Shanghai bonded nickel stocks little changed in muted trades

๊ฒŒ์‹œ๋จ: Jun 12, 2020 15:13
Inventories of refined nickel in the Shanghai bonded areas were little changed this week, as trades were muted after import losses further widened on the underperformance of SHFE nickel against its LME counterpart.

SHANGHAI, Jun 12 (SMM) – Inventories of refined nickel in the Shanghai bonded areas were little changed this week, as trades were muted after import losses further widened on the underperformance of SHFE nickel against its LME counterpart.

 

SMM data showed that the stocks stood at 14,800 mt as of Friday June 12, unchanged from a week earlier.

 

The price ratio of SHFE nickel to LME nickel fell to around 8.0 this week, while price spreads averaged 3,350 yuan/mt. Arrivals of Russian nickel plates, on the other hand, flowed directly to domestic warehouses.

 

๋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
[SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œ] ๊ทน์‹ฌํ•œ ๊ฐ€๋ญ„์œผ๋กœ Nickel Industries์˜ ENC HPAL ํ”„๋กœ์ ํŠธ ์ฆ์‚ฐ ์ฐจ์งˆ
19๋ถ„ ์ „
[SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œ] ๊ทน์‹ฌํ•œ ๊ฐ€๋ญ„์œผ๋กœ Nickel Industries์˜ ENC HPAL ํ”„๋กœ์ ํŠธ ์ฆ์‚ฐ ์ฐจ์งˆ
๋” ๋ณด๊ธฐ
[SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œ] ๊ทน์‹ฌํ•œ ๊ฐ€๋ญ„์œผ๋กœ Nickel Industries์˜ ENC HPAL ํ”„๋กœ์ ํŠธ ์ฆ์‚ฐ ์ฐจ์งˆ
[SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œ] ๊ทน์‹ฌํ•œ ๊ฐ€๋ญ„์œผ๋กœ Nickel Industries์˜ ENC HPAL ํ”„๋กœ์ ํŠธ ์ฆ์‚ฐ ์ฐจ์งˆ
๋‹ˆ์ผˆ ์ธ๋”์ŠคํŠธ๋ฆฌ์Šค๋Š” ์ธ๋„๋„ค์‹œ์•„ ์ค‘๋ถ€ ์ˆ ๋ผ์›จ์‹œ์— ์œ„์น˜ํ•œ ์—‘์…€์‹œ์–ด ๋‹ˆ์ผˆ ์ฝ”๋ฐœํŠธ HPAL ํ”„๋กœ์ ํŠธ์˜ ์ƒ์‚ฐ๋Ÿ‰ ์ฆ๋Œ€๊ฐ€ ์ด๋ก€์ ์ธ ๊ฑด์กฐ ๊ธฐํ›„๋กœ ์ธํ•œ ๋ฌผ ๋ถ€์กฑ์œผ๋กœ ์ฐจ์งˆ์„ ๋นš๊ณ  ์žˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ํ—์ž์•ผ ๊ด‘์‚ฐ ์ธ๊ทผ์˜ 2026๋…„ 8์›” ๊ฐ•์ˆ˜๋Ÿ‰์€ 4mm ๋ฏธ๋งŒ์œผ๋กœ, 8์›” ์—ญ์‚ฌ์  ํ‰๊ท  ๊ฐ•์ˆ˜๋Ÿ‰์ธ 222mm์— ํฌ๊ฒŒ ๋ชป ๋ฏธ์ณค๋‹ค. ์ œ์•ฝ์ด ๋ฐœ์ƒํ•˜๊ธฐ ์ „, ENC๋Š” ์‹œ์šด์ „ ํ›„ 4์ฃผ ๋งŒ์— ๋ช…๋ชฉ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์˜ ์•ฝ 50%์— ๋„๋‹ฌํ•œ ์ƒํƒœ์˜€๋‹ค. ๋ฌผ ๋ถ€์กฑ์ด ์ง€์†๋  ๊ฒฝ์šฐ, ํ”„๋กœ์ ํŠธ๋Š” ์—ฌ๊ฑด์ด ์ •์ƒํ™”๋  ๋•Œ๊นŒ์ง€ ๋ช…๋ชฉ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์˜ ์•ฝ 30% ์ˆ˜์ค€์œผ๋กœ ๊ฐ€๋™๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ํšŒ์‚ฌ๋Š” 2026๋…„ 12์›” ์šฐ๊ธฐ๊ฐ€ ์‹œ์ž‘๋˜๋ฉด ๋ฌผ ๊ณต๊ธ‰์ด ํšŒ๋ณต๋  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€ํ•˜๊ณ  ์žˆ๋‹ค. RKEF ์šด์˜์€ ์˜ํ–ฅ์„ ๋ฐ›์ง€ ์•Š๊ณ  ์ •์ƒ์ ์œผ๋กœ ๊ณ„์† ๊ฐ€๋™ ์ค‘์ด๋‹ค.
19๋ถ„ ์ „
์ธ๋„๋„ค์‹œ์•„ MHP ๋‹ˆ์ผˆยท์ฝ”๋ฐœํŠธ FOB ๊ฐ€๊ฒฉ ํ•˜๋ฝ, ๊ณ ์ˆœ๋„ ๋‹ˆ์ผˆ ๋งคํŠธ๋„ ํ•˜๋ฝ
2์‹œ๊ฐ„ ์ „
์ธ๋„๋„ค์‹œ์•„ MHP ๋‹ˆ์ผˆยท์ฝ”๋ฐœํŠธ FOB ๊ฐ€๊ฒฉ ํ•˜๋ฝ, ๊ณ ์ˆœ๋„ ๋‹ˆ์ผˆ ๋งคํŠธ๋„ ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
์ธ๋„๋„ค์‹œ์•„ MHP ๋‹ˆ์ผˆยท์ฝ”๋ฐœํŠธ FOB ๊ฐ€๊ฒฉ ํ•˜๋ฝ, ๊ณ ์ˆœ๋„ ๋‹ˆ์ผˆ ๋งคํŠธ๋„ ํ•˜๋ฝ
์ธ๋„๋„ค์‹œ์•„ MHP ๋‹ˆ์ผˆยท์ฝ”๋ฐœํŠธ FOB ๊ฐ€๊ฒฉ ํ•˜๋ฝ, ๊ณ ์ˆœ๋„ ๋‹ˆ์ผˆ ๋งคํŠธ๋„ ํ•˜๋ฝ
SMM ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด, 9์›” 15์ผ ์ธ๋„๋„ค์‹œ์•„ MHP ๋‹ˆ์ผˆ FOB ๊ฐ€๊ฒฉ์€ ์ „์ผ ๋Œ€๋น„ ๋‹ˆ์ผˆ ํ†ค๋‹น 70๋‹ฌ๋Ÿฌ ํ•˜๋ฝํ–ˆ๊ณ , ์ธ๋„๋„ค์‹œ์•„ MHP ์ฝ”๋ฐœํŠธ FOB ๊ฐ€๊ฒฉ์€ ์ฝ”๋ฐœํŠธ ํ†ค๋‹น 638๋‹ฌ๋Ÿฌ ํ•˜๋ฝํ–ˆ๋‹ค. ์ธ๋„๋„ค์‹œ์•„ ๊ณ ๊ธ‰ ๋‹ˆ์ผˆ ๋งคํŠธ FOB ๊ฐ€๊ฒฉ์€ ๋‹ˆ์ผˆ ํ†ค๋‹น 74๋‹ฌ๋Ÿฌ ํ•˜๋ฝํ–ˆ๋‹ค.
2์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ดํ„ฐ: 9์›” 15์ผ ์ „์ง€๊ธ‰ ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ 75์œ„์•ˆ/ํ†ค ํ•˜๋ฝ
3์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ดํ„ฐ: 9์›” 15์ผ ์ „์ง€๊ธ‰ ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ 75์œ„์•ˆ/ํ†ค ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
SMM ๋ฐ์ดํ„ฐ: 9์›” 15์ผ ์ „์ง€๊ธ‰ ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ 75์œ„์•ˆ/ํ†ค ํ•˜๋ฝ
SMM ๋ฐ์ดํ„ฐ: 9์›” 15์ผ ์ „์ง€๊ธ‰ ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ 75์œ„์•ˆ/ํ†ค ํ•˜๋ฝ
SMM ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด, 9์›” 15์ผ SMM ์ „์ง€๊ธ‰ ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ํ‰๊ท  ๊ฐ€๊ฒฉ์€ ์ „์ผ ๋Œ€๋น„ ํ†ค๋‹น 75์œ„์•ˆ ํ•˜๋ฝํ–ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
Shanghai bonded nickel stocks little changed in muted trades - Shanghai Metals Market (SMM)