2024年12月，泰国的商业信心指数从上个月的49.3降至48.4。整体订单（47.9比11月的50.2）和出口状况（45.4比47.4）的情绪恶化。此外，对绩效（51.1比52.2）、生产（51.1对51.6）、整体订单（47.9比50.2）和投资（52.4比53.7）的评估不太积极。另一方面，产出价格（49.5比48.9）和就业（49.5对49.8）的情绪有所改善。与此同时，12月的三个月预期商业信心指数从上月的51.3微降至51.2。

The business confidence indicator in Thailand fell to 48.4 in December 2024, down from 49.3 in the previous month. Sentiment deteriorated for overall order books (47.9 vs 50.2 in November) and export conditions (45.4 vs 47.4). Additionally, assessments were less positive about performance (51.1 vs 52.2), production (51.1 vs 51.6), overall order books (47.9 vs 50.2), and investment (52.4 vs 53.7). On the other hand, sentiment improved for output prices (49.5 vs 48.9) and employment (49.5 vs 49.8). Meanwhile, the three-month expected business sentiment index dropped slightly to 51.2 in December from 51.3 in the prior month.

标准普尔全球泰国制造业采购经理人指数从11月的50.2升至2024年12月的51.4，标志着四个月来最强劲的增长。新订单稳步增长，标志着自2023年5月以来的最快扩张，这得益于新客户和成功产品的支持。产出连续第八个月增长，但就业增长停滞，结束了连续七个月的就业创造。由于产量未能满足需求，积压订单以2023年6月以来的最快速度增长。制造商减少了采购活动，投入品和成品库存继续下降。由于运输延误，交货时间延长。投入价格略有上涨，但在历史上仍然疲软，而产出价格下跌，达到46个月低点。受出口和新产品预期增长的推动，商业情绪保持积极，尽管信心降至七个月低点。

The S&P Global Thailand Manufacturing PMI rose to 51.4 in December 2024 from 50.2 in November, signaling the strongest growth in four months. New orders grew solidly, marking the fastest expansion since May 2023, supported by new customers and successful products. Output increased for the eighth consecutive month, though employment growth stalled, ending a seven-month job creation streak. Backlogs rose at the fastest rate since June 2023, as output failed to match demand. Manufacturers reduced purchasing activity and stocks of inputs and finished goods continued declining. Delivery times lengthened due to transportation delays. Input prices rose slightly but remained weak historically, while output prices fell, reaching a 46-month low. Business sentiment remained positive, driven by anticipated growth in exports and new products, though confidence dipped to a seven-month low.

2024年10月，泰国零售贸易从三个月低点微升至20.8%，上个月下调至20.5%。这一增长主要归因于非耐用品销售额的增加（9月份为9.7%，而9月份为6.4%）。此外，耐用品的销售额大幅反弹（9.3%对-0.7%）。2024年10月，零售贸易环比飙升14.2%，较上月7.8%的暴跌大幅反弹。

Retail trade in Thailand edged higher to 20.8% year-on-year in October 2024, from a three-month low and downwardly revised 20.5% gain in the previous month. The upturn was primarily attributed to higher sales of non-durable goods (9.7% vs 6.4% in September). Additionally, sales rebounded sharply for durable goods (9.3% vs -0.7%). On a monthly basis, retail trade surged 14.2% in October 2024, significantly rebounding from a 7.8% slump in the preceding month.

2024年11月，泰国的私人投资环比下降1.8%，而前一时期增长了4.5%。这一下降是由于商用车登记减少，特别是皮卡和拖拉机，以及资本货物进口在上个月大幅增长后下降，导致机械和设备投资减少。同样，由于建筑材料销售下降和许可建筑面积减少，特别是住宅和工业项目，建筑投资下降。

Private investment in Thailand dropped 1.8% month-on-month in November 2024, following a 4.5% increase in the previous period. This decline was attributed to a decrease in investment for machinery and equipment, due to lower commercial vehicle registrations, particularly pickups and tractors, along with a drop in capital goods imports after a significant rise in the prior month. Similarly, construction investment fell due to lower sales of construction materials and a reduction in permitted construction areas, especially for residential and industrial projects.