Thailand’s K-shaped economy sees a large number of people cut back on food and meals to make ends meet泰国的经济呈K型结构,导致大量民众为了维持生计而减少食物和餐饮开支。
Billions pour into Thailand’s data centres and technology, but households are cutting food. Some 32.83% in a health survey eat less or skip meals as… Read More ›
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September 14, 2026 at 12:43 pm
in Economy , Living , Politics , Thailand
Thailand’s economy is splitting in two as billions of baht pour into data centres, technology and foreign-backed industries. Yet household finances are deteriorating fast. Almost one-third of respondents in a government survey are cutting meals or eating less, while nearly two-thirds are hunting cheaper food. At the same time, SME credit is shrinking, household debt remains near 86% of GDP and growth has slowed sharply. Large companies still generate 83% of business revenue, while millions rely on enhanced welfare support. The result is a stark economic divide between headline investment strength and weakening purchasing power across Thai households.
Department of Health Director-General Dr Amporn Benjaponpitak says 32.83% in its poll cut meals or eat less as high food costs and falling incomes bite. ( Source: Daily News )
Thailand is attracting billions of baht into data centres, electronics and advanced industries. Yet millions of households face a sharply different economy. Almost one-third of respondents in a government survey are reducing meals or eating less.
Nearly two-thirds are hunting for cheaper food or waiting for discounts. Others are cooking at home, growing vegetables and cutting deliveries. Increasingly, household financial pressure is reaching basic food consumption.
The figures came from Thailand’s Department of Health on September 10. Its Anamai Poll surveyed 941 people between July 1 and July 31. Notably, the survey was titled “How to live in difficult times”. Its findings provide a direct measure of pressure on household budgets. They also contrast sharply with large investment commitments elsewhere in the economy.
Food costs force households to hunt discounts, cook at home and cut meals as incomes come under pressure
Some 64.82% of respondents were buying cheaper food or waiting for discounts. In parallel, 37.51% were cooking at home more frequently. Another 33.58% were growing vegetables themselves. More significantly, 32.83% had reduced their number of meals or were simply eating less. Separately, 25.71% had cut food-delivery orders. Another 18.49% were buying larger quantities for storage.
The squeeze extended directly into nutrition. Some 63.76% said high food prices made nutritious food harder to afford. At the same time, 36.66% specifically identified falling income. Basic foods were increasingly difficult for some households to buy. Meat was identified by 29.76% of respondents. Cooking oil followed at 26.35%, while eggs were cited by 21.15%.
Fuel and transport were adding further pressure. Some 46.23% identified these costs as the biggest problem affecting food purchases. By comparison, 30.29% pointed to inflation and the wider cost of living. Household food budgets were therefore being hit beyond markets and supermarkets. Transport and energy expenses were absorbing money otherwise available for food.
Dr Amporn Benjaponpitak, Director-General of the Department of Health, addressed the findings. In response, the department issued guidance titled “Eat well on a limited budget”. People were advised to plan menus and prepare shopping lists. Households were also encouraged to compare prices and buy locally available seasonal produce.
Health officials urge cheaper proteins and balanced diets as households cut meals amid rising food costs
As part of this, the department recommended cooking at home and using cheaper protein sources. These included eggs, tofu and beans alongside meat. It also encouraged people to grow vegetables and buy seasonal fruit and vegetables. Crucially, Dr Amporn warned against sacrificing essential nutrition. People should continue eating all five food groups. They should not eliminate foods required by the body.
The department’s own numbers, however, show how far the adjustment has already gone. Almost one-third of respondents were reducing meals or eating less. Nearly two-thirds were searching for cheaper food. Almost two-thirds said nutritious food had become harder to afford. Furthermore, more than one-third specifically cited falling income.
Those figures emerged amid increasingly divergent economic conditions across Thailand. The Bank of Thailand has previously described the country’s growth pattern as K-shaped. Its business data shows a huge concentration of revenue among large companies. They comprise only around 2% of businesses. Nevertheless, they generate 83% of total business revenue.
That leaves around 98% of businesses sharing the remaining 17% of revenue. On another front, smaller companies have faced increasingly difficult credit conditions. Earlier this year, SME lending had contracted for 13 consecutive quarters. The credit squeeze was therefore well established before the latest household figures emerged.
Bank of Thailand says growth is low and uneven as SMEs face tighter credit and weaker household demand
In June, the Bank of Thailand returned to the widening economic divide. It described economic growth as “low and uneven”. Large companies had demonstrated greater capacity to adjust to changing conditions. Conversely, SMEs were facing intense competition. Household income growth was also slowing while living costs were rising.
Credit conditions added another problem. SME lending continued contracting, while banks remained cautious towards riskier borrowers. Consequently, Thailand can produce dramatically different economic numbers at the same time. Large corporations can expand while smaller companies struggle. Foreign capital can surge while household consumption remains weak.
The divergence is particularly visible in technology and promoted investment. Thailand is attracting major capital into data centres, artificial intelligence infrastructure and electronics. Other advanced industries are also drawing substantial foreign commitments. As a result, investment figures can remain strong even when domestic household spending is under pressure.
Conditions are markedly different for businesses dependent on Thai consumers. Small traders, restaurants and SMEs rely heavily on domestic purchasing power. Likewise, farmers and lower-to-middle-income households operate much closer to the domestic economy. Weak consumer spending can therefore feed rapidly into business turnover.
High household debt and weak income growth squeeze consumers as access to fresh credit becomes harder
SCB EIC identified similar pressures in June. It said low- and middle-income households remained vulnerable. SMEs were also under strain. Incomes were recovering slowly, while production costs and living expenses remained high. Added to that, debt continued weighing on consumers. Household consumption was therefore recovering only weakly.
Thailand’s household debt figures show the scale of that burden. NESDC put household debt at 86.7% of GDP during 2026’s first quarter. Importantly, it identified the debt burden as a constraint on domestic demand. The ratio subsequently declined during the second quarter. Even so, household debt remained at 85.9% of GDP.
Households therefore entered the latest slowdown with a heavy existing debt load. Simultaneously, income growth was weakening. Vulnerable borrowers were also facing tighter access to new credit. The ability to maintain consumption through further borrowing was becoming increasingly restricted.
Existing debts still require payment when income growth weakens. Mortgages continue each month, alongside vehicle instalments and other loans. Households must also cover rent, electricity, transport and school expenses. Food expenditure, however, can be adjusted almost immediately. That makes it one of the fastest areas available for spending reductions.
Families cut food and other essentials as GDP growth slows sharply and household financial pressure rises
Consumers can switch to cheaper brands and wait for promotions. Alternatively, households can replace meat with cheaper protein. They can stop ordering deliveries, cook at home and grow vegetables. Eventually, they can also reduce how much they eat. The Department of Health figures show each of these responses is already occurring.
Indeed, many respondents appear to be making several adjustments at once. Almost two-thirds were searching for cheaper food or discounts. More than one-third were cooking at home more frequently. One-third were growing vegetables. Most strikingly, almost one-third were reducing meals or eating less.
Separate evidence released weeks earlier showed similar financial pressure. UNICEF published research on August 25 covering 1,227 Thai households with children. Some 61% reported a great or very severe impact from rising living costs. In addition, families were cutting expenditure on food, education and other necessities.
Those findings appeared during a sharp economic slowdown. Thai GDP expanded 2.8% during the first quarter of 2026. Three months later, growth had fallen to 1.9%. UNICEF described families as facing weaker earning power alongside rising financial pressure.
State welfare aid rises as millions face higher costs while foreign capital pours into advanced sectors
The outlook remains subdued. The Bank of Thailand forecasts GDP growth of 2.3% for 2026. Thereafter, it expects growth to weaken further to 1.8% in 2027. The central bank has also identified decelerating household income growth. Living costs, meanwhile, are rising.
Taken together, several institutions are recording pressure at different points across the economy. The Department of Health is recording changes in eating habits. UNICEF is recording families cutting necessities. Elsewhere, the Bank of Thailand is reporting “low and uneven” growth. NESDC is recording household debt equal to 85.9% of GDP.
Credit data supplies another part of the picture. SME lending has remained in contraction, while banks have stayed cautious towards vulnerable borrowers. Hence, households and smaller businesses face pressure from both income and financing. Consumers have less spending power. Businesses dependent on them then face weaker demand.
Government welfare figures provide another measure of conditions closer to the ground. Around 13.18 million people currently receive enhanced assistance through the State Welfare Card programme. Normally, the monthly purchasing allowance is ฿300. Because of energy and cost pressures, another ฿700 was added.
Big investment commitments contrast with weak household spending as bills drain disposable income
Accordingly, the monthly purchasing allowance increased to ฿1,000 from June through September. More than 13 million people are receiving enhanced purchasing support during this period. At the same time, health officials are advising households how to maintain nutrition on limited budgets.
Yet another part of Thailand’s economy is producing vastly different figures. Foreign capital continues targeting promoted industries, with data centres among the clearest examples. Thailand is attracting large commitments linked to cloud computing, artificial intelligence and digital infrastructure. Electronics and other advanced sectors are also drawing substantial investment.
The scale of those commitments can be enormous. Thailand’s data-centre expansion alone has generated investment plans worth hundreds of billions of baht. These projects sit within an economy where many households are simultaneously cutting basic consumption. Thus, strong capital investment and weak household spending are appearing side by side.
The two sets of figures measure different parts of economic activity. GDP measures production across the economy. Investment figures record capital committed or deployed into projects. Neither figure directly measures disposable income remaining after a household pays debts and essential bills.
Large firms dominate revenue and capital access while domestic SMEs depend on cash-strapped Thai consumers
Similarly, a major foreign investment does not show conditions inside a small restaurant or market stall. It says little about an SME dependent on local customers. Large investment commitments can therefore coexist with weak domestic purchasing power.
The Bank of Thailand’s business figures make that divide particularly stark. Around 2% of businesses generate 83% of business revenue. Against that, the Department of Health provides a figure at the household level. Some 32.83% of its respondents are reducing meals or eating less.
Access to capital also differs sharply. Large companies generally have greater financing capacity. Exporters can generate revenue from overseas customers. Multinational technology projects can also draw on international corporate capital. Accordingly, their revenues are less dependent on the spending power of individual Thai households.
Domestic SMEs face a different market. Their customers are frequently Thai consumers. Falling household purchasing power can therefore hit turnover quickly. Initially, consumers can cut discretionary purchases and food deliveries. They can also search for discounts and cheaper alternatives. The latest survey shows the reductions have now reached basic food consumption.
Consumer cutbacks hit shops and restaurants as tighter credit compounds pressure across Thailand’s SMEs
Those spending cuts then pass through the domestic economy. Restaurants receive fewer orders, while small shops face weaker turnover. Other consumer businesses can also lose sales. Compounding the problem, these companies face their own financing pressures. SME lending has already contracted for successive quarters.
Banks remain cautious towards vulnerable borrowers. A small business can therefore face weaker sales and tighter credit simultaneously. Households confront a similar combination. Existing debt limits borrowing capacity, while slower income growth restricts spending from current earnings.
Rising living costs then absorb more of the money that remains. The Department of Health survey captures that pressure in direct terms. Some 64.82% are already seeking cheaper food or discounts. Another 63.76% say high prices make nutritious eating harder. In contrast, 36.66% point directly to falling income.
The foods involved are basic household purchases. Meat tops the list at 29.76%, followed by cooking oil at 26.35%. Eggs are cited by 21.15%. These are everyday products rather than luxury or discretionary items.
Fuel, food and debt squeeze household budgets as Thailand’s K-shaped economic divide becomes visible
Beyond food prices, transport and fuel expenses are intensifying the squeeze. Some 46.23% identified them as the biggest pressure affecting food purchases. Another 30.29% cited inflation and broader living costs. Household budgets are therefore being hit from several directions at once.
Income growth is slowing, while living costs are rising. Household debt remains exceptionally high. Vulnerable borrowers also face restricted credit. Meanwhile, economic growth has weakened sharply. GDP growth dropped from 2.8% to 1.9% between the first two quarters.
Looking ahead, the Bank of Thailand expects growth of only 2.3% this year. It forecasts a weaker 1.8% in 2027. Despite that slowdown, major foreign investment commitments continue. Large companies also retain their overwhelming share of business revenue.
This is the divide contained within Thailand’s K-shaped economy. At the upper end are major corporations, exporters and capital-intensive industries. Foreign money continues flowing into selected advanced sectors. Further down are indebted households and smaller businesses facing weaker domestic demand.
The disparity appears across almost every major set of economic figures. It is visible in the concentration of business revenues. Equally, it appears in contracting SME credit and high household debt. It is also present in slowing GDP growth. Now, the divide is visible in food consumption.
Foreign investment stays strong while welfare support and food cutbacks expose pressure on Thai households
Thailand can record huge foreign investment commitments while household finances remain under pressure. Technology investment does not immediately produce higher disposable income across millions of households. Headline investment figures and household spending can therefore move in sharply different directions.
State Welfare Card figures provide another important measure. Some 13.18 million people are receiving enhanced purchasing assistance through September. Meanwhile, the Department of Health is telling households how to eat properly on tighter budgets. Its own poll shows how consumers are responding.
Almost two-thirds are searching for cheaper food or discounts. More than one-third are cooking at home more often. One-third are growing vegetables. Above all, almost one-third are reducing meals or eating less.
Nutrition figures deepen the picture. Nearly two-thirds say expensive food makes nutritious eating harder. More than one-third cite falling income. Meat, cooking oil and eggs are specifically becoming harder to afford. Alongside this, fuel and transport costs are taking a larger bite from food budgets.
Large companies command 83% of revenue as households cut meals and foreign investment surges
Set against those numbers are figures from the upper end of the economy. Large companies represent around 2% of businesses but generate 83% of business revenue. Major capital commitments are also continuing across technology and other foreign-backed industries.
The contrast is increasingly pronounced. Large investment commitments are arriving alongside contracting SME credit. High-value technology projects are advancing while household income growth slows. Foreign capital is entering selected sectors while millions receive enhanced welfare purchasing support.
For its part, the Department of Health has supplied a direct measure of conditions inside household budgets. Its survey did not measure foreign investment, industrial promotion or corporate capital expenditure. Instead, it asked how people were living during difficult times.
The responses were clear. Consumers are buying cheaper food and waiting for discounts. They are cooking at home, growing vegetables and reducing deliveries. Many are struggling with the price of meat, cooking oil and eggs.
For 32.83% of respondents, however, the adjustment has gone further. They are reducing the number of meals they eat or simply eating less.
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Joseph Anthony is an expat from Ireland who has lived in Thailand for the last decade. He has worked extensively in the media including editorial positions in Ireland and Thailand. He is focused on economic and business stories in Thailand as well as the expat lifestyle.
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2026年9月14日下午12:43
经济、生活、政治、泰国
随着数十亿泰铢涌入数据中心、科技和外资产业,泰国经济正呈现两极分化。然而,家庭财务状况却在迅速恶化。一项政府调查显示,近三分之一的受访者正在减少用餐次数或减少食物摄入,而近三分之二的受访者则在寻找更便宜的食品。与此同时,中小企业信贷萎缩,家庭债务仍接近GDP的86%,经济增长也大幅放缓。大型企业仍然占据83%的商业收入,而数百万民众则依赖于不断增强的福利救济。其结果是,泰国家庭购买力下降与表面上的投资强劲形成鲜明对比,造成了巨大的经济鸿沟。
卫生部总监安蓬·本贾蓬皮塔克博士表示,民调显示,受食品价格高企和收入下降的影响,32.83%的受访者减少用餐次数或减少进食量。(来源:《每日新闻》)
泰国正吸引数十亿泰铢投资于数据中心、电子产品和先进产业。然而,数百万家庭却面临着截然不同的经济状况。一项政府调查显示,近三分之一的受访者正在减少用餐次数或减少进食量。
近三分之二的人都在寻找更便宜的食品或等待折扣。其他人则选择在家做饭、种植蔬菜或减少外卖。家庭经济压力正日益影响到基本食品消费。
这些数据来自泰国卫生部9月10日发布的报告。该部门的阿纳迈民意调查于7月1日至31日期间对941人进行了调查。值得注意的是,该调查的标题为“如何在困难时期生活”。调查结果直接反映了家庭预算面临的压力,并与经济其他领域的大量投资承诺形成鲜明对比。
由于收入紧张,食品价格上涨迫使家庭寻找折扣、在家做饭并减少用餐次数。
约64.82%的受访者购买价格更低的食品或等待折扣。与此同时,37.51%的受访者增加了在家做饭的频率。另有33.58%的受访者开始自己种植蔬菜。更重要的是,32.83%的受访者减少了用餐次数或减少了进食量。此外,25.71%的受访者减少了外卖订单。还有18.49%的受访者增加了食品的购买量以备储存。
这种压力直接波及到了营养领域。约63.76%的受访者表示,高昂的食品价格使他们更难负担得起营养食品。与此同时,36.66%的受访者明确指出收入下降。一些家庭越来越难以购买基本食品。29.76%的受访者提到了肉类,26.35%的受访者提到了食用油,21.15%的受访者提到了鸡蛋。
燃料和交通成本进一步加剧了经济压力。约46.23%的受访者认为这些成本是影响食品购买的最大问题。相比之下,30.29%的受访者指出通货膨胀和整体生活成本上涨是主要原因。因此,家庭食品预算受到的影响远不止于市场和超市。交通和能源支出挤占了原本用于购买食品的资金。
卫生部总监安蓬·本贾蓬皮塔克博士就调查结果发表了讲话。随后,卫生部发布了题为“如何在预算有限的情况下吃得好”的指导文件。该文件建议民众制定菜单并准备购物清单,同时鼓励家庭比较价格,并购买当地当季农产品。
由于食品价格上涨,许多家庭不得不减少用餐次数,卫生官员呼吁人们选择价格更低廉的蛋白质食品,并保持均衡饮食。
为此,该部门建议在家烹饪,并使用价格更低廉的蛋白质来源,例如鸡蛋、豆腐和豆类,以及肉类。该部门还鼓励人们种植蔬菜,并购买当季水果和蔬菜。至关重要的是,安蓬博士警告人们不要牺牲必需营养。人们应该继续摄入所有五大类食物,不应减少身体所需的任何食物。
然而,该部门自身的数据显示,调整的程度已经相当显著。近三分之一的受访者减少了用餐次数或减少了进食量。近三分之二的受访者正在寻找更便宜的食物。近三分之二的受访者表示,营养食品变得更加难以负担。此外,超过三分之一的受访者明确提到收入下降。
这些数据是在泰国各地经济状况日益分化的背景下出现的。泰国央行此前曾将该国的经济增长模式描述为“K”型。其商业数据显示,大型企业的收入高度集中。这些企业仅占企业总数的约2%,却创造了83%的总商业收入。
这意味着约98%的企业只能分享剩余的17%的收入。另一方面,小型企业面临着日益严峻的信贷环境。今年早些时候,中小企业贷款已连续13个季度萎缩。因此,在最新的家庭数据公布之前,信贷紧缩的局面早已显现。
泰国银行表示,由于中小企业面临信贷收紧和家庭需求疲软,经济增长缓慢且不均衡。
6月份,泰国央行再次提及日益扩大的经济差距。央行将经济增长描述为“低迷且不均衡”。大型企业展现出更强的适应能力,能够更好地应对不断变化的市场环境。相比之下,中小企业则面临着激烈的竞争。此外,家庭收入增长放缓,而生活成本却在不断上涨。
信贷状况又带来了另一个问题。中小企业贷款持续萎缩,而银行对风险较高的借款人依然保持谨慎。因此,泰国的经济数据可能同时出现巨大差异:大型企业可能扩张,而小型企业却举步维艰;外资可能激增,而家庭消费却依然疲软。
这种差异在科技和扶持投资领域尤为明显。泰国正吸引大量资本涌入数据中心、人工智能基础设施和电子产品领域。其他先进产业也获得了大量外资投入。因此,即使国内家庭支出承压,投资额仍能保持强劲。
依赖泰国消费者的企业处境截然不同。小型商贩、餐馆和中小企业严重依赖国内购买力。同样,农民和中低收入家庭的经济活动也与国内经济联系更为紧密。因此,消费疲软会迅速影响企业的营业额。
高企的家庭债务和疲软的收入增长挤压了消费者的资金压力,使他们更难获得新的信贷。
渣打银行经济投资公司(SCB EIC)在6月份也发现了类似的压力。该公司表示,中低收入家庭依然脆弱,中小企业也面临困境。收入复苏缓慢,而生产成本和生活开支依然居高不下。此外,债务问题也持续困扰着消费者。因此,家庭消费复苏乏力。
泰国的家庭债务数据凸显了债务负担的严重程度。泰国国家经济和社会发展委员会(NESDC)预测,到2026年第一季度,泰国家庭债务将占GDP的86.7%。值得注意的是,NESDC指出,债务负担制约了国内需求。第二季度,这一比例有所下降,但仍维持在GDP的85.9%。
因此,家庭在最新一轮经济放缓之前就已经背负了沉重的债务负担。与此同时,收入增长也在放缓。弱势借款人获得新信贷的渠道也变得更加狭窄。通过进一步借贷来维持消费的能力正变得越来越受限。
即使收入增长放缓,现有债务仍需偿还。每月都要偿还房贷,车辆改装和其他贷款也一样。家庭还必须支付房租、水电费、交通费和子女教育费。然而,食品支出几乎可以立即调整。这使其成为最容易削减开支的领域之一。
随着GDP增速大幅放缓和家庭财务压力上升,家庭不得不削减食品和其他必需品的开支。
消费者可以改用更便宜的品牌,并等待促销活动。或者,家庭可以用更便宜的蛋白质替代肉类。他们可以停止订购外卖,在家做饭,自己种植蔬菜。最终,他们还可以减少食物摄入量。卫生部的数据显示,这些应对措施都已经出现。
事实上,许多参与者似乎同时做出了多项调整。近三分之二的人在寻找更便宜的食品或折扣。超过三分之一的人更频繁地在家做饭。三分之一的人开始种植蔬菜。最引人注目的是,近三分之一的人减少了用餐次数或减少了进食量。
几周前公布的另一项证据也显示了类似的经济压力。联合国儿童基金会于8月25日发布了一项针对1227个有孩子的泰国家庭的研究。约61%的家庭表示,生活成本上涨对他们造成了巨大或非常严重的影响。此外,这些家庭还在削减食品、教育和其他必需品方面的支出。
这些发现正值泰国经济急剧放缓之际。2026年第一季度,泰国国内生产总值增长了2.8%。三个月后,增速降至1.9%。联合国儿童基金会指出,家庭收入能力下降,同时面临日益沉重的经济压力。
随着数百万人面临更高的生活成本,国家福利援助增加,与此同时,外国资本涌入发达行业。
前景依然低迷。泰国央行预测2026年GDP增速为2.3%,之后预计增速将进一步放缓至2027年的1.8%。央行还指出,家庭收入增速正在放缓,而生活成本却在不断上涨。
综合来看,多个机构都记录到经济各领域面临压力。卫生部记录到人们饮食习惯的改变。联合国儿童基金会记录到一些家庭削减了必需品开支。此外,泰国央行报告称经济增长“低迷且不均衡”。国家经济和社会发展委员会(NESDC)记录到家庭债务占国内生产总值(GDP)的85.9%。
信用数据则提供了另一部分信息。中小企业贷款持续萎缩,而银行对弱势借款人仍保持谨慎态度。因此,家庭和小企业面临着收入和融资的双重压力。消费者的购买力下降,依赖消费者的企业也因此面临需求疲软的局面。
政府福利数据提供了更贴近基层民众状况的另一项衡量标准。目前约有1318万人通过国家福利卡计划获得额外援助。通常情况下,每月购买补贴为300泰铢。由于能源和成本压力,补贴增加了700泰铢。
巨额投资承诺与疲软的家庭支出形成鲜明对比,因为账单会消耗可支配收入。
因此,从6月到9月,每月购买补贴增加到1000泰铢。在此期间,超过1300万人获得了额外的购买补贴。与此同时,卫生官员正在指导家庭如何在预算有限的情况下维持营养。
然而,泰国经济的另一部分却呈现出截然不同的景象。外资持续涌入并扶持相关产业,数据中心便是其中最显著的例证。泰国正吸引着大量与云计算、人工智能和数字基础设施相关的投资。电子及其他先进产业也吸引了大量投资。
这些投资规模可能非常庞大。仅泰国的数据中心扩张就催生了价值数千亿泰铢的投资计划。而与此同时,泰国经济中许多家庭却在削减基本生活开支。因此,强劲的资本投资与疲软的家庭支出并存的局面正在上演。
这两组数据衡量的是经济活动的不同方面。GDP衡量的是整个经济体的生产活动。投资数据记录的是已投入或已用于项目的资本。这两个数据都不能直接衡量家庭在偿还债务和支付必要账单后剩余的可支配收入。
大型企业主导着收入和资本获取渠道,而国内中小企业则依赖于资金紧张的泰国消费者。
同样,巨额外资并不能反映小型餐馆或市场摊位的实际经营状况,也无法说明依赖本地客户的中小企业的实际情况。因此,巨额投资承诺可能与国内购买力疲软并存。
泰国银行的商业数据显示,这种差距尤为显著。约2%的企业创造了83%的商业收入。相比之下,卫生部提供的家庭层面数据显示,约32.83%的家庭用户正在减少用餐次数或减少进食量。
获取资金的渠道也存在显著差异。大型企业通常拥有更强的融资能力。出口商可以从海外客户那里获得收入。跨国科技项目还可以利用国际企业资本。因此,它们的收入对泰国家庭消费能力的依赖程度较低。
国内中小企业面临着不同的市场环境。他们的客户通常是泰国消费者。因此,家庭购买力的下降会迅速影响营业额。起初,消费者可能会减少非必需品支出和外卖订单,也会寻找折扣和更便宜的替代品。最新调查显示,这种削减已经波及到基本食品消费。
消费者削减开支冲击商店和餐馆,信贷紧缩加剧了泰国中小企业的压力。
这些支出削减会波及国内经济。餐馆订单减少,小商店营业额下降。其他消费品企业也可能面临销售额下滑。雪上加霜的是,这些企业自身也面临着融资压力。中小企业贷款已经连续几个季度萎缩。
银行对弱势借款人依然保持谨慎。因此,小企业可能同时面临销售疲软和信贷紧缩的双重困境。家庭也面临着类似的局面。现有债务限制了借贷能力,而收入增长放缓又限制了当期收入的支出。
不断上涨的生活成本会进一步消耗剩余的收入。卫生部的一项调查直接反映了这种压力。约64.82%的人已经在寻找更便宜的食品或折扣。另有63.76%的人表示,高物价使得营养饮食更加困难。相比之下,36.66%的人则直接指出收入下降是主要原因。
所列食品均为家庭基本用品。肉类以29.76%的比例位居榜首,其次是食用油,占比26.35%。鸡蛋的占比为21.15%。这些都是日常用品,而非奢侈品或非必需品。
随着泰国K型经济鸿沟日益显现,燃料、食品和债务问题令家庭预算捉襟见肘。
除了食品价格之外,交通和燃料成本的上涨也加剧了家庭经济的压力。约46.23%的受访者认为这是影响食品购买的最大压力因素。另有30.29%的受访者提到了通货膨胀和更广泛的生活成本上涨。因此,家庭预算正同时受到多方面的冲击。
收入增长放缓,而生活成本却在上升。家庭债务仍然居高不下。弱势借款人也面临信贷限制。与此同时,经济增长大幅放缓。今年前两个季度,GDP增速从2.8%降至1.9%。
展望未来,泰国央行预计今年经济增长率仅为2.3%,并预测2027年将进一步放缓至1.8%。尽管增速放缓,但外国投资承诺依然强劲。大型企业也继续占据企业收入的绝大部分份额。
这就是泰国K型经济结构内部存在的分化。位于顶端的是大型企业、出口商和资本密集型产业。外资持续流入部分发达行业。而位于底端的是负债累累的家庭和面临国内需求疲软的小型企业。
这种差距几乎体现在所有主要经济数据中。企业收入集中度高,中小企业信贷紧缩和家庭债务高企,以及GDP增速放缓,都反映了这一差距。如今,食品消费领域也出现了类似的鸿沟。
尽管外资依然强劲,但福利补贴和食品削减却暴露了泰国家庭面临的压力。
尽管泰国吸引了大量外国投资,但家庭财务状况依然面临压力。科技投资并不能立即提高数百万家庭的可支配收入。因此,总体投资数据与家庭支出可能呈现截然不同的走势。
国家福利卡数据提供了另一项重要指标。约有1318万人正在领取额外购买力补贴,补贴将持续到9月份。与此同时,卫生部正在指导家庭如何在预算紧张的情况下合理饮食。卫生部自身的一项民意调查显示了消费者的反应。
近三分之二的人正在寻找更便宜的食品或折扣。超过三分之一的人更频繁地在家做饭。三分之一的人开始种植蔬菜。最重要的是,近三分之一的人正在减少用餐次数或减少食物摄入量。
营养数据进一步印证了这一观点。近三分之二的人表示,食品价格高昂使得营养饮食更加困难。超过三分之一的人提到收入下降。肉类、食用油和鸡蛋的价格尤其难以负担。与此同时,燃料和运输成本也在食品预算中占据越来越大的比例。
由于家庭减少外出就餐次数和外国投资激增,大型公司占据了83%的收入。
与这些数字形成鲜明对比的是经济顶层的数据。大型企业约占企业总数的2%,却创造了83%的商业收入。此外,科技和其他外资支持的行业也持续获得大量资本投入。
这种对比日益明显。大量投资承诺涌入的同时,中小企业信贷却在萎缩。高价值技术项目正在推进,而家庭收入增长却在放缓。外资正涌入特定行业,与此同时,数百万民众却获得了更多福利购买支持。
卫生部则提供了衡量家庭预算状况的直接指标。其调查并未衡量外国投资、产业促进或企业资本支出,而是询问人们在困难时期是如何生活的。
消费者的反应很明确。他们购买价格更低的食品,等待折扣。他们自己在家做饭,种植蔬菜,减少外卖订单。许多人都在为肉类、食用油和鸡蛋的价格而苦恼。
然而,对于32.83%的受访者来说,调整幅度更大。他们减少了用餐次数或干脆减少了进食量。
泰国央行警告称,小企业部门遭遇严重危机,经济潜力正在下降
受8月份通胀率2.53%的影响,汽油和柴油价格上涨。但与此同时,市场信心也在增强。
国内生产总值增长,创十一年来新高,但通货膨胀也失控。财政部长警告称,油价将居高不下。
尽管遭到反对,泰国政府仍坚持4000亿贷款必须继续进行,经济风暴的中心正处于风口浪尖。
财政部长为4000亿泰铢贷款法令辩护,反对派向宪法法院提起诉讼
泰国内阁批准4000亿泰铢贷款,用于应对中东战争、能源危机和通货膨胀。
泰国政府将通过一项5000亿泰铢的贷款法令来稳定财政,以应对公共财政压力。
预算局警告财政部长,随着公共债务不断攀升,泰国经济正面临严峻危机。
新任部长确认将对外国旅游采取强硬措施。增加收费、缩短签证期限并强制购买保险。
签证入境期限由60天缩短至30天。鉴于外国游客数量下降10%,该方案已原则上达成一致。
部长确认将取消60天签证制度,以回应日益增长的行业安全担忧
泰国旅游业负责人警告称,如果再次爆发安全争议,泰国将面临被中国列入黑名单的风险。
翁英终于下达了命令。泰国切断了缅甸诈骗中心的电力供应。上午9点结束
约瑟夫·安东尼是一位来自爱尔兰的侨民,过去十年一直居住在泰国。他曾在爱尔兰和泰国的媒体行业担任过编辑职务,拥有丰富的媒体从业经验。他主要关注泰国的经济和商业新闻,以及侨民的生活方式。
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阿瑜陀耶寺住持脱去僧袍,此前警方秘密潜伏数月后逮捕了寺庙高级官员 2026年9月10日
资深抗议领袖兼媒体大佬桑迪于2026年9月10日在以色列大使馆前发起街头抗议活动。
泰国部长阿努廷表示,美泰实质性贸易协议有望在阿努廷与特朗普通话后最终敲定(2026年9月10日)
2026年9月9日,芭堤雅一名警察在幼儿园枪杀了妻子,随后在家中被警方包围。
泰国准备进入核电时代,计划在2037年前建成两座小型模块化反应堆(2026年9月9日)
受8月份通胀率2.53%的影响,汽油和柴油价格上涨。然而,市场信心预计在2026年9月9日也会上升。
全国范围内的调查目标是超过3.6万家与外国人有关联的土地公司和另外7000家拥有公寓的公司 2026年9月8日
2026年9月8日,一名性交易网络头目因涉嫌儿童色情犯罪活动于周日被警方突袭逮捕。
维权律师呼吁对挪用残疾人彩票收入、为富人谋利的腐败行为采取行动 2026年9月8日
泰国内政部将于2026年9月7日开始执行有关犹太人葬礼和墓地的法律。
国家广播电视和电信委员会(NBTC)内部依然混乱,主席赢得诉诸法庭的权利。委员会成员将于2026年9月7日开始工作。
一名英国男子在芭堤雅中天区遭到恶性袭击,一名泰国男子被捕。一名70岁老人于2026年9月7日被踢中面部。
“亚伯拉罕·林肯”号航空母舰结束对泰国的特别访问后离开。舰长对泰国的热情接待表示感谢。2026年9月6日
旅游业对9月15日起实施的30天签证政策存在严重分歧。一位顶级大亨称此举是一个巨大的错误。(2026年9月6日)
2026年9月6日,一名失踪的北碧府母亲在北部逗留7天后,在一辆南行巴士上被发现,失踪原因至今成谜。
2026年9月5日,苏梅岛一名以色列侨民成为总理阿努廷新驱逐制度下首位被驱逐出境者。
美国海军芭堤雅之行进展顺利,消费强劲。春武里府府尹称此行圆满成功。2026年9月5日
就在泰国政府于2026年9月5日正式介入人工智能市场之际,泰国的付费人工智能用户经历了噩梦般的一周。
马来西亚网络赌博头目在曼谷突袭行动中被捕。这名48岁的男子是UFA网络的高级代理人。2026年9月4日
2026年9月4日,一名疯狂的前男友驾驶皮卡撞向骑摩托车的前女友及其新男友,致其死亡。
由于印度签证政策失误,泰国8月份流失了大量游客。2026年9月4日,泰国迅速调整政策,改为30天签证。
曼谷数据中心项目暂停,官员们正紧急评估该行业对资源的影响 2026年9月3日
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