Inner Mongolia Sinocarbon signs 30,000 tons annual procurement contract for negative electrodes with Hefei Guoxuan High-Tech

๊ฒŒ์‹œ๋จ: Feb 6, 2024 18:34

Inner Mongolia Sinocarbon and Hefei Guoxuan High-Tech sign 30,000 tons annual procurement contract for negative electrodes

Guolian Technology announced on the evening of February 5th that its subsidiary, Inner Mongolia Sinocarbon, has signed an "Annual Procurement Contract" with Hefei Guoxuan High-Tech Power Energy Co., Ltd. In order to ensure the product demand of Guoxuan High-Tech, Sinocarbon will deliver graphite products to them according to the supply plan specified in the contract in 2024, with an estimated total delivery volume of about 30,000 tons in 2024. Sinocarbon New Materials currently has two major production bases in Hohhot, Inner Mongolia and Suizhou, Hubei, with existing capacity of 24,000 tons, and an additional capacity of 100,000 tons under construction.

๋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
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
2์‹œ๊ฐ„ ์ „
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
๋” ๋ณด๊ธฐ
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
์—์ฝ”๋ผ ๋กœ์—ดํ‹ฐ์Šค๊ฐ€ 9์›” 2์ผ ๋ฐœํ‘œํ•œ 2026๋…„ ์ค‘๊ฐ„ ์‹ค์ ์— ๋”ฐ๋ฅด๋ฉด, ํšŒ์‚ฌ๋Š” ์˜ฌํ•ด ์ƒ๋ฐ˜๊ธฐ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์ฝ”๋ฐœํŠธ ์ŠคํŠธ๋ฆผ์„ ํ†ตํ•ด 266ํ†ค์˜ ์ฝ”๋ฐœํŠธ๋ฅผ ์ˆ˜์ทจํ–ˆ๋‹ค. ์ด๋Š” 2025๋…„ ๊ฐ™์€ ๊ธฐ๊ฐ„์˜ 140ํ†ค ๋Œ€๋น„ ์•ฝ 90% ์ฆ๊ฐ€ํ•œ ์ˆ˜์น˜๋‹ค. ์—์ฝ”๋ผ๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด์˜ ์ง€ํ•˜ ์ฑ„๊ตด ์ž‘์—… ์ฆ์‚ฐ์ด ํ˜„์žฌ ์‹ค์งˆ์ ์œผ๋กœ ์™„๋ฃŒ๋˜์—ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ฝ”๋ฐœํŠธ ๋ฌผ๋Ÿ‰ ์ฆ๊ฐ€์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ์— ํž˜์ž…์–ด, ์ŠคํŠธ๋ฆผ ๋น„์šฉ ์ฐจ๊ฐ ํ›„ ํ”„๋กœ์ ํŠธ ํฌํŠธํด๋ฆฌ์˜ค ๊ธฐ์—ฌ๋„๋Š” ์ƒ๋ฐ˜๊ธฐ์— 1,350๋งŒ ๋‹ฌ๋Ÿฌ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 230% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ํ‰๊ท  ์‹คํ˜„ ์ฝ”๋ฐœํŠธ ๊ฐ€๊ฒฉ์€ ์ „๋…„ ๋™๊ธฐ ํŒŒ์šด๋“œ๋‹น 16.5๋‹ฌ๋Ÿฌ์—์„œ 28.4๋‹ฌ๋Ÿฌ๋กœ ์ƒ์Šนํ–ˆ๋‹ค. ํ•œํŽธ, ๋ฒ ์ผ ๋ฒ ์ด์Šค ๋ฉ”ํƒˆ์Šค๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ์—ฐ๊ฐ„ ์•ฝ 280๋งŒ ํ†ค์—์„œ 380๋งŒ ํ†ค์œผ๋กœ ํ™•์žฅํ•˜๋Š” ๋ฐฉ์•ˆ์„ ๊ฒ€ํ†  ์ค‘์ด๋‹ค. ๊ด€๋ จ ์˜ˆ๋น„ ํƒ€๋‹น์„ฑ ์กฐ์‚ฌ๊ฐ€ ์ง„ํ–‰ ์ค‘์ด๋ฉฐ, ์ตœ์ข… ํˆฌ์ž ๊ฒฐ์ •์€ 2028๋…„๊ฒฝ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค. ๋˜ํ•œ ์ด ํ”„๋กœ์ ํŠธ๋Š” 2026๋…„์— ์ง€ํ•˜ ๋ฐ ์ง€ํ‘œ ์‹œ์ถ”๋ฅผ ๊ณ„ํšํ•˜์—ฌ ๊ด‘์‚ฐ ๊ณ„ํš์„ ์ตœ์ ํ™”ํ•˜๊ณ , ์ž์› ํ™•์žฅ์„ ์ง€์›ํ•˜๋ฉฐ, ๊ด‘์‚ฐ ์ˆ˜๋ช…์„ ์—ฐ์žฅํ•  ๊ฐ€๋Šฅ์„ฑ์„ ๋ชจ์ƒ‰ํ•˜๊ณ  ์žˆ๋‹ค. ์—์ฝ”๋ผ๋Š” ๋˜ํ•œ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 3๋ถ„๊ธฐ์—, ๋กฑ ํ•˜๋ฒ„ ์ •๋ จ์†Œ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 4๋ถ„๊ธฐ์— ์˜ˆ์ •๋˜์–ด ์žˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
2์‹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‰]
4์‹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‰]
4์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
18์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
์˜ค๋Š˜ SMM ์ „์ง€๊ธ‰ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝํ–ˆ๋‹ค. ํƒ„์‚ฐ๋ฆฌํŠฌ 2701 ๊ณ„์•ฝ์€ ์˜ค๋Š˜ 157,000์œ„์•ˆ/ํ†ค์— ๋‚ฎ๊ฒŒ ๊ฐœ์žฅํ•œ ํ›„ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์˜ค์ „ ์žฅ์ค‘ 156,000~157,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์˜€์œผ๋ฉฐ, ์žฅ์ค‘ ๊ณ ์ ์€ 157,800์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ •์˜ค ๋ฌด๋ ต 153,200์œ„์•ˆ/ํ†ค๊นŒ์ง€ ๊ธ‰๋ฝํ•˜๋ฉฐ ์žฅ์ค‘ ์‹ ์ €๊ฐ€๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ •์˜ค ์ „ํ›„๋กœ 154,000~156,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ๋“ฑ๋ฝ์„ ๋ฐ˜๋ณตํ–ˆ๋‹ค. ์˜คํ›„ ์žฅ์—์„œ๋Š” ๋งค์ˆ˜ ์„ธ๋ ฅ์ด ์ผ์‹œ์ ์œผ๋กœ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด์˜ฌ๋ ธ์œผ๋‚˜ ํ‰๊ท  ๊ฐ€๊ฒฉ์„ ์„ ๋ŒํŒŒํ•˜์ง€ ๋ชปํ–ˆ๋‹ค. ์žฅ ํ›„๋ฐ˜ ๋‹ค์‹œ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ฒฐ๊ตญ 3.2% ํ•˜๋ฝํ•œ 154,800์œ„์•ˆ/ํ†ค์— ๋งˆ๊ฐํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 9,123๊ณ„์•ฝ ๊ฐ์†Œํ–ˆ๋‹ค. ํ˜„๋ฌผ ์‹œ์žฅ์—์„œ๋Š” ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์ด ํ•„์š”์— ๋”ฐ๋ผ ์ €๊ฐ€ ๋งค์ˆ˜์— ๋‚˜์„ฐ๋‹ค. 155,000์œ„์•ˆ/ํ†ค ์ดํ•˜์—์„œ๋Š” ํ•˜๋ฅ˜์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ๋งค์ˆ˜ ์˜ํ–ฅ์ด ๊ณ„์† ํšŒ๋ณต๋˜์—ˆ๋‹ค. ๊ณต๊ธ‰ ์ธก๋ฉด์—์„œ๋Š” ๊ฐ€๊ฒฉ์ด ํ•˜๋ฝํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํŒ๋งค ์˜ํ–ฅ์ด ์—ฌ์ „ํžˆ ์•ฝํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๋ฆฌํŠฌ ํ™”ํ•™ ๊ณต์žฅ์€ ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•˜๋ฉฐ ํŒ๋งค๋ฅผ ๋ณด๋ฅ˜ํ–ˆ๋‹ค. ์ „๋ฐ˜์ ์œผ๋กœ ์‹œ์žฅ ๋ฌธ์˜์™€ ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ๋น„๊ต์  ํ™œ๋ฐœํ–ˆ๋‹ค.
18์‹œ๊ฐ„ ์ „
Inner Mongolia Sinocarbon and Hefei Guoxuan High-Tech sign 30,000 tons - Shanghai Metals Market (SMM)