主要观点： 随着越南经济继续从大流行的影响中复苏，消费者的收入水平上升，许多MGR参与者正在利用食品杂货业日益正规化和通过启动扩张计划增加食品支出。 城市化率的上升、中产阶级的扩大和移动互联网的高采用率也促成了河内和胡志明市等城市中心送货服务的兴起，在这些城市，时间匮乏的消费者有可支配收入来支付送货上门选择的溢价。 我们关注该国日益增长的健康趋势，特别是在不断增长的中高收入（家庭可支配收入超过10，000美元）中，因为这些家庭将价格点换成优质和更健康的食品选择。
零售商随着杂货支出的增加而扩张
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对地震对泰国的经济影响的初步评估
SCB EIC estimates, as of April 1, 2025, the earthquake on March 28, 2025 had a limited impact on the Thai economy, approximately 30 billion baht. The impact is expected to be concentrated in tourism, real estate, and construction sectors. However, recovery of consumer confidence and international tourism sentiment will need close monitoring. International tourists may decrease by 400,000 in the short term, with recovery expected to take about three months. The real estate sector, especially apartments, may see changes in consumer behavior and delays in transactions. Overall, the economy is expected to be resilient, dependent on the speed of confidence recovery across all sectors. Assistance for affected individuals and efforts to restore public confidence are recommended.
SCB EIC估计，截至2025年4月1日，2025年3月28日发生的地震对泰国经济的影响有限，约为300亿泰铢。预计影响将集中在旅游业，房地产和建筑业务中。建议政府为受影响的个人提供援助，并努力恢复公众信心。
