Goldman Sachs: Chinese Metals Consumers to Benefit from Possible Appreciation of Yuan amid Continued Signals of Credit and Liquidity Easing in China

๊ฒŒ์‹œ๋จ: Apr 13, 2023 18:00
Goldman Sachs said in a report that Chinese metals consumers would benefit from a possible appreciation of the yuan amid continued signals of credit and liquidity easing in China.

Goldman Sachs said in a report that Chinese metals consumers would benefit from a possible appreciation of the yuan amid continued signals of credit and liquidity easing in China.

๋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
Hawkish Waller plus geopolitical inflation pressure, copper prices pull back then rebound [SMM Macro Weekly Review]
9๋ถ„ ์ „
Hawkish Waller plus geopolitical inflation pressure, copper prices pull back then rebound [SMM Macro Weekly Review]
๋” ๋ณด๊ธฐ
Hawkish Waller plus geopolitical inflation pressure, copper prices pull back then rebound [SMM Macro Weekly Review]
Hawkish Waller plus geopolitical inflation pressure, copper prices pull back then rebound [SMM Macro Weekly Review]
9๋ถ„ ์ „
ํŒ๋งค์ž๋“ค์˜ ํŒ๋งค ์˜ํ–ฅ์ด ์ถœํ•˜๋Ÿ‰ ์ฆ๊ฐ€์™€ ํ•จ๊ป˜ ๋†’์•„์ง€๋ฉฐ, ์ค‘๊ตญ ๋ถ๋ถ€ ์ง€์—ญ ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„์ด ๊ณ„์† ํ•˜๋ฝ [SMM ๋ถ๋ถ€ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
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ํŒ๋งค์ž๋“ค์˜ ํŒ๋งค ์˜ํ–ฅ์ด ์ถœํ•˜๋Ÿ‰ ์ฆ๊ฐ€์™€ ํ•จ๊ป˜ ๋†’์•„์ง€๋ฉฐ, ์ค‘๊ตญ ๋ถ๋ถ€ ์ง€์—ญ ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„์ด ๊ณ„์† ํ•˜๋ฝ [SMM ๋ถ๋ถ€ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋” ๋ณด๊ธฐ
ํŒ๋งค์ž๋“ค์˜ ํŒ๋งค ์˜ํ–ฅ์ด ์ถœํ•˜๋Ÿ‰ ์ฆ๊ฐ€์™€ ํ•จ๊ป˜ ๋†’์•„์ง€๋ฉฐ, ์ค‘๊ตญ ๋ถ๋ถ€ ์ง€์—ญ ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„์ด ๊ณ„์† ํ•˜๋ฝ [SMM ๋ถ๋ถ€ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
ํŒ๋งค์ž๋“ค์˜ ํŒ๋งค ์˜ํ–ฅ์ด ์ถœํ•˜๋Ÿ‰ ์ฆ๊ฐ€์™€ ํ•จ๊ป˜ ๋†’์•„์ง€๋ฉฐ, ์ค‘๊ตญ ๋ถ๋ถ€ ์ง€์—ญ ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„์ด ๊ณ„์† ํ•˜๋ฝ [SMM ๋ถ๋ถ€ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋ถ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ๋Š” ๋‹น์›”๋ฌผ ๋Œ€๋น„ 50~130์œ„์•ˆ/ํ†ค ํ”„๋ฆฌ๋ฏธ์—„์— ํ˜ธ๊ฐ€๋˜์—ˆ์œผ๋ฉฐ, ํ‰๊ท  ํ”„๋ฆฌ๋ฏธ์—„์€ 90์œ„์•ˆ/ํ†ค์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 30์œ„์•ˆ/ํ†ค ํ•˜๋ฝํ–ˆ๋‹ค. ํ‰๊ท  ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 10๋งŒ 9,775์œ„์•ˆ/ํ†ค์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 575์œ„์•ˆ/ํ†ค ์ƒ์Šนํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
์žฌ๊ณ  ๋˜ ์‹ ์ €๊ฐ€, ํ”„๋ฆฌ๋ฏธ์—„ ๊ณ„์† ์ƒ์Šน [SMM ํ™”๋‚จ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
1์‹œ๊ฐ„ ์ „
์žฌ๊ณ  ๋˜ ์‹ ์ €๊ฐ€, ํ”„๋ฆฌ๋ฏธ์—„ ๊ณ„์† ์ƒ์Šน [SMM ํ™”๋‚จ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋” ๋ณด๊ธฐ
์žฌ๊ณ  ๋˜ ์‹ ์ €๊ฐ€, ํ”„๋ฆฌ๋ฏธ์—„ ๊ณ„์† ์ƒ์Šน [SMM ํ™”๋‚จ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
์žฌ๊ณ  ๋˜ ์‹ ์ €๊ฐ€, ํ”„๋ฆฌ๋ฏธ์—„ ๊ณ„์† ์ƒ์Šน [SMM ํ™”๋‚จ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
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Goldman Sachs: Chinese Metals Consumers to Benefit from Possible Appreciation of Yuan amid Continued Signals of Credit and Liquidity Easing in China - Shanghai Metals Market (SMM)