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Exporters report that a stronger baht has pushed Thai rice export prices up by about $15/t per baht, leaving Thai rice roughly $50/t above competitors. Buyers are refusing the higher prices, and first-quarter 2026 exports are expected to fall.
Lost competitiveness reduces Thai export demand and shifts sales to rivals such as India and Cambodia, which is bearish for Asian rice prices.
nationthailand.com2025年12月26日在过去 16 次看跌的宏观事件之后，稻谷 在 5 个交易日内中位数变动 +0.2%（50% 上涨；中间一半区间为 -5.1% 至 +1.7%），20 个交易日内为 +4.1%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
