泰国外贸部的Arada Fuangtong表示，根据与美国谈判的新贸易规则，泰国将于10月成立一个由50名成员组成的工作组，以管理原产地证书的激增。此举正值华盛顿加强对转运行为的审查之际，针对泰国和越南等东南亚国家，据称这些国家在没有附加值的情况下重新安排了中国货物的运输路线。尽管美国将泰国进口商品的拟议关税从36%降至19%，但一项全球行政命令警告称，涉嫌隐瞒原产地的商品可能面临高达40%的关税。特朗普政府尚未定义“转运”，关于地区价值内容规则的谈判仍在继续。目前，仅标记商品需要证书，但新框架预计将适用于所有运往美国的出口，扩大对原产地、成本和当地含量的检查。

Thailand will launch a 50-member task force in October to manage a surge in certificates of origin, expected under new trade rules being negotiated with the U.S., according to Arada Fuangtong of the Department of Foreign Trade. The move comes as Washington intensifies scrutiny of transshipment practices, targeting Southeast Asian nations like Thailand and Vietnam for allegedly rerouting Chinese goods without added value. While the U.S. lowered its proposed tariff on Thai imports from 36% to 19%, a global executive order warns that goods suspected of concealing origin could face duties of up to 40%. The Trump administration has yet to define “transshipment,” and talks continue over regional value content rules. Currently, certificates are required only for flagged goods, but the new framework is expected to apply to all U.S.-bound exports, expanding checks on origin, cost, and local content.

泰国参议院周二批准了从10月1日开始的财政年度3.78万亿泰铢的预算，缓解了投资者在帕通塔兰·西那瓦被罢免总理后政治不稳定的担忧。上个月，该法案在众议院获得通过，200名参议员中有148票赞成。现在，它正在等待皇室的认可。看守副总理兼财政部长Pichai Chunhavajira表示：“政府将监督支出，以确保其透明、可核查，并实现既定的政策目标，在快速变化的环境中推动国家向前发展。”。该预算约占泰国5500亿美元经济的20%，预计赤字为8600亿泰铢，占国内生产总值的4.3%。

Thailand’s Senate approved on Tuesday a THB 3.78 trillion budget for the fiscal year beginning October 1, easing investor concerns amid political instability following Paetongtarn Shinawatra’s removal as prime minister. The bill passed with 148 votes in favor out of 200 senators, after clearing the House of Representatives last month. It now awaits royal endorsement. “The government will oversee the spending to ensure it is transparent, verifiable, and achieves the set policy goals to move the country forward amid rapidly changing circumstances,” said caretaker Deputy Prime Minister and Minister of Finance Pichai Chunhavajira. The budget represents roughly 20% of Thailand’s USD 550 billion economy and includes a projected deficit of THB 860 billion, or 4.3% of GDP.

泰国旅游部周二表示，2025年前八个月，泰国外国游客人数同比下降7.16%。在此期间，共记录了2190万外国游客，其中中国仍然是最大的客源市场，贡献了310万游客。上个月，国家规划局将全年外国游客入境人数预测从3700万人下调至3300万人。相比之下，在疫情袭击全球旅行之前，泰国在2019年接待了创纪录的4000万游客。最近的数据还显示，泰国经济在2025年第二季度同比增长2.8%，低于第一季度的3.2%。住宿和餐饮服务业明显疲软，第二季度仅增长2.1%，而第一季度为7.2%，主要原因是入境旅游业下降和国内旅游业放缓。第二季度外国游客总数为713.6万人次，比去年同期下降12.2%。与此同时，国内旅游业增长2.1%，低于第一季度的2.6%。

Thailand’s foreign tourist arrivals fell 7.16% yoy in the first eight months of 2025, according to the Tourism Ministry on Tuesday. A total of 21.9 million foreign visitors were recorded during the period, with China remaining the top source market, contributing 3.1 million arrivals. Last month, the state planning agency revised down its full-year forecast for foreign tourist arrivals to 33 million, down from 37 million. For comparison, Thailand welcomed a record 40 million visitors in 2019, before the pandemic hit global travel. Recent data also showed that Thailand's economy grew 2.8% yoy in Q2 2025, easing from 3.2% in Q1. The accommodation and food services sector saw notable weakness, expanding just 2.1% in Q2 compared to 7.2% in Q1, largely due to declining inbound tourism and slower domestic travel. Foreign tourist arrivals in Q2 totaled 7.136 million, down 12.2% from the same quarter last year. Meanwhile, domestic tourism grew by 2.1%, slowing from 2.6% growth in Q1.

泰国商业信心指数从7月份的十个月低点45.8升至2025年8月的47.5。这一改善是由所有组成部分的增长推动的，特别是业绩（48.5比7月的44.3）、产量（47.6比45.1）、就业（49.4比48.6）、投资（51.3比50.6）、整体订单（46.5比45.6）和出口条件（45.8比44.3）。按行业划分，制造业指数小幅上涨，电子行业领涨，该行业企业报告业绩和产量稳步增长。大多数企业的非制造业指数也小幅上涨，酒店和餐馆受益于欧洲暑假期间的强劲需求。对建筑业的信心也有所改善，这得益于公共和非住宅开发项目，如工业区的工厂。展望未来，8月份3个月前瞻性商业信心指数从前一个月的47.9升至六个月来的最高点51.1。

Thailand's business confidence indicator rose to 47.5 in August 2025, from a ten-month low of 45.8 in July. The improvement was driven by increases across all components, specifically performance (48.5 vs 44.3 in July), production (47.6 vs 45.1), employment (49.4 vs 48.6), investment (51.3 vs 50.6), overall order books (46.5 vs 45.6), and export conditions (45.8 vs 44.3). By sector, the manufacturing index inched higher, led by the electronics industry, where firms reported steady gains in performance and production. The non-manufacturing index also edged up across most businesses, with hotels and restaurants benefitting from strong demand during the European summer holiday season. Confidence in the construction sector also improved, supported by both public and non-residential developments such as factories in industrial estates. Looking ahead, the 3-month forward-looking business sentiment index rose to a six-month high of 51.1 in August, from 47.9 in the previous month.