๊ฒŒ์‹œ๋จ: Sep 21, 2023 18:17
Today's hot-rolled coils dropped to 3843, down 2.26%. In the spot market, the mainstream areas in the country have reduced the quotation of hot-rolled coils by 10-50 yuan/ton. According to SMM research, this week, the output of hot-rolled coils increased slightly, the cost of furnace materials was high, and the profits of steel mills were compressed, and the short-term supply may remain at a high level. At present, there is no large-scale pre-holiday replenishment action in the terminal, and the replenishment situation is not as expected. As the double festivals are gradually approaching, the pre-holiday replenishment of furnace materials is approaching the end. From the raw material side, coking coal will run in a stable and strong way in the short term, and iron ore will run in a stable way in the short term. The pre-holiday replenishment of furnace materials is approaching the end, and the furnace materials are slightly forced, but the cost support still exists, which makes the short-term decline of coil prices limited. The logic of peak season trading depends on the improvement of actual demand. At present, the actual demand performance is weak. Therefore, it is expected that the price of hot-rolled coils will still fluctuate in the short term.

๋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
MMi ์ผ์ผ ์ฒ ๊ด‘์„ ๋ณด๊ณ ์„œ (9์›” 2์ผ)
3์‹œ๊ฐ„ ์ „
MMi ์ผ์ผ ์ฒ ๊ด‘์„ ๋ณด๊ณ ์„œ (9์›” 2์ผ)
๋” ๋ณด๊ธฐ
MMi ์ผ์ผ ์ฒ ๊ด‘์„ ๋ณด๊ณ ์„œ (9์›” 2์ผ)
MMi ์ผ์ผ ์ฒ ๊ด‘์„ ๋ณด๊ณ ์„œ (9์›” 2์ผ)
์ฒ ๊ด‘์„ ์„ ๋ฌผ์€ ์˜ค๋Š˜ ์•ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. DCE ์ตœ๊ทผ์›”๋ฌผ I2701 ๊ณ„์•ฝ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 1.11% ํ•˜๋ฝํ•œ RMB 714.0/mt์— ์ •์‚ฐ๋๋‹ค.
3์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
3์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋” ๋ณด๊ธฐ
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
3์‹œ๊ฐ„ ์ „
[ ์บ๋‚˜๋‹ค, ๋ฏธ๊ตญ์‚ฐ ์ฒ ๊ฐ•์— 50% ๋ณด๋ณต ๊ด€์„ธ ๋ถ€๊ณผ ์˜ˆ์ • ]
4์‹œ๊ฐ„ ์ „
[ ์บ๋‚˜๋‹ค, ๋ฏธ๊ตญ์‚ฐ ์ฒ ๊ฐ•์— 50% ๋ณด๋ณต ๊ด€์„ธ ๋ถ€๊ณผ ์˜ˆ์ • ]
๋” ๋ณด๊ธฐ
[ ์บ๋‚˜๋‹ค, ๋ฏธ๊ตญ์‚ฐ ์ฒ ๊ฐ•์— 50% ๋ณด๋ณต ๊ด€์„ธ ๋ถ€๊ณผ ์˜ˆ์ • ]
[ ์บ๋‚˜๋‹ค, ๋ฏธ๊ตญ์‚ฐ ์ฒ ๊ฐ•์— 50% ๋ณด๋ณต ๊ด€์„ธ ๋ถ€๊ณผ ์˜ˆ์ • ]
์บ๋‚˜๋‹ค ์ •๋ถ€๋Š” ๋ฏธ๊ตญ์‚ฐ ์ฒ ๊ฐ• ๋ฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ˆ˜์ถœํ’ˆ์— ๋Œ€ํ•ด 50%์˜ ๋ณด๋ณต ๊ด€์„ธ๋ฅผ ๋ถ€๊ณผํ•œ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ, 2026๋…„ 9์›” 8์ผ๋ถ€ํ„ฐ ์‹œํ–‰๋  ์˜ˆ์ •์ด๋‹ค. ์ด ๊ณต๊ฒฉ์ ์ธ ๋ฌด์—ญ ์กฐ์น˜๋Š” ์ตœ๊ทผ ์–‘์ž ๊ฐ„ ๊ธˆ์† ๋ฌด์—ญ ํ˜‘์ƒ์˜ ๊ฒฐ๋ ฌ๊ณผ ๋ฏธ๊ตญ์˜ ๊ด€์„ธ ์‹œํ–‰์— ์ง์ ‘ ๋Œ€์‘ํ•œ ๊ฒƒ์ด๋‹ค. ๊ตญ๊ฒฝ์„ ๋„˜๋Š” ์ œ์žฌ๋Š” ๋‹ค๊ฐ€์˜ค๋Š” ์‹œํ•œ์„ ์•ž๋‘๊ณ  ํ†ตํ•ฉ๋œ ๋ถ๋ฏธ ์ฒ ๊ฐ• ๊ณต๊ธ‰๋ง์„ ์‹ฌ๊ฐํ•˜๊ฒŒ ๊ต๋ž€ํ•  ์œ„ํ—˜์ด ์žˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
Today's hot-rolled coils dropped to 3843, down 2.26%. In the spot mark - Shanghai Metals Market (SMM)