中国大手4社がタイに700億バーツ投資へ、工業団地・自動車・部品・エネルギー株に追い風

Growth in automotive and data center sectors boosts demand for electronic parts, benefiting Hana Microelectronics.

Increased production of EVs and data center equipment drives demand for printed circuit boards, benefiting KCE Electronics.

Stars Microelectronics is a parts group expected to benefit from increased electronics manufacturing.

Somboon Advance Technology is an automotive parts supplier expected to benefit from EV production expansion.

Thai Stanley Electric is an automotive parts supplier expected to benefit from EV production expansion.

Xiaomi is considering setting up an EV production base and R&D center in Thailand, expanding its manufacturing footprint.

Increased EV and data center investments in Thailand drive demand for electronic components, benefiting Delta Electronics.

Rojana is an industrial estate group expected to benefit from Chinese giants' investment in Thailand.

Expansion of industrial activity and data centers increases energy demand, benefiting Gulf Energy.

Chinese giants' investment boosts demand for industrial estates, benefiting Amata as a key industrial estate developer.

Chinese giants' investment in Thailand boosts demand for industrial estates, benefiting WHA as a major industrial estate developer.

PINTHONG is an industrial estate group expected to benefit from Chinese giants' investment in Thailand.

Changan Automobile is expanding production capacity in Thailand from 100k to 200k units by 2030, indicating strong demand growth.

Eoptolink Technology will expand production base for optical transceivers in Thailand to support AI and cloud data center growth.