馬來西亞汽車工業(yè)市場前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.4

INDUSTRIES

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MARKETSAutomotiveindustryinMalaysiaCHAPTER

01OverviewNumberofmotorvehiclessoldinSoutheastAsiain2023,bycountry(in1,000s)MotorvehiclesalesvolumeASEAN2023,bycountryNumberofmotorvehiclesinthousands400

60002008001,0001,005.81,200IndonesiaMalaysia799.73Thailand775.78PhilippinesVietnam429.81301.99Singapore38.67Myanmar

3.363Description:In2023,IndonesiahadthehighestnumberofmotorvehiclesalesacrossSoutheastAsiancountries,withoveronemillionsalesgenerated.Alternatively,Myanmarsoldjustaroundthreethousandmotorvehiclesinthatsameyear.

ReadmoreNote(s):Asia;2023Source(s):ASEANAutomotiveFederationAnnualgrowthofmotorvehiclesalesvolumeinSoutheastAsiain2022,bycountryAnnualgrowthofmotorvehiclesalesvolumewithinASEAN2022,bycountryYear-on-yearchange-1%-41%Malaysia-31%-21%-11%9%19%29%39%49%42%VietnamPhilippinesIndonesiaThailand33%31%18%13%MyanmarSingapore-24%-28%4Description:In2022,MalaysiademonstratedthebiggestgrowthinmotorvehiclesalesamongSoutheastAsiancountries,withavalueof42percent.Ontheotherhand,Myanmardisplayedadecline,withtotalsalesdecreasingby28percentfrom2021.

ReadmoreNote(s):Asia;2022Source(s):ASEANAutomotiveFederationNumberofmotorvehiclesproducedinSoutheastAsiain2023,bycountry(in1,000s)MotorvehicleproductionvolumeASEAN2023,bycountryNumberofmotorvehiclesinthousands02004006008001,0001,2001,4001,6001,8002,000ThailandIndonesiaMalaysia1,841.661,395.72774.6Vietnam177.44Philippines110.35Myanmar

1.485Description:In2023,theSoutheastAsiancountrythatproducedthemostmotorvehicleswasThailand,whereover1.84millionmotorvehicleswereproduced.Contrastingly,Myanmarproducedaround1.48thousandmotorvehiclesinthatsameyear.

ReadmoreNote(s):Asia;2023Source(s):ASEANAutomotiveFederationNumberofregistrationsforpassengervehiclesinMalaysiafrom2016to2022(in1,000s)PassengervehicleregistrationnumberMalaysia2016-2022700600641.77550.18533.2514.59514.67480.975004003002001000452.6620162017201820192020202120226Description:In2022,therewereapproximately641thousandpassengervehiclesregisteredinMalaysia.Thiswasanincreasebymorethan189thousandnewregistrationscomparedtothepreviousyear.PassengercarsareoneofthemostpopularmodeoftransportationsamongMalaysians.ReadmoreNote(s):Malaysia;2016to2022Source(s):MAANumberofnewregistrationsforcommercialvehiclesinMalaysiafrom2016to2023(in1,000s)NewcommercialvehicleregistrationnumberMalaysia2016-2023908080.5778.8970605040302010065.4965.5161.9556.2554.1148.54201620172018201920202021202220237/statistics/828777/malaysia-commercial-vehicle-registrationIn2023,thereweremorethan80,500newregistrationsforcommercialvehiclesinMalaysia.Thenumberofnewregistrationsforvans,pick-ups,trucks,buses,andothercommercialvehicles,hasincreasedbynearly2,000comparedtothepreviousyear.ReadmoreNote(s):Malaysia,APAC;2016to2023Source(s):MAAForecastedsalesvolumeofallvehiclesinMalaysiafrom2024to2027(in1,000units)TotalvehiclesalesforecastMalaysia2024-2027800700698.73683.69669.63656.5600500400300200100020242025202620278Description:By2027,thesalesvolumeofallvehiclesinMalaysia,includingpassengerandcommercialvehicles,wasforecastedtoreachmorethan698,000units.Thesalesvolumeofvehiclesinthecountryisexpectedtoincreaseeveryyearfrom2024.

ReadmoreNote(s):Malaysia;2023Source(s):MAA;PaulTan’sAutomotiveNewsCHAPTER

02ManufacturingProductionvolumeofvehiclesinMalaysiafrom2019to2023,bysegment(in1,000units)ProductionvolumeofvehiclesMalaysia2019-2023bysegment20232022202120202019800724.89700650.196005004003002001000534.12457.76446.4349.7152.0935.2237.5227.43PassengervehiclesCommercialvehicles10Description:Asof2023,approximately724,000unitsofpassengervehicleswereproducedinMalaysia,anincreasefromaround650,000passengervehiclesproducedin2022.Intotal,morethan774,000vehicleshadbeenproducedinMalaysiainthatyear.

ReadmoreNote(s):Malaysia;2019to2023Source(s):MAAProductionvolumeofpassengercarsproducedandassembledinMalaysiafrom2014to2023(in1,000s)ProductionvolumeofpassengercarsproducedinMalaysia2014-2023800700724.89650.196005004003002001000563.88545.12534.12522.39503.69459.56457.76446.43201420152016201720182019202020212022202311Description:In2023,Malaysiaproducedandassembledaround724,000passengervehicles,anincreasefromaround650,00thousandunitsproducedin2022.ProductionofpassengercarsinMalaysiahaddecreasedin2020and2021,beforeitfinallyincreasedagaininthepasttwoyears.ReadmoreNote(s):Malaysia;2014to2023Source(s):MAAProductionvolumeofcommercialvehiclesinMalaysiafrom2016to2023(in1,000units)CommercialvehicleproductionvolumeMalaysia2016-2023605052.0949.7144.4541.5640.0840302010037.5235.2227.432016201720182019202020212022202312Description:In2023,around49,000commercialvehicleswereproducedandassembledinMalaysia,aslightdecreasefromaround52,000unitsproducedinthepreviousyear.ProductionvolumeofcommercialvehiclesinMalaysiahadbeenfluctuatingduringtheobservedperiod,andwasatitslowestin2020.ReadmoreNote(s):Malaysia,APAC;2016to2023Source(s):MAANumberofemployeesinmotorvehiclesmanufacturinginMalaysiafrom2020to2023(in1,000s)NumberofemployeesinmotorvehiclesmanufacturinginMalaysia2020-20233025.6725.3424.2525201510523.830202020212022202313Description:In2023,thereweremorethan25,600peopleemployedinthemanufacturingofmotorvehiclesinMalaysia,anincreasefromaround25,300peopleinthepreviousyear.ThenumberofemployeesinmotorvehiclemanufacturinginMalaysiahasbeenincreasingsince2020.ReadmoreNote(s):Malaysia;2020to2023Source(s):StatisticsMalaysiaCHAPTER

03SalesSalesvalueofmanufacturedvehiclesinMalaysiafrom2019to2023(inbillionMalaysianringgit)SalesvalueofmanufacturedvehiclesinMalaysia2019-202360504049.9743.4438.5436.7234.7630201002019202020212022202315Description:In2023,thesalesvalueofmanufacturedvehicles,includingpassengercarsandcommercialvehicles,inMalaysiareachednearly50billionMalaysianringgit.Thevalueofthesalesformanufacturedvehiclesinthecountryhasbeensteadilyincreasingovertheyears.ReadmoreNote(s):Malaysia;2019to2023Source(s):StatisticsMalaysiaSalesvalueofmanufacturedpartsandaccessoriesformotorvehiclesinMalaysiafrom2019to2023(inbillionMalaysianringgit)SalesvalueofmanufacturedpartsforvehiclesinMalaysia2019-2023504542.8740353025201510538.0832.2930.763002019202020212022202316Description:In2023,thesalesvalueofmanufacturedpartsandaccessoriesformotorvehiclesinMalaysiawasapproximately42.87billionMalaysianringgit.Thesalesvalueofmanufacturedpartsandaccessoriesforvehiclesinthecountryhasbeenincreasingeveryyear.ReadmoreNote(s):Malaysia;2019to2023Source(s):StatisticsMalaysiaPassengervehiclesalesinMalaysiafrom2014to2023(in1,000units)PassengercarsalesinMalaysia2014-2023800719.167006005004003002001000642.16588.35591.28550.18533.1514.59514.68480.97452.49201420152016201720182019202020212022202317Description:In2023,therewereapproximately719,000unitsofpassengercarssoldinMalaysia,anincreasefromaround642,000unitssoldinthepreviousyear.ThesalesofpassengercarsinMalaysiahasincreasedinthepasttwoyears,afterithadbeendecliningin2020and2021.ReadmoreNote(s):Malaysia;2014to2023Source(s):MAALeadingcarmanufacturersinMalaysiain2023,bysalesvolume(in1,000s)LeadingcarbrandsinMalaysia2023,bysalesvolumeNumberofvehiclessoldinthousands050100150200250300350330.33PeroduaProton150.98Toyota106.21Honda80.03MitsubishiMazda21.7219.12Isuzu16.91BMW11.97109.32NissanMercedes-Benz18Description:In2023,theMalaysiancarmanufacturerPeroduasoldapproximately330,000carsandthereforeremainsonleadingtheMalaysianautomotivemarket.Proton,anotherMalaysianlocalbrand,madeittothesecondplace,withtotalsalesofover150,000cars.TheautomotiveindustryinthecountryhasstartedtorecoverafteradecreaseinsalesduringtheCOVID-19pandemic.ReadmoreNote(s):Malaysia;2023Source(s):MAA;PaulTan’sAutomotiveNewsSalesvolumeofpassengervehiclesinMalaysiain2023,bysub-segment(in1,000units)PassengervehiclesalesamountMalaysia2023,bysub-segmentSalesvolumeinthousandunits150

200

250050100300350400450500Passengercar4x4/SUV440.31213.13Multi-purposevehicles64.94Windowvan

0.7919Description:In2023,therewereapproximately440,000unitsofpassengercarsoldinMalaysia,makingitthemostpopulartypeofpassengervehicles.Sportsutilityvehicles(SUV)werethesecondmostpopularpassengercarsub-segment,withmorethan213,000unitssoldinthesameyear.ReadmoreNote(s):Malaysia;2023Source(s):MAA;PaulTan’sAutomotiveNewsForecastedsalesvolumeofpassengervehiclesinMalaysiafrom2024to2027(in1,000units)PassengervehiclesalesforecastMalaysia2024-2027700628.73615.32602.63590.856005004003002001000202420252026202720/statistics/1230976/malaysia-passenger-vehicle-sales-forecastBy2027,thesalesvolumeofpassengervehiclesinMalaysiawasforecastedtoreachmorethan628,000units.Inthepassengervehiclessegment,themajorityofsalesinMalaysiacamefrompassengercar,withmorethan440,000unitssoldin2023.

ReadmoreNote(s):Malaysia;2023Source(s):MAA;PaulTan’sAutomotiveNewsSalesvolumeofcommercialvehiclesinMalaysiain2023,bysub-segment(in1,000units)CommercialvehiclesalesamountMalaysia2023,bysub-segmentSalesvolumeinthousandunits300102040506070Pick-upTruck58.615.29PanelvanPrimemover4.741.74Bus

0.221Description:In2023,pick-upswerethemostpopularcommercialvehiclesoldinMalaysia,withatotalnumberofsalesofapproximately58,000units.Intotal,morethan80,000commercialvehicles,includingpick-up,truck,panelvan,primemover,andbus,weresoldinthatyear.ReadmoreNote(s):Malaysia;2023Source(s):MAA;PaulTan’sAutomotiveNewsCHAPTER

04InternationaltradeExportvalueofpassengermotorcarsinMalaysiafrom2017to2022(inbillionMalaysianringgit)ExportvalueofpassengermotorcarsinMalaysia2017-20222.52.242.01.791.681.51.51.361.041.00.50.020172018201920202021202223Description:In2022,thefreightonboard(FOB)exportvalueofpassengermotorcarsfromMalaysiaamountedtoapproximately2.24billionMalaysianringgit,asignificantincreasefrom1.5billionMalaysianringgitinthepreviousyear.TheFOBvalueofexportedpassengercarsfromMalaysiawasatitshighestinthatyear.ReadmoreNote(s):Malaysia;2017to2022Source(s):StatisticsMalaysiaImportvalueofpassengermotorcarsinMalaysiafrom2017to2022(inbillionMalaysianringgit)ImportvalueofpassengermotorcarsinMalaysia2017-202298.468765432107.686.626.415.44.3920172018201920202021202224Description:In2022,thecost,insuranceandfreight(CIF)importvalueofpassengermotorcarstoMalaysiaamountedtoapproximately6.62billionMalaysianringgit,anincreasefrom5.4billionMalaysianringgitinthepreviousyear.TheCIFvalueofimportedpassengercarstoMalaysiahaddecreasedfromnearly8.5billionMalaysianringgitin2019.ReadmoreNote(s):Malaysia;2017to2022Source(s):StatisticsMalaysiaImportdutiesformotorvehiclesfromnon-ASEANcountriesasshareoftotalvalueinMalaysiain2023,bybuildingtype*ImportdutiesformotorvehiclesMalaysia2023bybuildingtype35%30%30%30%25%20%15%10%5%10%10%0%CBUmotorcyclesCBUvehiclesCKDmotorcyclesCKDvehicles25Description:Asof2023,theimportdutiesforbothcompletelybuiltunits(CBU)motorcyclesandvehiclesfromnon-ASEANcountriesinMalaysiastoodat30percent.Meanwhile,completelyknockeddownunits(CKD)hadanimportdutyoftenpercent.ReadmoreNote(s):Malaysia;2023;*CKDreferstoCompletelyKnockedDownUnitswhereasCBUreferstoCompletelyBuiltUnits.ReadmoreSource(s):MAA;MIDACHAPTER

05LocalautomotivemanufacturerSalesvolumeofPeroduacarsinMalaysiafrom2014to2023(in1,000sunits)PeroduacarssalesvolumeinMalaysiafrom2014-2023350300330.33282.02240.34250227.24220.16213.31207.11204.89195.6190.29200150100500201420152016201720182019202020212022202327Description:In2023,thesalesvolumeofPeroduacarsamountedtoapproximately330,000unitsinMalaysia,anincreasebyaround48,000unitscomparedtothepreviousyear.Inthesameyearmorethan719,000unitsofpassengervehiclesweresoldtocustomersinMalaysia.ReadmoreNote(s):Malaysia;2014to2023Source(s):PaulTan’sAutomotiveNewsBest-sellingPeroduamodelsinMalaysiaasofSeptember2023(in1,000unitssold)TopsellingPeroduamodelsinMalaysia2023Numberofcarssoldinthousands3001020405060BezzaMyviAxia56.7445.0144.72Alza23.3922.45AtivaAruz11.9128Description:AsofSeptember2023,BezzawasthemostpopularcarmodelfromtheMalaysianautomobilemanufacturerPerodua,withapproximately56,700carssold.BezzahasovertakenPeroduaMyviasthebestsellingcarmodel.

ReadmoreNote(s):Malaysia;2023Source(s):RoadTransportDepartmentMalaysiaRevenueofPerusahaanOtomobilKeduaSdnBhd(Perodua)fromfiscalyear2015to2022(inbillionMalaysianringgit)RevenueofPeroduaMalaysiaFY2015-20221615.181411.731210810.8810.229.999.299.149.0564202015201620172018201920202021202229Description:In2022,therevenueofPerusahaanOtomobilKeduaSdnBhd(Perodua),Malaysia'slargestcarmanufacturer,amountedtoapproximately15.18billionMalaysianringgit,anincreasefromtheyearbefore.Thecompany'sprofitinthesameyearreachedaround759millionMalaysianringgit.ReadmoreNote(s):Malaysia;fiscalyears2015to2022;thecompany'sfiscalyearendsonDecember31Source(s):UMWHoldingsSalesvolumeofProtoncarsinMalaysiafrom2014to2023(in1,000sunits)ProtoncarssalesvolumeinMalaysiafrom2014-2023180160154.61141.43140115.78114.71120100806040200108.52102.18100.1872.2970.9964.74201820142015201620172019202020212022202330/statistics/869527/malaysia-sales-volume-proton-carsIn2023,thesalesvolumeofProtoncarsamountedtoapproximately154,000units,indicatinganincreasecomparedtothepreviousyears.DespitethedifficultsituationinthepastfewyearsduetoCOVID-19,thesalesofProtoncontinuedtoincrease.ReadmoreNote(s):Malaysia;2014to2023Source(s):MAA;PaulTan’sAutomotiveNewsBest-sellingProtonmodelsinMalaysiain2023(in1,000unitssold)BestsellingProtonmodelsinMalaysia2023Numberofcarssoldinthousand01020304050607070.1880SagaX5031.83PersonaX70SUVIriz24.3611.27.64X904.824.47Exora31Description:In2023,theMalaysianautomobilemanufacturerProtonsoldmorethan70,000unitsofitsflagshipSagamodel,followedbyitsX50modelwitharound31,000unitssold.Overall,Protonmanagedtosellover154,000carsinthatyear.

ReadmoreNote(s):Malaysia;2023Source(s):PaulTan’sAutomotiveNewsOperatingrevenueofDRB-HICOMBhd.fromfiscalyear2014to2022(inbillionMalaysianringgit)DRB-HICOMBhd.'soperatingrevenueFY2014-20221815.511614.213.69141210813.1612.4812.3812.1712.2512.0610.5464202013/20142014/20152015/20162016/20172017/20182018/20192019*20202021202232Description:Forthefiscalyear2022,theoperatingrevenueforDRB-HICOMBerhadamountedto15.51billionMalaysianringgit,anincreasefrom12.38billionMalaysianringgittheyearbefore.DRB-HICOMisoneofMalaysia'slargestcorporationsandthemajorityshareholderofMalaysia'snationalcar,Proton.ReadmoreNote(s):Malaysia;fiscalyears2014to2022;thecompany'sfiscalyearsuntil2018/19startonApril1ofeachyearandendofMarch31,whereassince2019thefiscalyearendsonDecember31;*Nine-monthperiodfromApriltoDecember2019.1[...]

ReadmoreSource(s):DRB-HICOMBerhadCHAPTER

06InternationalautomotivemanufacturerSalesvolumeofToyotaandLexuscarsinMalaysiafrom2018to2023(in1,000units)ToyotaandLexuscarssalesvolumeinMalaysia2018-202312010080108.11101.0472.3970.0166.5659.32604