Basic metals are generally rising, lithium carbonate hit a three-month high and then weakened, and the black metal sector is all trading lower.

๊ฒŒ์‹œ๋จ: Mar 4, 2024 23:19
์ถœ์ฒ˜: SMM
Overall, in the domestic market, basic metals such as aluminum oxide and nickel fell, while other metals showed slight increases. LME metals fluctuated, with aluminum, nickel, and tin falling, and other metals rising slightly. Lithium carbonate fell after reaching a new high, while industrial silicon rose. The black metal sector closed lower, with coke, stainless steel, and coal falling, and gold and silver in Shanghai rose.
In terms of spot and fundamentals, stainless steel prices rose due to high opening of steel mill prices, but with weak consumption demand and increased production, market confidence is low. For lithium carbonate, limited supply and rising prices for scattered orders are reported.

๋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
ํšŒ์‚ฌ, ์—ฐ๊ฐ„ 3๋งŒ ํ†ค ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ 1์–ต 3,500๋งŒ ์œ„์•ˆ ํ”„๋กœ์ ํŠธ ์ถœ๋ฒ”
9์‹œ๊ฐ„ ์ „
ํšŒ์‚ฌ, ์—ฐ๊ฐ„ 3๋งŒ ํ†ค ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ 1์–ต 3,500๋งŒ ์œ„์•ˆ ํ”„๋กœ์ ํŠธ ์ถœ๋ฒ”
๋” ๋ณด๊ธฐ
ํšŒ์‚ฌ, ์—ฐ๊ฐ„ 3๋งŒ ํ†ค ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ 1์–ต 3,500๋งŒ ์œ„์•ˆ ํ”„๋กœ์ ํŠธ ์ถœ๋ฒ”
ํšŒ์‚ฌ, ์—ฐ๊ฐ„ 3๋งŒ ํ†ค ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ 1์–ต 3,500๋งŒ ์œ„์•ˆ ํ”„๋กœ์ ํŠธ ์ถœ๋ฒ”
์ตœ๊ทผ, ๋‹น์‚ฌ๊ฐ€ ํˆฌ์žํ•œ ์—ฐ๊ฐ„ 3๋งŒ ํ†ค ๊ทœ๋ชจ์˜ ํ๋ฐฐํ„ฐ๋ฆฌ ์ข…ํ•ฉ ์žฌํ™œ์šฉ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ฐฝ์žฅ ์ฒญ์ •์—๋„ˆ์ง€ ์ฒจ๋‹จ์‚ฐ์—…๋‹จ์ง€ ์ˆœํ™˜๊ฒฝ์ œ ์‹œ๋ฒ”๊ตฌ์—์„œ ์ฐฉ๊ณต๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๊ณต๊ฐœ ์ •๋ณด์— ๋”ฐ๋ฅด๋ฉด, ์ด ํ”„๋กœ์ ํŠธ์˜ ์ด ํˆฌ์ž์•ก์€ 1์–ต 3,500๋งŒ ์œ„์•ˆ์ด๋ฉฐ, ๋ถ€์ง€ ๋ฉด์ ์€ ์•ฝ 30๋ฌด๋กœ, ์ƒ๊ธฐ ์‚ฐ์—…๋‹จ์ง€์— ์œ„์น˜ํ•˜๋ฉฐ, ๋‘ ๋‹จ๊ณ„๋กœ ๋‚˜๋ˆ„์–ด ๊ฑด์„ค๋ฉ๋‹ˆ๋‹ค. ์™„๊ณต ํ›„์—๋Š” ์—ฐ๊ฐ„ 3๋งŒ ํ†ค์˜ ํ๋ฆฌํŠฌ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์…€์„ ์ฒ˜๋ฆฌํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ์ข…ํ•ฉ ์žฌํ™œ์šฉ ๋ฐฐํ„ฐ๋ฆฌ, ๊ตฌ๋ฆฌ ๊ณผ๋ฆฝ, ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ณผ๋ฆฝ, ๋ฐฐํ„ฐ๋ฆฌ ์ผ€์ด์‹ฑ, ๋ฆฌํŠฌ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ๋ธ”๋ž™ ๋งค์Šค ๋“ฑ ๊ณ ๋ถ€๊ฐ€๊ฐ€์น˜ ์žฌํ™œ์šฉ ์ œํ’ˆ์„ ์•ˆ์ •์ ์œผ๋กœ ์ƒ์‚ฐํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋ฉ๋‹ˆ๋‹ค.
9์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ๋ฆฐ๊ฐ• 5์–ต ๋‹ฌ๋Ÿฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ๊ณต์žฅ, ํ™˜๊ฒฝ์˜ํ–ฅํ‰๊ฐ€ ์Šน์ธ ์‹ ์ฒญ
9์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ๋ฆฐ๊ฐ• 5์–ต ๋‹ฌ๋Ÿฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ๊ณต์žฅ, ํ™˜๊ฒฝ์˜ํ–ฅํ‰๊ฐ€ ์Šน์ธ ์‹ ์ฒญ
๋” ๋ณด๊ธฐ
์ค‘๊ตญ ๋ฆฐ๊ฐ• 5์–ต ๋‹ฌ๋Ÿฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ๊ณต์žฅ, ํ™˜๊ฒฝ์˜ํ–ฅํ‰๊ฐ€ ์Šน์ธ ์‹ ์ฒญ
์ค‘๊ตญ ๋ฆฐ๊ฐ• 5์–ต ๋‹ฌ๋Ÿฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ๊ณต์žฅ, ํ™˜๊ฒฝ์˜ํ–ฅํ‰๊ฐ€ ์Šน์ธ ์‹ ์ฒญ
์ตœ๊ทผ, ๊ด€๋ฆฌ์œ„์›ํšŒ์™€ ์ง€๋ฐฉ์ •๋ถ€๋Š” ์‹ ์—๋„ˆ์ง€ ์ฐจ๋Ÿ‰ ๋™๋ ฅ ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ๊ฐ€๊ณต, ๋ฐฐํ„ฐ๋ฆฌ ์บ์Šค์ผ€์ด๋“œ ์ด์šฉ ๋ฐ ์ž์›์„ผํ„ฐ ํ”„๋กœ์ ํŠธ(์žฌ์ œ์ถœ)์˜ ํ™˜๊ฒฝ์˜ํ–ฅํ‰๊ฐ€ ๋ณด๊ณ ์„œ ์Šน์ธ ์˜ˆ์ • ๊ณต๊ณ ๋ฅผ ๋ฐœํ‘œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ์ด 5์–ต ์œ„์•ˆ์ด ํˆฌ์ž๋˜๋ฉฐ, ๋ฆฐ๊ฐ•๊ฒฝ์ œ๊ธฐ์ˆ ๊ฐœ๋ฐœ๊ตฌ์— ์œ„์น˜ํ•ฉ๋‹ˆ๋‹ค. ํ•ด์ฒด ๋ฐ ์บ์Šค์ผ€์ด๋“œ ์ด์šฉ ์ƒ์‚ฐ๋ผ์ธ 1๊ฐœ, ๋ธ”๋ž™ ๋งค์Šค(์ „์ง€ ๋ถ„์‡„) ์ƒ์‚ฐ๋ผ์ธ 1๊ฐœ, ํƒ„์‚ฐ๋ฆฌํŠฌ ์ƒ์‚ฐ๋ผ์ธ 1๊ฐœ๋กœ ๊ตฌ์„ฑ๋ฉ๋‹ˆ๋‹ค. ์™„๊ณต ํ›„ 1๋‹จ๊ณ„ ์—ฐ๊ฐ„ ๋™๋ ฅ ๋ฆฌํŠฌ์ด์˜จ๋ฐฐํ„ฐ๋ฆฌ ํŒฉ ํ•ด์ฒด ๋Šฅ๋ ฅ 6๋งŒ ํ†ค(์ „์ง€ ๋ถ„์‡„ 2๋งŒ ํ†ค ๋ฐ ์ „์ง€ ์บ์Šค์ผ€์ด๋“œ ์ด์šฉ 1๋งŒ ํ†ค ํฌํ•จ), 2๋‹จ๊ณ„ ์—ฐ๊ฐ„ ํƒ„์‚ฐ๋ฆฌํŠฌ ์ƒ์‚ฐ๋Ÿ‰ 3,973ํ†ค์„ ๋‹ฌ์„ฑํ•ฉ๋‹ˆ๋‹ค.
9์‹œ๊ฐ„ ์ „
5๋งŒ ํ†ค ๊ทœ๋ชจ LIB ์žฌํ™œ์šฉ ์–‘๊ทน ํ”„๋กœ์ ํŠธ, ์ง•๋จผ์—์„œ ๊ฐ€๋™โ€ฆ ์—ฐ๊ฐ„ 3.5์–ต ์œ„์•ˆ ์ƒ์‚ฐ ๋ชฉํ‘œ
9์‹œ๊ฐ„ ์ „
5๋งŒ ํ†ค ๊ทœ๋ชจ LIB ์žฌํ™œ์šฉ ์–‘๊ทน ํ”„๋กœ์ ํŠธ, ์ง•๋จผ์—์„œ ๊ฐ€๋™โ€ฆ ์—ฐ๊ฐ„ 3.5์–ต ์œ„์•ˆ ์ƒ์‚ฐ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
5๋งŒ ํ†ค ๊ทœ๋ชจ LIB ์žฌํ™œ์šฉ ์–‘๊ทน ํ”„๋กœ์ ํŠธ, ์ง•๋จผ์—์„œ ๊ฐ€๋™โ€ฆ ์—ฐ๊ฐ„ 3.5์–ต ์œ„์•ˆ ์ƒ์‚ฐ ๋ชฉํ‘œ
5๋งŒ ํ†ค ๊ทœ๋ชจ LIB ์žฌํ™œ์šฉ ์–‘๊ทน ํ”„๋กœ์ ํŠธ, ์ง•๋จผ์—์„œ ๊ฐ€๋™โ€ฆ ์—ฐ๊ฐ„ 3.5์–ต ์œ„์•ˆ ์ƒ์‚ฐ ๋ชฉํ‘œ
์ตœ๊ทผ, ์—ฐ๊ฐ„ 5๋งŒ ํ†ค ๊ทœ๋ชจ์˜ LIB ์žฌํ™œ์šฉ ์Œ๊ทน์žฌ ํ”„๋กœ์ ํŠธ๊ฐ€ ๊ณต์‹ ๊ฐ€๋™์— ๋“ค์–ด๊ฐ”๋‹ค. ๊ณต๊ฐœ ์ •๋ณด์— ๋”ฐ๋ฅด๋ฉด, ์ด ํ”„๋กœ์ ํŠธ๋Š” ์ด ํˆฌ์ž์•ก 10.6์–ต ์œ„์•ˆ์œผ๋กœ, ์ง•๋จผ ๋™๋ฐ”์˜ค ์‚ฐ์—…๋‹จ์ง€์— ์œ„์น˜ํ•ด ์žˆ๋‹ค. ๊ณ ์„ฑ๋Šฅ ๋‹ค์ข… ํ‘์—ฐ ์Œ๊ทน์žฌ ์žฌํ™œ์šฉ ๋ฐ ์žฌ์ฒ˜๋ฆฌ ์ƒ์‚ฐ ๋ผ์ธ์œผ๋กœ ๊ตฌ์„ฑ๋˜๋ฉฐ, ํ์ „๊ทนํŒ ๋ถ„์‡„, ์„ฑํ˜•ยท๋ถ„๊ธ‰, ์‚ฐ์„ธ์ฒ™ยท์ •์ œ, ์ €์˜จ ํƒ„ํ™”, ๊ณ ์˜จ ์ฝ”ํŒ…, ํ˜ผํ•ฉยท์„ ๋ณ„ ๋“ฑ ์ „ ๊ณต์ •์„ ํฌํ•จํ•œ๋‹ค. ์ตœ๋Œ€ ์ƒ์‚ฐ ๋Šฅ๋ ฅ ๋„๋‹ฌ ์‹œ, ์—ฐ๊ฐ„ 5๋งŒ ํ†ค์˜ ์žฌํ™œ์šฉ ํ‘์—ฐ ์Œ๊ทน์žฌ๋ฅผ ์ƒ์‚ฐํ•˜๋ฉฐ, ์—ฐ๊ฐ„ ์˜ˆ์ƒ ์ƒ์‚ฐ์•ก์€ 3.5์–ต ์œ„์•ˆ์— ๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
9์‹œ๊ฐ„ ์ „
Overall, in the domestic market, basic metals such as aluminum oxide a - Shanghai Metals Market (SMM)