标准普尔全球泰国制造业采购经理人指数从上个月的54.6跃升至2025年10月的56.6。这是连续第六个月的扩张，也是自2023年5月以来的最高水平，这得益于两年半以来新订单增长最快，以及有效的业务发展努力和更强劲的客户需求。作为回应，产出增长连续第七个月加速，而制造商连续第二个月扩大劳动力以应对不断增长的工作量。在成本方面，投入价格在连续三个月下降后趋于稳定。因此，在最后一个季度初，销售价格基本保持不变。最后，商业信心明显增强，达到两年半以来的最高水平，因为泰国制造商对扩张计划越来越乐观，经济状况的改善有望支持未来一年更强劲的销售。

The S&P Global Thailand Manufacturing PMI jumped to 56.6 in October 2025, from 54.6 in the previous month. It marked the sixth consecutive month of expansion and the highest level since May 2023, driven by the fastest increase in new orders in two and a half years, supported by effective business development efforts and stronger client demand. In response, output growth accelerated for the seventh straight month, while manufacturers expanded their workforce for the second consecutive month to manage rising workloads. On the cost front, input prices stabilized following three months of decline. Consequently, selling prices remained largely unchanged at the start of the final quarter. Finally, business sentiment strengthened markedly to its highest level in two and a half years, as Thai manufacturers grew increasingly optimistic about expansion plans and improving economic conditions expected to support stronger sales in the year ahead.

泰国财政部周四表示，在政府采取一系列刺激措施和出口好于预期后，泰国经济今年预计将增长2.4%，高于此前预测的2.2%。据路透社报道，财政部财政政策办公室主任Vinit Visessuvanapoom在新闻发布会上表示，出口是泰国经济增长的关键驱动力，今年预计将增长10%，高于此前预测的5.5%。今年外国游客人数预计将达到3350万，低于7月份预测的3450万。然而，预计明年国内生产总值增长将放缓至2.0%，出口预计将下降1.5%。与此同时，预计2026年游客人数将反弹至3550万，但仍低于2019年疫情前近4000万游客的记录。去年，东南亚第二大经济体增长了2.5%，落后于地区同行。

Thailand’s economy is expected to grow 2.4% this year, higher than a previous forecast of 2.2%, following a series of government stimulus measures and better-than-expected exports, the finance ministry said on Thursday. Exports, a key driver of Thai growth, are now projected to rise 10% this year, up from an earlier forecast of 5.5%, said Vinit Visessuvanapoom, head of the Finance Ministry’s Fiscal Policy Office, at a press conference, according to Reuters. Foreign tourist arrivals are expected to reach 33.5 million this year, down from a forecast of 34.5 million made in July. However, gross domestic product growth is expected to slow to 2.0% next year, with exports forecast to dip 1.5%. Meanwhile, tourist arrivals are projected to rebound to 35.5 million in 2026, though still below the pre-pandemic record of nearly 40 million visitors in 2019. Last year, Southeast Asia’s second-largest economy grew 2.5%, lagging its regional peers.

2025年9月，泰国工业生产意外同比增长1.02%，超过了市场预测的2.0%的下降，并从上个月的4.19%的下降中反弹。4月，工业部将2025年工业增长预测下调至0%-1%，低于此前预测的1.5%-2.5%，理由是美国贸易政策的不确定性和家庭债务的增加是主要的不利因素。

Thailand’s industrial production unexpectedly grew by 1.02% year-on-year in September 2025, beating market forecasts of a 2.0% decline and rebounding from a 4.19% drop in the previous month. In April, the Industry Ministry lowered its 2025 industrial growth forecast to a range of 0%–1%, down from an earlier projection of 1.5%–2.5%, citing uncertainty surrounding US trade policy and elevated household debt as key headwinds.

2025年9月，对泰国的进口同比增长17.1%，高于前一个月的15.8%，超过了市场普遍预期的10.6%。这是购买量连续第16个月增长，也是自5月以来的最快增速，这得益于曼谷采取紧急措施应对消费疲软、家庭债务高企和美国关税压力后国内需求的强劲增长。运输设备（31.8%）、资本货物（23.7%）、原材料、半成品（18.9%）、消费品（16.6%）和其他（15.1%）的采购增长，但燃料（-0.8%）的采购下降。按商品分类，电路板（106.5%）、电机及零部件（61.0%）、家用电器（20.9%）、机械（15.7%）、钢铁（11.8%）、其他金属矿石、废金属（10.3%）、原油（2.0%）和化学品（1.4%）的进口均有所增长。相比之下，珠宝（-24.8%）和电脑及零部件（-2.5%）的到货量有所下降。今年前九个月，进口额增长11.9%，达到2545.8亿美元。

Imports to Thailand surged 17.1% yoy in September 2025, accelerating from a 15.8% rise in the prior month and topping market consensus of 10.6%. It was the 16th straight month of growth in purchases and the steepest pace since May, boosted by stronger domestic demand following Bangkok’s urgent measures to tackle subdued consumption, high household debt, and pressure from U.S. tariffs. Purchases grew for transport equipment 31.8%), capital goods (23.7%), raw materials, semi-finished products (18.9%), consumer goods (16.6%), and others (15.1%), but fell for fuels (-0.8%). By commodity, imports increased for circuit boards (106.5%), electrical machinery & components (61.0%), home appliances (20.9%), machinery (15.7%), iron and steel (11.8%), other metal ores, scrap metal (10.3%), crude oil (2.0%), and chemicals (1.4%). In contrast, arrivals shrank for jewelry (-24.8%), and computers and components (-2.5%). For the first nine months of the year, imports rose 11.9% to USD 254.58 billion.