English

  • MITI (Ministry of Investment, Trade and Industry) has introduced new rules effective July 1, 2026 requiring all imported completely built-up (CBU) EVs to meet a minimum cost, insurance and freight (CIF) value of RM200,000 (~USD$48,300) and a minimum power output of 180 kilowatts (245 hp)
  • Imported EV prices are expected to exceed RM300,000 as the new minimum CIF threshold eliminates affordable CBU EV options from the Malaysian market
  • Vehicles already in the country, at ports, or in transit before July 1 can continue to be sold under the previous framework until inventories are depleted, limiting immediate consumer impact
  • Locally assembled (CKD) EVs will continue to benefit from tax exemptions until December 31, 2027, incentivising manufacturers to establish local assembly operations
  • BYD, Malaysia's top foreign EV player, confirmed vehicle prices remain unchanged with existing inventory expected to last until October or November 2026
  • Malaysia's EV registrations exceeded 25,000 units in the first five months of 2026, almost double year-on-year, showing robust demand despite tighter rules
  • TA Research analyst Angeline Chin expects the policy effects to become more visible over the next three to six months, particularly in the affordable CBU EV segment
  • The policy supports Malaysia's national automotive players and localisation agenda, but could moderate EV adoption if affordable CKD options are not established before CBU supplies tighten

中文

  • 投资、贸易与工业部（MITI）已出台新规，自2026年7月1日起，所有进口全组装（CBU）电动汽车必须达到最低到岸价（CIF）20万令吉（约48,300美元）及最低功率180千瓦（245马力）
  • 进口电动汽车价格预计将突破30万令吉，新的最低到岸价门槛将淘汰马来西亚市场上的平价CBU电动车选项
  • 7月1日前已抵达马来西亚、在港口或运输途中的车辆可继续按旧框架销售，直至库存耗尽，对消费者的即时影响有限
  • 本地组装（CKD）电动汽车将继续享受税务豁免至2027年12月31日，激励制造商建立本地组装业务
  • 比亚迪（BYD）作为马来西亚最大外国电动车品牌，确认现有车辆价格不变，库存预计可维持至2026年10月至11月
  • 2026年前五个月马来西亚电动汽车注册量超过25,000辆，同比接近翻倍，显示尽管规则收紧，需求依然强劲
  • TA Research分析师Angeline Chin预计政策效果将在未来三至六个月内更加明显，尤其是在平价CBU电动车细分市场
  • 该政策支持马来西亚国产汽车企业和本地化战略，但如果CKD平价选项未能在CBU供应收紧前到位，可能会减缓电动汽车普及