High Lithium Ore Prices in Australia will Drive Lithium Prices Rebound, Reasons Prevent Output to Grow

๊ฒŒ์‹œ๋จ: May 26, 2023 17:21
The CITIC Securities Research Report pointed out that in the first quarter of 2023, the sales of lithium concentrate in Australia declined, and the impact of weakening domestic consumption on the upstream sectors appeared.

๋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
5์›” ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ์ˆ˜์ถœ์ž… ๋ฐ์ดํ„ฐ ๋ฐœํ‘œ, ํƒ„์‚ฐ๋ฆฌํŠฌ ์ˆ˜์ž… ์ „๋…„ ๋Œ€๋น„ ์ง€์† ์ฆ๊ฐ€, ๊ธฐํƒ€ ๋ถ€๋ฌธ์€? [SMM ํŠน์ง‘]
3์‹œ๊ฐ„ ์ „
5์›” ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ์ˆ˜์ถœ์ž… ๋ฐ์ดํ„ฐ ๋ฐœํ‘œ, ํƒ„์‚ฐ๋ฆฌํŠฌ ์ˆ˜์ž… ์ „๋…„ ๋Œ€๋น„ ์ง€์† ์ฆ๊ฐ€, ๊ธฐํƒ€ ๋ถ€๋ฌธ์€? [SMM ํŠน์ง‘]
๋” ๋ณด๊ธฐ
5์›” ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ์ˆ˜์ถœ์ž… ๋ฐ์ดํ„ฐ ๋ฐœํ‘œ, ํƒ„์‚ฐ๋ฆฌํŠฌ ์ˆ˜์ž… ์ „๋…„ ๋Œ€๋น„ ์ง€์† ์ฆ๊ฐ€, ๊ธฐํƒ€ ๋ถ€๋ฌธ์€? [SMM ํŠน์ง‘]
5์›” ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ์ˆ˜์ถœ์ž… ๋ฐ์ดํ„ฐ ๋ฐœํ‘œ, ํƒ„์‚ฐ๋ฆฌํŠฌ ์ˆ˜์ž… ์ „๋…„ ๋Œ€๋น„ ์ง€์† ์ฆ๊ฐ€, ๊ธฐํƒ€ ๋ถ€๋ฌธ์€? [SMM ํŠน์ง‘]
3์‹œ๊ฐ„ ์ „
์ƒ๋ฌด๋ถ€ ๋“ฑ 9๊ฐœ ๋ถ€์ฒ˜, ์ž๋™์ฐจ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ์†Œ๋น„ ์ด‰์ง„ ๋Œ€์ฑ… ๋ฐœํ‘œ
4์‹œ๊ฐ„ ์ „
์ƒ๋ฌด๋ถ€ ๋“ฑ 9๊ฐœ ๋ถ€์ฒ˜, ์ž๋™์ฐจ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ์†Œ๋น„ ์ด‰์ง„ ๋Œ€์ฑ… ๋ฐœํ‘œ
๋” ๋ณด๊ธฐ
์ƒ๋ฌด๋ถ€ ๋“ฑ 9๊ฐœ ๋ถ€์ฒ˜, ์ž๋™์ฐจ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ์†Œ๋น„ ์ด‰์ง„ ๋Œ€์ฑ… ๋ฐœํ‘œ
์ƒ๋ฌด๋ถ€ ๋“ฑ 9๊ฐœ ๋ถ€์ฒ˜, ์ž๋™์ฐจ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ์†Œ๋น„ ์ด‰์ง„ ๋Œ€์ฑ… ๋ฐœํ‘œ
์ƒ๋ฌด๋ถ€ ๋“ฑ 9๊ฐœ ๋ถ€์ฒ˜๋Š” '์ž๋™์ฐจ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ์†Œ๋น„ ์œก์„ฑ ๋ฐ ํ™•๋Œ€๋ฅผ ์œ„ํ•œ ๋ช‡ ๊ฐ€์ง€ ์กฐ์น˜์— ๊ด€ํ•œ ํ†ต์ง€'๋ฅผ ๊ณต๋™ ๋ฐœํ‘œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ์กฐ์น˜๋“ค์€ 6๋Œ€ ๋ถ„์•ผ์™€ 17๊ฐœ ์„ธ๋ถ€ ๊ณผ์ œ๋ฅผ ํฌ๊ด„ํ•˜๋ฉฐ, ์ž๋™์ฐจ ๊ฐœ์กฐ์˜ ์งˆ์„œ ์žˆ๋Š” ํ‘œ์ค€ํ™” ๋ฐœ์ „, ์บ ํ•‘์นด ๋ฐ ์บ ํ•‘ ์‚ฐ์—… ๋ฐœ์ „ ์ง€์›, ์ „ํ†ต ํด๋ž˜์‹์นด์˜ ์ƒˆ๋กœ์šด ๋น„์ฆˆ๋‹ˆ์Šค ํ˜•ํƒœ ์œก์„ฑ, ์ž๋™์ฐจ ์ˆ˜๋ฆฌ ๋ฐ ๋ณดํ—˜ ์„œ๋น„์Šค ๊ณต๊ธ‰ ์ตœ์ ํ™”, ์ž๋™์ฐจ ๊ฒฝ์ฃผ ์Šคํฌ์ธ  ํ™œ์„ฑํ™”, ๋ Œํ„ฐ์นด ํ˜์‹  ๋ฐ ํ†ตํ•ฉ ๋ฐœ์ „ ์ด‰์ง„ ๋“ฑ์ด ํฌํ•จ๋ฉ๋‹ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
์ฝ”๋ฐœํŠธ ์‚ฌ์šฉ์ž๋“ค, EU ๋ณด๊ฑด ๊ทœ์ •์ด ๊ด‘๋ฌผ ๊ณต๊ธ‰ ์ถ”์ง„์„ ์œ„ํ˜‘ํ•œ๋‹ค๊ณ  ๊ฒฝ๊ณ 
4์‹œ๊ฐ„ ์ „
์ฝ”๋ฐœํŠธ ์‚ฌ์šฉ์ž๋“ค, EU ๋ณด๊ฑด ๊ทœ์ •์ด ๊ด‘๋ฌผ ๊ณต๊ธ‰ ์ถ”์ง„์„ ์œ„ํ˜‘ํ•œ๋‹ค๊ณ  ๊ฒฝ๊ณ 
๋” ๋ณด๊ธฐ
์ฝ”๋ฐœํŠธ ์‚ฌ์šฉ์ž๋“ค, EU ๋ณด๊ฑด ๊ทœ์ •์ด ๊ด‘๋ฌผ ๊ณต๊ธ‰ ์ถ”์ง„์„ ์œ„ํ˜‘ํ•œ๋‹ค๊ณ  ๊ฒฝ๊ณ 
์ฝ”๋ฐœํŠธ ์‚ฌ์šฉ์ž๋“ค, EU ๋ณด๊ฑด ๊ทœ์ •์ด ๊ด‘๋ฌผ ๊ณต๊ธ‰ ์ถ”์ง„์„ ์œ„ํ˜‘ํ•œ๋‹ค๊ณ  ๊ฒฝ๊ณ 
์œ ๋Ÿฝ์—ฐํ•ฉ์˜ ์ผ๋ถ€ ์ฃผ์š” ์ฝ”๋ฐœํŠธ ์‚ฌ์šฉ ๊ธฐ์—…๋“ค์€ ๊ทผ๋กœ์ž ๊ฑด๊ฐ• ๋ณดํ˜ธ๋ฅผ ์œ„ํ•ด ๊ณ„ํš๋œ ๊ทœ์ •์ด ์˜คํžˆ๋ ค ๊ด‘๋ฌผ ๊ณต๊ธ‰๋ง๊ณผ ์—๋„ˆ์ง€ยท๋ฐฉ์œ„ ์‚ฐ์—… ๊ฐ•ํ™” ๋…ธ๋ ฅ์„ ์œ„ํ˜‘ํ•  ๊ฒƒ์ด๋ผ๊ณ  ๊ฒฝ๊ณ ํ•œ๋‹ค. ์œ ๋Ÿฝ์ง‘ํ–‰์œ„์›ํšŒ๋Š” ํ™”์š”์ผ์— ๊ทผ๋กœ์ž์˜ ์ฝ”๋ฐœํŠธ ๋ถ„์ง„ ๋ฐ ์ž…์ž ๋…ธ์ถœ์„ ์ค„์—ฌ ์•”๊ณผ ํ˜ธํก๊ธฐ ์งˆํ™˜์„ ์˜ˆ๋ฐฉํ•˜๊ธฐ ์œ„ํ•œ ๋ฒ•์•ˆ ์Šน์ธ ์—ฌ๋ถ€๋ฅผ ๊ฒฐ์ •ํ•œ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ๊ณต๊ธ‰๋ง ๊ธฐ์—…๋“ค์€ ์ œ์•ˆ๋œ ๊ธฐ์ค€์ด ์ง€๋‚˜์น˜๊ฒŒ ์—„๊ฒฉํ•˜๊ณ  ๋น„์šฉ ๋ถ€๋‹ด์ด ํฌ๋ฉฐ ์ถฉ์กฑํ•˜๊ธฐ ์–ด๋ ค์›Œ ์‚ฌ์—…์ฒด ํ์‡„์™€ EU ์™ธ๋ถ€๋กœ์˜ ํˆฌ์ž ์ดํƒˆ ์œ„ํ—˜์„ ์ดˆ๋ž˜ํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์ง€์ ํ•œ๋‹ค.
4์‹œ๊ฐ„ ์ „
The CITIC Securities Research Report pointed out that in the first qua - Shanghai Metals Market (SMM)