洪水冲击泰国汽车供应链：约10家零部件商停产，五大车企受波及，丰田拟10月11日复工
曼谷——泰国汽车业高管10月8日表示，洪水正在冲击这个东南亚汽车制造中心的供应链：约10家汽车零部件供应商已经停产，受影响的车企包括丰田、五十铃、福特、日产和本田。泰国工业联合会（FTI）汽车俱乐部发言人苏拉蓬·派西帕塔纳蓬（Surapong Paisitpattanapong）说：“一些主要车企正考虑不得不停产数周，因为许多主要零部件供应商处境艰难。”
泰国汽车零部件协会会长颂蓬·塔纳杜伦沙（Sompol Tanadumrongsak）表示，受影响的约10家零部件商中，有两家受灾严重，洪水损坏了它们的生产机械。尽管如此，部分供应商仍在设法继续交付。丰田泰国10月5日至10日的停产原定六天，公司表示计划10月11日复工，但确切时间仍待最终确认。一名丰田高管说：“我们正在与供应商协调，把对客户交付的影响降到最低。”
这场洪灾对泰国经济的打击面还在扩大。泰国商会大学（UTCC）10月8日公布，泰国消费者信心指数9月降至52.1，低于8月的52.8和7月的53.4，因为洪水推高了生活成本。工业联合会前一日估算的工业损失为60亿泰铢。
泰国汽车业的命运与区域供应链深度绑定：许多零部件工厂由日资与本地华商合资经营，分布在大城、北榄和春武里一带——恰是今年洪水浸泡最久的工业带。零部件商的复产速度，将决定车企的停产是按天计还是按周计。
来源：据路透社2026年10月8日关于泰国汽车供应链受冲击及消费者信心指数的报道整理。
Floods Hit Thailand's Auto Supply Chain: About 10 Parts Makers Halted, Five Carmakers Affected, Toyota Eyes October 11 Restart
BANGKOK — Floods are disrupting the supply chain of Thailand's auto industry, executives said on October 8, with about 10 parts manufacturers having halted production in Southeast Asia's car-making hub and Toyota, Isuzu, Ford, Nissan and Honda among the affected carmakers. 'Some major automakers are considering having to halt production for weeks because many major parts suppliers are in trouble,' said Surapong Paisitpattanapong, spokesman of the Federation of Thai Industries' (FTI) automotive club.
Sompol Tanadumrongsak, president of the Thai Auto Parts Manufacturers Association, said two of the roughly 10 affected parts makers were badly hit, with floodwaters damaging their production machinery — though some suppliers are still managing to keep delivering. Toyota Thailand, shut from October 5 to 10, said it plans to resume operations on October 11 but the exact timing is still to be confirmed. 'We are coordinating with suppliers to minimise the impact on deliveries to customers,' a Toyota executive said.
The blow to Thailand's economy is widening. The University of the Thai Chamber of Commerce (UTCC) said on October 8 that the consumer confidence index fell to 52.1 in September, from 52.8 in August and 53.4 in July, as floods pushed up living costs. The FTI had put industrial flood damage at 6 billion baht the day before.
Thailand's auto industry is bound tightly into regional supply chains: many parts plants are joint ventures between Japanese capital and local ethnic Chinese businesses, clustered in Ayutthaya, Samut Prakan and Chon Buri — precisely the industrial belt that this year's floods have soaked longest. How fast the parts makers restart will decide whether carmakers count their stoppages in days or in weeks.
Source: Compiled from Reuters (October 8, 2026), on the auto supply-chain disruption and the consumer confidence index.
图片来源：汽车工厂总装生产线（资料图），Marek Ślusarczyk (Tupungato) Photo portfolio 摄，CC BY 3.0（Wikimedia Commons）
