标普全球泰国制造业采购经理人指数从上月的49.1降至2024年4月的48.6，这表明工厂活动连续第九个月收缩。新订单连续第10个月下降，导致产量再次下降，采购活动出现疫情以来的最大降幅。此外，新的出口订单出现了三年多来最大的萎缩。与此同时，就业率在前九个月下降后趋于稳定。积压工作连续第10个月减少，尽管是这一序列中最慢的一个月。在速度较慢的运输网络上，交货时间五个月来首次延长。在成本方面，投入价格和产出成本都低于长期平均水平。虽然投入成本基本没有变化，但产出价格的上涨速度是两年半以来第二慢的。展望未来，市场情绪从3月份的10个月高点有所软化，但仍高于疫情前的趋势，因为公司预计将赢得新客户。

The S&P Global Thailand Manufacturing PMI was down to 48.6 in April 2024 from 49.1 a month earlier, pointing to the ninth straight month of contraction in factory activity. New orders fell for the 10th month, resulting in a renewed drop in output and the steepest fall in purchasing activity since the pandemic. Further, new export orders shrank the most in over three years. At the same time, employment stabilized after declining in the prior nine months. Backlogs of work decreased for the 10th month, albeit at one of the weakest rates over this sequence. Delivery times were longer for the first time in five months, on slower transport networks. On the cost front, both input prices and output costs were below their long-run averages. While input costs were broadly unchanged, output prices rose at the second-weakest pace in over 2-1/2 years. Looking ahead, sentiment softened from March's 10-month high but remained above the pre-pandemic trend as companies expected to win new customers.

2024年3月，泰国私人投资较上月下降1.4%，扭转了上月0.8%的增长势头。由于资本货物进口和注册商用车数量减少，机械和设备投资下降，而由于建筑材料销售减少，建筑投资进一步下降。另一方面，所有类别的建筑许可面积都有所增加，尤其是工业和工厂以及商业建筑。

Private investment in Thailand fell 1.4% from a month earlier in March 2024, reversing a 0.8% growth in the previous month. Investment in machinery and equipment declined due to lower capital goods imports and numbers of registered commercial vehicles, while investment in construction decreased further, attributed to decreased sales of construction materials. On the other hand, permitted areas for construction increased in all categories, particularly for industries and factories, as well as commercial buildings.

2024年3月，泰国的个人消费环比下降0.8%，扭转了前一时期0.1%的增长势头。随着“简易电子收据”运动的结束，非耐用品支出有所下降。此外，耐用品，特别是汽车的支出恶化，部分原因是金融机构的警惕性贷款。此外，服务消费在前几个时期加速后有所下降。与此同时，整体消费者信心继续复苏，但对生活成本的担忧在苯价格上涨的情况下加重。

Personal consumption in Thailand dropped by 0.8% month-on-month in March 2024, reversing a 0.1% growth in the previous period. Spending on non-durable goods softened as the Easy E-Receipt campaign came to an end. Moreover, expenditures on durable goods, notably vehicles, deteriorated partly due to vigilant lending by financial institutions. Also, services consumption declined following an acceleration in the preceding periods. Meanwhile, the overall consumer confidence continued its recovery, but concerns over living costs weigh amid rising benzene prices.

2024年3月，泰国经常账户盈余从上年同期的45.4亿美元大幅收窄至10.8亿美元。贸易顺差从一年前的49亿美元降至9.7亿美元，进口增长（5.2%），出口下降（-10.2%）。与此同时，净服务、初级收入和次级收入录得11亿美元的盈余，而去年同期为3.7亿美元的赤字。

Thailand's current account surplus narrowed sharply to USD 1.08 billion in March 2024 from USD 4.54 billion in the corresponding month of the previous year. The trade surplus shrank to USD 0.97 billion from USD 4.9 billion a year ago, as imports rose (5.2%) while exports fell (-10.2%). Meanwhile, net services, primary income and secondary income recorded a surplus of USD 0.11 billion, shifting from a USD 0.37 billion deficit a year earlier.