Huawei Electronics: the company is currently building a new power electronic device base project.

๊ฒŒ์‹œ๋จ: Jul 22, 2021 08:15

๋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
Upstream silicone enterprises continue to sell at competitive prices, intensifying mid- and downstream clients' further bearish expectations [SMM Silicone Weekly Review]
8๋ถ„ ์ „
Upstream silicone enterprises continue to sell at competitive prices, intensifying mid- and downstream clients' further bearish expectations [SMM Silicone Weekly Review]
๋” ๋ณด๊ธฐ
Upstream silicone enterprises continue to sell at competitive prices, intensifying mid- and downstream clients' further bearish expectations [SMM Silicone Weekly Review]
Upstream silicone enterprises continue to sell at competitive prices, intensifying mid- and downstream clients' further bearish expectations [SMM Silicone Weekly Review]
[SMM Silicone Weekly Review: Persistent Price Competition and Concessions by Upstream Silicone Enterprises to Offload Inventory Intensified Further Bearish Expectations Among Midstream and Downstream Clients] This week, Chinaโ€™s silicone DMC transaction prices lost ground again and plunged sharply, with the transaction price range at 12,800-13,000 yuan/mt and the average price at 12,900 yuan/mt, down 1,100 yuan/mt WoW.
8๋ถ„ ์ „
ํ‹ฐ์—์‚ฐ๋ฃฝ ํ……์Šคํ… ์‚ฐ์—…, ์ƒํ•‘ ๊ด‘์‚ฐ ํ”„๋กœ์ ํŠธ ์กฐ์ • ํšŒ์˜ ๊ฐœ์ตœ
9๋ถ„ ์ „
ํ‹ฐ์—์‚ฐ๋ฃฝ ํ……์Šคํ… ์‚ฐ์—…, ์ƒํ•‘ ๊ด‘์‚ฐ ํ”„๋กœ์ ํŠธ ์กฐ์ • ํšŒ์˜ ๊ฐœ์ตœ
๋” ๋ณด๊ธฐ
ํ‹ฐ์—์‚ฐ๋ฃฝ ํ……์Šคํ… ์‚ฐ์—…, ์ƒํ•‘ ๊ด‘์‚ฐ ํ”„๋กœ์ ํŠธ ์กฐ์ • ํšŒ์˜ ๊ฐœ์ตœ
ํ‹ฐ์—์‚ฐ๋ฃฝ ํ……์Šคํ… ์‚ฐ์—…, ์ƒํ•‘ ๊ด‘์‚ฐ ํ”„๋กœ์ ํŠธ ์กฐ์ • ํšŒ์˜ ๊ฐœ์ตœ
[ํ……์Šคํ… ํ”Œ๋ž˜์‹œ] 6์›” 24์ผ, ํ†„์ƒจ๋ฃฝ ํ……์Šคํ… ํšŒ์‚ฌ๋Š” ๊ด€๋ จ ๋ถ€์„œ ์ธ๋ ฅ๊ณผ ์‹œ๊ณต์‚ฌ, ๊ฐ๋ฆฌ์‚ฌ๋ฅผ ์†Œ์ง‘ํ•˜์—ฌ ์ƒํ•‘ ๊ด‘์‚ฐ 39๋งŒ 6,000ํ†ค ํ™•์žฅ ์‚ฌ์—… 1๋‹จ๊ณ„ ์กฐ์ • ํšŒ์˜๋ฅผ ๊ฐœ์ตœํ–ˆ์Šต๋‹ˆ๋‹ค. ํšŒ์˜์—์„œ๋Š” ์ฐฉ๊ณต ์ „ ์ค€๋น„ ์‚ฌํ•ญ์„ ์‹ฌ๋„ ์žˆ๊ฒŒ ๋…ผ์˜ํ•˜๋ฉฐ ์‹œ๊ณต์‚ฌ ๋“ฑ๋ก, ์‹œ๊ณต ๋„๋ฉด ์ œ๊ณต, ์žฅ๋น„ ๋™์›, ์ธ๋ ฅ ๊ต์œก ๋“ฑ ์ฃผ์š” ์‚ฌ์•ˆ์„ ์ง‘์ค‘ ์กฐ์œจํ–ˆ์Šต๋‹ˆ๋‹ค. ํ–ฅํ›„ ํšŒ์‚ฌ๋Š” ํšŒ์˜ ์กฐ์น˜์— ๋”ฐ๋ผ ๊ฐ ์‚ฌ์—…์ด ๊ณ„ํš๋œ ๊ธฐ๊ฐ„ ๋‚ด ์ง„์ฒ™๋  ์ˆ˜ ์žˆ๋„๋ก ๋ชจ๋“  ๊ด€๊ณ„์ž์™€ ํ˜‘๋ ฅํ•˜์—ฌ ์ตœ๋Œ€ํ•œ ์‹ ์†ํžˆ ๊ณต์‚ฌ๊ฐ€ ์‹œ์ž‘๋˜๋„๋ก ๋…ธ๋ ฅํ•  ๊ฒƒ์ž…๋‹ˆ๋‹ค.
9๋ถ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ์‚ฐ์—… ์ฒด์ธ ์ „๋ฐ˜ ์•ฝ์„ธ, ์ˆ˜๊ธ‰ ์•ฝ์„ธ๋กœ ์‹œ์žฅ ์ง€์† ์••๋ฐ• [SMM ๋งˆ๊ทธ๋„ค์Š˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
16๋ถ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ์‚ฐ์—… ์ฒด์ธ ์ „๋ฐ˜ ์•ฝ์„ธ, ์ˆ˜๊ธ‰ ์•ฝ์„ธ๋กœ ์‹œ์žฅ ์ง€์† ์••๋ฐ• [SMM ๋งˆ๊ทธ๋„ค์Š˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๋งˆ๊ทธ๋„ค์Š˜ ์‚ฐ์—… ์ฒด์ธ ์ „๋ฐ˜ ์•ฝ์„ธ, ์ˆ˜๊ธ‰ ์•ฝ์„ธ๋กœ ์‹œ์žฅ ์ง€์† ์••๋ฐ• [SMM ๋งˆ๊ทธ๋„ค์Š˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋งˆ๊ทธ๋„ค์Š˜ ์‚ฐ์—… ์ฒด์ธ ์ „๋ฐ˜ ์•ฝ์„ธ, ์ˆ˜๊ธ‰ ์•ฝ์„ธ๋กœ ์‹œ์žฅ ์ง€์† ์••๋ฐ• [SMM ๋งˆ๊ทธ๋„ค์Š˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ๋งˆ๊ทธ๋„ค์Š˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ๋งˆ๊ทธ๋„ค์Š˜ ์‚ฐ์—… ์ „๋ฐ˜ ์•ฝ์„ธ; ์ˆ˜๊ธ‰ ๋ถ€์ง„์œผ๋กœ ์‹œ์žฅ ์••๋ฐ• ์ง€์†] ์ด๋ฒˆ ์ฃผ ์ค‘๊ตญ ๋งˆ๊ทธ๋„ค์Š˜ ์‚ฐ์—… ์ฒด์ธ์€ ์ „๋ฐ˜์ ์œผ๋กœ ์นจ์ฒด๋ฅผ ๋ณด์˜€๋‹ค. ์‚ฐ์‹œ์„ฑ ์šฐํƒ€์ด์˜ ๋ฐฑ์šด์„ ๊ฐ€๊ฒฉ์€ ๋ณดํ•ฉ์„ ์œ ์ง€ํ–ˆ๋‹ค. ์ง€์—ญ ๊ณต๊ธ‰์€ ํƒ€์ดํŠธํ•ด์กŒ์ง€๋งŒ ์ „๊ตญ ๊ณต๊ธ‰์€ ์ถฉ๋ถ„ํ–ˆ์œผ๋ฉฐ, ์ ๊ธฐ ์กฐ๋‹ฌ๋งŒ์œผ๋กœ๋Š” ๊ฐ€๊ฒฉ ์ƒ์Šน์„ ์ด๋Œ๊ธฐ์—๋Š” ์—ญ๋ถ€์กฑ์ด์—ˆ๋‹ค. ํ‘ธ๊ตฌยท์„ ๋ฌด 9990 ๋งˆ๊ทธ๋„ค์Š˜ ์ž‰๊ณณ ์ฃผ๋ฅ˜ ๊ฐ€๊ฒฉ์€ 15,750~15,850์œ„์•ˆ/ํ†ค์œผ๋กœ, ์ฃผ๊ฐ„ ๊ธฐ์ค€ 200์œ„์•ˆ ํ•˜๋ฝํ–ˆ๋‹ค. ๊ณต์žฅ ๋‚ด ์žฌ๊ณ ๊ฐ€ ๋†’์€ ์ˆ˜์ค€์„ ์œ ์ง€ํ•˜๋ฉด์„œ ์ƒ์‚ฐ์—…์ฒด๋“ค์€ ๋งˆ์ง„์„ ๋‚ฎ์ถฐ ํŒ๋งค์— ๋‚˜์„ฐ๊ณ , ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค์ž๋“ค์€ ๊ด€๋งํ•˜๋ฉฐ ์†Œ๋Ÿ‰ ๋ณด์ถฉ ๊ตฌ๋งค์— ๊ทธ์ณ ์žฌ๊ณ  ์†Œ์ง„์ด ๋”๋Ž ๋‹ค. ํ†ˆ์ง„ํ•ญ ๋งˆ๊ทธ๋„ค์Š˜ ์ž‰๊ณณ ํ‰๊ท  FOB ๊ฐ€๊ฒฉ์€ 2,275๋‹ฌ๋Ÿฌ/ํ†ค์ด์—ˆ๋‹ค. ์—ฌ๋ฆ„ ํœด๊ฐ€์ฒ  ์˜ํ–ฅ์œผ๋กœ ํ•ด์™ธ ์ˆ˜์š”๊ฐ€ ๋ถ€์ง„ํ–ˆ๊ณ , ํ•ด์™ธ ๋ฐ”์ด์–ด๋“ค์€ ๊ฐ€๊ฒฉ ์ธํ•˜๋ฅผ ์••๋ฐ•ํ–ˆ์œผ๋ฉฐ ์‹ ๊ทœ ์ฃผ๋ฌธ์€ ๋“œ๋ฌผ์—ˆ๋‹ค. ์›์ž์žฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์ด ๋งˆ๊ทธ๋„ค์Š˜ ๋ถ„๋ง๊ณผ ๋งˆ๊ทธ๋„ค์Š˜ ํ•ฉ๊ธˆ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด๋‚ด๋ ธ๋‹ค. ์ค‘์†Œ ๋งˆ๊ทธ๋„ค์Š˜ ํ•ฉ๊ธˆ ๊ณต์žฅ๋“ค์€ ๊ฐ์‚ฐํ–ˆ์ง€๋งŒ, ์ด์ „์— ์ถ•์ ๋œ ์žฌ๊ณ ๊ฐ€ ์ถฉ๋ถ„ํ–ˆ๋‹ค. ์ด๋ฅœ์ฐจ ์ˆ˜์š”๊ฐ€ ์•ฝํ™”๋˜๋ฉฐ ๊ฐ€๊ณต๋น„์—๋„ ํ•˜๋ฐฉ ์••๋ ฅ์ด ๊ฐ€ํ•ด์กŒ๋‹ค. ์—…์ŠคํŠธ๋ฆผ๊ณผ ๋‹ค์šด์ŠคํŠธ๋ฆผ ์ˆ˜์š”๊ฐ€ ๋™์‹œ์— ๋‘”ํ™”๋๊ณ , ๋น„์šฉ ์ธก๋ฉด์˜ ์ง€์ง€ ์—ญ์‹œ ๋ถ€์กฑํ–ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ ๋งˆ๊ทธ๋„ค์Š˜ ์ œํ’ˆ ์ „๋ฐ˜์€ ์นจ์ฒด๊ฐ€ ์ด์–ด์งˆ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค
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Huawei Electronics: the company is currently building a new power electronic device base project. - Shanghai Metals Market (SMM)