（吉隆坡22日讯）随着第二国产车（Perodua）首季销售量下跌，市场份额被宝腾（Proton）侵蚀，分析员下调MBM资源（MBMR,5983,主板消费产品服务组）的盈利预测和目标价，评级也下调至“中和”。兴业研究指出，MBM资源将于5月25日公布首季业绩，由于第二国产车销量数据令人失望，预计该公司首季净利将在6500万至7500万令吉之间，相比上年首季净利为7140万令吉。同时，预计该公司将在第二季财报中才宣布派发股息。该行表示，第二国产车首季销量7万4233辆，按季下降13%，按年更大...

随着估值逐渐回到合理区间，市场开始转趋谨慎，尤其是面对消费能力放缓及车贷审批趋严的背景下，汽车股短期上升空间或已有限。...

PETALING JAYA: Malaysia's latest electric vehicle (EV) import policy marks a decisive shift toward localisation and could reshape the competitive landscape for automotive players, according to BIMB Research.

BIMB证券在最新报告中指出，新政下只有BYD Sealion 7、Denza D9 AWD及BMW iX xDrive50等高端性能车型仍能符合条件继续进口。...

The reinstatement of stricter import requirements announced recently raises the barrier for lower-priced imported electric vehicles (EVs).

  （吉隆坡7日讯）随着政府收紧电动车的进口条件，分析员认为，低价进口电动车将逐步退场，价格战料降温，本地组装（CKD）电动车商将可从中受惠，但短期内恐影响大马电动车的普及率。至于经销比亚迪的森那美（SIME,4197,主板消费产品服务组）将首当其冲，料面对短期逆风。低价电动车减少投资、贸易及工业部昨日宣布，整装进口（CBU）电动车的4年特别豁免优惠已于去年杪结束，从今年7月1日起，整装进口车电动车到岸价（CIF）不得低于20万令吉，以及最低电力输出从200千瓦调整至180千...

分析员认为，低价进口纯电动车流入大马的情况或逐渐减少，本地组装（CKD）车型则有望提升相对竞争力。...

KUALA LUMPUR: Bursa Malaysia diniagakan tidak menentu pada awal dagangan dengan sentimen pelabur berhati-hati berikutan ketidaktentuan luaran, termasuk ketegangan di Asia Barat dan harga minyak yang tinggi selepas tindakan mengejut Emiriah Arab Bersatu keluar daripada OPEC dan sekutunya.

KUALA LUMPUR: CIMB Securities Sdn Bhd has lowered its 2026 total industry volume (TIV) forecast by 2.5 per cent to 780,000 units, from 800,000 units previously, citing a tougher macroeconomic environment.

KUALA LUMPUR: Kenanga Investment Bank Bhd (Kenanga IB) expects Malaysia’s gradual transition to battery electric vehicles (BEVs), which currently benefit from tax exemptions until 2027 for locally assembled completely knocked-down units, to continue.

KUALA LUMPUR: Bursa Malaysia dibuka tinggi dalam dagangan awal pada Khamis bagaimanapun turun daripada kenaikan awal susulan menjejaki petunjuk daripada prestasi Wall Street.

KUALA LUMPUR: Bursa Malaysia opened slightly higher on Thursday but pared gains shortly after, tracking cues from Wall Street.

Electric vehicle (EV) adoption in Malaysia is expected to remain on a gradual upward trajectory despite near-term volatility, as broader industry conditions settle following an unusually strong end to 2025.

The rise in fuel and logistics costs feed into inflationary pressures across the economy, eroding purchasing power, which could dampen demand for big-ticket items such as vehicles as consumers become more cautious in their spending.

PETALING JAYA: BIMB Securities Research believes regardless of how the negotiations between the Investment, Trade and Industry Ministry (Miti) and Chinese automaker BYD Co Ltd play out on the latter's proposed investment in Tanjung Malim, the broader completely knocked down (CKD) wave of investments in Malaysia is structurally intact.

联昌国际证券认为，原油价格高企料将加速我国电动车（EV）销量增长，这在高端内燃机（ICE）汽车买家群体中尤其明显。...

（吉隆坡27日讯）联昌国际证券表示，原油价格上涨预计将加速马来西亚转向电动汽车（EV），尤其是高端内燃机（ICE）汽车买家。

Elevated crude oil prices are expected to accelerate Malaysia’s shift towards electric vehicles (EVs), particularly among premium internal combustion engine (ICE) vehicle buyers, said CIMB Securities.

Analysts are mostly cautious on the automotive sector, as the weakness in total industry volume (TIV) is expected to cloud the sector's outlook moving forward.

The automotive sector earnings are projected to remain under pressure in 2026, on the back of lower sales volumes and rising operating costs due to intensified promotional efforts.