[SMM Analysis] Analysis of the causes of the sharp decline in the arrival of zinc ingots in Guangdong in April

๊ฒŒ์‹œ๋จ: Apr 30, 2020 17:23
SMM4, March 30: in April, the storage volume of zinc ingots in Guangdong market remained in the doldrums, both year-on-year and month-on-month. We believe that there are the following reasons for the decline in the volume of goods received:

๋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
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
2์‹œ๊ฐ„ ์ „
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
[์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ ์† ํ†ตํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ] ์˜ค๋Š˜ #0 ์•„์—ฐ ์ฃผ๋ฅ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 24,370~24,525์œ„์•ˆ/ํ†ค ๊ตฌ๊ฐ„์— ์ง‘์ค‘๋˜์—ˆ๊ณ , ์†ฝ์˜Œ ์ฃผ๋ฅ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 24,540~24,675์œ„์•ˆ/ํ†ค, #1 ์•„์—ฐ ์ฃผ๋ฅ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 24,300~24,455์œ„์•ˆ/ํ†ค์ด์—ˆ์Šต๋‹ˆ๋‹ค. ์žฅ ์ดˆ๋ฐ˜ ์‹œ์žฅ์—์„œ๋Š” SMM ํ‰๊ท ๊ฐ€ ๋Œ€๋น„ 0~10์œ„์•ˆ/ํ†ค์˜ ํ”„๋ฆฌ๋ฏธ์—„์ด ์ œ์‹œ๋˜์—ˆ์œผ๋‚˜, ์„ ๋ฌผ ๊ธฐ์ค€ ํ˜ธ๊ฐ€๋Š” ์•„์ง ์—†์—ˆ์Šต๋‹ˆ๋‹ค...
2์‹œ๊ฐ„ ์ „
๋‹๋ณด ์•„์—ฐ: ์ผ๋ถ€ ํŠธ๋ ˆ์ด๋” ํ˜ธ๊ฐ€ ์ธํ•˜, ํ˜„๋ฌผ ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM Midday Review]
2์‹œ๊ฐ„ ์ „
๋‹๋ณด ์•„์—ฐ: ์ผ๋ถ€ ํŠธ๋ ˆ์ด๋” ํ˜ธ๊ฐ€ ์ธํ•˜, ํ˜„๋ฌผ ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM Midday Review]
๋” ๋ณด๊ธฐ
๋‹๋ณด ์•„์—ฐ: ์ผ๋ถ€ ํŠธ๋ ˆ์ด๋” ํ˜ธ๊ฐ€ ์ธํ•˜, ํ˜„๋ฌผ ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM Midday Review]
๋‹๋ณด ์•„์—ฐ: ์ผ๋ถ€ ํŠธ๋ ˆ์ด๋” ํ˜ธ๊ฐ€ ์ธํ•˜, ํ˜„๋ฌผ ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM Midday Review]
[๋‹๋ณด ์•„์—ฐ: ์ผ๋ถ€ ํŠธ๋ ˆ์ด๋” ํ˜ธ๊ฐ€ ์ธํ•˜, ํ˜„๋ฌผ ๊ฑฐ๋ž˜ ๋ถ€์ง„] ๋‹๋ณด ์‹œ์žฅ์—์„œ ์ฃผ๋ฅ˜ ๋ธŒ๋žœ๋“œ 0# ์•„์—ฐ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ ์•ฝ 24,410~24,535์œ„์•ˆ/ํ†ค์ด์—ˆ์Šต๋‹ˆ๋‹ค. ๋‹๋ณด ์ผ๋ฐ˜ ๋ธŒ๋žœ๋“œ๋Š” 2608 ๊ณ„์•ฝ ๋Œ€๋น„ 40์œ„์•ˆ/ํ†ค ํ• ์ธ, ์ƒํ•˜์ด ํ˜„๋ฌผ ์•„์—ฐ ๋Œ€๋น„ 30์œ„์•ˆ/ํ†ค ํ”„๋ฆฌ๋ฏธ์—„์œผ๋กœ ํ˜ธ๊ฐ€๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๋‹๋ณด ์ง€์—ญ์˜ ์ฃผ๋ฅ˜ ํ˜ธ๊ฐ€๋Š” ์ฃผ๋กœ 2608 ๊ณ„์•ฝ์„ ๊ธฐ์ค€์œผ๋กœ ํ–ˆ์Šต๋‹ˆ๋‹ค.
2์‹œ๊ฐ„ ์ „
ํ†ˆ์ง„ ์•„์—ฐ: ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ด€๋ง [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
3์‹œ๊ฐ„ ์ „
ํ†ˆ์ง„ ์•„์—ฐ: ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ด€๋ง [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ํ†ˆ์ง„ ์•„์—ฐ: ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ด€๋ง [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
ํ†ˆ์ง„ ์•„์—ฐ: ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ด€๋ง [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
[ํ†ˆ์ง„ ์•„์—ฐ: ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜ ๋Œ€๋ถ€๋ถ„ ๊ด€๋ง์„ธ] ํ†ˆ์ง„ ์‹œ์žฅ์—์„œ #0 ์•„์—ฐ ์ž‰๊ณณ ์ฃผ๋ฅ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 24,330~24,540์œ„์•ˆ/ํ†ค, ์ž์ง„ ๊ฑฐ๋ž˜๋Š” 24,410~24,540์œ„์•ˆ/ํ†ค, #1 ์•„์—ฐ ์ž‰๊ณณ ๊ฑฐ๋ž˜๋Š” ์•ฝ 24,320~24,460์œ„์•ˆ/ํ†ค์ด์—ˆ์Šต๋‹ˆ๋‹ค. ์ž์ง„์€ 2608 ๊ณ„์•ฝ ๋Œ€๋น„ ํ†ค๋‹น ์•ฝ 30์œ„์•ˆ ๋‚ฎ์€ ๊ฐ€๊ฒฉ์— ์ œ์‹œ๋˜์—ˆ์œผ๋ฉฐ, ํ˜ธ์ง„์€ 25,510์œ„์•ˆ/ํ†ค์— ์ œ์‹œ๋˜์—ˆ๊ณ , #0 ์•„์—ฐ ์ž‰๊ณณ์€ 2608 ๊ณ„์•ฝ ๋Œ€๋น„ ํ†ค๋‹น 30~110์œ„์•ˆ ๋‚ฎ์€ ๊ฐ€๊ฒฉ์— ์ œ์‹œ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ํ†ˆ์ง„ ์‹œ์žฅ์€ ์ƒํ•˜์ด ์‹œ์žฅ ๋Œ€๋น„ ํ†ค๋‹น ์•ฝ 35์œ„์•ˆ ๋‚ฎ์€ ๊ฐ€๊ฒฉ์— ์ œ์‹œ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „