According to Reuters, Southeast Asian Industrial Park developers said that there have been companies that have always moved factories from China to Southeast Asia. If the next President of the United States Trump imposed high tariffs on products imported from China, it is expected that this trend will accelerate this trend will accelerate this trend will accelerate this trend will accelerate. Essence
Trump threatened to impose as much as 60%of tariffs on products imported from China during the campaign, which is much higher than the tariff rate of “7.5%to 25%” in his first term. Therefore, developers of Southeast Asian Industrial Park are increasing Chinese translation personnel and preparing land for factories. They think that more factories transfer and invest in preparations, which has released a certain extent that Trump won or reshape the global supply chain to a certain extent. Signal.
One of Thailand’s largest industrial zone developer, WHA Group CEO Jareeporn Jarukornsakul, said that in Trump’s first term (2017-2021), some companies have moved to Southeast Asia, but the number of migrations in the new round may might be In great increase, during Trump’s campaign to the President of the United States, a large number of telephones from Chinese customers poured in. She said that the WHA is expanding the sales team and adding Chinese translators to the maintenance and management team responsible for the maintenance and management of more than 12,000 hectares (about 30,000 acres) in Thailand and Vietnam.
Vikrom Kromadit, the founder and chairman of the Thai AMATA Group developer, said that AMATA has opened 90 factories in the industrial park operated by Southeast Asia, and about two -thirds of them are factories relocated from China.
Vikrom Kromadit said that the number of potential tariffs on China may double the number of companies that want to move from China to AMATA Industrial Park, and AMATA has a total of 150 square kilometers (about 60 square miles) in four Southeast Asian countries.
Vikrom Kromadit said that the AMATA Industrial Park in Laos will begin construction this month, and China has built a high -speed railway connecting the Vientiane Railway in the southwestern part of China and the capital of Laos in Laos.
As the automotive manufacturing center of Southeast Asia, Thailand has attracted more than $ 1.4 billion in investment from Chinese automakers to develop its electric vehicle industry. “We want to get a large number of investment from China, so we can sell products to the United States.” Said Pichai Naripthaphan, which said. “
At the same time, Jareeporn Jarukornsakul and Vikrom Kromadit also said that Malaysia hopes to attract new investment of more than $ 100 billion for its semiconductor industry, and the re -adjustment of the supply chain may bring benefits to Malaysia. “This change may provide new opportunities for Malaysia, and occupy a greater share of the United States and other major markets.”
However, Leif Schneider, the head of the Vietnam International Law Firm Luther, said risks still exist, especially some signs that Trump may consider imposing tariffs on products imported from Southeast Asia.
The United States is the main export market of Vietnam. In the first nine months of this year, Vietnam’s trade surplus to the United States reached $ 90 billion. At present, Vietnam is preparing for possible policy fluctuations under Trump.