周四，泰铢兑美元走软至31.88，但今年仍上涨约8%，是仅次于台湾元的亚洲第二好表现。人民币的快速升值引发了人们对出口和旅游业的担忧，这是泰国经济的关键支柱。即将上任的财政部长Ekniti Nitithanprapas表示，在当地货币触及四年高点后，政府将与泰国银行合作管理当地货币，并指出将对资本流入和黄金交易进行监控，以发现违规行为。他补充说，他已与将于10月1日出任央行行长的维塔·拉塔纳科恩讨论了稳定问题。Ekniti还表示可能对异常资金流动进行调查，而副部长Vorapak Tanyawong警告称，由于外国对债券和股票的需求，泰铢可能会进一步攀升。本周早些时候，央行表示可能会对黄金交易征税。1月至7月，泰国黄金出口激增82%，达到76亿美元，其中21亿美元出口到柬埔寨。

The Thai baht weakened to 31.88 per dollar on Thursday but was still up about 8% this year, the second-best performer in Asia after the Taiwan dollar. Its rapid appreciation has raised concerns for exports and tourism, key pillars of Thailand’s economy. Incoming Finance Minister Ekniti Nitithanprapas said the government will work with the Bank of Thailand to manage the local currency after it hit a four-year high, noting that capital inflows and gold trading will be monitored for irregularities. He added he had discussed stabilization with Vitai Ratanakorn, who will become central bank governor on October 1. Ekniti also flagged potential probes into unusual flows, while Deputy Minister Vorapak Tanyawong warned the baht could climb further on foreign demand for bonds and equities. Earlier this week, the central bank said it may introduce a tax on gold trading. From January to July, Thailand’s gold exports surged 82% to USD 7.6 billion, including USD 2.1 billion to Cambodia.

泰国旅游部周二宣布，2025年1月1日至9月14日，泰国外国游客人数比去年同期下降7.08%，约为2300万游客。马来西亚是最大的客源市场，有328万游客，紧随其后的是中国，有323万游客。8月，国家规划局将2025年外国游客入境人数的预测从早先的3700万下调至3300万。这仍然低于2019年近4000万游客的疫情前记录。最近的经济数据显示，2025年第二季度泰国国内生产总值同比增长2.8%，低于第一季度的3.2%。住宿和餐饮服务业经历了明显的疲软，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，同比下降12.2%。与此同时，国内旅游业增长2.1%，低于第一季度2.6%的增长率。

Thailand’s foreign tourist arrivals from January 1 to September 14, 2025, fell 7.08% compared to the same period last year to about 23 million visitors, the Tourism Ministry announced on Tuesday. Malaysia was the largest source market with 3.28 million visitors, followed closely by China with 3.23 million arrivals. In August, the state planning agency revised down its forecast for foreign tourist arrivals in 2025 to 33 million, from the earlier estimate of 37 million. This is still below the pre-pandemic record of nearly 40 million visitors in 2019. Recent economic data showed Thailand’s GDP grew 2.8% yoy in Q2 2025, easing from 3.2% growth in Q1. The accommodation and food services sector experienced 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% yoy. Meanwhile, domestic tourism grew by 2.1%, a slowdown from 2.6% growth in Q1.

彭博新闻社援引知情人士的话说，泰国央行和财政部正在考虑对以泰铢在线交易的黄金征税。该税旨在减缓威胁出口和旅游业的泰铢反弹，可能会豁免美元、期货交易所或金条店的交易。官员们表示，该措施将抑制黄金出口，并使国内所有权成本更高，因为黄金运输带来的美元流入使货币走强。泰国央行官员将于周一会见黄金交易员，讨论黄金的影响和更严格的报告。计划与财政部进行进一步谈判，预计只有在新内阁就职后才会做出决定。当卖家将美元收益兑换成泰铢时，可能会征收这种税，可能是一种特殊的商业税，尽管税率尚未确定。

The Bank of Thailand and the Finance Ministry are considering a tax on gold traded online in baht, Bloomberg News reported, citing people familiar with the matter. The levy, aimed at slowing the baht’s rally that threatens exports and tourism, may exempt trades in U.S. dollars, on futures exchanges, or from bullion shops. Officials say the measure would curb gold exports and make domestic ownership costlier, as dollar inflows from bullion shipments have strengthened the currency. BoT officials will meet gold traders on Monday to discuss the metal’s impact and tighter reporting. Further talks with the Finance Ministry are planned, with a decision expected only after a new cabinet takes office. The tax, possibly a special business levy, could apply when sellers convert dollar proceeds into baht, though rates remain undecided.

泰国商会大学的消费者信心指数从7月份的51.7降至2025年8月的50.1。由于对经济复苏缓慢、政治不稳定和美国关税的担忧，这标志着连续第七个月下降，也是自2022年12月以来的最低水平。泰国国家规划机构预计，今年泰国经济将增长1.8%-2.3%，而2024年的增长率为2.5%。与此同时，美国已将从泰国进口商品的关税从36%降至19%，尽管对从第三国经泰国转运的商品的关税仍存在不确定性。大学校长Thanavath Phonvichai表示，在泰国新政府的领导下，市场情绪可能会改善，并补充说，政府取得杰出和切实成果的能力对于扭转信心下降至关重要。

The University of the Thai Chamber of Commerce’s consumer confidence index dropped to 50.1 in August 2025 from 51.7 in July. This marked the seventh straight month of decline and the lowest level since December 2022, amid concerns over a slow economic recovery, political instability, and US tariffs. Thailand’s state planning agency projects the country’s economy to expand by 1.8%-2.3% this year, compared to the 2.5% growth in 2024. Meanwhile, the US has lowered its tariff on imported goods from Thailand to 19% from 36%, though uncertainties remain over tariffs on transshipments through Thailand from third countries. University President Thanavath Phonvichai said that sentiment could improve under Thailand's new government, adding that the administration’s ability to deliver outstanding and tangible results would be crucial to reversing the decline in confidence.