The Market still Optimistic over Aluminium Demand due to Output Cuts

๊ฒŒ์‹œ๋จ: Mar 14, 2023 15:53
์ถœ์ฒ˜: SMM
The market is optimistic over demand in view of the production reduction in Yunnan, faster recovery speed of downstream demand as well as the approaching peak season. However, the current supply is still ample as the optimism has not paid off yet. This slowed the narrowing of spot discounts.

๋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
ํ•ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์‹œ์žฅ ์—‡๊ฐˆ๋ ค๏ผš๋ฏธ๊ตญ ์‹œ์žฅ ๊ฐ•์„ธ, ์ผ๋ณธยทํƒœ๊ตญ์€ ์•ฝ์„ธ [SMM ๋ถ„์„]
4์‹œ๊ฐ„ ์ „
ํ•ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์‹œ์žฅ ์—‡๊ฐˆ๋ ค๏ผš๋ฏธ๊ตญ ์‹œ์žฅ ๊ฐ•์„ธ, ์ผ๋ณธยทํƒœ๊ตญ์€ ์•ฝ์„ธ [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
ํ•ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์‹œ์žฅ ์—‡๊ฐˆ๋ ค๏ผš๋ฏธ๊ตญ ์‹œ์žฅ ๊ฐ•์„ธ, ์ผ๋ณธยทํƒœ๊ตญ์€ ์•ฝ์„ธ [SMM ๋ถ„์„]
ํ•ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์‹œ์žฅ ์—‡๊ฐˆ๋ ค๏ผš๋ฏธ๊ตญ ์‹œ์žฅ ๊ฐ•์„ธ, ์ผ๋ณธยทํƒœ๊ตญ์€ ์•ฝ์„ธ [SMM ๋ถ„์„]
4์‹œ๊ฐ„ ์ „
LME ์•Œ๋ฃจ๋ฏธ๋Š„ ์žฌ๊ณ  306,700ํ†ค์œผ๋กœ ๊ฐ์†Œ, ์ผ์ผ 0.49% ํ•˜๋ฝ, ์›”๊ฐ„ 9.59% ํ•˜๋ฝ
4์‹œ๊ฐ„ ์ „
LME ์•Œ๋ฃจ๋ฏธ๋Š„ ์žฌ๊ณ  306,700ํ†ค์œผ๋กœ ๊ฐ์†Œ, ์ผ์ผ 0.49% ํ•˜๋ฝ, ์›”๊ฐ„ 9.59% ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
LME ์•Œ๋ฃจ๋ฏธ๋Š„ ์žฌ๊ณ  306,700ํ†ค์œผ๋กœ ๊ฐ์†Œ, ์ผ์ผ 0.49% ํ•˜๋ฝ, ์›”๊ฐ„ 9.59% ํ•˜๋ฝ
LME ์•Œ๋ฃจ๋ฏธ๋Š„ ์žฌ๊ณ  306,700ํ†ค์œผ๋กœ ๊ฐ์†Œ, ์ผ์ผ 0.49% ํ•˜๋ฝ, ์›”๊ฐ„ 9.59% ํ•˜๋ฝ
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ๋ธŒ๋ฆฌํ•‘] 6์›” 26์ผ LME ์•Œ๋ฃจ๋ฏธ๋Š„ ์žฌ๊ณ ๋Š” 306,700ํ†ค์œผ๋กœ ์ „์ผ ๋Œ€๋น„ 1,500ํ†ค(0.49%) ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ง€๋‚œ ํ•œ ์ฃผ๊ฐ„ 8,575.00ํ†ค(2.72%) ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ์ง€๋‚œ ํ•œ ๋‹ฌ๊ฐ„ 32,500ํ†ค(9.59%) ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
์ฝœํƒ€๋ฅด ํ”ผ์น˜ ์‹œ์žฅ, ํ•˜๋ฅ˜ ์ฃผ์ € ์† ๊ฐ€๊ฒฉ ์ •์ฒดยท๊ณต๊ธ‰ ์ฆ๊ฐ€
4์‹œ๊ฐ„ ์ „
์ฝœํƒ€๋ฅด ํ”ผ์น˜ ์‹œ์žฅ, ํ•˜๋ฅ˜ ์ฃผ์ € ์† ๊ฐ€๊ฒฉ ์ •์ฒดยท๊ณต๊ธ‰ ์ฆ๊ฐ€
๋” ๋ณด๊ธฐ
์ฝœํƒ€๋ฅด ํ”ผ์น˜ ์‹œ์žฅ, ํ•˜๋ฅ˜ ์ฃผ์ € ์† ๊ฐ€๊ฒฉ ์ •์ฒดยท๊ณต๊ธ‰ ์ฆ๊ฐ€
์ฝœํƒ€๋ฅด ํ”ผ์น˜ ์‹œ์žฅ, ํ•˜๋ฅ˜ ์ฃผ์ € ์† ๊ฐ€๊ฒฉ ์ •์ฒดยท๊ณต๊ธ‰ ์ฆ๊ฐ€
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ๋ธŒ๋ฆฌํ”„] ์ฝœํƒ€๋ฅด ํ”ผ์น˜ ์‹œ์žฅ์—์„œ ์ฝœํƒ€๋ฅด ์›๋ฃŒ ๊ฐ€๊ฒฉ์€ ์ •์ฒด๋˜์—ˆ๋‹ค. ์‹ฌ๊ฐ€๊ณต ๊ฐ€๋™๋ฅ ์ด ์†Œํญ ์ƒ์Šนํ•˜๋ฉด์„œ ๊ณต๊ธ‰์ด ์•ฝ๊ฐ„ ์ฆ๊ฐ€ํ–ˆ๋‹ค. ํ•˜๋ฅ˜ ์• ๋…ธ๋“œ ์—…์ฒด๋“ค์€ ์‹ค์ˆ˜์š” ์œ„์ฃผ๋กœ ๊ตฌ๋งคํ•˜๊ณ  ๊ฐ€๊ฒฉ ์ธํ•˜ ์••๋ ฅ์„ ๊ฐ€ํ•˜๋ฉฐ ๊ด€๋ง์„ธ๋ฅผ ๋ณด์—ฌ, ์ˆ˜๊ธ‰ ์ค„๋‹ค๋ฆฌ๊ธฐ๊ฐ€ ์‹ฌํ™”๋˜์—ˆ๋‹ค. ๋‹ค์Œ ์ฃผ ์‹œ์žฅ์€ ์•ฝ๋ณดํ•ฉ์„ธ๋ฅผ ์ด์–ด๊ฐˆ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, ์›๋ฃŒ ๊ฐ€๊ฒฉ์€ ํฐ ๋ณ€๋™์ด ์—†๊ณ  ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์˜ ์ง‘์ค‘์  ์žฌ๊ณ  ํ™•๋ณด ๊ฐ€๋Šฅ์„ฑ์ด ๋‚ฎ์•„ ๊ฐ€๊ฒฉ ์ƒ์Šน ๋™๋ ฅ์ด ๋ถ€์กฑํ•ด ์†Œํญ ํ•˜๋ฝํ•  ํ™•๋ฅ ์ด ๋†’๋‹ค.
4์‹œ๊ฐ„ ์ „