Indonesia has for a long time held the ambition to become a car manufacturing hub for the region, including for the production of electric vehicles.
It has also set EV adoption targets for the domestic market, with the aim of getting 2 million electric cars and 13 million electric motorbikes on the road by 2030.
($1 = 18,035 rupiah)
Below are the details:
The stimulus package will involve the sale of 500,000 electric motorbikes and will be announced by Indonesia's President Prabowo Subianto in the next two or three weeks, Purbaya said.
Purbaya has said previously that the government will provide a subsidy of 5 million rupiah ($277.24) for each electric motorcycle purchase, but he did not repeat that in his Tuesday remarks.
Purbaya also said at the autoshow that the government will offer a value-added tax exemption of up to 100% on certain electric vehicle purchases.
In an apparent gesture towards executives of Toyota Motor Corp (7203.T) in the audience, Purbaya said he will grant any incentive request by the Japanese automaker if they move their main manufacturing plants from Thailand to Indonesia.
Indonesia has for a long time held the ambition to become a car manufacturing hub for the region, including for the production of electric vehicles.
It has also set EV adoption targets for the domestic market, with the aim of getting 2 million electric cars and 13 million electric motorbikes on the road by 2030.
($1 = 18,035 rupiah)
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