Primary aluminium inventories shrank 14,000 mt on week

๊ฒŒ์‹œ๋จ: Nov 19, 2020 14:45
Primary aluminium ingot inventories in China continued to decline this week, showed SMM data.

SHANGHAI, Nov 19 (SMM) – Primary aluminium ingot inventories in China continued to decline this week, showed SMM data.

Social inventories of primary aluminium ingots across eight consumption areas in China, including SHFE warrants, decreased 14,000 mt from last Thursday to 615,000 mt as of November 19.


๋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
๊ด‘์•ผ ํ™€๋”ฉ์Šค ๋‚œํ•˜์ด ๊ธฐ์ง€, ์‹ ๊ทœ ์••์ถœ ๋ผ์ธ ๊ฐ€๋™์œผ๋กœ ํ™•์žฅ
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๊ด‘์•ผ ํ™€๋”ฉ์Šค ๋‚œํ•˜์ด ๊ธฐ์ง€, ์‹ ๊ทœ ์••์ถœ ๋ผ์ธ ๊ฐ€๋™์œผ๋กœ ํ™•์žฅ
๋” ๋ณด๊ธฐ
๊ด‘์•ผ ํ™€๋”ฉ์Šค ๋‚œํ•˜์ด ๊ธฐ์ง€, ์‹ ๊ทœ ์••์ถœ ๋ผ์ธ ๊ฐ€๋™์œผ๋กœ ํ™•์žฅ
๊ด‘์•ผ ํ™€๋”ฉ์Šค ๋‚œํ•˜์ด ๊ธฐ์ง€, ์‹ ๊ทœ ์••์ถœ ๋ผ์ธ ๊ฐ€๋™์œผ๋กœ ํ™•์žฅ
๊ด‘์•ผ ํ™€๋”ฉ์Šค์˜ ๋‚œํ•˜์ด ๊ธฐ์ง€๋Š” ์ตœ๊ทผ ๋‘ ๋Œ€ํ˜• ์••์ถœ ๋ผ์ธ์ด ๊ณต์‹ ๊ฐ€๋™๋˜๋ฉฐ ์ค‘๋Œ€ํ•œ ์ด์ •ํ‘œ๋ฅผ ๋งž์ดํ–ˆ์Šต๋‹ˆ๋‹ค. ์ฒซ ์‹œํ—˜์šฉ ์•Œ๋ฃจ๋ฏธ๋Š„ ๋ฐ˜์ œํ’ˆ์˜ ์›ํ™œํ•œ ์ƒ์‚ฐ๊ณผ ํ•จ๊ป˜, ์ด๋Š” ๊ด‘์•ผ ํ™€๋”ฉ์Šค์˜ ๊ณ ๊ธ‰ ์‚ฐ์—…์šฉ ์•Œ๋ฃจ๋ฏธ๋Š„ ๋ฐ˜์ œํ’ˆ ์ƒ์‚ฐ๋Šฅ๋ ฅ ํ™•์žฅ ํ”„๋กœ์ ํŠธ๊ฐ€ ๋ณธ๊ฒฉ์ ์œผ๋กœ ์‹คํ–‰๋˜์—ˆ์Œ์„ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.
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๊ฑฐ๋ž˜๋Ÿ‰ ์ ์€ ๊ฐ€์šด๋ฐ ์„ ๋ฌผ ํšก๋ณด, ๋ฐฉํ–ฅ ๋ถˆ๋ถ„๋ช…; ํ˜„๋ฌผ ์•Œ๋ฃจ๋ฏธ๋‚˜ ํ•˜๋ฝ์„ธ; ๊ด‘์„ ๊ฐ€๊ฒฉ ๊ณ ์  ์•ˆ์ • [SMM ์•Œ๋ฃจ๋ฏธ๋‚˜ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
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๊ฑฐ๋ž˜๋Ÿ‰ ์ ์€ ๊ฐ€์šด๋ฐ ์„ ๋ฌผ ํšก๋ณด, ๋ฐฉํ–ฅ ๋ถˆ๋ถ„๋ช…; ํ˜„๋ฌผ ์•Œ๋ฃจ๋ฏธ๋‚˜ ํ•˜๋ฝ์„ธ; ๊ด‘์„ ๊ฐ€๊ฒฉ ๊ณ ์  ์•ˆ์ • [SMM ์•Œ๋ฃจ๋ฏธ๋‚˜ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
๋” ๋ณด๊ธฐ
๊ฑฐ๋ž˜๋Ÿ‰ ์ ์€ ๊ฐ€์šด๋ฐ ์„ ๋ฌผ ํšก๋ณด, ๋ฐฉํ–ฅ ๋ถˆ๋ถ„๋ช…; ํ˜„๋ฌผ ์•Œ๋ฃจ๋ฏธ๋‚˜ ํ•˜๋ฝ์„ธ; ๊ด‘์„ ๊ฐ€๊ฒฉ ๊ณ ์  ์•ˆ์ • [SMM ์•Œ๋ฃจ๋ฏธ๋‚˜ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
๊ฑฐ๋ž˜๋Ÿ‰ ์ ์€ ๊ฐ€์šด๋ฐ ์„ ๋ฌผ ํšก๋ณด, ๋ฐฉํ–ฅ ๋ถˆ๋ถ„๋ช…; ํ˜„๋ฌผ ์•Œ๋ฃจ๋ฏธ๋‚˜ ํ•˜๋ฝ์„ธ; ๊ด‘์„ ๊ฐ€๊ฒฉ ๊ณ ์  ์•ˆ์ • [SMM ์•Œ๋ฃจ๋ฏธ๋‚˜ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
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๋ฉ”ํŠธ๋กœ ๋งˆ์ด๋‹, 2026๋…„ ๋ณดํฌ์‚ฌ์ดํŠธ ์ƒ์‚ฐ๋Ÿ‰ 660๋งŒ~710๋งŒ WMT ๋ชฉํ‘œ, ์—ฐ 800๋งŒ WMT๋กœ ํ™•์žฅ ๊ณ„ํš.
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๋ฉ”ํŠธ๋กœ ๋งˆ์ด๋‹, 2026๋…„ ๋ณดํฌ์‚ฌ์ดํŠธ ์ƒ์‚ฐ๋Ÿ‰ 660๋งŒ~710๋งŒ WMT ๋ชฉํ‘œ, ์—ฐ 800๋งŒ WMT๋กœ ํ™•์žฅ ๊ณ„ํš.
๋” ๋ณด๊ธฐ
๋ฉ”ํŠธ๋กœ ๋งˆ์ด๋‹, 2026๋…„ ๋ณดํฌ์‚ฌ์ดํŠธ ์ƒ์‚ฐ๋Ÿ‰ 660๋งŒ~710๋งŒ WMT ๋ชฉํ‘œ, ์—ฐ 800๋งŒ WMT๋กœ ํ™•์žฅ ๊ณ„ํš.
๋ฉ”ํŠธ๋กœ ๋งˆ์ด๋‹, 2026๋…„ ๋ณดํฌ์‚ฌ์ดํŠธ ์ƒ์‚ฐ๋Ÿ‰ 660๋งŒ~710๋งŒ WMT ๋ชฉํ‘œ, ์—ฐ 800๋งŒ WMT๋กœ ํ™•์žฅ ๊ณ„ํš.
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] Metro Mining์€ 2026๋…„ ๋ณดํฌ์‚ฌ์ดํŠธ ์ƒ์‚ฐ๋Ÿ‰์„ 660๋งŒ~710๋งŒ WMT๋กœ ์ „๋งํ•˜๋ฉฐ, ์—ฐ๊ฐ„ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ 800๋งŒ WMT๋กœ ํ™•๋Œ€ํ•  ๊ณ„ํš์ž…๋‹ˆ๋‹ค. ๋‚ฎ์€ ๋ฐ•ํ† ๋น„, ํ•ญ๊ตฌ๊นŒ์ง€์˜ ํ‰๊ท  ์šด๋ฐ˜ ๊ฑฐ๋ฆฌ 9km, ํ•˜๋ฐ˜๊ธฐ ์ธ๋„ ์›๊ฐ€ ์•ฝ ๋ฏธํ™” 30๋‹ฌ๋Ÿฌ/dmt๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ 2026๋…„ ํ•˜๋ฐ˜๊ธฐ ์ƒ์‚ฐ๋Ÿ‰ ๋ชฉํ‘œ๋Š” 500๋งŒ WMT์ž…๋‹ˆ๋‹ค. Bauxite Hills ์‚ฌ์—…์žฅ์€ ๋ฐœํŒŒ ์—†์ด ํ‰๊ท  0.5m์˜ ํ‘œํ† ์ธต์„ ๊ฐ€์ง€๊ณ , ํˆฌ์ž… ๊ด‘์„ ํ’ˆ์œ„๋Š” ์•Œ๋ฃจ๋ฏธ๋‚˜ 48~50%, ์ œํ’ˆ ํ’ˆ์œ„๋Š” 51~53%, ์‹ค์ˆ˜์œจ 60~80%, ์—ฐ์ค‘ 7๊ฐœ์›” ์ด์ƒ ์ˆ˜๋ถ„ ํ•จ๋Ÿ‰ 10% ๋ฏธ๋งŒ ๋“ฑ ์œ ๋ฆฌํ•œ ์ž‘์—… ์กฐ๊ฑด์ด ์ง€์†๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. Metro Mining์€ 2026~27๋…„ ํ•ด์ƒ ์šด์†ก ์ˆ˜์š”์˜ 80%๋ฅผ ํ™•๋ณดํ–ˆ์œผ๋ฉฐ, 7,500๋งŒ ๋‹ฌ๋Ÿฌ๋ฅผ AUD/USD ํ™˜์œจ 0.65์— ํ—ค์ง€ํ–ˆ๊ณ , ์ •์ƒ์ ์ธ ๋””์ ค ์žฌ๊ณ ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ๋ฐํ˜”์Šต๋‹ˆ๋‹ค.
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