SHFE Zinc to Remain Strong (2015-12-30)

๊ฒŒ์‹œ๋จ: Dec 30, 2015 09:52
Market sentiment in the commodity market improved.

SHANGHAI, Dec. 30 (SMM) โ€“ Market sentiment in the commodity market improved.LME zinc is expected to move between USD 1,585-1,615/mt. SHFE 1603 zinc will fluctuate between RMB 13,300-13,500/mt today.

See forecast for other base metals, please click: Diverging Trends Expected in Base Metal Market, SMM Says

In Chinaโ€™s spot markets, zinc smelters will sell actively on rising zinc prices. Hedge traders will stay on the sidelines. Inflows of imported zinc slowed at the yearโ€™s end. Downstream buyers will purchase only modestly, with spot discounts between RMB 160-60/mt against SHFE 1602 zinc contract prices.

Key Macroeconomic Indicators for Base Metal Prices (2015-12-30)


๋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
๊ฐ€์žฅ ํ™œ๋ฐœํžˆ ๊ฑฐ๋ž˜๋˜๋Š” SHFE ์ฃผ์„ ์„ ๋ฌผ ๊ณ„์•ฝ์ด ํšก๋ณดํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜๋Š” ์ œํ•œ์ ์ž…๋‹ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
๊ฐ€์žฅ ํ™œ๋ฐœํžˆ ๊ฑฐ๋ž˜๋˜๋Š” SHFE ์ฃผ์„ ์„ ๋ฌผ ๊ณ„์•ฝ์ด ํšก๋ณดํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜๋Š” ์ œํ•œ์ ์ž…๋‹ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๊ฐ€์žฅ ํ™œ๋ฐœํžˆ ๊ฑฐ๋ž˜๋˜๋Š” SHFE ์ฃผ์„ ์„ ๋ฌผ ๊ณ„์•ฝ์ด ํšก๋ณดํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜๋Š” ์ œํ•œ์ ์ž…๋‹ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
๊ฐ€์žฅ ํ™œ๋ฐœํžˆ ๊ฑฐ๋ž˜๋˜๋Š” SHFE ์ฃผ์„ ์„ ๋ฌผ ๊ณ„์•ฝ์ด ํšก๋ณดํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜๋Š” ์ œํ•œ์ ์ž…๋‹ˆ๋‹ค [SMM ์ฃผ์„ ์˜ค์ „ ๋ฆฌ๋ทฐ]
[SMM ์ฃผ์„ ์ •์˜ค ๋ฆฌ๋ทฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์ฃผ์„ ์ตœ๋‹ค๊ฑฐ๋ž˜ ์ข…๋ชฉ ํšก๋ณด, ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜ ์ œํ•œ์ ]
1์‹œ๊ฐ„ ์ „
[๋ณด๋„: ์‚ผ์„ฑ, ์ผ๋ณธ์— ์ฒจ๋‹จ ์นฉ ํŒจํ‚ค์ง• R&D ์„ผํ„ฐ ๊ฐœ์†Œ]
2์‹œ๊ฐ„ ์ „
[๋ณด๋„: ์‚ผ์„ฑ, ์ผ๋ณธ์— ์ฒจ๋‹จ ์นฉ ํŒจํ‚ค์ง• R&D ์„ผํ„ฐ ๊ฐœ์†Œ]
๋” ๋ณด๊ธฐ
[๋ณด๋„: ์‚ผ์„ฑ, ์ผ๋ณธ์— ์ฒจ๋‹จ ์นฉ ํŒจํ‚ค์ง• R&D ์„ผํ„ฐ ๊ฐœ์†Œ]
[๋ณด๋„: ์‚ผ์„ฑ, ์ผ๋ณธ์— ์ฒจ๋‹จ ์นฉ ํŒจํ‚ค์ง• R&D ์„ผํ„ฐ ๊ฐœ์†Œ]
์‚ผ์„ฑ์ „์ž๊ฐ€ ์ผ๋ณธ ์š”์ฝ”ํ•˜๋งˆ์— ์ฒจ๋‹จ ๋ฐ˜๋„์ฒด ํŒจํ‚ค์ง• ์—ฐ๊ตฌ๊ฐœ๋ฐœ ์‹œ์„ค์„ ์—ด์—ˆ๋‹ค๊ณ  ์–ธ๋ก ์ด ์‚ผ์„ฑ์ „์ž๋ฅผ ์ธ์šฉํ•ด ๋ณด๋„ํ–ˆ๋‹ค. ์‚ผ์„ฑ์€ ์•ž์„œ 2024๋…„๋ถ€ํ„ฐ 5๋…„๊ฐ„ ์•ฝ 400์–ต ์—”์„ ํˆฌ์žํ•ด ์—ฐ๊ตฌ์†Œ์˜ ์—ฐ๊ตฌ ํ•˜๋“œ์›จ์–ด ์‹œ์„ค์„ ํ™•์žฅํ•˜๊ณ  ์ฒจ๋‹จ ํŒจํ‚ค์ง• ๊ธฐ์ˆ  ์—ญ๋Ÿ‰์„ ๊ฐ•ํ™”ํ•˜๊ฒ ๋‹ค๋Š” ๊ณ„ํš์„ ๋ฐœํ‘œํ•œ ๋ฐ” ์žˆ๋‹ค. ์ฒจ๋‹จ ํŒจํ‚ค์ง• ์—ฐ๊ตฌ์†Œ๋Š” ์ผ๋ณธ ๊ธฐ์—…, ๋Œ€ํ•™, ์—ฐ๊ตฌ๊ธฐ๊ด€๊ณผ ํ˜‘๋ ฅํ•ด ์ฐจ์„ธ๋Œ€ ํŒจํ‚ค์ง• ์†Œ์žฌ์™€ ๊ณต์ •์„ ๊ฐœ๋ฐœํ•  ์˜ˆ์ •์ด๋‹ค. ์‚ผ์„ฑ์€ 2027๋…„๊นŒ์ง€ ์ด ์‹œ์„ค์˜ ์—ฐ๊ตฌ ์ธ๋ ฅ์„ 100๋ช… ์ด์ƒ์œผ๋กœ ๋Š˜๋ฆด ๊ณ„ํš์ด๋‹ค.
2์‹œ๊ฐ„ ์ „
[์‚ผ์„ฑ, ๋ฏธ๊ตญ ํ…Œ์ผ๋Ÿฌ ํŒน ๊ฐ€๋™ ์ „์— ์ƒ์‚ฐ๋Šฅ๋ ฅ ์™„ํŒ]
2์‹œ๊ฐ„ ์ „
[์‚ผ์„ฑ, ๋ฏธ๊ตญ ํ…Œ์ผ๋Ÿฌ ํŒน ๊ฐ€๋™ ์ „์— ์ƒ์‚ฐ๋Šฅ๋ ฅ ์™„ํŒ]
๋” ๋ณด๊ธฐ
[์‚ผ์„ฑ, ๋ฏธ๊ตญ ํ…Œ์ผ๋Ÿฌ ํŒน ๊ฐ€๋™ ์ „์— ์ƒ์‚ฐ๋Šฅ๋ ฅ ์™„ํŒ]
[์‚ผ์„ฑ, ๋ฏธ๊ตญ ํ…Œ์ผ๋Ÿฌ ํŒน ๊ฐ€๋™ ์ „์— ์ƒ์‚ฐ๋Šฅ๋ ฅ ์™„ํŒ]
๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด, 2๋‚˜๋…ธ ๊ณต์ • ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ์œ ์ž…๋˜๋ฉด์„œ ํ…Œ์Šฌ๋ผ, ๋ธŒ๋กœ๋“œ์ปด ๋“ฑ ๋ฏธ๊ตญ ๊ธฐ์ˆ  ๊ธฐ์—…๋“ค์˜ ๋Œ€๊ทœ๋ชจ ์ฃผ๋ฌธ์— ํž˜์ž…์–ด ํ…์‚ฌ์Šค์ฃผ ํ…Œ์ผ๋Ÿฌ์— ์œ„์น˜ํ•œ ์‚ผ์„ฑ์ „์ž ์›จ์ดํผ ํŒน์ด ์ด๋ฒˆ ๋‹ฌ ๋ง์—์„œ ๋‹ค์Œ ๋‹ฌ ์ดˆ ์‚ฌ์ด์— ์‹œํ—˜ ์ƒ์‚ฐ์„ ์‹œ์ž‘ํ•  ์˜ˆ์ •์ด๋‹ค. ํ˜„์žฌ ์ด ํŒน์€ ํ’€๊ฐ€๋™ ์ค‘์ด๋ฉฐ, ๊ณ„ํš๋œ ์ƒ์‚ฐ ๋ฌผ๋Ÿ‰์€ ๋ชจ๋‘ ์˜ˆ์•ฝ ์™„๋ฃŒ๋œ ์ƒํƒœ๋‹ค. 2๋‚˜๋…ธ ๊ณต์ •์˜ ์ˆ˜์œจ์€ ์˜ฌํ•ด ์ดˆ ์•ฝ 60%์˜€์œผ๋‚˜ ์ตœ๊ทผ ์•ฝ 80%์— ๋„๋‹ฌํ•ด ์–‘์‚ฐ์ด ๊ฐ€๋Šฅํ•œ ์ˆ˜์ค€์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. ์ด ํŒน์€ ๋‚ด๋…„์— ์–‘์‚ฐ์„ ์‹œ์ž‘ํ•  ๊ณ„ํš์ด๋‹ค.
2์‹œ๊ฐ„ ์ „
SHFE Zinc to Remain Strong (2015-12-30) - Shanghai Metals Market (SMM)