Sumber : Bisnis.com | 19 Februari 2026

Pemerintah melalui Kementerian Perindustrian (Kemenperin) memastikan penghentian insentif impor utuh (completely built up/CBU) untuk mobil listrik murni mulai akhir 2025.

Berdasarkan Peraturan Menteri Investasi Nomor 6/2023 juncto Nomor 1/2024, program insentif dan batas waktu importasi akan berakhir pada 31 Desember 2025, sementara sejak 1 Januari 2026 pabrikan diwajibkan memenuhi komitmen produksi lokal 1:1 sesuai peta jalan Tingkat Komponen Dalam Negeri (TKDN).

Di tengah kebijakan tersebut, pelaku industri otomotif masih berharap adanya stimulus lanjutan pada 2026, mengingat penjualan mobil hingga penghujung 2025 dinilai berada dalam tekanan.

Chief Operating Officer PT Hyundai Motors Indonesia, Fransiscus Soerjopranoto, memproyeksikan pangsa pasar mobil listrik murni (battery electric vehicle/BEV) dapat menembus 13% pada 2025, bahkan melampaui mobil hybrid (HEV). Namun, ia mengingatkan bahwa pertumbuhan tersebut tidak lepas dari dukungan insentif pemerintah.

Data Gaikindo menunjukkan penjualan wholesales BEV mencapai 103.931 unit pada tahun lalu atau melonjak 140,64% secara tahunan. Sementara itu, penjualan mobil hybrid tercatat 65.943 unit. Kinerja impresif ini terjadi di tengah beragam stimulus 2025 seperti PPN Ditanggung Pemerintah (DTP), PPnBM DTP, hingga pembebasan bea masuk impor utuh (CBU).

"In other words, the incentives provided in 2025 will have a direct impact on the growth of the EV market itself. This is why many manufacturers are importing vehicles to Indonesia," said Frans.

Industri Desak Stimulus Lanjutan

Amidst policy uncertainty, industry players believe incentives are still crucial. Gaikindo Chairman Putu Juli Ardika stated that people's purchasing power has not fully recovered.

"Indeed, in the current situation, purchasing power is not yet very good. If incentives are provided, at least like during the COVID-19 pandemic, car prices will be more affordable, which could boost vehicle volume," he said at ICE BSD, Tangerang.

Gaikindo menargetkan penjualan domestik bisa mendekati 800.000 unit hingga akhir 2025 dari posisi sekitar 600.000 unit dalam 10 bulan pertama.

"If sales volume increases, others will follow. We must protect job opportunities, maintain our exports, and ensure the sustainability of this automotive ecosystem," added Putu.

Similarly, the Deputy President Director of PT Toyota Motor Manufacturing Indonesia, Bob Azam, emphasized the importance of maintaining Indonesia's position as the largest market in ASEAN.

"We hope to reach a total market share of 800,000, so we can still surpass Malaysia. Because reputation is important," he said.

Strategi Pabrikan Hadapi 2026

Sejumlah produsen telah menyiapkan langkah antisipatif dengan memperkuat produksi lokal. VinFast memastikan pembangunan pabrik di Subang sebagai bentuk pemenuhan komitmen insentif.

CEO VinFast Indonesia, Kariyanto Hardjosoemarto mengatakan bahwa keputusan membangun pabrik didasarkan pada peraturan pemerintah agar mendapatkan insentif. Ia pun berharap kebijakan fiskal seperti PPnBM DTP tetap dipertahankan.

"Incentives related to PPnBM DTP will likely have a greater impact," he said.

Adapun BYD Indonesia yang tengah membangun pabrik di Subang senilai Rp11,2 triliun juga berharap insentif diperpanjang.

Byd Indonesia's Head of Marketing, PR & Government, Luther T. Panjaitan, admitted that his company lacks confidence in maintaining sales without consistency or an extension of the same policy.

"BYD's sales performance has grown significantly thanks to the government's CBU incentives," Luther said some time ago. With the national EV market share having reached around 15% as of November 2025, the government's decision in 2026 will determine whether the exponential growth rate of electric vehicles can continue or slow down.