๊ฒŒ์‹œ๋จ: May 15, 2024 09:00
[SMM Early Morning Comments on Zinc: Good Expectations for Domestic Infrastructure in the Near Future, Shanghai Zinc Likely to Remain High and Volatile] Overnight, the London Metal Exchange zinc futures closed with a bearish candlestick. The upper Bollinger Bands provided resistance, while the 5-day moving average offered support. The LME inventory decreased by 450 tons to 250,950 tons, a decline of 0.17%. With a generally positive macroeconomic sentiment, the London zinc futures maintained high volatility. However, the U.S. PPI data rose more than expected, coupled with Powell's hawkish remarks, the market reduced bets on interest rate cuts in the United States. Investors should be alert to a potential pullback in the London zinc futures...

๋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
ACG ๊ฒŒ๋””ํฌํ…ŒํŽ˜ ํ™ฉํ™”๋ฌผ ํ™•์žฅ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ตฌ๋ฆฌยท์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ; 2026๋…„ ๋ง๊นŒ์ง€ ์™„์ „ ์ƒ์‚ฐ ๋ชฉํ‘œ
2์‹œ๊ฐ„ ์ „
ACG ๊ฒŒ๋””ํฌํ…ŒํŽ˜ ํ™ฉํ™”๋ฌผ ํ™•์žฅ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ตฌ๋ฆฌยท์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ; 2026๋…„ ๋ง๊นŒ์ง€ ์™„์ „ ์ƒ์‚ฐ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
ACG ๊ฒŒ๋””ํฌํ…ŒํŽ˜ ํ™ฉํ™”๋ฌผ ํ™•์žฅ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ตฌ๋ฆฌยท์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ; 2026๋…„ ๋ง๊นŒ์ง€ ์™„์ „ ์ƒ์‚ฐ ๋ชฉํ‘œ
ACG ๊ฒŒ๋””ํฌํ…ŒํŽ˜ ํ™ฉํ™”๋ฌผ ํ™•์žฅ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ตฌ๋ฆฌยท์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ; 2026๋…„ ๋ง๊นŒ์ง€ ์™„์ „ ์ƒ์‚ฐ ๋ชฉํ‘œ
ACG Metals๋Š” 9์›” 1์ผ ํŠ€๋ฅดํ‚ค์˜ˆ ์†Œ์žฌ Gediktepe ๊ด‘์‚ฐ์—์„œ 8์›” 31์ผ ์ฒซ ๊ตฌ๋ฆฌ ์ •๊ด‘์„ ์ƒ์‚ฐํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ•˜๋ฉฐ ์ฆ์‚ฐ ๋‹จ๊ณ„์— ๋Œ์ž…ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ํšŒ์‚ฌ๋Š” ์ฒ˜๋ฆฌ๋Ÿ‰์„ ์ ์ง„์ ์œผ๋กœ ๋Š˜๋ฆฌ๊ณ  ํ”Œ๋žœํŠธ ์„ฑ๋Šฅ์„ ์ตœ์ ํ™”ํ•˜์—ฌ 2026๋…„ ๋ง๊นŒ์ง€ ์™„์ „ ๊ฐ€๋™์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค. Gediktepe์˜ ์ •์ƒ ์ƒํƒœ ์—ฐ๊ฐ„ ์ƒ์‚ฐ ๋ชฉํ‘œ๋Š” ๊ตฌ๋ฆฌ ํ™˜์‚ฐ 2๋งŒ~2๋งŒ 5์ฒœ ํ†ค์ด๋‹ค. ์ „์ฒด ๋ฐœํ‘œ๋ฌธ์—๋Š” ํ•ด๋‹น ๊ด‘์‚ฐ์ด 2026๋…„ 8์›” ์ฒซ ์•„์—ฐ ์ •๊ด‘์„ ์ƒ์‚ฐํ–ˆ๋‹ค๋Š” ๋‚ด์šฉ๋„ ํฌํ•จ๋˜์—ˆ์œผ๋‚˜, ๊ตฌ์ฒด์ ์ธ ๋‚ ์งœ์™€ ์ƒ์‚ฐ๋Ÿ‰์€ ๊ณต๊ฐœ๋˜์ง€ ์•Š์•˜๋‹ค. SMM์€ 2026๋…„ ํ•ด๋‹น ๊ด‘์‚ฐ์˜ ์•„์—ฐ ์ •๊ด‘ ๋‚ด ์•„์—ฐ ํ•จ์œ ๋Ÿ‰์„ ์•ฝ 1๋งŒ~1๋งŒ 5์ฒœ ํ†ค์œผ๋กœ ์ถ”์ •ํ–ˆ๋‹ค.
2์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
5์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 2์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 2์ผ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE)์™€ ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE)์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๊ฑฐ๋ž˜ ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
5์‹œ๊ฐ„ ์ „
[SMM ํ”Œ๋ž˜์‹œ] ํญ์šฐ๋กœ ์ €์žฅ์„ฑ ์•„์—ฐ ํ•ฉ๊ธˆ ๊ณต์žฅ ๊ฐ€๋™ ์ค‘๋‹จ, ์žฌ๊ฐœ ์‹œ์  ๋ถˆํˆฌ๋ช…
6์‹œ๊ฐ„ ์ „
[SMM ํ”Œ๋ž˜์‹œ] ํญ์šฐ๋กœ ์ €์žฅ์„ฑ ์•„์—ฐ ํ•ฉ๊ธˆ ๊ณต์žฅ ๊ฐ€๋™ ์ค‘๋‹จ, ์žฌ๊ฐœ ์‹œ์  ๋ถˆํˆฌ๋ช…
๋” ๋ณด๊ธฐ
[SMM ํ”Œ๋ž˜์‹œ] ํญ์šฐ๋กœ ์ €์žฅ์„ฑ ์•„์—ฐ ํ•ฉ๊ธˆ ๊ณต์žฅ ๊ฐ€๋™ ์ค‘๋‹จ, ์žฌ๊ฐœ ์‹œ์  ๋ถˆํˆฌ๋ช…
[SMM ํ”Œ๋ž˜์‹œ] ํญ์šฐ๋กœ ์ €์žฅ์„ฑ ์•„์—ฐ ํ•ฉ๊ธˆ ๊ณต์žฅ ๊ฐ€๋™ ์ค‘๋‹จ, ์žฌ๊ฐœ ์‹œ์  ๋ถˆํˆฌ๋ช…
[SMM ๋‹จ์‹ ] ์ง€์†์ ์ธ ํญ์šฐ๋กœ ์ธํ•ด ์ €์žฅ์„ฑ์˜ ์ผ๋ถ€ ๋‹ค์ด์บ์ŠคํŠธ ์•„์—ฐ ํ•ฉ๊ธˆ ๊ธฐ์—…์ด ์ตœ๊ทผ ์ƒ์‚ฐ์„ ์ค‘๋‹จํ•ด์•ผ ํ–ˆ๋‹ค. ์—ฌ๋Ÿฌ ๊ธฐ์—…์ด ์–ด์ ฏ๋ฐค ๋Šฆ๊ฒŒ ์ƒ์‚ฐ ์ค‘๋‹จ ํ†ต์ง€๋ฅผ ๋ฐ›์•˜์œผ๋ฉฐ, ์ •ํ™•ํ•œ ์žฌ๊ฐœ ์ผ์ •์€ ํ˜„์žฌ๋กœ์„œ๋Š” ๋ถˆ๋ถ„๋ช…ํ•˜๋‹ค.
6์‹œ๊ฐ„ ์ „