Nickel ore inventories at Chinese ports down 246,000 wmt WoW

๊ฒŒ์‹œ๋จ: Oct 30, 2023 15:56
์ถœ์ฒ˜: SMM
As of October 27, port inventories of nickel ore in China stood at 9.265 million wmt, down 246,000 wmt compared to October 20.

As of October 27, port inventories of nickel ore in China stood at 9.265 million wmt, down 246,000 wmt compared to October 20. The total Ni content was 72,740 mt. The port inventory across seven major Chinese ports totaled 4.53 million wmt, 177,000 wmt lower than the October 20. It's almost the rainy season now, the peak shipping period has passed.

๋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
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
2์‹œ๊ฐ„ ์ „
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
๋” ๋ณด๊ธฐ
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
์ธ๋„๋„ค์‹œ์•„๋Š” 2026๋…„ 9์›” 1์ผ๋ถ€ํ„ฐ ์ˆ˜์ถœ์‹ ๊ณ ์„œ(PPE)์— ์ ์šฉ๋˜๋Š” ์ •๋ถ€๊ทœ์ •(PP) ์ œ21/2026ํ˜ธ ์ œ18A์กฐ์˜ ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ์„ ํ™•์ •ํ–ˆ๋‹ค. ์ •๋ถ€๋Š” ๊ฒ€ํ†  ๋Œ€์ƒ ์ˆ˜์ถœ์—…์ฒด 537๊ณณ ์ค‘ ์•ฝ 12%์— ํ•ด๋‹นํ•˜๋Š” 64๊ฐœ ๊ด‘์—… ์ˆ˜์ถœ์—…์ฒด๊ฐ€ ํ˜„์žฌ ์ž๊ฒฉ ์š”๊ฑด์„ ์ถฉ์กฑํ•˜๋Š” ๊ฒƒ์œผ๋กœ ํŒŒ์•…ํ–ˆ๋‹ค. ์ž๊ฒฉ ์š”๊ฑด์„ ๊ฐ–์ถ”๋ ค๋ฉด ์ธ๋„๋„ค์‹œ์•„ ๋ฒ•์ธ(PT)์œผ๋กœ ์„ค๋ฆฝ๋˜์–ด ๊ด‘์—… ๋ถ€๋ฌธ์—์„œ ํ™œ๋™ํ•ด์•ผ ํ•˜๋ฉฐ, ์ง€์ • ๊ตญ๊ฐ€์ธ ๋ฏธ๊ตญ, ์ค‘๊ตญ, ํ™์ฝฉ, ํ˜ธ์ฃผ ๋˜๋Š” ์บ๋‚˜๋‹ค ๊ตญ์ ์˜ ์ฃผ์ฃผ๊ฐ€ ์ตœ์†Œ 10% ์ด์ƒ์˜ ์ง€๋ถ„์„ ๋ณด์œ ํ•ด์•ผ ํ•œ๋‹ค. ์ž๊ฒฉ ๋ชฉ๋ก์€ ๋งค์›” ๊ฒ€ํ† ๋œ๋‹ค. ์ •๋ถ€๋Š” ๋˜ํ•œ ์ œ18A์กฐ์— ๋”ฐ๋ฅธ ์ฒœ์—ฐ์ž์› ์ˆ˜์ถœ์™ธํ™”(DHE SDA) ์˜ˆ์น˜๋ฅผ ์œ„ํ•ด 15๊ฐœ ์™ธ๊ตญํ™˜์€ํ–‰์„ ์ง€์ •ํ–ˆ์œผ๋ฉฐ, ์—ฌ๊ธฐ์—๋Š” ๊ตญ์˜์€ํ–‰ 5๊ณณ๊ณผ ๋น„๊ตญ์˜์€ํ–‰ 10๊ณณ์ด ํฌํ•จ๋œ๋‹ค. ์ด๋ฅผ ํ†ตํ•ด ์ž๊ฒฉ์„ ๊ฐ–์ถ˜ ์ˆ˜์ถœ์—…์ฒด๋Š” ์ง€์ •๋œ ๋น„๊ตญ์˜์€ํ–‰์— ์˜๋ฌด์ ์œผ๋กœ ์˜ˆ์น˜ํ•ด์•ผ ํ•˜๋Š” DHE SDA๋ฅผ ์˜ˆ์น˜ํ•  ์ˆ˜ ์žˆ์–ด ์ˆ˜์ถœ๋Œ€๊ธˆ ๊ด€๋ฆฌ์˜ ์œ ์—ฐ์„ฑ์ด ํ™•๋Œ€๋œ๋‹ค.
2์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
3์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 3์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
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๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
๋” ๋ณด๊ธฐ
๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
[SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œ] 9์›” 3์ผ ๋‰ด์Šค: ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ์ด ๋ฐ˜๋“ฑํ–ˆ์Œ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ , ๊ณ ์ˆœ๋„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ์„ ๋ฐ˜์ „์‹œํ‚ค๊ธฐ ์–ด๋ ต๊ณ  ์‹œ์žฅ ์œ ๋™์„ฑ์ด ๋ถ€์กฑํ•˜๋‹ค. ์ฒ ๊ฐ•์—…์ฒด๋“ค์€ ์—ฌ์ „ํžˆ ์ˆ˜์šฉ ๊ฐ€๋Šฅํ•œ ๊ฐ€๊ฒฉ ์ˆ˜์ค€์„ ๋‚ฎ์€ ์ˆ˜์ค€์œผ๋กœ ์œ ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์—…์ŠคํŠธ๋ฆผ ์˜คํผ์™€ ์ฒ ๊ฐ•์—…์ฒด์˜ ์‹ฌ๋ฆฌ์  ๊ฐ€๊ฒฉ ์ˆ˜์ค€ ์‚ฌ์ด์—๋Š” ์ƒ๋‹นํ•œ ๊ฐ€๊ฒฉ ์Šคํ”„๋ ˆ๋“œ๊ฐ€ ๋‚จ์•„ ์žˆ๋‹ค. ๊ณ ๋‹ˆ์ผˆ ๋‹จ์œ„ ํ™”๋ฌผ์˜ ํ”„๋ฆฌ๋ฏธ์—„์€ ํ˜„์ €ํžˆ ์ถ•์†Œ๋˜์—ˆ์œผ๋ฉฐ, ๋Œ€๋ถ€๋ถ„์˜ ๊ธฐ๊ด€๋“ค์€ ์—ฌ์ „ํžˆ ์„ ๋ฌผ ์‹œ์žฅ์— ๋Œ€ํ•ด ์•ฝ์„ธ ์ „๋ง์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ๋‹ค.
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Nickel ore inventories at Chinese ports down 246,000 wmt WoW - Shanghai Metals Market (SMM)