๊ฒŒ์‹œ๋จ: Sep 22, 2023 09:03
Summary of SMM Lead Morning Meeting: Lead Ingot Inventory and Cost Game, Lead Price May Drop and Rise Again. The risk of US government shutdown has increased significantly: the key vote was defeated and the emergency threshold was announced to be adjourned. On the fundamentals, domestic and foreign lead ingot inventories rose in sync, and the export window of lead ingots was closed, and the focus of the lead market returned to the current domestic supply and demand situation. Before the double festivals, downstream lead battery companies usually stock up...

๋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
์ƒํ•˜์ด ์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์—ฐ, ์ƒ๋‹จ ๊ทธ๋ฆผ์ž ๊ธธ๊ฒŒ ๋‚จ๊ธฐ๋ฉฐ 0.03% ํ•˜๋ฝ, ๊ณ ์  ํšก๋ณด ๊ตญ๋ฉด ์œ ์ง€ [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
3์‹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‰]
3์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
5์‹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.
5์‹œ๊ฐ„ ์ „
9์›” 2์ผ ํ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์žฅ ๊ฑฐ๋ž˜ ์š”์•ฝ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
8์‹œ๊ฐ„ ์ „
9์›” 2์ผ ํ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์žฅ ๊ฑฐ๋ž˜ ์š”์•ฝ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
9์›” 2์ผ ํ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์žฅ ๊ฑฐ๋ž˜ ์š”์•ฝ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
9์›” 2์ผ ํ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์žฅ ๊ฑฐ๋ž˜ ์š”์•ฝ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
8์‹œ๊ฐ„ ์ „