Imported iron ore prices may dip amid waning fundamentals costs

๊ฒŒ์‹œ๋จ: Nov 6, 2023 11:13
์ถœ์ฒ˜: SMM
Looking at this week, improved weather will increase port unloading efficiency.

Looking at this week, improved weather will increase port unloading efficiency. According to BF-related maintenance tracked by SMM, pig iron production will still edge down. Therefore, fundamentals support for iron ore will ebb. In addition, current high ore prices led to higher regulatory risks, giving more market fears about high prices. Imported iron ore prices are more likely to retrace down.

๋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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MMi ์ผ์ผ ์ฒ ๊ด‘์„ ๋ณด๊ณ ์„œ (9์›” 2์ผ)
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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.
10์‹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‰]
10์‹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‰]
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[ ์บ๋‚˜๋‹ค, ๋ฏธ๊ตญ์‚ฐ ์ฒ ๊ฐ•์— 50% ๋ณด๋ณต ๊ด€์„ธ ๋ถ€๊ณผ ์˜ˆ์ • ]
12์‹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.
12์‹œ๊ฐ„ ์ „
Imported iron ore prices may dip amid waning fundamentals costs - Shanghai Metals Market (SMM)