11 Thai Stocks Benefit from China's 2 Trillion Yuan Stimulus

Post Today•Economy•2d ago

Reader Briefing

The Chinese government is preparing a 2 trillion yuan fiscal stimulus package to combat economic slowdown, potentially benefiting 11 Thai stocks.

•China's Q2 2026 GDP grew by 4.3%, falling below the 5.0% annual target.
•China is preparing a 2 trillion yuan fiscal measure to stimulate business and consumer borrowing.
•Asia Plus Securities identifies 11 'China Play' stocks in the Thai market expected to outperform the SET Index.

•China's GDP grew by 4.3% in Q2 2026, which is lower than the government's annual target of 5.0%.
•The Chinese government is preparing a new fiscal measure worth 2 trillion yuan to be coordinated with the financial system.
•Liao Min, Deputy Minister of Finance of China, stated on August 21, 2026, that the government is studying and preparing these coordinated fiscal and monetary measures.
•The Chinese government plans to gradually announce and implement the new measures in the second half of 2026.
•The 2 trillion yuan stimulus focuses on four main measures: accelerating local government bond issuance, speeding up budget disbursements, penalizing lagging local agencies, and fast-tracking large-scale investment projects.
•Asia Plus Securities assesses that if the stimulus succeeds in restoring Chinese purchasing power, Thai 'China Play' stocks may outperform the SET Index.
•Tourism stocks AOT, ERW, CENTEL, and SPA are expected to benefit from the recovery of Chinese tourists' purchasing power and travel.

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Liao Min(เหลียว หมิน)

Deputy Minister of Finance of China.

Ministry of Finance of China(กระทรวงการคลังของจีน)ℹ️

The Chinese government ministry responsible for the study and preparation of new fiscal and monetary measures.

Asia Plus Securities(บล.เอเซีย พลัส)

A securities firm that evaluates the impact of China's economic stimulus on the Thai stock market.

AOT

A Thai tourism sector stock expected to benefit from the recovery of Chinese tourists.

ERW

A Thai tourism sector stock expected to benefit from the recovery of Chinese tourists.

CENTEL

A Thai tourism sector stock expected to benefit from the recovery of Chinese tourists.

SPA

A Thai tourism sector stock expected to benefit from the recovery of Chinese tourists.

SCGP

A Thai packaging and petrochemical stock linked to industrial production and consumption.

PTTGC

A Thai packaging and petrochemical stock linked to industrial production and consumption.

PSL

A Thai logistics stock supported by increased international trade and shipping activities.

TTA

A Thai logistics stock supported by increased international trade and shipping activities.

RCL

A Thai logistics stock supported by increased international trade and shipping activities.

CBG

A Thai food and beverage stock that relies heavily on the Chinese consumer market.

TKN

A Thai food and beverage stock that relies heavily on the Chinese consumer market.

China(จีน)ℹ️

The country implementing a 2 trillion yuan economic stimulus package.

Thailand(ไทย)ℹ️

The country whose stock market is expected to receive a positive ripple effect from China's policies.