[SMM Analysis] Nickel beans enter the ranks of SHFE deliverables! "demon nickel" is no longer a demon?

๊ฒŒ์‹œ๋จ: May 11, 2020 00:00
The purpose of the previous period is to ensure the smooth operation of the futures market and optimize the structure of nickel delivery products. The announcement lists nickel beans as deliverables in the future. Although the amendment has not yet specified the delivery brand and settlement standards. However, people in the industry believe that nickel beans, as the raw material of the new energy industry, will contribute to the structural transformation of the nickel industry after entering the list of deliverables. So what is the current global nickel bean production, inventory and circulation in the market, and what are the relevant backgrounds that we should pay attention to as deliverables? SMM organizes the following for you:

๋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‹ˆ์ผˆ ์ œํ’ˆ ํ•˜๋ฝ, ๊ตฌ๋งค ์‹ฌ๋ฆฌ ์•ฝํ™” ์† ์‹œ์žฅ ์ฐจ๋ณ„ํ™” ๋‘๋“œ๋Ÿฌ์ ธ
4์‹œ๊ฐ„ ์ „
ํ•˜์ด๋‹ˆ์ผˆ ์ œํ’ˆ ํ•˜๋ฝ, ๊ตฌ๋งค ์‹ฌ๋ฆฌ ์•ฝํ™” ์† ์‹œ์žฅ ์ฐจ๋ณ„ํ™” ๋‘๋“œ๋Ÿฌ์ ธ
๋” ๋ณด๊ธฐ
ํ•˜์ด๋‹ˆ์ผˆ ์ œํ’ˆ ํ•˜๋ฝ, ๊ตฌ๋งค ์‹ฌ๋ฆฌ ์•ฝํ™” ์† ์‹œ์žฅ ์ฐจ๋ณ„ํ™” ๋‘๋“œ๋Ÿฌ์ ธ
ํ•˜์ด๋‹ˆ์ผˆ ์ œํ’ˆ ํ•˜๋ฝ, ๊ตฌ๋งค ์‹ฌ๋ฆฌ ์•ฝํ™” ์† ์‹œ์žฅ ์ฐจ๋ณ„ํ™” ๋‘๋“œ๋Ÿฌ์ ธ
[SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œ] 7์›” 2์ผ ๋‰ด์Šค: ๊ณ ํ•จ๋Ÿ‰ ๋‹ˆ์ผˆ ์ œํ’ˆ์€ ๋” ํฐ ํญ์œผ๋กœ ํ•˜๋ฝํ–ˆ์ง€๋งŒ๏ผŒ ์‹œ์žฅ ์‹œ์„ธ ๊ฒฉ์ฐจ๊ฐ€ ํ™•๋Œ€๋˜์—ˆ์œผ๋ฉฐ๏ผŒ ์ผ๋ถ€ ๊ณต๊ธ‰์‚ฌ๋Š” ์—ฌ์ „ํžˆ ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•˜๋ ค๋Š” ์˜์ง€๊ฐ€ ๊ฐ•ํ–ˆ๋‹คใ€‚ ๊ตฌ๋งค ์ธก์€ ๊ฐ•ํ•œ ๊ด€๋ง์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ตฌ๋งค ์˜์ง€๊ฐ€ ์•ฝํ–ˆ๊ณ ๏ผŒ ์ฒ ๊ฐ•์‚ฌ๋“ค์˜ ๊ฐ€๊ฒฉ ์ธํ•˜ ๊ธฐ๋Œ€๊ฐ์€ ๋”์šฑ ์ปค์กŒ๋‹คใ€‚ ์ „๋ฐ˜์ ์ธ ๊ฑฐ๋ž˜๋Š” ์ €์กฐํ–ˆ์œผ๋ฉฐ๏ผŒ ์‚ฐ๋ฐœ์ ์ธ ์†Œ์•ก ์ฃผ๋ฌธ๋งŒ ์œ ํ†ต๋  ๋ฟ๏ผŒ ์‹œ์žฅ์—๋Š” ํ†ต์ผ๋œ ๊ฑฐ๋ž˜ ๊ธฐ์ค€์ด ๋ถ€์žฌํ–ˆ๋‹คใ€‚
4์‹œ๊ฐ„ ์ „
SMM ๊ณ ๊ธ‰ NPI ์‹ฌ๋ฆฌ ์ง€์ˆ˜ ํ•˜๋ฝ, ์‹œ์žฅ ํ•˜๋ฐฉ ์••๋ ฅ ์ง๋ฉด
4์‹œ๊ฐ„ ์ „
SMM ๊ณ ๊ธ‰ NPI ์‹ฌ๋ฆฌ ์ง€์ˆ˜ ํ•˜๋ฝ, ์‹œ์žฅ ํ•˜๋ฐฉ ์••๋ ฅ ์ง๋ฉด
๋” ๋ณด๊ธฐ
SMM ๊ณ ๊ธ‰ NPI ์‹ฌ๋ฆฌ ์ง€์ˆ˜ ํ•˜๋ฝ, ์‹œ์žฅ ํ•˜๋ฐฉ ์••๋ ฅ ์ง๋ฉด
SMM ๊ณ ๊ธ‰ NPI ์‹ฌ๋ฆฌ ์ง€์ˆ˜ ํ•˜๋ฝ, ์‹œ์žฅ ํ•˜๋ฐฉ ์••๋ ฅ ์ง๋ฉด
[SMM ๋‹ˆ์ผˆ ์†๋ณด] 7์›” 2์ผ, SMM ๊ณ ๊ธ‰ NPI ์‹œ์žฅ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 2.01๋กœ ์ „์›” ๋Œ€๋น„ 0.02 ํ•˜๋ฝ; ๊ณ ๊ธ‰ NPI ์—…์ŠคํŠธ๋ฆผ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 2.29๋กœ ์ „์›” ๋Œ€๋น„ 0.03 ํ•˜๋ฝ; ๊ณ ๊ธ‰ NPI ๋‹ค์šด์ŠคํŠธ๋ฆผ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 1.72๋กœ ์ „์›” ๋Œ€๋น„ 0.02 ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ํ˜„์žฌ ์‹œ์žฅ์˜ ํ•˜๋ฝ ์ „๋ง์ด ๋šœ๋ ทํ•˜๊ณ  ์ „๋ฐ˜์ ์ธ ์‹œ์žฅ์ด ์••๋ฐ•์„ ๋ฐ›๊ณ  ์žˆ์œผ๋ฉฐ, ๊ณต๊ธ‰์—…์ฒด๋“ค์˜ ์˜คํผ๊ฐ€ ์™„ํ™”๋˜๊ธฐ ์‹œ์ž‘ํ–ˆ์Šต๋‹ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 2์ผ)
6์‹œ๊ฐ„ ์ „
์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.
6์‹œ๊ฐ„ ์ „