Cobalt prices maintain slight increase as smelters rebound production and demand remains steady

๊ฒŒ์‹œ๋จ: Jan 12, 2024 14:19
SMM Weekly Review: Cobalt prices maintained a slight increase this week. From the supply side, due to the impact of downstream stocking before the holiday, the operating rate of cobalt smelters has rebounded and production has increased. From the demand side, the intention of lithium cobaltate to replenish stocks before the holiday still exists, and market inquiries and transactions are still acceptable. Overall, due to the phenomenon of just-in-time stocking this week, cobalt prices remained firm, but downstream acceptance at higher prices was limited, resulting in relatively stagnant spot prices.

๋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
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
9๋ถ„ ์ „
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
๋” ๋ณด๊ธฐ
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
[SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ] ์Šต์‹์ œ๋ จ ์žฌํ™œ์šฉ ์‹œ์žฅ ์ด๋ฒˆ ์ฃผ: ์ˆœ์ˆ˜ ์ฝ”๋ฐœํŠธ ๋ฐ ์‚ผ์›๊ณ„ ๋ธ”๋ž™๋งค์Šค ์‹œ์žฅ ๋ถ€์ง„, LFP ๊ฐ€๊ฒฉ ๋Œ€์ฒด๋กœ ํšก๋ณด, 2026.8.31-2026.9.3
์›์ž์žฌ ์ธก๋ฉด์—์„œ ํƒ„์‚ฐ๋ฆฌํŠฌ ๊ฐ€๊ฒฉ์€ ์ด๋ฒˆ ์ฃผ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝํ–ˆ๊ณ , ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ์€ ๊ณ„์† ์†Œํญ ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ, ํ™ฉ์‚ฐ์ฝ”๋ฐœํŠธ ๊ฐ€๊ฒฉ์€ ํ•˜๋ฝ์„ธ๊ฐ€ ๋ฉˆ์ถ”๊ณ  ๋‚ฎ์€ ์ˆ˜์ค€์—์„œ ์•ˆ์ •์„ธ๋ฅผ ๋ณด์˜€๋‹ค.
9๋ถ„ ์ „
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
59๋ถ„ ์ „
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๋” ๋ณด๊ธฐ
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๊ฐ™์€ ๊ธฐ๊ฐ„, ํšŒ์‚ฌ๋Š” ๊ณ ๊ธ‰ ์ „๊ธฐ ์˜คํ† ๋ฐ”์ด์šฉ ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ๋ฐฐํ„ฐ๋ฆฌ(72V50Ah, 72V100Ah)๋ฅผ ์ถœ์‹œํ–ˆ์œผ๋ฉฐ, 300Wh/kg ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ์…€์€ ๋กœ๋ด‡ ์‘์šฉ ๋ถ„์•ผ์— ์†Œ๋Ÿ‰ ๋‚ฉํ’ˆ์„ ์‹œ์ž‘ํ–ˆ๋‹ค. ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—…์€ ์ƒ๋ฐ˜๊ธฐ ๋งค์ถœ 8์–ต 9,900๋งŒ ์œ„์•ˆ์„ ๊ธฐ๋กํ•˜๋ฉฐ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 66.52% ์ฆ๊ฐ€ํ–ˆ๋‹ค.
59๋ถ„ ์ „
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ์ธ์กฐ ํ‘์—ฐ ํ˜„์žฌ ์•ˆ์ •์ , ๊ฐ€๊ฒฉ ์ธ์ƒ ๋Œ€๊ธฐ ์ค‘, ์ฒœ์—ฐ ํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„] 9์›” 3์ผ ๋‰ด์Šค, ์ด๋ฒˆ ์ฃผ ์ธ์กฐ ํ‘์—ฐ ์Œ๊ทน์žฌ ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ–ˆ๋‹ค.
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SMM Weekly Review: Cobalt prices maintained a slight increase this wee - Shanghai Metals Market (SMM)