Eyes on the Near-term Inventory Change, and Refined Zinc Output Increase in the Future will Weigh on Zinc Prices

๊ฒŒ์‹œ๋จ: Oct 17, 2022 09:43
์ถœ์ฒ˜: SMM
Generally speaking, the supply and demand in the overseas market were both in a downside trend, but the market still set prices based on the potential economic recession. LME zinc is expected to trend lower and moved between $2,800-3,100/mt.

๋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
๊ฑฐ์‹œ ์ •์„œ ๊ฐœ์„ , SHFE ์•„์—ฐ ์ƒ์Šน [SMM ์•„์—ฐ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
4์‹œ๊ฐ„ ์ „
๊ฑฐ์‹œ ์ •์„œ ๊ฐœ์„ , SHFE ์•„์—ฐ ์ƒ์Šน [SMM ์•„์—ฐ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
๋” ๋ณด๊ธฐ
๊ฑฐ์‹œ ์ •์„œ ๊ฐœ์„ , SHFE ์•„์—ฐ ์ƒ์Šน [SMM ์•„์—ฐ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
๊ฑฐ์‹œ ์ •์„œ ๊ฐœ์„ , SHFE ์•„์—ฐ ์ƒ์Šน [SMM ์•„์—ฐ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ]
[SMM ์•„์—ฐ ๋ชจ๋‹ ์ฝ”๋ฉ˜ํŠธ] ์•ผ๊ฐ„ ๊ฑฐ๋ž˜์—์„œ ๊ฐ€์žฅ ํ™œ๋ฐœํ•œ SHFE ์•„์—ฐ 2607 ๊ณ„์•ฝ์€ 24,190์œ„์•ˆ/ํ†ค์— ๊ฐœ์žฅํ–ˆ๋‹ค. ์žฅ ์ดˆ๋ฐ˜ 24,020์œ„์•ˆ/ํ†ค๊นŒ์ง€ ์ž ์‹œ ํ•˜๋ฝํ–ˆ๋‹ค๊ฐ€, ๋งค๋„ ์„ธ๋ ฅ์ด ํฌ์ง€์…˜์„ ์ค„์ด๋ฉด์„œ ๊ฐ€๊ฒฉ์ด ๋“ฑ๋ฝ์„ ๊ฑฐ๋“ญํ•˜๋ฉฐ ์ƒ์Šน, ์ข…๋ฐ˜๋ถ€์—๋Š” 24,305์œ„์•ˆ/ํ†ค๊นŒ์ง€ ๊ณ ์ ์„ ๊ธฐ๋กํ–ˆ๋‹ค. ์ตœ์ข… 24,265์œ„์•ˆ/ํ†ค์— ๋งˆ๊ฐํ•˜๋ฉฐ 100์œ„์•ˆ/ํ†ค ์ƒ์Šน, 0.41% ์˜ฌ๋ž๋‹ค. ๊ฑฐ๋ž˜๋Ÿ‰์€ 60,028๊ณ„์•ฝ์œผ๋กœ ๊ฐ์†Œํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 1,210๊ณ„์•ฝ ๊ฐ์†Œํ•œ 79,545๊ณ„์•ฝ์„ ๊ธฐ๋กํ–ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
๋ฏธ๊ตญ-์ด๋ž€ ๊ธด์žฅ ์™„ํ™”๋กœ LME ์•„์—ฐ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ์ด ์ƒ์Šน [SMM ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ]
4์‹œ๊ฐ„ ์ „
๋ฏธ๊ตญ-์ด๋ž€ ๊ธด์žฅ ์™„ํ™”๋กœ LME ์•„์—ฐ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ์ด ์ƒ์Šน [SMM ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ]
๋” ๋ณด๊ธฐ
๋ฏธ๊ตญ-์ด๋ž€ ๊ธด์žฅ ์™„ํ™”๋กœ LME ์•„์—ฐ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ์ด ์ƒ์Šน [SMM ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ]
๋ฏธ๊ตญ-์ด๋ž€ ๊ธด์žฅ ์™„ํ™”๋กœ LME ์•„์—ฐ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ์ด ์ƒ์Šน [SMM ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ]
[SMM ์กฐ๊ฐ„ ํšŒ์˜๋ก: ๋ฏธ๊ตญ-์ด๋ž€ ๊ธด์žฅ ์™„ํ™”, LME ์•„์—ฐ ์ค‘์‹ฌ๊ฐ€ ์ƒ์Šน]: ๊ฐ„๋ฐค LME ์•„์—ฐ์€ ํ†ค๋‹น 3,464๋‹ฌ๋Ÿฌ์— ๊ฐœ์žฅํ–ˆ๋‹ค. ์ดˆ๋ฐ˜์—๋Š” ์ผ์ค‘ ํ‰๊ท ์„ ์„ ๋”ฐ๋ผ ํšก๋ณดํ•˜๋‹ค ์„ธ์…˜ ์ค‘ 3,442๋‹ฌ๋Ÿฌ๊นŒ์ง€ ํ•˜๋ฝํ–ˆ๋‹ค. ์•ผ๊ฐ„์žฅ์— ์ ‘์–ด๋“ค๋ฉฐ ๋งค์ˆ˜์„ธ๊ฐ€ ์œ ์ž…๋˜์—ˆ๊ณ , LME ์•„์—ฐ์€ ์žฅ ๋ง‰ํŒ๊นŒ์ง€ ์ƒ์Šนํ•ด 3,534๋‹ฌ๋Ÿฌ์˜ ๊ณ ์ ์„ ๊ธฐ๋กํ–ˆ๋‹ค. ์ตœ์ข…์ ์œผ๋กœ ์ „์ผ ๋Œ€๋น„ 57๋‹ฌ๋Ÿฌ(1.64%) ์˜ค๋ฅธ 3,525.5๋‹ฌ๋Ÿฌ์— ๋งˆ๊ฐํ–ˆ๋‹ค. ๊ฑฐ๋ž˜๋Ÿ‰์€ 14,639๊ณ„์•ฝ์œผ๋กœ ์ค„์—ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 4,214๊ณ„์•ฝ ๋Š˜์–ด๋‚œ 23๋งŒ 8,000๊ณ„์•ฝ์„ ๊ธฐ๋กํ–ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
20์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 6์›” 11์ผ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE)์™€ ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE)์—์„œ์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ ๋ณ€๋™์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค
20์‹œ๊ฐ„ ์ „