Regulation repeatedly stated that the price of iron ore futures was overvalued by the limit.

๊ฒŒ์‹œ๋จ: Feb 15, 2022 19:18
The regulator repeatedly stated that the price of iron ore futures was overvalued as a result of the falling limit. Iron ore futures fell by the limit on Tuesday. The relevant departments said that they are highly concerned about the changes in iron ore prices and will take further effective measures to maintain the normal order of the market. Regulators said iron ore prices fell significantly after a crackdown on speculation. Market participants said that the current round of iron ore prices continue to rise in the process, downstream demand has not improved significantly. From the perspective of supply and demand, there is no obvious gap between supply and demand in the current iron ore market; from the perspective of valuation, the current iron ore price is still much higher than the mainstream mine cost, which is suspected of overvaluation.

๋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
๋ฒ ํŠธ๋‚จ ์‹œ์žฅ์— ๊ณต๊ธ‰ ๋ถ€์กฑ ์ง€์†, ํ˜„๋ฌผ ๋‚ฉ ๋†’์€ ํ”„๋ฆฌ๋ฏธ์—„์— ๊ฑฐ๋ž˜
2026๋…„ 6์›” 5์ผ 11:08
๋ฒ ํŠธ๋‚จ ์‹œ์žฅ์— ๊ณต๊ธ‰ ๋ถ€์กฑ ์ง€์†, ํ˜„๋ฌผ ๋‚ฉ ๋†’์€ ํ”„๋ฆฌ๋ฏธ์—„์— ๊ฑฐ๋ž˜
๋” ๋ณด๊ธฐ
๋ฒ ํŠธ๋‚จ ์‹œ์žฅ์— ๊ณต๊ธ‰ ๋ถ€์กฑ ์ง€์†, ํ˜„๋ฌผ ๋‚ฉ ๋†’์€ ํ”„๋ฆฌ๋ฏธ์—„์— ๊ฑฐ๋ž˜
๋ฒ ํŠธ๋‚จ ์‹œ์žฅ์— ๊ณต๊ธ‰ ๋ถ€์กฑ ์ง€์†, ํ˜„๋ฌผ ๋‚ฉ ๋†’์€ ํ”„๋ฆฌ๋ฏธ์—„์— ๊ฑฐ๋ž˜
[์ค‘๊ตญ ์™ธ ๋‚ฉ ์‹œ์žฅ ๋™ํ–ฅ] ๋ฒ ํŠธ๋‚จ ์‹œ์žฅ์˜ ์ตœ๊ทผ 2์ฐจ ๋‚ฉ ํ™˜๊ฒฝ๋ณดํ˜ธ ๋‹จ์†์ด ์ผ์‹œ ์ข…๋ฃŒ๋˜๊ณ  ์ผ๋ถ€ ์ œ๋ จ์†Œ๊ฐ€ ์ ์ฐจ ๊ฐ€๋™์„ ์žฌ๊ฐœํ•œ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ํ˜„์žฌ 1์ฐจ ๋‚ฉ ๊ณต๊ธ‰ ๋ถ€์กฑ ์ƒํ™ฉ์—์„œ ํ˜„์ง€ ์‹œ์žฅ์˜ ํ˜„๋ฌผ ๋‚ฉ์€ ์—ฌ์ „ํžˆ ๋†’์€ ํ”„๋ฆฌ๋ฏธ์—„์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ๋‹ค. ์ตœ์‹  ์ •๋ณด์— ๋”ฐ๋ฅด๋ฉด, Pbโ‰ฅ99.99% ๋ฒ ํŠธ๋‚จ ๋‚ฉ๊ดด์˜ 6์›” CIF ํ”„๋ฆฌ๋ฏธ์—„์€ ์ผ๋ฐ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ ๊ธฐ์ค€ 180๋‹ฌ๋Ÿฌ/ํ†ค์— ๋‹ฌํ–ˆ์œผ๋ฉฐ, ์ด๋Š” 5์›” ์•ฝ 165๋‹ฌ๋Ÿฌ/ํ†ค ๋Œ€๋น„ ์ƒ์Šนํ•œ ์ˆ˜์น˜๋‹ค.
2026๋…„ 6์›” 5์ผ 11:08
๋‚œ์–‘์ค‘์ œ, ํ๋‚ฉ์ถ•์ „์ง€ ์ˆ˜๊ฑฐ ์‚ฌ์—… ์Šน์ธ ํš๋“
2026๋…„ 5์›” 27์ผ 14:15
๋‚œ์–‘์ค‘์ œ, ํ๋‚ฉ์ถ•์ „์ง€ ์ˆ˜๊ฑฐ ์‚ฌ์—… ์Šน์ธ ํš๋“
๋” ๋ณด๊ธฐ
๋‚œ์–‘์ค‘์ œ, ํ๋‚ฉ์ถ•์ „์ง€ ์ˆ˜๊ฑฐ ์‚ฌ์—… ์Šน์ธ ํš๋“
๋‚œ์–‘์ค‘์ œ, ํ๋‚ฉ์ถ•์ „์ง€ ์ˆ˜๊ฑฐ ์‚ฌ์—… ์Šน์ธ ํš๋“
[ํ๋‚ฉ์ถ•์ „์ง€ ์ˆ˜๊ฑฐ ์—…์ฒด ๋™ํ–ฅ] ์ตœ๊ทผ ํ—ˆ๋‚œ์„ฑ ๋‚œ์–‘์‹œ ์ƒํƒœํ™˜๊ฒฝ๊ตญ ์‹ ์˜ˆ๋ถ„๊ตญ์€ ๋‚œ์–‘ ์ค‘์ œ ํ™˜๊ฒฝ๋ณดํ˜ธ๊ธฐ์ˆ ์œ ํ•œ๊ณต์‚ฌ์˜ ํ๋‚ฉ์ถ•์ „์ง€ ์ˆ˜๊ฑฐยท๋ณด๊ด€ยท์šด์†ก ํ”„๋กœ์ ํŠธ ํ™˜๊ฒฝ์˜ํ–ฅํ‰๊ฐ€ ๋ณด๊ณ ์„œ(์™„์‹ ํ™˜์‹ฌ[2026] 8ํ˜ธ)๋ฅผ ๊ณต์‹ ์Šน์ธํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ๊ณ„๋Ÿ‰, ์ƒํ•˜์ฐจ, ๋ณด๊ด€์„ ํ†ตํ•ฉํ•œ ์ข…ํ•ฉ ์ž‘์—…์žฅ์„ ๊ฑด์„คํ•˜๋ฉฐ, ์˜จ์ „ํ•œ ๋ฐฐํ„ฐ๋ฆฌ ๊ตฌ์—ญ, ์†์ƒ ๋ฐฐํ„ฐ๋ฆฌ ์ „์šฉ ๋ณด๊ด€์‹ค, ์ž„์‹œ ์œ ํ•ด ํ๊ธฐ๋ฌผ ๋ณด๊ด€์‹ค์„ ๊ฐ–์ถ”๊ณ , ์—ฐ๊ฐ„ ํ๋‚ฉ์ถ•์ „์ง€ ์ˆ˜๊ฑฐยท์šด์†ก ๊ทœ๋ชจ๋ฅผ 5,000ํ†ค์œผ๋กœ ์„ค๊ณ„ํ–ˆ์Šต๋‹ˆ๋‹ค.
2026๋…„ 5์›” 27์ผ 14:15
๋‘ฅ์ž‰ ์‹ ์‹ผ์œ„์•ˆ์˜ 20๋งŒ ํ†ค ๋‚ฉ์ถ•์ „์ง€ ์žฌํ™œ์šฉ ํ”„๋กœ์ ํŠธ 2026๋…„ ์™„๊ณต ์˜ˆ์ •
2026๋…„ 5์›” 19์ผ 17:28
๋‘ฅ์ž‰ ์‹ ์‹ผ์œ„์•ˆ์˜ 20๋งŒ ํ†ค ๋‚ฉ์ถ•์ „์ง€ ์žฌํ™œ์šฉ ํ”„๋กœ์ ํŠธ 2026๋…„ ์™„๊ณต ์˜ˆ์ •
๋” ๋ณด๊ธฐ
๋‘ฅ์ž‰ ์‹ ์‹ผ์œ„์•ˆ์˜ 20๋งŒ ํ†ค ๋‚ฉ์ถ•์ „์ง€ ์žฌํ™œ์šฉ ํ”„๋กœ์ ํŠธ 2026๋…„ ์™„๊ณต ์˜ˆ์ •
๋‘ฅ์ž‰ ์‹ ์‹ผ์œ„์•ˆ์˜ 20๋งŒ ํ†ค ๋‚ฉ์ถ•์ „์ง€ ์žฌํ™œ์šฉ ํ”„๋กœ์ ํŠธ 2026๋…„ ์™„๊ณต ์˜ˆ์ •
[์žฌ์ƒ ๋‚ฉ ๊ธฐ์—… ์†Œ์‹] ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด, ๋™์ž‰์‹ ์‹ผ์œ„์•ˆ ํ™˜๊ฒฝ๋ณดํ˜ธ๊ธฐ์ˆ ์œ ํ•œ๊ณต์‚ฌ์˜ 20๋งŒ ํ†ค ๋‚ฉ์ถ•์ „์ง€ ํ™˜๊ฒฝ๋ณดํ˜ธ ํ™œ์šฉ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ˆœ์กฐ๋กญ๊ฒŒ ๊ฑด์„ค ์ค‘์ด๋ฉฐ, ์˜ˆ์ •๋Œ€๋กœ ์ถ”์ง„๋˜์–ด 2026๋…„ ๋ง ์ด์ „์— ์™„๊ณต ๋ฐ ๊ฐ€๋™๋  ์˜ˆ์ •์ด๋‹ค. ์‚ฐ๋‘ฅ์„ฑ ๋™์ž‰์‹œ์˜ ์ค‘์  ํ”„๋กœ์ ํŠธ์ธ ์ด ์‚ฌ์—…์€ ์ด ํˆฌ์ž์•ก 4์–ต 8์ฒœ๋งŒ ์œ„์•ˆ, ๋ถ€์ง€ ๋ฉด์  103๋ฌด(์•ฝ 6๋งŒ 8,000ใŽก)์— ๋‹ฌํ•œ๋‹ค. ์™„๊ณต๋˜๋ฉด ํ๋‚ฉ์ถ•์ „์ง€์˜ ๋ฌดํ•ดํ™” ์ฒ˜๋ฆฌ ๋ฐ ์ž์›ํ™” ํ™œ์šฉ์— ์žˆ์–ด ์ง€์—ญ์˜ ๊ณต๋ฐฑ์„ ๋ฉ”์šฐ๊ณ , ์ง€์—ญ ๋…น์ƒ‰ ์ˆœํ™˜ ๋ฐœ์ „์— ์ƒˆ๋กœ์šด ๋™๋ ฅ์„ ๋ถˆ์–ด๋„ฃ์„ ๊ฒƒ์ด๋‹ค.
2026๋…„ 5์›” 19์ผ 17:28
The regulator repeatedly stated that the price of iron ore futures was - Shanghai Metals Market (SMM)