Automotive - Domestic motorcycle sales rise 0.79% in Jun25

Automotive - Domestic motorcycle sales rise 0.79% in Jun25 Domestic motorcycle sales reached 509,326 units in June 2025, up 0.79% from the previous month, which recorded 505,350 units. According to the latest data from the Indonesian Motorcycle Industry Association (AISI), this figure brings the total domestic motorcycle sales to 3.1 mn units in the first half of 2025. Previously, domestic motorcycle sales had fallen to their lowest level at 406,691 units in April 2025. However, since May 2025, domestic motorcycle sales have rebounded. Meanwhile, export sales for completely built unit (CBU) motorcycles in June reached 46,096 units, bringing the total exports in the first half of this year to 268,743 units. Export sales for completely knocked down (CKD) motorcycles reached 756,611 units in June 2025, raising the total sales in the first semester to 4.19 units. On the other hand, total component exports dropped significantly by 13.07% to 11.14 units in June 2025. Total motorcycle component exports since the beginning of the year reached 62.73 units. (Source : Idn Financials) Comment : The Indonesian motorcycle industry is experiencing a period of recovery in domestic sales after a dip in April, signaling resilience in consumer demand. The strong performance in CKD exports highlights Indonesia's continued importance in the global motorcycle manufacturing landscape. However, the drop in component exports and the ongoing concerns regarding consumer purchasing power and new tax policies suggest that the industry needs to navigate these challenges to maintain its growth trajectory for the remainder of 2025. AISI's proactive stance in monitoring economic conditions and potentially revising annual targets reflects an awareness of these evolving market dynamics. Maintain OW automotive sector.