Copper Cathode Imports in April Down MoM, Exports Expected to Surge Amid Worsening Price Ratio [SMM Analysis]

๊ฒŒ์‹œ๋จ: May 22, 2024 16:08
According to data from the General Administration of Customs, China imported a total of 1.1906 million mt of refined copper (copper cathode with a copper content >99.9935% and other unwrought copper cathode) from January to April 2024, up 20.44% YoY.

๋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
์‹œ์žฅ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ๊ณต๊ธ‰ ๋ถ€์กฑ, ์žฅ์ค‘ ์˜คํผ ๋ถ€์ง„ [SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
16๋ถ„ ์ „
์‹œ์žฅ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ๊ณต๊ธ‰ ๋ถ€์กฑ, ์žฅ์ค‘ ์˜คํผ ๋ถ€์ง„ [SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋” ๋ณด๊ธฐ
์‹œ์žฅ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ๊ณต๊ธ‰ ๋ถ€์กฑ, ์žฅ์ค‘ ์˜คํผ ๋ถ€์ง„ [SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
์‹œ์žฅ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ๊ณต๊ธ‰ ๋ถ€์กฑ, ์žฅ์ค‘ ์˜คํผ ๋ถ€์ง„ [SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
16๋ถ„ ์ „
์บ๋‚˜๋‹ค, ๋ ˆ๋“œ ํฌ๋ฆฌ์Šค ๋™-๊ธˆ ๊ด‘์‚ฐ ํ™•์žฅ์— 5์–ต ์บ๋‚˜๋‹ค ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์•ฝ์†
2์‹œ๊ฐ„ ์ „
์บ๋‚˜๋‹ค, ๋ ˆ๋“œ ํฌ๋ฆฌ์Šค ๋™-๊ธˆ ๊ด‘์‚ฐ ํ™•์žฅ์— 5์–ต ์บ๋‚˜๋‹ค ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์•ฝ์†
๋” ๋ณด๊ธฐ
์บ๋‚˜๋‹ค, ๋ ˆ๋“œ ํฌ๋ฆฌ์Šค ๋™-๊ธˆ ๊ด‘์‚ฐ ํ™•์žฅ์— 5์–ต ์บ๋‚˜๋‹ค ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์•ฝ์†
์บ๋‚˜๋‹ค, ๋ ˆ๋“œ ํฌ๋ฆฌ์Šค ๋™-๊ธˆ ๊ด‘์‚ฐ ํ™•์žฅ์— 5์–ต ์บ๋‚˜๋‹ค ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์•ฝ์†
์บ๋‚˜๋‹ค ์ •๋ถ€๋Š” ๋ธŒ๋ฆฌํ‹ฐ์‹œ์ปฌ๋Ÿผ๋น„์•„ ์ฃผ์—์„œ ๋‰ด๋ชฌํŠธ์˜ ๋ ˆ๋“œ ํฌ๋ฆฌ์Šค ๋ธ”๋ก ์ผ€์ด๋ธŒ ํ™•์žฅ ํ”„๋กœ์ ํŠธ์— 5์–ต ์บ๋‚˜๋‹ค ๋‹ฌ๋Ÿฌ์˜ ์ง€์›์„ ํ™•์ •ํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ๊ฐ€๋™ ์‹œ ์บ๋‚˜๋‹ค์˜ ์—ฐ๊ฐ„ ๊ตฌ๋ฆฌ ์ƒ์‚ฐ๋Ÿ‰์„ 15% ์ด์ƒ ๋Š˜๋ฆฌ๊ณ  ์˜จ์‹ค๊ฐ€์Šค ๋ฐฐ์ถœ๋Ÿ‰์„ 70% ์ด์ƒ ์ ˆ๊ฐํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ์ตœ๊ทผ ๊ทœ์ œ ์Šน์ธ์œผ๋กœ ๋…ธ์ฒœ ์ฑ„๊ตด์—์„œ ์ง€ํ•˜ ๋ธ”๋ก ์ผ€์ด๋ธŒ ์ฑ„๊ตด๋กœ์˜ ์ „ํ™˜์ด ๊ฐ€๋Šฅํ•ด์กŒ๋‹ค.
2์‹œ๊ฐ„ ์ „
KGHM, 85์–ต 5,000๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ๊ณ„ํš ๋ฐœํ‘œ
2์‹œ๊ฐ„ ์ „
KGHM, 85์–ต 5,000๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ๊ณ„ํš ๋ฐœํ‘œ
๋” ๋ณด๊ธฐ
KGHM, 85์–ต 5,000๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ๊ณ„ํš ๋ฐœํ‘œ
KGHM, 85์–ต 5,000๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ๊ณ„ํš ๋ฐœํ‘œ
KGHM์€ 'Strategy 2055+' ๊ณ„ํš์„ ๋ฐœํ‘œํ•˜๋ฉฐ 2030๋…„๊นŒ์ง€ 320์–ต ์ฆˆ์›Œํ‹ฐ(์•ฝ 85์–ต 5์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ) ์ด์ƒ์˜ ํˆฌ์ž๋ฅผ ์•ฝ์†ํ–ˆ๋‹ค. ํšŒ์‚ฌ๋Š” 2026๋…„๋ถ€ํ„ฐ 2030๋…„๊นŒ์ง€ ์—ฐํ‰๊ท  ์ง€๊ธ‰ ๋™ ์ƒ์‚ฐ๋Ÿ‰ 73๋งŒ ํ†ค์„ ๋ชฉํ‘œ๋กœ, 'KGHM 2.0'์ด๋ผ๋Š” ์ƒˆ๋กœ์šด ํด๋ž€๋“œ ๊ด‘์‚ฐ ๊ฑด์„ค์„ ๊ณ„ํšํ•˜๊ณ  ์žˆ๋‹ค.
2์‹œ๊ฐ„ ์ „
According to data from the General Administration of Customs, China im - Shanghai Metals Market (SMM)