惠誉的解决方案

2023年7月20日

“最近马来西亚电动车行业的发展明显塑造其增长前景,”刘说。八打灵再也:电动汽车(EV)部门有着光明的前景,预计将经历强劲增长后的特斯拉公司和政府激励来促进它。然而,分析人士表示,此举对电动汽车可能发生宜早不宜迟,如果汽车制造商能够提供产品在更“竞争力”的价格点。“奢侈品牌很可能将不得不降低他们的价格与较低的销售价格前进尤其是特斯拉的模型Y现在价格低,“社会经济研究中心执行主任李亨Guie告诉StarBiz。“更低的价格,消费者将最大受益者,但好如果政府能与特斯拉合作进一步发展当地的电动车供应链长期可持续性,”他补充道。特斯拉电动汽车巨头将在雪兰莪州建立马来西亚总部。在虚拟会见首相曹智雄安华依布拉欣上周,特斯拉首席执行官艾伦•马斯克表示有意设置了特斯拉的办公室服务中心。“当特斯拉走进中国,这让很多进展,然后引发了一场价格战中汽车制造商在那个国家。“希望,强劲的需求和良好的道路基础设施,特斯拉,可以考虑建立一个工厂在马来西亚最终,”李说。最近的进展,李希望电动汽车的内燃机车辆替换发生“很快”。 Although Tesla’s decision to invest in Malaysia is set to increase competition among automakers, it is unclear how the local supply chain would benefit from this as EV makers are mainly importing completely built up vehicles for the domestic market. Separately, the latest development had also reinvigorated interest in technology stocks on the Bursa Malaysia. Major outsourced technology firms in the counry such as Inari Amertron Bhd climbed 12.82%. The companies have a growing exposure to the EV space. Rakuten Trade chief executive officer Kazumasa Mise said all eyes are on the EV sector driven especially by the ongoing developments locally and internationally. “We have observed heightened trading activity in counters such as EP Manufacturing Bhd (EPMB) after the company secured approval for EV manufacturing licence from the Investment, Trade and Industry Ministry,” said Mise. “Given the current news and trends, it comes as no surprise that our clients have been actively trading in the EV theme. “Investing in EV shares is seen as supporting sustainable investing as it promotes cleaner transportation alternatives and reduces dependence on fossil fuels,” he added. Rakuten Trade head of equity sales Vincent Lau said the EV sector has a bright outlook and is expected to experience strong growth from the continued government incentives and increasing environmental, social and governance awareness. “Recent developments in the Malaysian EV sector are significantly shaping its growth prospects. “Notably, the approval given to Tesla to bring in and sell its cars without the need for Approved Permits highlights the country’s attractiveness,” he said. Lau said there may be opportunities in other companies involved in the EV space. “They included BYD Co Ltd’s partnership with Sime Darby Bhd while EPMB’s attainment of approval to manufacture EV vehicles is a monumental achievement, serving as a game changer for both the company and the EV landscape in Malaysia,” Lau said. “The EV space is seeing more installed chargers by major players including Petronas Gentari, Tenaga Nasional Bhd helping to speed up the adoption and the ecosystem needed for EVs in the country,” he added. Although EVs are experiencing strong growth, Lau said the current numbers remained small when compared with the total industry volume. “However, it’s noteworthy that local car manufacturers are also actively involved in distributing EVs. “In 2022, EV sales totalled 2,631 units,” Lau said. Fitch Solutions has forecast an increase in EV sales to reach 5,850 units in 2023. However, Teslarati reported on Tuesday that Tesla Malaysia had secured 10,000 Model Y orders just four days after its launch which is near double of Fitch Solution’s EV sales forecast for the entire year. Subscribe now to our Premium Plan for an ad-free and unlimited reading experience! Tags / Keywords: