• 4 months ago
Kementerian Investasi/ Badan Koordinasi Penenaman Modal mencatat, realisasi investasi di sepanjang Semester 1 tahun 2024 tumbuh 22,3% mencapai Rp829,9 triliun. Capain ini sudah menyentuh 50,3% dari target yang ditetapkan oleh Presiden Joko Widodo pada tahun ini. Adapun, total serapan tenaga kerja di sepanjang Semester 1 mencapai 1.225.042 orang di seluruh Indonesia.

Sedangkan realisasi investasi untuk Penanaman Modal Asing (PMA) dan Penanaman Modal Dalam Negeri (PMDN) di industri pengolahan atau manufaktur mencapai Rp337 triliun atau sekitar 40,6% dari total realisasi investasi di Semester 1 sebesar Rp829,9 triliun.

Sementara itu, kondisi pemutusan hubungan kerja yang terjadi sejumlah lokasi dinilai karena adanya relokasi pabrik ke daerah lain, dan ada pabrik yang tutup akibat kondisi permesinan yang sudah tua, serta biaya ekonomi yang lebih tinggi. Kondisi ini juga menjadi tantangan bagi Pemerintah untuk memberikan dukungan yang sesuai untuk industri tersebut, agar tetap bertahan. Salah satunya terkait dengan akses pembiayaan dari perbankan untuk membiayai peremajaan mesin industri.

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00:00The Ministry of Investment and Coordination of Capital Plantation
00:11reported that the investment realization in the manufacturing industry
00:15in the first semester of 2020 grew by double digits.
00:19However, on the other hand, the threat of a decision on the relationship between work
00:22still haunts the manufacturing industry and one of them is textiles and textile products.
00:30The Ministry of Investment and Coordination of Capital Plantation
00:34reported that the investment realization in the first semester of 2024
00:39grew by 22.3% to 829.9 trillion rupiah.
00:46This answer already touches 50.3% of the target set by President Joko Widodo this year.
00:53There was a total supply of labor throughout the first semester
00:56reaching 1,225,042 people throughout Indonesia.
01:02While the investment realization for foreign model planting or PMA
01:06and domestic model planting or PMDN
01:09in the manufacturing industry reached 337 trillion rupiah
01:14or about 40.6% of the total investment realization
01:19in the first semester grew to 829.9 trillion rupiah.
01:24Meanwhile, the Minister of Investment or Head of BKPM, Balin Lahad Dahlia said
01:29the condition of the decision on the relationship between work occurred in a number of locations
01:33because of the relocation of factories to other areas
01:36and there are factories that are closed due to the condition of the old machining.
01:40It is true what was said that there was a PHK in several places, especially in the West Java area.
01:45There are two PHKs.
01:47One is the relocation of factories from West Java to other areas in Java.
01:54There are also factories that are closed.
01:58There are two problems.
02:00First, the old machining.
02:02Second, the high economic cost compared to other countries.
02:09This is also related to the productivity of our work.
02:12So actually, we have to find a middle way.
02:16We have to pay attention to the rights of the workers,
02:19but we also have to pay attention to the sustainability of the company.
02:23If this is closed, it will be a loss for all of us.
02:26Balin insisted that this condition is also a challenge for the government
02:31to provide appropriate support for the industry.
02:34One of them is related to the access to financing from the banks
02:38to finance the youth of the industrial machinery.
02:41In addition, there are still new investments that appear in other regions
02:44and contribute to absorb labor.
02:47From Jakarta, IDX Channel coverage team.
03:12Good morning, Mr. Retma and Mr. Heri.
03:15Good morning, sir.
03:17How are you?
03:19I'm fine, thank you.
03:21Thank you for your time, Mr. Heri.
03:23You have been given the opportunity to discuss the development of the manufacturing industry.
03:29We will review first from Mr. Heri Fedraus,
03:33related to the real condition of the manufacturing industry.
03:39What does this mean?
03:41The investment continues to grow.
03:43Yes, if we look at the aggregate,
03:45there is indeed an increase in investment realizations.
03:49It was mentioned earlier that it was around 22%.
03:51Then there was also an increase in the absorption of labor in an aggregate.
03:57However, if we look deeper,
03:59the increase occurred in certain industries.
04:05Industries that are currently getting a lot of red carpet from the government.
04:11There are incentives, facilities, and so on.
04:15That's why the industry is now being interested in.
04:19For example, the base metal industry,
04:21industries related to mining, and so on.
04:25Currently, it is becoming a government concern to continue to make realizations.
04:31On the one hand, it's good.
04:33We want to make realizations to create optimal added value in the country.
04:39However, it seems that the government also forgot to pay attention to the industries
04:45that have very good historical work.
04:47Which has a good history in Indonesia.
04:51For example, the textile and pro-textile industry.
04:55This is a challenge that is being faced.
04:59It is also quite difficult at the moment.
05:01The government should also provide a red carpet and stimulus or whatever
05:07to grow this industry.
05:09Since this industry also absorbs labor.
05:13So not only in terms of labor, which is increased productivity,
05:17but also how to arrange.
05:19For example, through international trade crossings for this product.
05:23Then also how to try to build industry resilience
05:29in the TPT industry sector.
05:31This also needs to be done.
05:35Since this industry also absorbs a lot of labor.
05:37So not only the new industry that came earlier,
05:41but also the old ones must still be paid attention to.
05:43Okay, that's an interesting analysis if we look at our manufacturing industry.
05:47Indeed, there are those who get the red carpet,
05:49but maybe there are those who haven't gotten special attention.
05:53Well, this is it.
05:54As mentioned earlier, textile and textile products.
05:56Mr. Redma, how is the condition?
06:00Is it true that the PHK still haunts the textile industry?
06:06Yes, PHK still haunts.
06:08Even the trend has changed now.
06:10In 2023, the trend was PHK.
06:13Now the trend is PHK as well as TUTU PABRIK.
06:16PHK used to be small,
06:20like only 500, 700, 500, 700.
06:22Now the number of workers is only 500, 700,
06:25as well as TUTU PABRIK.
06:28So the trend has shifted to TUTU PABRIK.
06:32Some companies that still survive,
06:34the cash flow is still quite good.
06:36So it can still survive with a maximum utilization of around 60-70%.
06:43Some even reach around 30-35%.
06:48Okay.
06:49As mentioned earlier,
06:52the investment in the manufacturing sector has grown by 337 trillion
06:57throughout the first semester of 2024.
07:00So how?
07:01Do you see any positive impact?
07:05What do you think?
07:06If investment goes into manufacturing,
07:08will it also go into the textile industry and textile products?
07:13Yes, there will definitely be investment in the textile industry.
07:16Especially investments related to sustainable manufacturing.
07:24I mean, to the areas for the processing of raw materials,
07:30recycling, in our case.
07:32It's still going on
07:34because the market is still quite good.
07:38Especially to export,
07:40now buyers are looking for recycled raw materials.
07:46But only a few companies are able to do that,
07:52especially those whose cash flow is still quite large
07:55or factories or branches abroad.
08:03For example, they have factories in Europe,
08:07in China,
08:08or in India,
08:09or in other countries.
08:10So they are still able to do it.
08:12But for Indonesia,
08:14we can see how much investment goes in
08:19and how much goes out.
08:21I mean, the factories that are closed are closed.
08:24So if we can say it's going out,
08:27it's going out.
08:28Some are going in, some are going out.
08:29So you can see the difference.
08:30So if the difference is still good,
08:32those who are going in,
08:33and the workers,
08:35there are still many who are going in,
08:37of course it will be good.
08:38But if we look at it now,
08:40some are going in,
08:41some are hiring workers,
08:43but those who are going out,
08:44those who are in their branches,
08:46those who are closed,
08:47there are more of them.
08:49Okay.
08:50But if we look at some of the factors
08:52that are really wrong
08:53or because of the decision to close,
08:55it's the factories that relocate to other areas.
08:58How is this story?
08:59Is it true?
09:00What makes the relocation happen all this time
09:03from the textile industry and textile products?
09:07In the last two years,
09:09we haven't heard of any relocation.
09:11Because if we look at West Java,
09:13there are many factories.
09:14Central Java also has the same condition.
09:16There are also many factories.
09:19Even in East Java,
09:20there are some factories that are closed.
09:23So in Java,
09:24starting from Banten, West Java, Central Java, East Java,
09:27the conditions are almost the same.
09:30Okay.
09:31What are the factors?
09:32If we look at the pressure,
09:33it looks even in the textile industry and textile products.
09:37It's still the same.
09:38The pressure is still there because the import is very, very big.
09:43Because if we look at the export side,
09:45our export is in the middle of geopolitical conditions,
09:49it's still quite big.
09:51So the challenge is quite big.
09:53So for this export,
09:55it's a bit difficult to go up.
09:57Even if we can keep it for 12 or 13 months,
10:02it's already good enough.
10:04But it's a bit difficult to go up.
10:06So whether or not the domestic market becomes a pillar,
10:12the domestic market,
10:13import, legal, illegal,
10:15it's already too much.
10:19Okay.
10:20Mr. Harry,
10:21how do you see the current conditions?
10:23On the one hand,
10:24as you said,
10:26it may not get the red carpet like some other industries.
10:32But of course,
10:33this also has a big contribution to the national economy.
10:39Employment benefits,
10:40deficit, and so on.
10:41How do you see the current position?
10:44Not to mention the big imports earlier.
10:47Yes, that's right.
10:48So the TPP industry as a whole,
10:53there are many determining factors.
10:55Not only from the internal industry itself,
10:57or from the stakeholders themselves,
10:59or from the construction unit itself,
11:01but also the climate that affects the growth of the TPP industry.
11:05In fact,
11:06most of this is regulated by other sectors.
11:11Let's say,
11:12from the energy side,
11:14the need for energy supply,
11:16from the labor side,
11:18then from the international trade side.
11:21So if the climate is not created,
11:25not strengthened,
11:28it will be difficult for the TPP industry to grow.
11:31So the determining factor is mostly outside the industry domain.
11:36This is a bit difficult.
11:38So how to compete?
11:40There is no support.
11:42So if you want to compete,
11:44there must be support.
11:45This is what I see.
11:47There is no support for now.
11:49Especially how to maintain our local industry
11:53so that it can contribute more to fill the domestic market.
11:57What kind of support is expected
12:00if we talk about sectors of our industry
12:03that have contributed for a long time,
12:06then have to give up when there is a condition.
12:09But hold on to the answer, Mas Hari.
12:11We will discuss it in the next segment.
12:14And viewers, make sure you are still with us.
12:32Viewers, we will continue this interesting discussion
12:35from the manufacturing sector,
12:37especially the textile industry and textile products.
12:40Earlier, Mas Ahmad Hari Verdaus
12:43from Indef told us about the support.
12:45What kind of support should be provided by the government
12:51so that there is a balance between the industry in Indonesia,
12:56between what you said earlier about getting the red carpet,
12:59which perhaps has not yet been held.
13:01The red carpet, please.
13:04Yes, for example,
13:06now we need to know first
13:09the cause of many PHKs
13:12or the closure of companies in this TPP.
13:15What is the cause of this?
13:17Of course, there is a trigger, there is a cause.
13:20This is what should be addressed.
13:21What is the cause?
13:22Is it because of the incorrect regulation
13:24so that it makes it easier for imported goods to enter,
13:29or is it because other countries that sell to us
13:33do not sell properly,
13:36meaning that the level of the production playing field in Indonesia
13:40and abroad is different,
13:42so it is not fair in international trade.
13:44The principle of international trade must advance fairness.
13:49The level of the playing field is the same.
13:51This is what must be done,
13:53must be sought by the government,
13:54how to make it happen.
13:56So that the rules are made
13:59to support the domestic industry,
14:01especially those who employ these workers.
14:03So if we look at it from the perspective of international trade,
14:07there are many other countries that become textile producers,
14:10the same as what we actually make.
14:13This also needs to be anticipated,
14:16what are the policies of other countries
14:18to sell goods to our countries.
14:22Okay, let's talk about the challenges that we often hear,
14:26the old machines,
14:28then how is the technology itself and also the STM,
14:32while this is also an industry that employs a lot of workers,
14:36even though the data from the Ministry of Investment
14:38employs a lot of workers in the first semester,
14:41this also experienced a significant increase.
14:43Please, Mer.
14:45Yes, so programs such as machine restructuring
14:49must continue to be carried out,
14:51even multiplied,
14:52and must be targeted.
14:54So the industries that are said to be the capital tools
14:58are no longer productive or inefficient.
15:01There needs to be support from the government,
15:03there are restructuring programs,
15:05which must be strengthened and multiplied.
15:09So there needs to be support from across sectors
15:12so that this industry can still maintain its competitiveness.
15:15So that's what needs to be balanced,
15:18between the policy of anticipating the flood
15:22of imported products of a kind,
15:24which turns out to be able to maintain the balance,
15:30and also the policy from within the country,
15:32how to support this industry,
15:34it can be said to be more efficient,
15:37or increase its efficiency,
15:39it can be productive, right?
15:40There are restructuring programs,
15:42which are actually already there,
15:43but must continue to be increased, strengthened,
15:45and also must be inventaried.
15:49What is actually the production input that determines enough?
15:52Let's say energy or electricity costs.
15:55Does this industry need,
15:57for example, there is a tariff discount on certain hours?
16:00Well, that can also help, I think,
16:03to increase productivity.
16:06If we look at other countries,
16:08it turns out that they are also helped a lot by the government,
16:10the TPP industry.
16:12Actually, we are also helped, I think.
16:16There is even this policy,
16:19it can actually become a burden.
16:22This is what I think should be noticed.
16:24What kind of challenges have you experienced, Mr. Retma,
16:28from the textile industry and textile products that have been provided so far?
16:31Machinery restructuring,
16:33maybe you also mentioned earlier,
16:35how access to materials is also provided,
16:37has the benefits been felt,
16:40or has it not been realized yet?
16:43Yes, this is like machinery restructuring,
16:46since 2016, it has stopped.
16:50The state has no longer,
16:52there is, but not significant,
16:55the value is very insignificant.
16:57So it can't be helped.
16:59From the banking side,
17:01the support is indeed lacking,
17:03but I think it's normal,
17:05if the support from the banks is insufficient,
17:07because the market conditions are a bit difficult.
17:09So, indeed, from so many problems in the textile industry,
17:13it's like a robot,
17:15there is a problem with the machine,
17:16a problem with the banks,
17:17a problem with the workers,
17:18a problem with technology,
17:19there are a lot of problems.
17:21But it actually depends on one thing,
17:23if we have a market,
17:25if we can sell the market,
17:27which means our cash flow is healthy,
17:30whether we want it or not,
17:31we will definitely upgrade the machine.
17:33Whether we want it or not,
17:34the consumer will see that the machine is healthy,
17:35he will definitely buy it.
17:38So, if at one point the customer asks us to provide a market,
17:41the market is maintained,
17:42the fairness is maintained,
17:44I think the other problems will follow,
17:48can be solved by following it.
17:52That's it, interesting.
17:53You seem to be an entrepreneur,
17:55you don't really need that kind of help,
17:59the important thing is how to build the business climate,
18:02the investment climate,
18:03which is indeed necessary for this industry,
18:07how do you see it?
18:09Is it not suitable or not ideal at the moment?
18:12Yes, I think the domestic industry continues to learn,
18:17continue to improve its performance
18:21so that it can compete, at least.
18:25But this also has to be supported by the government,
18:29because there are many factors that are determinants,
18:32it can be regulated by the government.
18:34These are the factors that I think are also one of the keys
18:38to be facilitated.
18:42For example, the cost of electricity,
18:45how many percent of the cost of production,
18:47it's quite high,
18:49then the logistic cost is also quite high.
18:56Can the government try to make a regulation or something like that,
19:02which in essence can help the village continue to improve,
19:11because from the industry side it has been trying,
19:13but from the government side it also has to do more.
19:16Okay, Mr. Retman,
19:17then how about the safeguard policy,
19:20efforts to strengthen the domestic industry,
19:23manufacturing, processing, etc.,
19:25including TPT, is it already quite effective?
19:29I actually agree with what you just said,
19:35this is actually a competition,
19:37initially the problem was in the competition.
19:39But when it came here,
19:42we can't improve the competition,
19:44imported goods are also flooded,
19:47so we need safeguards,
19:49we need anti-dumping,
19:51we need protection.
19:53But on the other hand,
19:55the main problem is not there,
19:57because for safeguards,
19:59anti-dumping,
20:01agriculture,
20:02that's the nature of protection,
20:04but if our problem now is illegal,
20:07so no matter how big we give protection,
20:10if the illegal one is not compensated,
20:13it will be useless.
20:16So it means that the illegal one must be compensated first,
20:19then we talk about safeguards,
20:22anti-dumping, protection.
20:24On the other hand,
20:26we are talking about how to increase competitiveness.
20:29If we increase competitiveness,
20:31the most appropriate thing is
20:33to give the incentive first.
20:35Because when we give the incentive first,
20:37there will be a domino effect on the side.
20:41If the protection is on the side,
20:43it will pull the material first.
20:46If competitiveness,
20:48to incentivize,
20:50it is more appropriate, for example, energy.
20:52If energy is given,
20:54for example, the price of gas that we are discussing now,
20:56the price of gas is about to rise again,
20:58to 12 per MMTU, 12 dollars.
21:01The content is still 4, still 6,
21:04that's also a problem.
21:06When it used to be heavily burdened by energy,
21:09it will be a domino effect,
21:11more expensive to the side.
21:13Okay, Mr. Retma, but you still see there is hope,
21:16is there a future,
21:18when it comes to the TPT industry?
21:20If you look at what the government is doing now,
21:24for example, yesterday Mr. Zulhas,
21:26we appreciate making Satgas,
21:28there is still hope.
21:30So if we look,
21:32now this is the last condition.
21:34These imported goods
21:36are also starting to be difficult to enter.
21:38Not difficult, but they are afraid.
21:40They are afraid to enter
21:42because they are afraid of being raped
21:44by Mr. Zulhas's team.
21:47Like yesterday, someone was caught
21:49and the goods were lost.
21:51People have fled abroad,
21:53but the goods are here.
21:55There is a fear of that.
21:57When there is a fear,
21:59when the government
22:01starts to take action,
22:03just a little action,
22:05the government's effect is already quite large,
22:07to the market.
22:09But of course they will do it in other ways.
22:11Oh, that's it.
22:13Oh, this is the government,
22:15it needs to be protected.
22:17I think in the future,
22:19the government, the Ministry of Trade
22:21has done something,
22:23the Ministry of Industry
22:25has done a lot too.
22:27I think only a few other ministries,
22:29like the Ministry of Finance,
22:31if it is improved,
22:33I think there will be many problems
22:35that we can solve.
22:37Then we will also talk to the ministry,
22:39in the new government,
22:41we will talk to the Ministry of Education,
22:43related to the price of electricity.
22:45With logistics,
22:47we still need it.
22:49But we still see,
22:51and we are still intensely
22:53discussing with the transition team,
22:55the government team
22:57that will come,
22:59we will give input.
23:01And I think from there,
23:03we can see how they really understand
23:05that the manufacturing sector
23:07is the core sector
23:09that must be fixed first,
23:11must be improved,
23:13and must make a contribution to the PDB
23:15if we want to achieve
23:17economic growth
23:19that is really good for the goal
23:21in 2045.
23:23That's it. It seems that there are still
23:25a lot of domestic workers that need to be fixed.
23:27Hopefully later with this transition period,
23:29then the new leadership,
23:31there will be a solution provided
23:33related to the manufacturing industry sector,
23:35equality, where everyone
23:37also gets the same rights
23:39to be able to get
23:41a fair return on investment,
23:43just like what you said,
23:45the competitiveness and the strength
23:47for our national industry.
23:49Thank you very much for your time.
23:51Thank you for sharing with us.
23:53Thank you for the insight
23:55that you have provided,
23:57related to the TPT industry in Indonesia.
23:59Good luck with your activities.
24:01Thank you.
24:03Thank you.
24:05Thank you.
24:07I have been with you for an hour in Market Review.
24:09You can continue your information
24:11only on IDX channel,
24:13Your Trustworthy and Comprehensive Investment Reference.
24:15Don't forget to watch the closing session
24:17that will air at 11.30
24:19in West Indonesia.
24:21Because the future must be ahead.
24:23I am Investor Saham.
24:25I am Prasetyo Wibowo.
24:27Thank you. See you.
24:39Investor Saham.
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