๊ฒŒ์‹œ๋จ: Jun 25, 2024 17:45
ใ€SMM Flash Newsใ€‘ The market atmosphere turned weak in the afternoon, and copper prices closed down slightly. Shanghai copper contract 2408 of Shanghai Futures Exchange closed at 78,670 yuan/ton. If calculated based on BC copper contract 2408 at 69,890 yuan/ton, the tax-after price is approximately 78,976 yuan/ton. The price difference between Shanghai copper contract 2408 and BC copper contract 2408 is -306 yuan/ton, maintaining an inverted position and narrowing compared with the previous trading day.

๋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„ ์ „
[ SMM ๋ถ„์„ ] 19๊ฐœ ๊ตฌ๋ฆฌ ์ œ๋ จ์†Œ์˜ 2026๋…„ ๋ฐ˜๊ธฐ ๋ณด๊ณ ์„œ ํ•œ๋ˆˆ์— ๋ณด๊ธฐ
3์‹œ๊ฐ„ ์ „
[ SMM ๋ถ„์„ ] 19๊ฐœ ๊ตฌ๋ฆฌ ์ œ๋ จ์†Œ์˜ 2026๋…„ ๋ฐ˜๊ธฐ ๋ณด๊ณ ์„œ ํ•œ๋ˆˆ์— ๋ณด๊ธฐ
๋” ๋ณด๊ธฐ
[ SMM ๋ถ„์„ ] 19๊ฐœ ๊ตฌ๋ฆฌ ์ œ๋ จ์†Œ์˜ 2026๋…„ ๋ฐ˜๊ธฐ ๋ณด๊ณ ์„œ ํ•œ๋ˆˆ์— ๋ณด๊ธฐ
[ SMM ๋ถ„์„ ] 19๊ฐœ ๊ตฌ๋ฆฌ ์ œ๋ จ์†Œ์˜ 2026๋…„ ๋ฐ˜๊ธฐ ๋ณด๊ณ ์„œ ํ•œ๋ˆˆ์— ๋ณด๊ธฐ
3์‹œ๊ฐ„ ์ „
MMG, ๋ณด์ธ ์™€๋‚˜ ์ฝ”์—๋งˆ์นด์šฐ ํ™•์žฅ ์ง€์› ์œ„ํ•ด 6,400๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์žฅ๋น„ ์ฃผ๋ฌธ
5์‹œ๊ฐ„ ์ „
MMG, ๋ณด์ธ ์™€๋‚˜ ์ฝ”์—๋งˆ์นด์šฐ ํ™•์žฅ ์ง€์› ์œ„ํ•ด 6,400๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์žฅ๋น„ ์ฃผ๋ฌธ
๋” ๋ณด๊ธฐ
MMG, ๋ณด์ธ ์™€๋‚˜ ์ฝ”์—๋งˆ์นด์šฐ ํ™•์žฅ ์ง€์› ์œ„ํ•ด 6,400๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์žฅ๋น„ ์ฃผ๋ฌธ
MMG, ๋ณด์ธ ์™€๋‚˜ ์ฝ”์—๋งˆ์นด์šฐ ํ™•์žฅ ์ง€์› ์œ„ํ•ด 6,400๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์žฅ๋น„ ์ฃผ๋ฌธ
์—ํ”ผ๋ก์ด MMG ๋ฆฌ๋ฏธํ‹ฐ๋“œ์™€ ๊ด‘์‚ฐ ๊ณ„์•ฝ์—…์ฒด์ธ ์ฐจ์ด๋‚˜ ํ™”์˜ˆ, 23MCC๋กœ๋ถ€ํ„ฐ ๋ณด์ธ ์™€๋‚˜ ์ฝ”์—๋งˆ์นด์šฐ ๊ตฌ๋ฆฌ ๊ด‘์‚ฐ ํ™•์žฅ์„ ์ง€์›ํ•˜๊ธฐ ์œ„ํ•œ ์ง€ํ•˜ ์ฑ„๊ตด ์žฅ๋น„ ์ฃผ๋ฌธ์„ ์•ฝ 6์–ต 1์ฒœ๋งŒ ํฌ๋กœ๋‚˜(6,400๋งŒ ๋‹ฌ๋Ÿฌ) ๊ทœ๋ชจ๋กœ ์ˆ˜์ฃผํ–ˆ๋‹ค. ์ด๋ฒˆ ์ฃผ๋ฌธ์—๋Š” ๊ฐฑ๋„ ๊ตด์ฐฉ ๋“œ๋ฆด, ์ƒ์‚ฐ ๋“œ๋ฆด, ์ผ€์ด๋ธ” ๋ณผํŒ… ์žฅ๋น„, ๋กœ๋”, ์ง€ํ•˜ ๊ด‘์‚ฐ ํŠธ๋Ÿญ๊ณผ ํ•จ๊ป˜ ์›๊ฒฉ ์ œ์–ด ์‹œ์Šคํ…œ, ์˜ˆ๋น„ ๋ถ€ํ’ˆ, ๊ต์œก, ํ˜„์žฅ ๊ธฐ์ˆ  ์ง€์›์ด ํฌํ•จ๋œ๋‹ค. ์ด ์žฅ๋น„๋Š” MMG๊ฐ€ ์ง„ํ–‰ ์ค‘์ธ ์ฝ”์—๋งˆ์นด์šฐ ํ™•์žฅ์„ ์ง€์›ํ•  ์˜ˆ์ •์ด๋ฉฐ, ์ด๋ฅผ ํ†ตํ•ด ์ •๊ด‘ ๋‚ด ๊ตฌ๋ฆฌ ๊ธˆ์† ์—ฐ๊ฐ„ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ์•ฝ 6๋งŒ ํ†ค์—์„œ 13๋งŒ ํ†ค์œผ๋กœ ๋Š˜๋ฆฌ๋Š” ๊ฒƒ์ด ๋ชฉํ‘œ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ์—๋Š” ์—ฐ์‚ฐ 450๋งŒ ํ†ค ๊ทœ๋ชจ์˜ ์ƒˆ๋กœ์šด ์ฒ˜๋ฆฌ ๊ณต์žฅ ๊ฑด์„ค์ด ํฌํ•จ๋˜์–ด ์ด ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ 800๋งŒ ํ†ค ์ด์ƒ์œผ๋กœ ๋Œ์–ด์˜ฌ๋ฆฌ๊ฒŒ ๋˜๋ฉฐ, Zone 5 North, Mango, Zeta North-East ๊ฐœ๋ฐœ๋„ ํ•จ๊ป˜ ์ง„ํ–‰๋œ๋‹ค. ํ™•์žฅ ํ”„๋กœ์ ํŠธ์˜ ์ฒซ ๊ตฌ๋ฆฌ ์ •๊ด‘ ์ƒ์‚ฐ์€ 2028๋…„ ์ƒ๋ฐ˜๊ธฐ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ์—ํ”ผ๋ก์€ ์ƒˆ๋กœ์šด ์ง€ํ•˜ ์žฅ๋น„์˜ ์ธ๋„๊ฐ€ 2026๋…„ 4๋ถ„๊ธฐ์— ์‹œ์ž‘๋˜์–ด 2028๋…„ 2๋ถ„๊ธฐ๊นŒ์ง€ ์™„๋ฃŒ๋  ์˜ˆ์ •์ด๋ฉฐ, ์ด๋Š” ํ™•์žฅ ์ผ์ •๊ณผ ๋Œ€์ฒด๋กœ ์ผ์น˜ํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ฃผ๋ฌธ๋œ ์žฅ๋น„์—๋Š” ๋ถ€๋จธ ๊ฐฑ๋„ ๊ตด์ฐฉ ๋“œ๋ฆด, ์‹ฌ๋ฐ” ์ƒ์‚ฐ ๋“œ๋ฆด, ์ผ€์ด๋ธ”ํ… ์ผ€์ด๋ธ” ๋ณผํŒ… ์žฅ๋น„, ์Šค์ฟฑํŠธ๋žจ ๋กœ๋”, ๋งˆ์ธํŠธ๋Ÿญ ์ง€ํ•˜ ํŠธ๋Ÿญ์ด ํฌํ•จ๋˜๋ฉฐ, ์ผ๋ถ€ ์žฅ๋น„๋Š” ์ž๋™ํ™” ๋ฐ ์›๊ฒฉ ์ œ์–ด ์šด์ „์ด ๊ฐ€๋Šฅํ•˜๋„๋ก ๊ตฌ์„ฑ๋œ๋‹ค. ์ด๋ฒˆ ์žฅ๋น„ ์ฃผ๋ฌธ์€ ์ด๋ฏธ ์Šน์ธ๋œ ์ฝ”์—๋งˆ์นด์šฐ ํ™•์žฅ์˜ ๋˜ ๋‹ค๋ฅธ ์‹คํ–‰ ์ด์ •ํ‘œ๋กœ, ์ƒˆ๋กœ์šด ์ƒ์‚ฐ ๋ชฉํ‘œ๊ฐ€ ์•„๋‹ˆ๋‹ค. ์กฐ๋‹ฌ์ด ์ง„ํ–‰๋˜๊ณ  ์žฅ๋น„ ์ธ๋„๊ฐ€ 2028๋…„ 2๋ถ„๊ธฐ๊นŒ์ง€ ์˜ˆ์ •๋œ ๊ฐ€์šด๋ฐ, ํ”„๋กœ์ ํŠธ๋Š” MMG๊ฐ€ ๊ณ„ํšํ•œ ์ •๊ด‘ ๋‚ด ๊ตฌ๋ฆฌ ์ƒ์‚ฐ ๋Šฅ๋ ฅ ์—ฐ๊ฐ„ 13๋งŒ ํ†ค ๋‹ฌ์„ฑ์„ ํ–ฅํ•ด ๊ณ„์† ์ง„์ „๋˜๊ณ  ์žˆ๋‹ค. ์ด๋ฒˆ ํ™•์žฅ์€ ๋ณด์ธ ์™€๋‚˜ ์นผ๋ผํ•˜๋ฆฌ ๊ตฌ๋ฆฌ ๋ฒจํŠธ์—์„œ ์ฝ”์—๋งˆ์นด์šฐ์˜ ๊ตฌ๋ฆฌ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ๋Œ€ํญ ํ™•๋Œ€ํ•˜๋ ค๋Š” ๊ณ„ํš์„ ์˜๋ฏธํ•œ๋‹ค.
5์‹œ๊ฐ„ ์ „
ใ€SMM Flash Newsใ€‘ The market atmosphere turned weak in the afternoon, a - Shanghai Metals Market (SMM)