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泰国大城银行研究中心:特朗普2.0时代的东盟投资吸引力研究报告:坚韧还是脆弱?(英文版)(20页).pdf

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1、CoverASEANs Investment Appeals under Trump 2.0:Resilient or Vulnerable?Research IntelligenceOctober 2025Krungsri ResearchContentsSubscribe UsContentsDisclaimerUnless explicitly stated otherwise,this publication and all material therein is under the copyright of Krungsri Research.As such,the reuse,re

2、production,or alteration of this text or any part thereof is absolutely prohibited without prior written consent.This report draws on a wide range of well-established and trustworthy sources,but Krungsri Research can make no guarantee of the absolute veracity of the material cited.Moreover,Krungsri

3、Research will not be held responsible for any losses that may occur either directly or indirectly from any use to which this report or the data contained therein may be put.The information,opinions,and judgements expressed in this report are those of Krungsri Research,but this publication does not n

4、ecessarily reflect the opinions of Bank of Ayudhya Public Company Limited or of any other companies within the same commercial group.This report is an accurate reflection of the thinking and opinions of Krungsri Research as of the day of publication,but we reserve the right to change those opinions

5、without prior notice.For research subscription,Executive Summary3Introduction4ASEANs Strengths as an Attractive Investment Destination5An Assessment of Investment Attractiveness Across ASEAN Countries8An Assessment of Industries with Investment Potential Across ASEAN Countries11Krungsri Research Vie

6、w15References17Appendix18Despite the heightened uncertainty in global trade and investment caused by trade policies under President Trumps second term(“Trump 2.0”),KrungsriResearch assesses that ASEAN will remain a key global investment destination.This outlook is underpinned by the regions distinct

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根据Krungsri Research的报告,以下为全文关键点: 1. 尽管面临特朗普第二任期(“特朗普2.0”)带来的全球贸易和投资不确定性,东盟仍被视为关键全球投资目的地。 2. 东盟具有独特的结构性优势,如与中国接壤的地理位置,支持供应链多元化趋势。 3. 东盟各国具有各自独特的优势,吸引外国投资,例如泰国和马来西亚在基础设施和制造业供应链方面具有优势,而印度尼西亚则具有庞大的国内市场潜力。 4. 投资吸引力取决于定性因素,包括监管透明度、公共部门效率、基础设施升级和劳动力技能发展。 5. 新加坡在投资吸引力方面表现最佳,其次是马来西亚,而泰国、越南和印度尼西亚也具有潜力,但需要加强制度改革。 6. 东盟各国在数字产业和战略制造业方面具有投资潜力,但面临当地含量要求的风险。 7. 东盟各国具有独特的优势,可以通过更深入的区域经济一体化和金融互联互通来相互加强。
特朗普2.0时代如何应对?" 谁将脱颖而出?" 数字与制造齐飞?"
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