SHFE Tin Fell 2.46% and Continued to Move Sideways amid Weak Supply and Demand

๊ฒŒ์‹œ๋จ: Jul 27, 2022 14:26
์ถœ์ฒ˜: SMM
SMM believes that the supply and demand will remain weak in the short term, and that SHFE tin will continue to be rangebound. As inflows of market capital are limited, and the tin prices are more likely to fluctuate at low levels.

๋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›” ์ฃผ์„ ๊ฐ€๊ฒฉ๏ผŒ ์••๋ฐ• ์† ํ•˜๋ฝ๏ผ› ๊ฑฐ์‹œ ์ „๋ง ๋ณ€ํ™”์™€ ๋‚ฎ์€ ์žฌ๊ณ ๏ผŒ ๋น„์ˆ˜๊ธฐ ๋ฐ˜๋“ฑ ์–ด๋””๊นŒ์ง€๏ผŸ๏ผป์›”๊ฐ„ ์ „๋ง๏ผฝ
11์‹œ๊ฐ„ ์ „
6์›” ์ฃผ์„ ๊ฐ€๊ฒฉ๏ผŒ ์••๋ฐ• ์† ํ•˜๋ฝ๏ผ› ๊ฑฐ์‹œ ์ „๋ง ๋ณ€ํ™”์™€ ๋‚ฎ์€ ์žฌ๊ณ ๏ผŒ ๋น„์ˆ˜๊ธฐ ๋ฐ˜๋“ฑ ์–ด๋””๊นŒ์ง€๏ผŸ๏ผป์›”๊ฐ„ ์ „๋ง๏ผฝ
๋” ๋ณด๊ธฐ
6์›” ์ฃผ์„ ๊ฐ€๊ฒฉ๏ผŒ ์••๋ฐ• ์† ํ•˜๋ฝ๏ผ› ๊ฑฐ์‹œ ์ „๋ง ๋ณ€ํ™”์™€ ๋‚ฎ์€ ์žฌ๊ณ ๏ผŒ ๋น„์ˆ˜๊ธฐ ๋ฐ˜๋“ฑ ์–ด๋””๊นŒ์ง€๏ผŸ๏ผป์›”๊ฐ„ ์ „๋ง๏ผฝ
6์›” ์ฃผ์„ ๊ฐ€๊ฒฉ๏ผŒ ์••๋ฐ• ์† ํ•˜๋ฝ๏ผ› ๊ฑฐ์‹œ ์ „๋ง ๋ณ€ํ™”์™€ ๋‚ฎ์€ ์žฌ๊ณ ๏ผŒ ๋น„์ˆ˜๊ธฐ ๋ฐ˜๋“ฑ ์–ด๋””๊นŒ์ง€๏ผŸ๏ผป์›”๊ฐ„ ์ „๋ง๏ผฝ
11์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
15์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 7์›” 6์ผ SHFE์™€ DCE์—์„œ์˜ ์ฒ  ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
15์‹œ๊ฐ„ ์ „
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
16์‹œ๊ฐ„ ์ „
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
๋” ๋ณด๊ธฐ
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
์ด ๊ณต๊ธ‰ ์œ„๊ธฐ์˜ ๋ณธ์งˆ์€ '์‚ผ์ค‘ ์••๋ฐ•'์ด๋‹ค. 1์ธต: ๋ฌผ๋ฆฌ์  ์ฐจ๋‹จ โ€“ ํ˜ธ๋ฅด๋ฌด์ฆˆ ๋ด‰์‡„๋กœ ์ค‘๋™ ๊ณต๊ธ‰์ด ๋Š๊ธฐ๋ฉฐ ์ „ ์„ธ๊ณ„ ํ•ด์ƒ ๋ฌด์—ญ์˜ ๊ฑฐ์˜ ์ ˆ๋ฐ˜์ด ์ค‘๋‹จ๋˜์—ˆ๋‹ค. 2์ธต: ์ •์ฑ… ๋ด‰์‡„ โ€“ ๋Ÿฌ์‹œ์•„, ์นด์žํ์Šคํƒ„, ํ„ฐํ‚ค์˜ ์ค‘๋ณต ์ˆ˜์ถœ ๊ธˆ์ง€๊ฐ€ ๋Œ€์ฒด ๊ณต๊ธ‰์›์„ ์ฐจ๋‹จํ•ด ์ „ ์„ธ๊ณ„ ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ ๋ฌผ๋Ÿ‰์„ ๋”์šฑ ์กฐ์˜€๋‹ค. 3์ธต: ์ƒ์‚ฐ ๋Šฅ๋ ฅ ๋ฐ ์žฌ๊ณ  ๋ถ•๊ดด โ€“ ์ „์Ÿ ํ”ผํ•ด๋ฅผ ์ž…์€ ์ค‘๋™ ์ƒ์‚ฐ ์‹œ์„ค์˜ ์žฌ๊ฐ€๋™์ด ๋”๋””๋‹ค.
16์‹œ๊ฐ„ ์ „
SMM believes that the supply and demand will remain weak in the short - Shanghai Metals Market (SMM)