Another price rally made profits of steel mills keep move up last week

๊ฒŒ์‹œ๋จ: Apr 16, 2024 15:25
์ถœ์ฒ˜: SMM
With rising prices of iron ore and steel scrap and another round of coke price cuts, steel production costs stabilized last week.

With rising prices of iron ore and steel scrap and another round of coke price cuts, steel production costs stabilized last week. Steel prices rebounded. Therefore, overall profits of steel mills hiked further last week. Looking ahead, iron ore prices will climb. Coke prices will temporarily stabilize after eight rounds of price cuts. There will be stockpiling before the May Day holidays. It is expected that raw material prices will be stronger than steel prices in the short run, leading to expectations of narrowing profits of steel mills in the next two weeks.

๋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
[Brief Comment on Domestic Iron Ore] Iron ore concentrate prices in west Liaoning may edge up slightly
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[Brief Comment on Domestic Iron Ore] Iron ore concentrate prices in west Liaoning may edge up slightly
๋” ๋ณด๊ธฐ
[Brief Comment on Domestic Iron Ore] Iron ore concentrate prices in west Liaoning may edge up slightly
[Brief Comment on Domestic Iron Ore] Iron ore concentrate prices in west Liaoning may edge up slightly
Iron ore concentrate prices in west Liaoning edged up slightly, with 66% grade iron ore concentrates at a dry basis delivered price, tax included, of 700-710 yuan/mt. Currently, ore dressing operations remain largely suspended due to ongoing safety inspections, keeping overall iron ore concentrate supply relatively tight,
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[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
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[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
๋” ๋ณด๊ธฐ
[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
์ตœ๊ทผ ํŒ๊ฐ•์‹œ์ฐฝ๊ฐ•๋ฐ”๋‚˜๋“ ํŒ์žฌ๊ณต์žฅ์˜ ๋ƒ‰์—ฐ ์ž๋™์ฐจ๊ฐ•ํŒ ์ƒ์‚ฐ์—์„œ ํ•ต์‹ฌ์ ์ธ ๋ŒํŒŒ๊ตฌ๊ฐ€ ๋งˆ๋ จ๋˜์—ˆ์œผ๋ฉฐ, ์ž๋™์ฐจ๊ฐ•ํŒ ์ˆ˜์œจ์ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 0.26% ํ–ฅ์ƒ๋˜์–ด ์ œํ’ˆ ํ’ˆ์งˆ์ด ๊ฐ€๋™ ์ด๋ž˜ ์ตœ๊ณ  ์ˆ˜์ค€์— ๋„๋‹ฌํ–ˆ๋‹ค. ์ž๋™์ฐจ๊ฐ•ํŒ์€ ํ•ด๋‹น ๊ณต์žฅ์˜ ์ˆ˜์ต ์„ฑ์žฅ์„ ์œ„ํ•œ ๋Œ€ํ‘œ ์ œํ’ˆ์ด๋‹ค. ์ƒ์‚ฐ๋Šฅ๋ ฅ์ด ๋Œ€ํญ ํ™•๋Œ€๋จ์— ๋”ฐ๋ผ ๋Œ€๋Ÿ‰ยท๊ณ ์† ์ƒ์‚ฐ ์กฐ๊ฑด์€ ์ „ ๊ณต์ •์˜ ์„ค๋น„, ์กฐ์—…, ํ’ˆ์งˆ ๊ด€๋ฆฌ์— ๋” ํฐ ๋„์ „์„ ์ œ๊ธฐํ–ˆ๋‹ค. ์ƒ์‚ฐ ๊ณผ์ •์—์„œ์˜ ๊ฐœ์žฌ๋ฌผ, ๋“ฑ๊ธ‰ ํ•˜๋ฝ, ์ ˆ๋‹จ ์Šคํฌ๋žฉ์œผ๋กœ ์ธํ•œ ์†์‹ค์„ ํ•ด๊ฒฐํ•˜๊ธฐ ์œ„ํ•ด ๊ณต์žฅ์€ ์ œ๊ฐ•, ์—ด๊ฐ„์••์—ฐ, ์‚ฐ์„ธยท๋ƒ‰๊ฐ„์••์—ฐ, ์—ฐ์†์†Œ๋‘”์— ์ด๋ฅด๋Š” ์ „์ฒด ์ƒ์‚ฐ ์ฒด์ธ์— ์ฃผ๋ชฉํ•˜์—ฌ ๊ฒฐํ•จ ์ถ”์ , ๋‹จ๊ณ„๋ณ„ ๊ด€๋ฆฌ, ํ์‡„ ๋ฃจํ”„ ์‹œ์ •์„ ์ˆ˜ํ–‰ํ–ˆ๋‹ค. ๋™์‹œ์— ๊ฐ ๊ณต์ • ๋‹จ๊ณ„์˜ ์ˆ˜์œจ์— ๋Œ€ํ•œ ํŠน๋ณ„ ํ‰๊ฐ€๋ฅผ ์„ธ๋ถ„ํ™”ํ•˜๊ณ , ์••์—ฐ, ์†Œ๋‘”, ํ˜•์ƒ ์ œ์–ด ๋“ฑ ํ•ต์‹ฌ ๊ณต์ •์„ ์ง€์†์ ์œผ๋กœ ์ตœ์ ํ™”ํ–ˆ์œผ๋ฉฐ, ์Šฌ๋ž˜๋ธŒ ์žฅ์ž…๋ถ€ํ„ฐ ์™„์ œํ’ˆ ์ž…๊ณ ๊นŒ์ง€์˜ ์ „ ๊ณผ์ • ๊ด€๋ฆฌ๋ฅผ ์—„๊ฒฉํžˆ ์‹œํ–‰ํ•˜์—ฌ ์ƒ์‚ฐ ๋ณ‘๋ชฉ์„ ํ•˜๋‚˜์”ฉ ํ•ด์†Œํ–ˆ๋‹ค. ์ด๋ฒˆ ์ง€ํ‘œ ๋ŒํŒŒ๋Š” ์ƒ์‚ฐ, ๊ธฐ์ˆ , ์„ค๋น„, ํ’ˆ์งˆ ์ง๋ฌด์˜ ํ˜‘๋ ฅ ๋…ธ๋ ฅ์˜ ๊ฒฐ๊ณผ๋‹ค. ํ˜„์žฅ ๊ธฐ์ˆ  ์ธ๋ ฅ์€ ๊ณต์ • ๋ฐฉ์•ˆ์„ ์ง€์†์ ์œผ๋กœ ์ตœ์ ํ™”ํ–ˆ๊ณ , ์กฐ์—… ์ธ๋ ฅ์€ ํ‘œ์ค€ํ™”๋œ ์ž‘์—…์„ ์—„๊ฒฉํžˆ ์ค€์ˆ˜ํ–ˆ์œผ๋ฉฐ, ํ’ˆ์งˆ ์ธ๋ ฅ์€ ๋Œ€์žฅ ๊ด€๋ฆฌ์™€ ํ’ˆ์งˆ ๋ฌธ์ œ์˜ ํ์‡„ ๋ฃจํ”„ ์ฒ˜๋ฆฌ๋ฅผ ๊ฐœ์„ ํ•˜์—ฌ ์ œํ’ˆ ์†์‹ค์„ ์ „๋ฉด์ ์ด๊ณ  ์—„๊ฒฉํ•˜๊ฒŒ ํ†ต์ œํ–ˆ๋‹ค. ์•ž์œผ๋กœ ๊ณต์žฅ์€ ์ด๋ฒˆ ์บ ํŽ˜์ธ์˜ ์„ฑ๊ณผ๋ฅผ ๊ณ„์† ๊ณต๊ณ ํžˆ ํ•˜๊ณ , ์ง€ํ‘œ ๊ฐœ์„  ์ž ์žฌ๋ ฅ์„ ๋”์šฑ ๋ฐœ๊ตดํ•˜๋ฉฐ, ์ „ ๊ณต์ • ์ƒ์‚ฐ ์†์‹ค์„ ์ •๋ฐ€ํ•˜๊ฒŒ ์‹œ์ •ํ•˜๊ณ , ์ž๋™์ฐจ๊ฐ•ํŒ ์ œํ’ˆ์„ ๋”์šฑ ์ตœ์ ํ™”ํ•˜์—ฌ ์ƒ์‚ฐ๋Šฅ๋ ฅ ๊ทœ๋ชจ์™€ ์ œํ’ˆ ํ’ˆ์งˆ์˜ ๋™์‹œ ํ–ฅ์ƒ์„ ์‹คํ˜„ํ•˜๊ณ , ํŒ๊ฐ• ์ž๋™์ฐจ๊ฐ•ํŒ ๋ธŒ๋žœ๋“œ๋ฅผ ๋น›๋‚ด๋ฉฐ, ๊ธฐ์—…์˜ ํ’ˆ์งˆ ํ–ฅ์ƒ๊ณผ ํšจ์œจ ์ฆ๋Œ€๋ฅผ ๋„์šธ ๊ฒƒ์ด๋‹ค.
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์•ˆ๊ฐ• ๊ด‘์ €์šฐ ์ฒ ๊ฐ•๊ณผ SMS, ๋””์ง€ํ„ธ ํ’ˆ์งˆ ๊ด€๋ฆฌ ๊ฐ•ํ™”๋ฅผ ์œ„ํ•œ QES ํ”„๋กœ์ ํŠธ ์ฐฉ์ˆ˜
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์•ˆ๊ฐ• ๊ด‘์ €์šฐ ์ฒ ๊ฐ•๊ณผ SMS, ๋””์ง€ํ„ธ ํ’ˆ์งˆ ๊ด€๋ฆฌ ๊ฐ•ํ™”๋ฅผ ์œ„ํ•œ QES ํ”„๋กœ์ ํŠธ ์ฐฉ์ˆ˜
๋” ๋ณด๊ธฐ
์•ˆ๊ฐ• ๊ด‘์ €์šฐ ์ฒ ๊ฐ•๊ณผ SMS, ๋””์ง€ํ„ธ ํ’ˆ์งˆ ๊ด€๋ฆฌ ๊ฐ•ํ™”๋ฅผ ์œ„ํ•œ QES ํ”„๋กœ์ ํŠธ ์ฐฉ์ˆ˜
์•ˆ๊ฐ• ๊ด‘์ €์šฐ ์ฒ ๊ฐ•๊ณผ SMS, ๋””์ง€ํ„ธ ํ’ˆ์งˆ ๊ด€๋ฆฌ ๊ฐ•ํ™”๋ฅผ ์œ„ํ•œ QES ํ”„๋กœ์ ํŠธ ์ฐฉ์ˆ˜
8์›” 31์ผ, ์•ˆ๊ฐ• ๊ด‘์ €์šฐ ์ž๋™์ฐจ๊ฐ•ํŒ๊ณผ SMS๋Š” ์ „๊ณต์ • ํ’ˆ์งˆ ์‹คํ–‰ ์‹œ์Šคํ…œ(QES) ํ”„๋กœ์ ํŠธ ์˜จ๋ผ์ธ ์ฐฉ์ˆ˜์‹์„ ๊ฐœ์ตœํ–ˆ์Šต๋‹ˆ๋‹ค. ์–‘์ธก์˜ ํ”„๋กœ์ ํŠธ ๊ด€๋ฆฌ ๋ฐ ๊ธฐ์ˆ  ์‹คํ–‰ ํŒ€์ด ํšŒ์˜์— ์ฐธ์„ํ•˜์—ฌ ํ”„๋กœ์ ํŠธ ๊ตฌ์ถ•์ด ๊ณต์‹์ ์œผ๋กœ ์‹œ์ž‘๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๊ณ ๊ธ‰ ์ž๋™์ฐจ ๊ฐ•ํŒ ์ œํ’ˆ์˜ ํ’ˆ์งˆ ๊ด€๋ฆฌ ์š”๊ตฌ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ํ•œ ์ด๋ฒˆ ํ˜‘๋ ฅ ํ”„๋กœ์ ํŠธ๋Š” ๊ด‘์ €์šฐ๊ฐ•์ฒ ์ด ํ’ˆ์งˆ ๊ด€๋ฆฌ ์‹œ์Šคํ…œ์˜ ์ „๋ฉด์ ์ธ ๋ฐ˜๋ณต ์—…๊ทธ๋ ˆ์ด๋“œ๋ฅผ ์™„๋ฃŒํ•˜๊ณ  ๋”์šฑ ๊ฐ•๋ ฅํ•œ ๋””์ง€ํ„ธ ํ’ˆ์งˆ ๊ด€๋ฆฌ ์—ญ๋Ÿ‰์„ ๊ตฌ์ถ•ํ•˜๋Š” ๋ฐ ๋„์›€์„ ์ค„ ๊ฒƒ์ด๋ฉฐ, ์ด๋Š” ํšŒ์‚ฌ๊ฐ€ ์ง€๋Šฅํ˜• ์ œ์กฐ ๋ฐ ๋””์ง€ํ„ธ ์ „ํ™˜ ๊ฐ€์†ํ™”๋ฅผ ์ถ”์ง„ํ•˜๋Š” ๋ฐ ์žˆ์–ด ์ค‘์š”ํ•œ ์ด์ •ํ‘œ๊ฐ€ ๋  ๊ฒƒ์ž…๋‹ˆ๋‹ค. SMS๊ฐ€ ๊ด‘์ €์šฐ๊ฐ•์ฒ ์— ์ œ๊ณตํ•˜๋Š” QES ํ’ˆ์งˆ ์†”๋ฃจ์…˜์€ ๊ด‘์ €์šฐ๊ฐ•์ฒ ์˜ ๋งž์ถคํ˜• ๋น„์ฆˆ๋‹ˆ์Šค ์š”๊ตฌ์‚ฌํ•ญ์— ๊ธด๋ฐ€ํžˆ ๋ถ€ํ•ฉํ•˜๋ฉฐ, ์ƒ์‚ฐ ๋Šฅ๋ ฅ์˜ ๊ณต์ • ์œ ์—ฐ์„ฑ๊ณผ ์ง€์†์ ์œผ๋กœ ์•ˆ์ •์ ์ธ ์ œํ’ˆ ํ’ˆ์งˆ์ด๋ผ๋Š” ํšŒ์‚ฌ์˜ ์ด์ค‘ ๋ฐœ์ „ ๋ชฉํ‘œ๋ฅผ ํ•ด๊ฒฐํ•˜๊ณ , ๋ฐ์ดํ„ฐ ์ˆ˜์ง‘, ๋ถ„์„, ํ‰๊ฐ€ ๋ฐ ๊ด€๋ฆฌ ์˜์‚ฌ ๊ฒฐ์ •์„ ์•„์šฐ๋ฅด๋Š” ์ „ ์ฒด์ธ ํ์‡„ ๋ฃจํ”„ ํ’ˆ์งˆ ๋ณด์ฆ ์‹œ์Šคํ…œ์„ ๊ตฌ์ถ•ํ•ฉ๋‹ˆ๋‹ค.
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Another price rally made profits of steel mills keep move up last week - Shanghai Metals Market (SMM)