English

  • National Target: Malaysia aims to deploy 100,000 EV chargers by 2030, with over 2,000 DC fast chargers already in operation by end of 2025
  • Market Reality: No charge point operator (CPO) is truly profitable overall — while specific locations may be profitable, operators are generally operating at a loss
  • Proposed Solution: User-driven investment through subscription model, allowing users to direct charger placement based on their charging needs
  • Tax Incentive: Current RM2,500 personal income tax relief for EV charging expenses (including subscription fees) is slated to expire in 2027
  • Policy Proposal: Extend tax deduction for another 10 years to support subscription model and provide CPOs with predictable cash flow
  • Market Intelligence: Subscription data provides high-quality intelligence on where chargers are needed, allowing CPOs to fine-tune expansion based on subscriber data
  • Strategic Approach: Ensures next 98,000 chargers are strategic investments based on actual user demand rather than arbitrary placement

中文

  • 国家目标：马来西亚计划到2030年部署100,000个电动汽车充电桩，截至2025年底已有超过2,000个直流快充桩投入运营
  • 市场现实：没有充电点运营商（CPO）真正实现整体盈利——虽然特定地点可能盈利，但运营商普遍处于亏损状态
  • 建议方案：通过订阅模式实现用户驱动投资，让用户根据充电需求引导充电桩布局
  • 税收优惠：目前电动汽车充电费用（包括订阅费）的2,500令吉个人所得税减免计划于2027年到期
  • 政策建议：将税收减免再延长10年以支持订阅模式，为CPO提供可预测的现金流
  • 市场情报：订阅数据提供关于充电桩需求位置的高质量情报，让CPO能够根据订阅者数据微调扩展计划
  • 战略方法：确保接下来的98,000个充电桩是基于实际用户需求的战略投资，而非随意布局