Zinc social inventories stable despite imports, sluggish consumption

๊ฒŒ์‹œ๋จ: Sep 17, 2018 13:53
Stocks across Shanghai, Tianjin and Guangdong stood at 116,900 mt as of Monday Sep 17, up 1,700 mt from a week ago

SHANGHAI, Sep 17 (SMM) – Social inventories of refined zinc across Shanghai, Tianjin and Guangdong stood at 116,900 mt as of Monday September 17, up 1,700 mt from last Monday September 10 but down 900 mt from Friday September 14, SMM data showed.

While Shanghai-bonded stocks shrank for consecutive weeks in an open import arbitrage window, social inventories across the three regions changed little as some imported materials moved to downstream consumers instead of social warehouses.

There was limited growth in output across domestic smelters and few domestic resources entered social warehouses, this limited growth in social stocks of zinc.

๋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
์‚ด๋ผ์ž๋ฅด ๋ฆฌ์†Œ์Šค, ์—์ฝฐ๋„๋ฅด ์ฟ ๋ฆฌํŒœ๋ฐ”-์—˜ ๋„๋ชจ ํ”„๋กœ์ ํŠธ ์—…๋ฐ์ดํŠธ, 2027๋…„ 7์›” ์ƒ์‚ฐ ๊ฐœ์‹œ ๋ชฉํ‘œ
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์‚ด๋ผ์ž๋ฅด ๋ฆฌ์†Œ์Šค, ์—์ฝฐ๋„๋ฅด ์ฟ ๋ฆฌํŒœ๋ฐ”-์—˜ ๋„๋ชจ ํ”„๋กœ์ ํŠธ ์—…๋ฐ์ดํŠธ, 2027๋…„ 7์›” ์ƒ์‚ฐ ๊ฐœ์‹œ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
์‚ด๋ผ์ž๋ฅด ๋ฆฌ์†Œ์Šค, ์—์ฝฐ๋„๋ฅด ์ฟ ๋ฆฌํŒœ๋ฐ”-์—˜ ๋„๋ชจ ํ”„๋กœ์ ํŠธ ์—…๋ฐ์ดํŠธ, 2027๋…„ 7์›” ์ƒ์‚ฐ ๊ฐœ์‹œ ๋ชฉํ‘œ
์‚ด๋ผ์ž๋ฅด ๋ฆฌ์†Œ์Šค, ์—์ฝฐ๋„๋ฅด ์ฟ ๋ฆฌํŒœ๋ฐ”-์—˜ ๋„๋ชจ ํ”„๋กœ์ ํŠธ ์—…๋ฐ์ดํŠธ, 2027๋…„ 7์›” ์ƒ์‚ฐ ๊ฐœ์‹œ ๋ชฉํ‘œ
9์›” 9์ผ, Salazar Resources๋Š” ์—์ฝฐ๋„๋ฅด์˜ Curipamba-El Domo ๋‹ค๊ธˆ์† ํ”„๋กœ์ ํŠธ ์ง„ํ–‰ ์ƒํ™ฉ์„ ์—…๋ฐ์ดํŠธํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” Silvercorp๊ณผ์˜ ํ•ฉ์ž‘ ํˆฌ์ž๋กœ, Salazar๊ฐ€ 25%(์ƒ์‚ฐ๊นŒ์ง€ ์ง€๋ถ„ ์œ ์ง€), Silvercorp์ด ์šด์˜์‚ฌ๋กœ์„œ 75%๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค. ์ธก์ • ๋ฐ ์ง€์‹œ ์ž์›๋Ÿ‰์€ 1,140๋งŒ ํ†ค, ํ’ˆ์œ„๋Š” ๊ตฌ๋ฆฌ 1.85%, ๊ธˆ 2.11g/t, ์•„์—ฐ 2.42%, ๋‚ฉ 0.22%์ด๋‹ค. ์„ค๊ณ„ ์ฒ˜๋ฆฌ๋Ÿ‰์€ ์—ฐ๊ฐ„ 666,000ํ†ค์ด๋ฉฐ, ์ฒซ ์ƒ์‚ฐ์€ 2027๋…„ 7์›”๋กœ ์˜ˆ์ƒ๋˜๊ณ  ๊ด‘์‚ฐ ์ˆ˜๋ช…์€ 11.5๋…„์ด๋‹ค.
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๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
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๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
9์›” 9์ผ, Nicola Mining์€ ๋…๋ฆฝ ์—”์ง€๋‹ˆ์–ด๋ง ํšŒ์‚ฌ์ธ McElhanney๊ฐ€ Treasure Mountain ์€-๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ(์บ๋‚˜๋‹ค ๋ธŒ๋ฆฌํ‹ฐ์‹œ์ปฌ๋Ÿผ๋น„์•„์ฃผ ํ˜ธํ”„ ๋ถ๋™์ชฝ ์•ฝ 30km)์— ๋Œ€ํ•œ ์ง€ํ•˜ ํ‰๊ฐ€๋ฅผ ์™„๋ฃŒํ•˜์—ฌ 2027๋…„ ์žฌ๊ฐœ ๊ณ„ํš์„ ์ง„์ „์‹œ์ผฐ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. 1๋ฒˆ๊ณผ 2๋ฒˆ ๊ฐฑ๊ตฌ๋Š” ์ ‘๊ทผ ๊ฐ€๋Šฅํ•˜๊ณ  ์˜จ์ „ํ•œ ์ƒํƒœ๋กœ ์œ ์ง€๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฃผ์š” ์ž‘์—…์žฅ, ํšก๋‹จ๊ฐฑ๋„, ์ฑ„๊ตด ์™„๋ฃŒ ๊ตฌ์—ญ ๋ฐ ์ผ๋ถ€ ์—ญ์‚ฌ์  ๊ธฐ๋ฐ˜ ์‹œ์„ค์ด ์ œ์ž๋ฆฌ์— ์žˆ๊ณ , ์ž์—ฐ ํ™˜๊ธฐ๊ฐ€ ์›ํ™œํ•˜๋ฉฐ, ์ถ”๊ฐ€ ํ‰๊ฐ€์— ์žฅ์• ๋ฌผ์€ ํ™•์ธ๋˜์ง€ ์•Š์•˜์œผ๋‚˜ ๊ตญ๋ถ€์ ์ธ ์ง€๋ณด ๋ณด๊ฐ•์ด ํ•„์š”ํ•œ ์ƒํƒœ์ด๋‹ค.
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์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
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์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
๋” ๋ณด๊ธฐ
์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
9์›” 3์ผ, ์ฒญํˆฐ๊ด‘์—…์€ ์žํšŒ์‚ฌ ์“ฐ์ดจ์„ฑํŽ‘์œ„์•ˆ๊ด‘์—…์ด ๋ฅ˜์ญ์ฅ”์œผ๋กœ๋ถ€ํ„ฐ ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ……์‹ค์—… ์ง€๋ถ„ 65%๋ฅผ 7์–ต 900๋งŒ ์œ„์•ˆ์— ์ธ์ˆ˜ํ•œ๋‹ค๊ณ  ๊ณต์‹œํ–ˆ๋‹ค. ์ธ์ˆ˜๊ฐ€ ์™„๋ฃŒ๋˜๋ฉด ๋Œ€์ƒ ํšŒ์‚ฌ๋Š” ์—ฐ๊ฒฐ ์‹ค์ฒด์— ํŽธ์ž…๋œ๋‹ค. ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ……์€ ํ‹ฐ๋ฒ ํŠธ ๋ผ์‹ธ์‹œ ๋ชจ์ฃผ๊ถ์นดํ˜„๊ณผ ๋ฆฐ์ €์šฐํ˜„์— ์œ„์น˜ํ•œ ๋ฐ”๊ฐ€๋ผ(๋™๋ถ€) ์—ฐ-์•„์—ฐ ๊ด‘์‚ฐ์˜ ํƒ์‚ฌ๊ถŒ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์œ ํšจ๊ธฐ๊ฐ„์€ 2026๋…„ 7์›” 28์ผ๋ถ€ํ„ฐ 2031๋…„ 7์›” 27์ผ๊นŒ์ง€์ด๊ณ  ๋ฉด์ ์€ 42.0668kmยฒ๋‹ค. ๋Œ€์ƒ ๊ด‘์‚ฐ์€ ์€์ด ๋Œ€ํ˜• ๊ด‘์ƒ ๊ทœ๋ชจ, ์—ฐ๊ณผ ์•„์—ฐ์ด ์ค‘ํ˜• ๊ด‘์ƒ ๊ทœ๋ชจ์ด๋ฉฐ, ํ’ˆ์œ„๋Š” ์ค‘๊ฐ„ ์ˆ˜์ค€์ด๊ณ  ๊ด‘์„ ํ’ˆ์งˆ์ด ์–‘ํ˜ธํ•˜๋‹ค. ์ด๋ฒˆ ๊ฑฐ๋ž˜๋กœ ํšŒ์‚ฌ์˜ ์€-์—ฐ-์•„์—ฐ ์ž์› ๊ธฐ๋ฐ˜์ด ํ™•๋Œ€๋˜๊ณ  ๊ด‘๋ฌผ ํฌํŠธํด๋ฆฌ์˜ค๊ฐ€ ์ตœ์ ํ™”๋  ๊ฒƒ์ด๋‹ค.
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Zinc social inventories stable despite imports, sluggish consumption - Shanghai Metals Market (SMM)