SMM Aluminum Market Morning Review (2012/10/9)

๊ฒŒ์‹œ๋จ: Oct 9, 2012 10:15
Unimproved domestic metal consumption after the Chinese holidays and downbeat manufacturing PMI for September exacerbated concerns over Chinaโ€™s economic slowdown.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[NPI ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ] ๋‹ค๋“ฑ๊ธ‰ ๋ฒŒํฌ ๊ฑฐ๋ž˜ ์ฒด๊ฒฐ, ๋“ฑ๊ธ‰๋ณ„ NPI ๊ฐ€๊ฒฉ ๊ฐ•์„ธ
41๋ถ„ ์ „
[NPI ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ] ๋‹ค๋“ฑ๊ธ‰ ๋ฒŒํฌ ๊ฑฐ๋ž˜ ์ฒด๊ฒฐ, ๋“ฑ๊ธ‰๋ณ„ NPI ๊ฐ€๊ฒฉ ๊ฐ•์„ธ
๋” ๋ณด๊ธฐ
[NPI ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ] ๋‹ค๋“ฑ๊ธ‰ ๋ฒŒํฌ ๊ฑฐ๋ž˜ ์ฒด๊ฒฐ, ๋“ฑ๊ธ‰๋ณ„ NPI ๊ฐ€๊ฒฉ ๊ฐ•์„ธ
[NPI ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ] ๋‹ค๋“ฑ๊ธ‰ ๋ฒŒํฌ ๊ฑฐ๋ž˜ ์ฒด๊ฒฐ, ๋“ฑ๊ธ‰๋ณ„ NPI ๊ฐ€๊ฒฉ ๊ฐ•์„ธ
[SMM ์ผ์ผ ๋ฆฌ๋ทฐ: ๋‹ค๋“ฑ๊ธ‰ ์ผ๊ด„ ๊ฑฐ๋ž˜ ์ฒด๊ฒฐ, ๋‹ˆ์ผˆ ์ฒ  ๊ฐ€๊ฒฉ ๋“ฑ๊ธ‰๋ณ„ ๊ฐ•์„ธ] 6์›” 15์ผ ๋‰ด์Šค: SMM ๊ณ ๊ธ‰ NPI ์—…์ŠคํŠธ๋ฆผ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 2.75๋กœ ์ „์›” ๋Œ€๋น„ 0.01 ์ƒ์Šนํ•˜์˜€์œผ๋ฉฐ, ๊ณ ๊ธ‰ NPI ๋‹ค์šด์ŠคํŠธ๋ฆผ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 1.87๋กœ ์ „์›” ๋Œ€๋น„ 0.03 ์ƒ์Šนํ•˜์˜€์Šต๋‹ˆ๋‹ค.
41๋ถ„ ์ „
[SMM ๋‹ˆ์ผˆ ์ •์˜ค ๋ฆฌ๋ทฐ] 6์›” 16์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์†Œํญ ํ•˜๋ฝ, ์ผ๋ณธ์€ํ–‰ ๊ธˆ๋ฆฌ 31๋…„ ๋งŒ์— ์ตœ๊ณ  ์ˆ˜์ค€์œผ๋กœ ์ธ์ƒ.
3์‹œ๊ฐ„ ์ „
[SMM ๋‹ˆ์ผˆ ์ •์˜ค ๋ฆฌ๋ทฐ] 6์›” 16์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์†Œํญ ํ•˜๋ฝ, ์ผ๋ณธ์€ํ–‰ ๊ธˆ๋ฆฌ 31๋…„ ๋งŒ์— ์ตœ๊ณ  ์ˆ˜์ค€์œผ๋กœ ์ธ์ƒ.
๋” ๋ณด๊ธฐ
[SMM ๋‹ˆ์ผˆ ์ •์˜ค ๋ฆฌ๋ทฐ] 6์›” 16์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์†Œํญ ํ•˜๋ฝ, ์ผ๋ณธ์€ํ–‰ ๊ธˆ๋ฆฌ 31๋…„ ๋งŒ์— ์ตœ๊ณ  ์ˆ˜์ค€์œผ๋กœ ์ธ์ƒ.
[SMM ๋‹ˆ์ผˆ ์ •์˜ค ๋ฆฌ๋ทฐ] 6์›” 16์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์†Œํญ ํ•˜๋ฝ, ์ผ๋ณธ์€ํ–‰ ๊ธˆ๋ฆฌ 31๋…„ ๋งŒ์— ์ตœ๊ณ  ์ˆ˜์ค€์œผ๋กœ ์ธ์ƒ.
3์‹œ๊ฐ„ ์ „
๋ฏธ๊ตญ, ํ•ด์ƒ ๋ด‰์‡„ ํ•ด์ œ ์‹œ์ž‘โ€ฆ ์ด๋ž€ ์„ ๋ฐ•, ์„ฑ๊ณต์  ํ†ต๊ณผ
3์‹œ๊ฐ„ ์ „
๋ฏธ๊ตญ, ํ•ด์ƒ ๋ด‰์‡„ ํ•ด์ œ ์‹œ์ž‘โ€ฆ ์ด๋ž€ ์„ ๋ฐ•, ์„ฑ๊ณต์  ํ†ต๊ณผ
๋” ๋ณด๊ธฐ
๋ฏธ๊ตญ, ํ•ด์ƒ ๋ด‰์‡„ ํ•ด์ œ ์‹œ์ž‘โ€ฆ ์ด๋ž€ ์„ ๋ฐ•, ์„ฑ๊ณต์  ํ†ต๊ณผ
๋ฏธ๊ตญ, ํ•ด์ƒ ๋ด‰์‡„ ํ•ด์ œ ์‹œ์ž‘โ€ฆ ์ด๋ž€ ์„ ๋ฐ•, ์„ฑ๊ณต์  ํ†ต๊ณผ
์ด๋ž€ ์–ธ๋ก : ๋ฏธ๊ตญ์ด ํ•ด์ƒ ๋ด‰์‡„๋ฅผ ํ•ด์ œํ•˜๊ธฐ ์‹œ์ž‘ํ–ˆ์œผ๋ฉฐ, ์—ฌ๋Ÿฌ ์ด๋ž€ ์„ ๋ฐ•์ด ๋ฏธ๊ตญ์˜ ํ•ด์ƒ ๋ด‰์‡„ ๊ตฌ์—ญ์„ ์„ฑ๊ณต์ ์œผ๋กœ ํ†ต๊ณผํ–ˆ์Šต๋‹ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
Unimproved domestic metal consumption after the Chinese holidays and d - Shanghai Metals Market (SMM)