๊ฒŒ์‹œ๋จ: Jul 26, 2023 08:23
Summary of SMM Lead Morning Meeting: Overnight SHFE Lead Bulls Exited, External Strength and Internal Weakness, Downstream Enterprises' Cost Rising, Caution Advised. Macro-wise, we still need to pay attention to the latest statement from the Federal Reserve, and the policy benefits from the Central Political Bureau meeting in China are still fermenting... Downstream terminals have slightly improved, and with the continuous rise of lead prices, production costs of enterprises have also risen. Large-scale battery enterprises have increased their production and are pushing dealers to purchase through battery price increases, but small and medium-sized battery enterprises are performing weakly.

๋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
๋ฒ™์ปคํž, ๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ ์žฌ๊ฐ€๋™ ์ถ”์ง„โ€ฆ2026๋…„ ๋ง ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
28๋ถ„ ์ „
๋ฒ™์ปคํž, ๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ ์žฌ๊ฐ€๋™ ์ถ”์ง„โ€ฆ2026๋…„ ๋ง ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
๋ฒ™์ปคํž, ๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ ์žฌ๊ฐ€๋™ ์ถ”์ง„โ€ฆ2026๋…„ ๋ง ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
๋ฒ™์ปคํž, ๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ ์žฌ๊ฐ€๋™ ์ถ”์ง„โ€ฆ2026๋…„ ๋ง ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
๋ฒ™์ปคํž ๋งˆ์ด๋‹์€ 9์›” 1์ผ ๋ฏธ๊ตญ ์•„์ด๋‹คํ˜ธ์ฃผ ์†Œ์žฌ ๋ฒ™์ปคํž ๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ์—์„œ 2026๋…„ 6์›” ๋ง ์ฒซ ๋‚ฉ ๋ฐ ์•„์—ฐ ์ •๊ด‘์„ ์ƒ์‚ฐํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ํ˜„์žฌ ์ฆ์‚ฐ์ด ์ง„ํ–‰ ์ค‘์ด๋ฉฐ, ์ง€ํ•˜ ์ฑ„๊ตด ๋ฐ ์„ ๊ด‘ ๊ณต์ • ์ตœ์ ํ™”๊ฐ€ ๊ณ„์†๋˜๊ณ  ์žˆ๋‹ค. ์„ ๊ด‘ ํ”Œ๋žœํŠธ ์„ค๊ณ„ ์šฉ๋Ÿ‰์€ ์ผ์ผ 1,800ํ†ค์œผ๋กœ, ์—ฐ๊ฐ„ ์•„์—ฐ ์ •๊ด‘๊ณผ ์€ ํ•จ์œ  ๋‚ฉ ์ •๊ด‘ ํ•ฉ๊ณ„ ์•ฝ 85,000ํ†ค ์ƒ์‚ฐ์„ ๊ณ„ํšํ•˜๊ณ  ์žˆ๋‹ค. ํšŒ์‚ฌ๋Š” ๋Œ€๊ธฐ์„ฑ ์ž๊ธˆ ์กฐ๋‹ฌ๊ณผ ์ •๊ด‘ ์„ ๊ธ‰๊ธˆ ๊ณ„์•ฝ์„ ํ†ตํ•ด ์šด์ „์ž๋ณธ์„ ๋ณด์ถฉํ•  ๊ณ„ํš์ด๋ฉฐ, 2026๋…„ ๋ง๊นŒ์ง€ ์™„์ „ ์ƒ์—… ์ƒ์‚ฐ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค. SMM์€ 2026๋…„ ์ด ๊ด‘์‚ฐ์˜ ์ƒ์‚ฐ๋Ÿ‰์„ ์ •๊ด‘ ๋‚ด ๊ธˆ์† ๊ธฐ์ค€์œผ๋กœ ์•„์—ฐ ์•ฝ 25,000ํ†ค, ๋‚ฉ 10,000~15,000ํ†ค์œผ๋กœ ์ „๋งํ–ˆ๋‹ค. ํ•œํŽธ, Cate-8 ๊ด‘ํ™”๋Œ€์—์„œ ์ตœ๊ทผ ์‹ค์‹œ๋œ ์ง€ํ•˜ ์‹œ์ถ” ๊ฒฐ๊ณผ ์ตœ๋Œ€ ์‹œ๋ฃŒ ํ’ˆ์œ„๊ฐ€ ๋‚ฉ 41.1%, ์•„์—ฐ 7.41%๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. ํšŒ์‚ฌ๋Š” ํ•ด๋‹น ๊ด‘ํ™”๋Œ€๋ฅผ ๋‹จ๊ธฐ ์ฑ„๊ตด ๊ณ„ํš์— ํฌํ•จํ•˜๋Š” ๋ฐฉ์•ˆ์˜ ํƒ€๋‹น์„ฑ์„ ํ‰๊ฐ€ ์ค‘์ด๋‹ค. ์ฆ์‚ฐ์ด ์ง„ํ–‰๋จ์— ๋”ฐ๋ผ ์ด ๊ด‘์‚ฐ์€ ๋ถ๋ฏธ์— ์ถ”๊ฐ€์ ์ธ ๋‚ฉ ๋ฐ ์•„์—ฐ ๊ณต๊ธ‰์„ ์ œ๊ณตํ•  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค.
28๋ถ„ ์ „
์ƒํ•˜์ด ์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์—ฐ, ์ƒ๋‹จ ๊ทธ๋ฆผ์ž ๊ธธ๊ฒŒ ๋‚จ๊ธฐ๋ฉฐ 0.03% ํ•˜๋ฝ, ๊ณ ์  ํšก๋ณด ๊ตญ๋ฉด ์œ ์ง€ [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
4์‹œ๊ฐ„ ์ „
์ƒํ•˜์ด ์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์—ฐ, ์ƒ๋‹จ ๊ทธ๋ฆผ์ž ๊ธธ๊ฒŒ ๋‚จ๊ธฐ๋ฉฐ 0.03% ํ•˜๋ฝ, ๊ณ ์  ํšก๋ณด ๊ตญ๋ฉด ์œ ์ง€ [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
๋” ๋ณด๊ธฐ
์ƒํ•˜์ด ์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์—ฐ, ์ƒ๋‹จ ๊ทธ๋ฆผ์ž ๊ธธ๊ฒŒ ๋‚จ๊ธฐ๋ฉฐ 0.03% ํ•˜๋ฝ, ๊ณ ์  ํšก๋ณด ๊ตญ๋ฉด ์œ ์ง€ [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
์ƒํ•˜์ด ์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์—ฐ, ์ƒ๋‹จ ๊ทธ๋ฆผ์ž ๊ธธ๊ฒŒ ๋‚จ๊ธฐ๋ฉฐ 0.03% ํ•˜๋ฝ, ๊ณ ์  ํšก๋ณด ๊ตญ๋ฉด ์œ ์ง€ [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
4์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
6์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 2์ผ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE)์™€ ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE)์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๊ฑฐ๋ž˜ ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
6์‹œ๊ฐ„ ์ „