根据泰国工业联合会（FTI）的数据，2024年9月，泰国汽车销量同比下降37.11%，至39048辆，为53个月来的最低点，而前一个月下降了24.98%。这标志着连续第16个月下降，主要是由于家庭债务高企和经济增长放缓。7月，该联合会将2024年的国内销售目标从早先预测的75万辆下调至55万辆。按月计算，汽车销量下降了13.59%。与此同时，由于需求持续低迷，2024年9月汽车总产量同比下降25.48%。2024年前九个月，汽车产量与2023年同期相比下降了18.61%。8月，FTI修订了2024年的汽车产量预测，将其从早先估计的190万辆降至170万辆。2023年，泰国生产了184万辆汽车。

Car sales in Thailand slumped 37.11% year-on-year to a 53-month low of 39,048 units in September 2024, following a 24.98% decline in the previous month, according to the Federation of Thai Industries (FTI). This marked the sixteenth consecutive month of decline, primarily due to high household debt and moderating economic growth. In July, the federation revised its domestic sales target to 550,000 vehicles for 2024, down from an earlier forecast of 750,000 units. On a monthly basis, car sales dropped 13.59%. Meanwhile, total car production plunged 25.48% year-on-year in September 2024 amid persistently subdued demand. For the first nine months of 2024, car production fell 18.61% compared with the same period in 2023. In August, the FTI revised its car production forecast for 2024, lowering it to 1.7 million vehicles from the earlier estimate of 1.9 million units. In 2023, Thailand produced 1.84 million vehicles.

泰国央行在10月份的会议上出人意料地将关键利率下调25个基点至2.25%，这是自2020年初以来的首次降息，也是政府长期倡导的举措。这一决定是在经济疲软、通货膨胀率仍低于1%至3%目标区间下限的情况下做出的。大多数委员会成员认为，目前的立场将在一定程度上有助于减轻债务负担，而不会阻碍降低家庭债务与收入比率的努力。受旅游业、私人消费和电子产品出口改善的推动，泰国经济预计将在2024年和2025年分别增长近2.7%和2.9%。然而，复苏仍然不平衡，出口和包括中小企业在内的某些工业部门面临结构性挑战。与此同时，2024年和2025年的整体通胀率预计分别为0.5%和1.2%。

The Bank of Thailand unexpectedly lowered its key interest rate by 25 basis points to 2.25% during its October meeting, marking the first rate cut since early 2020 and a move long advocated by the government. The decision was made amid a sluggish economy and inflation remaining below the lower end of its target range between 1% to 3%. Most committee members believed that the current stance would help alleviate the debt burden to some extent without hindering efforts to reduce the household debt-to-income ratio. The Thai economy is expected to grow close to the projected 2.7% in 2024 and 2.9% in 2025, driven by tourism, private consumption, and improved exports of electronic products. However, recovery remains uneven, with exports and certain industrial sectors, including SMEs, facing structural challenges. Meanwhile, headline inflation in 2024 and 2025 is expected to be 0.5% and 1.2%, respectively.

泰国10年期政府债券收益率降至2.46%的18个月低点。过去4周，泰国10年期债券收益率上涨0.10个基点，过去12个月下跌82.90个基点。

Thailand 10 Year Government Bond Yield decreased to a 18-month low of 2.46%. Over the past 4 weeks, Thailand 10Y Bond Yield gained 0.10 basis points, and in the last 12 months, it decreased 82.90 basis points.

泰国商会大学的消费者信心指数从上个月的56.5降至2024年9月的55.3。这标志着市场情绪连续第七个时期疲软，是2023年4月以来的最低水平，主要是由于对经济增长缓慢的担忧。尽管政府支持弱势群体，但洪水和高昂的生活成本进一步打击了人们的信心。上个月，政府启动了140亿美元刺激计划的第一阶段，在六个月内为4500万人每人提供298美元，以促进经济活动。与此同时，该国央行预测今年经济增长率为2.6%，而去年的增长率为1.9%，落后于地区同行。

The University of the Thai Chamber of Commerce’s consumer confidence index fell to 55.3 in September 2024 from 56.5 in the previous month. This marked the seventh consecutive period of weakening sentiment and the lowest reading since April 2023, primarily driven by concerns over sluggish economic growth. Confidence was further dampened by flooding and high living costs, despite government support for vulnerable groups. Last month, the government launched phase one of its $14 billion stimulus plan, providing 45 million people with $298 each over six months to boost economic activity. Meanwhile, the country’s central bank forecasts 2.6% growth this year, following last year's 1.9% expansion, which lagged behind regional peers.