Suttinee Yuvejwattana 和 Satid Sutipanya 报道 泰国出口增速创四年多来新高，得益于与全球人工智能热潮相关的电子产品出口激增，以及中国对泰国榴莲和山竹需求的飙升。
By Suttinee Yuvejwattana and Satid Sutipanya Thailand’s exports grew at the fastest pace in more than four years, powered by electronics tied to the global artificial-intelligence boom and surging Chinese demand for Thai durians and mangosteens.
泰国商务部周五公布的数据显示，8月出口同比增长24.3%，为56个月来最强增速，高于7月的21.6%。进口增长25.1%，增速较上月的36.7%有所放缓。贸易逆差收窄至25亿美元，7月为36亿美元。
Outbound shipments jumped 24.3% in August from a year earlier, the strongest growth in 56 months and up from 21.6% in July, Commerce Ministry data showed Friday. Imports rose 25.1%, slowing from a 36.7% increase the previous month. The trade deficit narrowed to $2.5 billion from $3.6 billion in July.
出口增幅略低于彭博调查经济学家24.8%的中位数预估，进口增幅也低于30%的预期。经济学家此前预期贸易逆差为36亿美元。
Export growth was slightly below the 24.8% median estimate in a Bloomberg survey of economists, while imports increased less than the 30% forecast. Economists had expected a $3.6 billion trade deficit.
最新数据强化了商务部的预测，即泰国出口今年将创历史新高。电子产品占出口总额近三分之一，预计将继续成为关键驱动力，因为全球科技巨头正加大在人工智能基础设施上的支出。
The latest figures reinforce the Commerce Ministry’s forecast that Thailand’s exports will reach a record this year. Electronics, which account for nearly a third of shipments, are expected to remain a key driver as global technology companies ramp up spending on AI infrastructure.
出口继续繁荣的同时，外国投资也激增。去年投资促进申请创历史新高，预计2026年将超过该水平，数据中心、电子及其他科技产业产能不断增加，泰国受益于全球供应链的广泛转移。
The export boom comes alongside a surge in foreign investment. Applications for investment incentives reached a record last year and are on track to surpass that level in 2026, adding capacity in data centers, electronics and other technology industries as Thailand benefits from a broader shift in global supply chains.
商务部预计，在电子产品需求和美国关税政策更加明朗的支撑下，出口将在今年剩余时间保持强劲。前八个月出口累计增长18.9%，贸易政策与战略办公室副主任 Nattiya Sujinda 周五在简报会上表示，全年增速可能达到15%。
The Commerce Ministry expects exports to remain strong through the rest of the year, supported by electronics demand and greater clarity over US tariffs. With shipments up 18.9% in the first eight months, full-year growth could reach 15%, Nattiya Sujinda, deputy director of the Trade Policy and Strategy Office, said at a briefing Friday.
但这种强势可能难以持续。Nattiya 表示，明年出口可能转为收缩，因为高油价、库存高企以及此前订单前置等因素将拖累需求。
But the strength may prove difficult to sustain. Exports could contract next year as high oil prices, elevated inventories and earlier front-loading of orders weigh on demand, Nattiya said.
“关税不确定性促使许多公司提前下单，推动进口升至今年的创纪录水平，”她说。“因此，他们明年可能会减少或停止新订单。”美国一直是今年增长的主要来源。8月泰国对美出口同比激增48.7%，连续第35个月增长，部分得益于电子产品。Nattiya表示，约60%的泰国对美出口货物不受当前301条款关税影响。
“Tariff uncertainty prompted many companies to front-load orders, pushing imports to record levels this year,” she said. “As a result, they may reduce or halt new orders next year.” The US has been a major source of this year’s growth. Thai exports to the country surged 48.7% in August from a year earlier, the 35th consecutive monthly increase, driven partly by electronics. About 60% of Thai shipments to the US aren’t subject to the current Section 301 tariff, Nattiya said.
泰国面临美国根据301条款对大多数涉及产品征收的12.5%关税，该行动与限制强迫劳动生产产品进口有关。曼谷寻求与印尼和马来西亚同等待遇，后两国面临较低的10%关税。
Thailand faces a 12.5% US tariff on most covered exports under a Section 301 action tied to restrictions on imports made with forced labor. Bangkok is seeking treatment comparable with Indonesia and Malaysia, which face a lower 10% levy.
外长Sihasak Phuangketkeow本周表示，两国仍在进行“严肃”的关税谈判，市场准入是主要未解决问题之一。
The two countries remain in “serious” tariff negotiations, with market access among the key unresolved issues, Foreign Minister Sihasak Phuangketkeow said this week.
泰国还因货物可能经该国转运以规避关税而受到美国审查。据海关部门称，被发现虚假声称泰国原产地且目的地为美国的货物约占泰国对美总出口的0.04%。
Thailand is also under US scrutiny over goods potentially routed through the country to evade tariffs. Shipments found to have falsely claimed Thai origin and destined for the US amounted to about 0.04% of Thailand’s total exports to the country, according to the Customs Department.