SMM survey on the impact on primary aluminium alloy industry from automaker shutdowns caused by chip shortage

๊ฒŒ์‹œ๋จ: Apr 19, 2021 14:31
Volkswagen announced in March that it had cut production by more than 100,000 vehicles in January and February due to the lack of chips. Honda Motor announced that its Mexican plant would cease production from March 18. General Motors announced the temporary closure of its plant in Lansing, Michigan, and it was expected that it would not restart operations before April this year.

๋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
6์›” 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ , ์ „์›”๋น„ ๊ฐ์†Œํญ ์ถ•์†Œยท์ „๋…„๋น„ ๊ฐ์†Œํญ ํ™•๋Œ€ [SMM ๋ถ„์„]
9์‹œ๊ฐ„ ์ „
6์›” 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ , ์ „์›”๋น„ ๊ฐ์†Œํญ ์ถ•์†Œยท์ „๋…„๋น„ ๊ฐ์†Œํญ ํ™•๋Œ€ [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
6์›” 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ , ์ „์›”๋น„ ๊ฐ์†Œํญ ์ถ•์†Œยท์ „๋…„๋น„ ๊ฐ์†Œํญ ํ™•๋Œ€ [SMM ๋ถ„์„]
6์›” 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ , ์ „์›”๋น„ ๊ฐ์†Œํญ ์ถ•์†Œยท์ „๋…„๋น„ ๊ฐ์†Œํญ ํ™•๋Œ€ [SMM ๋ถ„์„]
[SMM ๋ถ„์„: 6์›” 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ , ์ „์›” ๋Œ€๋น„ ํ•˜๋ฝํญ์€ ์ถ•์†Œ๋์œผ๋‚˜ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ํ•˜๋ฝํญ์€ ํ™•๋Œ€]
9์‹œ๊ฐ„ ์ „
6์›”, 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ ์€ ์ „์›” ๋Œ€๋น„ ๊ฐ์†Œํญ์ด ์ถ•์†Œ๋˜๊ณ  ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ํฐ ํญ์œผ๋กœ ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ๊ฐ€๊ฒฉ ์Šคํ”„๋ ˆ๋“œ์— ๋”ฐ๋ฅธ ์ƒ์‚ฐ ํƒ„๋ ฅ์„ฑ์— ์ฃผ๋ชฉ [SMM ๋ถ„์„]
10์‹œ๊ฐ„ ์ „
6์›”, 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ ์€ ์ „์›” ๋Œ€๋น„ ๊ฐ์†Œํญ์ด ์ถ•์†Œ๋˜๊ณ  ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ํฐ ํญ์œผ๋กœ ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ๊ฐ€๊ฒฉ ์Šคํ”„๋ ˆ๋“œ์— ๋”ฐ๋ฅธ ์ƒ์‚ฐ ํƒ„๋ ฅ์„ฑ์— ์ฃผ๋ชฉ [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
6์›”, 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ ์€ ์ „์›” ๋Œ€๋น„ ๊ฐ์†Œํญ์ด ์ถ•์†Œ๋˜๊ณ  ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ํฐ ํญ์œผ๋กœ ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ๊ฐ€๊ฒฉ ์Šคํ”„๋ ˆ๋“œ์— ๋”ฐ๋ฅธ ์ƒ์‚ฐ ํƒ„๋ ฅ์„ฑ์— ์ฃผ๋ชฉ [SMM ๋ถ„์„]
6์›”, 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ ์€ ์ „์›” ๋Œ€๋น„ ๊ฐ์†Œํญ์ด ์ถ•์†Œ๋˜๊ณ  ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ํฐ ํญ์œผ๋กœ ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ๊ฐ€๊ฒฉ ์Šคํ”„๋ ˆ๋“œ์— ๋”ฐ๋ฅธ ์ƒ์‚ฐ ํƒ„๋ ฅ์„ฑ์— ์ฃผ๋ชฉ [SMM ๋ถ„์„]
[SMM ๋ถ„์„: 6์›” 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ , ์ „์›” ๋Œ€๋น„ ํ•˜๋ฝํญ ์ถ•์†Œ ๋ฐ ์ „๋…„ ๋Œ€๋น„ ํฐ ํญ ํ•˜๋ฝ; ๊ฐ€๊ฒฉ ์ฐจ์ด์— ๋”ฐ๋ฅธ ์ƒ์‚ฐ ์œ ์—ฐ์„ฑ ์ฃผ๋ชฉ] SMM ์กฐ์‚ฌ์— ๋”ฐ๋ฅด๋ฉด 2026๋…„ 6์›” 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์‚ฐ์—…์˜ ๊ฐ€๋™๋ฅ ์€ 5์›” ๋Œ€๋น„ 0.9%ํฌ์ธํŠธ ํ•˜๋ฝํ•œ 33.3%๋ฅผ ๊ธฐ๋กํ–ˆ์œผ๋ฉฐ, ์ „๋…„ ๋™์›” ๋Œ€๋น„ 7.6%ํฌ์ธํŠธ ํ•˜๋ฝํ–ˆ๋‹ค.
10์‹œ๊ฐ„ ์ „
SHFE: 7์›” 7์ผ ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์žฌ๊ณ  1,016ํ†ค ๊ฐ์†Œ, 23,237ํ†ค์œผ๋กœ
11์‹œ๊ฐ„ ์ „
SHFE: 7์›” 7์ผ ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์žฌ๊ณ  1,016ํ†ค ๊ฐ์†Œ, 23,237ํ†ค์œผ๋กœ
๋” ๋ณด๊ธฐ
SHFE: 7์›” 7์ผ ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์žฌ๊ณ  1,016ํ†ค ๊ฐ์†Œ, 23,237ํ†ค์œผ๋กœ
SHFE: 7์›” 7์ผ ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์žฌ๊ณ  1,016ํ†ค ๊ฐ์†Œ, 23,237ํ†ค์œผ๋กœ
[SMM ์†๋ณด] ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE) ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด, 7์›” 7์ผ ๊ธฐ์ค€ ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ์˜ ๋“ฑ๋ก ์ฐฝ๊ณ ์ฆ๊ถŒ ์ด ๋ฌผ๋Ÿ‰์€ 23,237ํ†ค์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 1,016ํ†ค ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ง€์—ญ๋ณ„๋กœ ๋ณด๋ฉด ์ƒํ•˜์ด 2,246ํ†ค(149ํ†ค ๊ฐ์†Œ), ๊ด‘๋‘ฅ 3,750ํ†ค(179ํ†ค ๊ฐ์†Œ), ์žฅ์‘ค 4,616ํ†ค(331ํ†ค ๊ฐ์†Œ), ์ €์žฅ 7,452ํ†ค(267ํ†ค ๊ฐ์†Œ), ์ถฉ์นญ 4,388ํ†ค(90ํ†ค ๊ฐ์†Œ), ์“ฐ์ดจ 785ํ†ค(๋ณ€๋™ ์—†์Œ)์ž…๋‹ˆ๋‹ค.
11์‹œ๊ฐ„ ์ „
Volkswagen announced in March that it had cut production by more than - Shanghai Metals Market (SMM)