Weekly review and forecast of Lithium hydroxide

๊ฒŒ์‹œ๋จ: Jun 20, 2023 14:05
์ถœ์ฒ˜: SMM
SHANGHAI, Jun 20 (SMM) -The prices of lithium hydroxide inched higher last week.

SHANGHAI, Jun 20 (SMM) -The prices of lithium hydroxide inched higher last week. The restocking demand of downstream buyers slightly pulled up the price last week, against an obvious deadlock in the spot market due to its high concentration. In addition, although some salt factories said that downstream orders increased, the overall market demand resume is still relatively normal. It is expected that the price of lithium hydroxide will remain deadlocked in the future, and the transactions will be mainly purchased on demand.

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๋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
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์˜ค๋Š˜ SMM ์ „์ง€๊ธ‰ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝํ–ˆ๋‹ค. ํƒ„์‚ฐ๋ฆฌํŠฌ 2701 ๊ณ„์•ฝ์€ ์˜ค๋Š˜ 157,000์œ„์•ˆ/ํ†ค์— ๋‚ฎ๊ฒŒ ๊ฐœ์žฅํ•œ ํ›„ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์˜ค์ „ ์žฅ์ค‘ 156,000~157,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์˜€์œผ๋ฉฐ, ์žฅ์ค‘ ๊ณ ์ ์€ 157,800์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ •์˜ค ๋ฌด๋ ต 153,200์œ„์•ˆ/ํ†ค๊นŒ์ง€ ๊ธ‰๋ฝํ•˜๋ฉฐ ์žฅ์ค‘ ์‹ ์ €๊ฐ€๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ •์˜ค ์ „ํ›„๋กœ 154,000~156,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ๋“ฑ๋ฝ์„ ๋ฐ˜๋ณตํ–ˆ๋‹ค. ์˜คํ›„ ์žฅ์—์„œ๋Š” ๋งค์ˆ˜ ์„ธ๋ ฅ์ด ์ผ์‹œ์ ์œผ๋กœ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด์˜ฌ๋ ธ์œผ๋‚˜ ํ‰๊ท  ๊ฐ€๊ฒฉ์„ ์„ ๋ŒํŒŒํ•˜์ง€ ๋ชปํ–ˆ๋‹ค. ์žฅ ํ›„๋ฐ˜ ๋‹ค์‹œ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ฒฐ๊ตญ 3.2% ํ•˜๋ฝํ•œ 154,800์œ„์•ˆ/ํ†ค์— ๋งˆ๊ฐํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 9,123๊ณ„์•ฝ ๊ฐ์†Œํ–ˆ๋‹ค. ํ˜„๋ฌผ ์‹œ์žฅ์—์„œ๋Š” ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์ด ํ•„์š”์— ๋”ฐ๋ผ ์ €๊ฐ€ ๋งค์ˆ˜์— ๋‚˜์„ฐ๋‹ค. 155,000์œ„์•ˆ/ํ†ค ์ดํ•˜์—์„œ๋Š” ํ•˜๋ฅ˜์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ๋งค์ˆ˜ ์˜ํ–ฅ์ด ๊ณ„์† ํšŒ๋ณต๋˜์—ˆ๋‹ค. ๊ณต๊ธ‰ ์ธก๋ฉด์—์„œ๋Š” ๊ฐ€๊ฒฉ์ด ํ•˜๋ฝํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํŒ๋งค ์˜ํ–ฅ์ด ์—ฌ์ „ํžˆ ์•ฝํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๋ฆฌํŠฌ ํ™”ํ•™ ๊ณต์žฅ์€ ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•˜๋ฉฐ ํŒ๋งค๋ฅผ ๋ณด๋ฅ˜ํ–ˆ๋‹ค. ์ „๋ฐ˜์ ์œผ๋กœ ์‹œ์žฅ ๋ฌธ์˜์™€ ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ๋น„๊ต์  ํ™œ๋ฐœํ–ˆ๋‹ค.
11์‹œ๊ฐ„ ์ „
8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
13์‹œ๊ฐ„ ์ „
8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
8์›” ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„: 4๋ถ„๊ธฐ์— ๊ธ‰์ฆํ• ๊นŒ? [SMM ๋ถ„์„]
[SMM ๋ถ„์„: 8์›” ์ „์ง€๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„, 4๋ถ„๊ธฐ ๊ธ‰์ฆํ• ๊นŒ?] 8์›” ์ค‘๊ตญ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ๋Ÿ‰์€ 7.79mt์œผ๋กœ ์ „์›” ๋Œ€๋น„ 3.6%, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 143% ์ฆ๊ฐ€ํ–ˆ๋‹ค. 4๋ถ„๊ธฐ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ๋Ÿ‰์ด ๊ธ‰์ฆํ• ๊นŒ? ํ•˜๋ฅ˜ ์ˆ˜์š”๋กœ ๋ณผ ๋•Œ ํ˜„์žฌ๋กœ์„œ๋Š” ๊ฐ€๋Šฅ์„ฑ์ด ๋น„๊ต์  ๋‚ฎ์ง€๋งŒ ์™„๋งŒํ•œ ๋ฌผ๋Ÿ‰ ํ™•๋Œ€๋Š” ์ง€์†๋  ๊ฒƒ์ด๋‹ค. ์›”ํ‰๊ท  ์ƒ์‚ฐ๋Ÿ‰์€ 9~10mt ์ˆ˜์ค€์— ๋„๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, 3๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ์ฆ๊ฐ€ํ•˜๋Š” ์ˆ˜์ค€์ด์ง€ ํญ๋ฐœ์ ์œผ๋กœ ๊ธ‰์ฆํ•˜์ง€๋Š” ์•Š์„ ๊ฒƒ์ด๋‹ค.
13์‹œ๊ฐ„ ์ „
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
14์‹œ๊ฐ„ ์ „
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
๋” ๋ณด๊ธฐ
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
SMM 9์›” 2์ผ: Albemarle๋Š” ์˜ค๋Š˜ ์ž์‚ฌ Wodgina ๊ด‘์‚ฐ์˜ ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘์— ๋Œ€ํ•œ ์ƒˆ๋กœ์šด ์ž…์ฐฐ์„ ์™„๋ฃŒํ–ˆ์Šต๋‹ˆ๋‹ค. ์ž…์ฐฐ ๋ฌผ๋Ÿ‰์€ 15,840๊ฑด์กฐํ†ค์ด๋ฉฐ, ยฑ10%์˜ ์ˆ˜๋Ÿ‰ ํ—ˆ์šฉ ์˜ค์ฐจ๊ฐ€ ์ ์šฉ๋ฉ๋‹ˆ๋‹ค. ์ตœ์ข… ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ US$2,307/dmt CIF ์ค‘๊ตญ์œผ๋กœ ๋ณด๊ณ ๋˜์—ˆ์œผ๋ฉฐ, Liโ‚‚O 6% ๊ธฐ์ค€์œผ๋กœ ํ‘œ์ค€ํ™”๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ํ™”๋ฌผ ๊ฐ€๊ฒฉ์€ ์ค‘๊ตญ ์ „์žฅํ•ญ CIF ๊ธฐ์ค€์ด๋ฉฐ, VAT๋Š” ์ œ์™ธ๋ฉ๋‹ˆ๋‹ค. ๊ฒฐ์ œ ์กฐ๊ฑด์€ ์„ ๋ถˆ ํ˜„๊ธˆ ๊ฒฐ์ œ๋กœ, 9์›” 8์ผ๊นŒ์ง€ ๋Œ€๊ธˆ ์ˆ˜๋ น์ด ์™„๋ฃŒ๋˜์–ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.
14์‹œ๊ฐ„ ์ „
Weekly review and forecast of Lithium hydroxide - Shanghai Metals Market (SMM)