Prebaked Carbon Anode Costs Decline, Industry Profitability Remains Unfavorable in China

๊ฒŒ์‹œ๋จ: Aug 16, 2024 18:56
According to SMM calculations, as of August 15, the cost of prebaked carbon anodes in China was approximately RMB 3,754 per ton, a decrease of 0.9% from last Thursday, while the average immediate profit for enterprises was -RMB 25 per ton. At present, the overall profitability of the prebaked carbon anode industry is not optimistic, with most enterprises barely breaking even and some even facing slight losses.

๋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
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
38๋ถ„ ์ „
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
38๋ถ„ ์ „
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
40๋ถ„ ์ „
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
40๋ถ„ ์ „
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
57๋ถ„ ์ „
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ADC12 ๊ฐ€๊ฒฉ ์—ฐ์ผ ์ƒ์Šน, ์ˆ˜์ต์„ฑ ๊ฐœ์„  ๋ฐ ์ˆ˜์š” ํšŒ๋ณต ์กฐ์ง] ์ด๋ฒˆ ์ฃผ ADC12 ์‹œ์žฅ ๊ฐ€๊ฒฉ์€ ์ƒ์Šน์„ธ๋ฅผ ์ด์–ด๊ฐ”๋‹ค. ๋ชฉ์š”์ผ ๊ธฐ์ค€ ์ฃผ๊ฐ„ ๋ˆ„์  350์œ„์•ˆ/ํ†ค ์ƒ์Šนํ•œ 24,300์œ„์•ˆ/ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค. ๋น„์šฉ ์ธก๋ฉด์—์„œ๋Š” ์ด๋ฒˆ ์ฃผ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ์ด ๊ฒฌ์กฐํ•œ ํ๋ฆ„์„ ๋ณด์ด๋ฉฐ ADC12 ์›์ž์žฌ์— ๋Œ€ํ•œ ๋น„์šฉ ์ง€์ง€๊ฐ€ ๋”์šฑ ๊ฐ•ํ™”๋˜์—ˆ๋‹ค. ๊ธฐ์—…๋“ค์˜ ๊ฐ€๊ฒฉ ์ธ์ƒ ์˜์ง€๊ฐ€ ๊ฐ•ํ•ด์ง€๋ฉด์„œ ํ˜„๋ฌผ ํ˜ธ๊ฐ€๋ฅผ ๋Œ์–ด์˜ฌ๋ ธ๋‹ค. ํ•ฉ๊ธˆ ์ž‰๊ณณ ์™„์ œํ’ˆ ๊ฐ€๊ฒฉ์ด ์ƒ์Šนํ•จ์— ๋”ฐ๋ผ...
57๋ถ„ ์ „
According to SMM calculations, as of August 15, the cost of prebaked c - Shanghai Metals Market (SMM)