Zinc Ingot Inventories Decline Across Seven Regions, Led by Shanghai Drop Amid Production Cuts

๊ฒŒ์‹œ๋จ: Aug 29, 2024 13:42
[SMM Data] On August 29, SMM reported that as of Thursday (August 29), the total inventory of zinc ingots in seven regions tracked by SMM was 127,100 tonnes, a decrease of 3,900 tonnes from August 22 and 1,600 tonnes from August 26, indicating a decrease in domestic inventory. The inventory in Shanghai region recorded a notable decline, primarily due to the sustained production cuts at domestic smelters, resulting in fewer arrivals at warehouses during the week and a continuous decline in warehouse inventory. Meanwhile, the inventories in Guangdong and Tianjin regions increased, as there was still no significant improvement in arrivals at warehouses in these two regions during the week. However, the high zinc prices made downstream buyers hesitant, leading to rigid demand-driven purchases, and under the condition of weak supply and demand, the inventory increased slightly. Additionally, the social inventory in Zhejiang region increased due to the arrival of imported zinc ingots. Overall, the inventory in the original three regions decreased by 2,400 tonnes, while the inventory in seven regions decreased by 1,600 tonnes.

๋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
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
5์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 3์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
5์‹œ๊ฐ„ ์ „
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
7์‹œ๊ฐ„ ์ „
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
๋” ๋ณด๊ธฐ
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
7์‹œ๊ฐ„ ์ „
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
9์‹œ๊ฐ„ ์ „
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
๋” ๋ณด๊ธฐ
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
[ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜ ์‹ ์ค‘ํ•œ ํƒœ๋„ ์œ ์ง€] ํ†ˆ์ง„ ์‹œ์žฅ์—์„œ ์ฃผ๋ฅ˜ #0 ์•„์—ฐ๊ดด ๊ฑฐ๋ž˜๊ฐ€๋Š” 26,360~26,930์œ„์•ˆ/ํ†ค, ์ฏ”์ง„ ๊ฑฐ๋ž˜๊ฐ€๋Š” 26,630~27,080์œ„์•ˆ/ํ†ค, #1 ์•„์—ฐ๊ดด ๊ฑฐ๋ž˜๊ฐ€๋Š” ์•ฝ 26,440~26,820์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ฏ”์ง„์€ 2610 ๊ณ„์•ฝ ๋Œ€๋น„ 0~200์œ„์•ˆ/ํ†ค ํ”„๋ฆฌ๋ฏธ์—„์— ํ˜ธ๊ฐ€๋˜์—ˆ๊ณ , ํ›„์‹ ์€ 28,185์œ„์•ˆ/ํ†ค์— ํ˜ธ๊ฐ€๋˜์—ˆ๋‹ค. #0 ์•„์—ฐ๊ดด๋Š” 2610 ๊ณ„์•ฝ ๋Œ€๋น„ 0~200์œ„์•ˆ/ํ†ค ํ• ์ธ์— ํ˜ธ๊ฐ€๋˜์—ˆ์œผ๋ฉฐ, ํ†ˆ์ง„ ์‹œ์žฅ์€ ์ƒํ•˜์ด ์‹œ์žฅ ๋Œ€๋น„ 50์œ„์•ˆ/ํ†ค ํ• ์ธ์— ํ˜ธ๊ฐ€๋˜์—ˆ๋‹ค.
9์‹œ๊ฐ„ ์ „
[SMM Data] On August 29, SMM reported that as of Thursday (August 29), - Shanghai Metals Market (SMM)