据曼谷邮报9月25日报道,根据泰国商业部的数据，由于美国关税的影响， 泰国8月份的出口增速出现了近一年来的最低水平。预计从9月到12月，这种负 面影响会变得更加明显。 8月份，出口额同比增长了5.8%，达到277亿美元；而进口额则激增了 15.8%，达到了297亿美元。上一次月度出口增速如此缓慢是在2024年9月，当 时的增速仅为1.1%。 2025年前8个月，出口额增长了13.3%，达到2230亿美元；进口额则增长了 11.3%，达到了2250亿美元。 （原标题：由于美国征收关税的影响，泰国的出口增长速度放缓了） 在关税于8月7日正式生效之前，美国进口商一直在囤积货物，以降低因成 本上升带来的风险。8月份泰国对美国（其最大的市场）的出口额仍比去年同 期增长了12.8%，但在接下来的4个月内增速将会放缓。 在前8个月实现了13.3%的增幅之后，出口增长仍有可能超过全年2%至3%的目 标。 在今年剩下的4个月里，每月的出口额预计将在240亿美元到245亿美元之 间。 8月份，美国、中国和东南亚等一级市场，以及南亚、非洲、拉丁美洲和英国 等二级市场都出现了增长势头。根据相关部门的数据，对中国地区的出口额增 长了5 ...

Core Viewpoint - Despite strong export growth of 13% in the first seven months of the year, Thailand's export growth is expected to slow down due to the 19% tariffs imposed by the U.S. on imported goods [1] Export Performance - Thailand's export value reached $28.6 billion in July, with a year-on-year growth of 11% and a month-on-month increase of 0.2%, surpassing market expectations of 9.6% growth [1] - Excluding gold, oil-related products, and weapons, Thailand's exports grew by 16.6% year-on-year, accelerating from 15.6% in June [1] - The cumulative growth rate for the year to date stands at 14.4% [1] Sector Contributions - Industrial exports grew by 14% in July, with significant contributions from electronic components, particularly computers (61% growth) and integrated circuits (55% growth) [1] - Electrical products and rubber products also contributed to growth, with year-on-year increases of 9.9% and 9.7%, respectively [1] - Agricultural exports continued to support overall shipment volumes, with strong growth in frozen fruits, processed poultry, pet food, and sugar [1] Challenges and Future Outlook - Rice and rubber exports have contracted for the third consecutive month, with Thai rice facing intense competition after India lifts its export ban in September 2024, and the Philippines suspending imports to protect domestic prices [1] - The poultry sector is expected to be a highlight for Thai freight, supported by increased exports to China [1] - Analysts predict a slowdown in export growth for the remainder of the year due to the impact of U.S. tariffs and the announcement of global tariffs on specific products by Washington [1]