[SMM Weekly report selected] supply concerns aggravate spot copper concentrate spot TC offer downgrade

๊ฒŒ์‹œ๋จ: Jul 11, 2020 10:43
[SMM Weekly report selected: supply concerns heightened spot TC offer for copper concentrate] as of Friday, the SMM copper concentrate index (week) was at $50.30 / ton, down $1.07 / ton from last week. The Chilean epidemic has cast a shadow over the prospect of copper concentrate supply, which is also the main reason for the downward revision of spot TC offers this week. Turnover in the copper concentrate market is relatively light this week. On the one hand, there is not much supply left in the hands of traders, and refineries are also less willing to accept goods after the reduction in the offer. On the other hand, the SMM Copper Summit will be held in Shanghai next week, and both supply and demand tend to carry out follow-up operations after communication the week after next.

๋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
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 2์ผ)
4๋ถ„ ์ „
์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.
4๋ถ„ ์ „
ํŽ˜๋ฃจ JFR Moquegua ํŒŒ์—…์œผ๋กœ ์ฃผ์š” ๊ตฌ๋ฆฌ ์„ ์  ์ง€์—ฐ
33๋ถ„ ์ „
ํŽ˜๋ฃจ JFR Moquegua ํŒŒ์—…์œผ๋กœ ์ฃผ์š” ๊ตฌ๋ฆฌ ์„ ์  ์ง€์—ฐ
๋” ๋ณด๊ธฐ
ํŽ˜๋ฃจ JFR Moquegua ํŒŒ์—…์œผ๋กœ ์ฃผ์š” ๊ตฌ๋ฆฌ ์„ ์  ์ง€์—ฐ
ํŽ˜๋ฃจ JFR Moquegua ํŒŒ์—…์œผ๋กœ ์ฃผ์š” ๊ตฌ๋ฆฌ ์„ ์  ์ง€์—ฐ
ํŽ˜๋ฃจ JFR ๋ชจ์ผ€๊ณผ์—์„œ ํŒŒ์—…์ด ์‹œ์ž‘๋˜์–ด ์•ต๊ธ€๋กœ ์•„๋ฉ”๋ฆฌ์นธ์˜ ์ผ€์•ผ๋ฒ ์ฝ”์™€ ๊ทธ๋ฃจํฌ ๋ฉ•์‹œ์ฝ”์˜ ์„ ์ ์ด ์ฆ‰์‹œ ์ง€์—ฐ๋  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์ด ํŒŒ์—…์ด ์•„๋ ˆํ‚คํŒŒ ์ง€์—ญ์œผ๋กœ ํ™•์‚ฐ๋  ์œ„ํ—˜์ด ์ปค์ง€๋ฉด์„œ ๋งˆํƒ€๋ผ๋‹ˆ ํ•ญ๊ตฌ์˜ ์šด์˜์— ์ฐจ์งˆ์ด ์ƒ๊ธธ ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ์Šต๋‹ˆ๋‹ค. ์ด ๊ฒฝ์šฐ, ๋ผ์Šค ๋ฐค๋ฐ”์Šค, ์„ธ๋กœ ๋ฒ ๋ฅด๋ฐ, ์ฝ˜์Šคํƒ„์‹œ์•„ ๋“ฑ ์ฃผ์š” ๊ด‘์‚ฐ๋“ค์˜ ์„ ์ ๋„ ์—ฐ์ด์–ด ์ง€์—ฐ๋  ๊ฒƒ์ž…๋‹ˆ๋‹ค.
33๋ถ„ ์ „
์ตœ์ข… ์ˆ˜์š” ์•ฝ์„ธ๋กœ ๊ตฌ๋งค๊ฐ€ ์‹ ์ค‘ํ•ด์ง€๊ณ , ๋ณด์œ ์ž๋“ค์ด ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ํ• ์ธํญ์ด ํ™•๋Œ€๋˜๊ณ  ์žˆ๋‹ค. [SMM ๋ถ์ค‘๊ตญ ๊ตฌ๋ฆฌ ์Œ๊ทนํŒ ํ˜„๋ฌผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
์ตœ์ข… ์ˆ˜์š” ์•ฝ์„ธ๋กœ ๊ตฌ๋งค๊ฐ€ ์‹ ์ค‘ํ•ด์ง€๊ณ , ๋ณด์œ ์ž๋“ค์ด ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ํ• ์ธํญ์ด ํ™•๋Œ€๋˜๊ณ  ์žˆ๋‹ค. [SMM ๋ถ์ค‘๊ตญ ๊ตฌ๋ฆฌ ์Œ๊ทนํŒ ํ˜„๋ฌผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์ตœ์ข… ์ˆ˜์š” ์•ฝ์„ธ๋กœ ๊ตฌ๋งค๊ฐ€ ์‹ ์ค‘ํ•ด์ง€๊ณ , ๋ณด์œ ์ž๋“ค์ด ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ํ• ์ธํญ์ด ํ™•๋Œ€๋˜๊ณ  ์žˆ๋‹ค. [SMM ๋ถ์ค‘๊ตญ ๊ตฌ๋ฆฌ ์Œ๊ทนํŒ ํ˜„๋ฌผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
์ตœ์ข… ์ˆ˜์š” ์•ฝ์„ธ๋กœ ๊ตฌ๋งค๊ฐ€ ์‹ ์ค‘ํ•ด์ง€๊ณ , ๋ณด์œ ์ž๋“ค์ด ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ํ• ์ธํญ์ด ํ™•๋Œ€๋˜๊ณ  ์žˆ๋‹ค. [SMM ๋ถ์ค‘๊ตญ ๊ตฌ๋ฆฌ ์Œ๊ทนํŒ ํ˜„๋ฌผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
[SMM Weekly report selected: supply concerns heightened spot TC offer - Shanghai Metals Market (SMM)