[summary of SMM Aluminum Internal Morning meeting] Luoyang launched Red Alert for heavy pollution Weather & Fujian Nanping Aluminum Industry transferred 75000 tons of Electrolytic Aluminum production capacity

๊ฒŒ์‹œ๋จ: Oct 23, 2019 10:12
์ถœ์ฒ˜: SMM
Disk: yesterday, Lun aluminum opened at $1725 / ton, Asian plate to European market short horizontal session and then turned downward, North American trading session Lun aluminum tried to rebound and then fell back, closed at $1719 / ton, down 0.29%, mainly to long positions; Shanghai aluminum company 1912 contract performance first suppressed and then rose, closing at 13790 yuan / ton at night, up 0.25%, mainly long positions.

๋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
Alumina Price Gains Narrow, and After Regional Mismatch Eases, Spot Alumina Center Under Pressure Pulls Back [SMM Alumina Weekly Review]
43๋ถ„ ์ „
Alumina Price Gains Narrow, and After Regional Mismatch Eases, Spot Alumina Center Under Pressure Pulls Back [SMM Alumina Weekly Review]
๋” ๋ณด๊ธฐ
Alumina Price Gains Narrow, and After Regional Mismatch Eases, Spot Alumina Center Under Pressure Pulls Back [SMM Alumina Weekly Review]
Alumina Price Gains Narrow, and After Regional Mismatch Eases, Spot Alumina Center Under Pressure Pulls Back [SMM Alumina Weekly Review]
43๋ถ„ ์ „
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 2์ผ)
46๋ถ„ ์ „
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 2์ผ)
๋” ๋ณด๊ธฐ
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 2์ผ)
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 2์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 7์›” 2์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋ณ€๋™์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
46๋ถ„ ์ „
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] ํ˜ธ์ฃผ ์™€ํ‹€ ์–ด๋ฆฐ์ด๋ณ‘์›, ๋ชจ๋“ˆ์‹ ์•Œ๋ฃจ๋ฏธ๋Š„ ํŒŒ์‚ฌ๋“œ ๋””์ž์ธ ์ ์šฉ
1์‹œ๊ฐ„ ์ „
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] ํ˜ธ์ฃผ ์™€ํ‹€ ์–ด๋ฆฐ์ด๋ณ‘์›, ๋ชจ๋“ˆ์‹ ์•Œ๋ฃจ๋ฏธ๋Š„ ํŒŒ์‚ฌ๋“œ ๋””์ž์ธ ์ ์šฉ
๋” ๋ณด๊ธฐ
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] ํ˜ธ์ฃผ ์™€ํ‹€ ์–ด๋ฆฐ์ด๋ณ‘์›, ๋ชจ๋“ˆ์‹ ์•Œ๋ฃจ๋ฏธ๋Š„ ํŒŒ์‚ฌ๋“œ ๋””์ž์ธ ์ ์šฉ
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] ํ˜ธ์ฃผ ์™€ํ‹€ ์–ด๋ฆฐ์ด๋ณ‘์›, ๋ชจ๋“ˆ์‹ ์•Œ๋ฃจ๋ฏธ๋Š„ ํŒŒ์‚ฌ๋“œ ๋””์ž์ธ ์ ์šฉ
ํ˜ธ์ฃผ ๊ฑด์ถ• ํšŒ์‚ฌ ๋นŒ๋ผ๋“œ ๋ฆฌ์Šค ํŒŒํŠธ๋„ˆ์‹ญ(BLP)์ด ์‹œ๋“œ๋‹ˆ ์›จ์ŠคํŠธ๋ฏธ๋“œ ์•„๋™๋ณ‘์›์˜ ์™€ํ‹€ ๋นŒ๋”ฉ์„ ์™„๊ณตํ–ˆ๋‹ค. 5๋งŒ 7์ฒœ ์ œ๊ณฑ๋ฏธํ„ฐ ๊ทœ๋ชจ์˜ ์ด ์‹œ์„ค์€ ๋งž์ถคํ˜• ๋ชจ๋“ˆ์‹ ์•Œ๋ฃจ๋ฏธ๋Š„ ๋ฐ ํ…Œ๋ผ์ฝ”ํƒ€ ํŒŒ์‚ฌ๋“œ, ์•Œ๋ฃจ๋ฏธ๋Š„ ๋ฃจ๋ฒ„, ๊ณ ์„ฑ๋Šฅ ๊ธ€๋ ˆ์ด์ง•, ์—๋„ˆ์ง€ ํšจ์œจ์ ์ธ ๊ฑด๋ฌผ ์‹œ์Šคํ…œ์„ ๊ฐ–์ถ”๊ณ  ์žˆ๋‹ค. ์ง€์† ๊ฐ€๋Šฅํ•œ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฑด์ถ•๊ณผ ์–ด๋ฆฐ์ด ์นœํ™”์ ์ธ ๋ฐ”์ด์˜คํ•„๋ฆญ ๋””์ž์ธ์„ ๊ฒฐํ•ฉํ•˜์—ฌ, ์›ฐ๋น™๊ณผ ๊ฐ€์กฑ ์ค‘์‹ฌ ์ง„๋ฃŒ์— ์ค‘์ ์„ ๋‘” ํ˜„๋Œ€์ ์ธ ์˜๋ฃŒ ํ™˜๊ฒฝ์„ ์กฐ์„ฑํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
Disk: yesterday, Lun aluminum opened at $1725 / ton, Asian plate to Eu - Shanghai Metals Market (SMM)