Domestic Alumina Costs Dipped 0.12% MoM in August, Ore Costs Provide Robust Support: SMM Analysis

๊ฒŒ์‹œ๋จ: Sep 1, 2024 22:15
[SMM Analysis: Domestic Alumina Costs Declined by 0.12% MoM in August, with Strong Support from Ore Costs Expected] SMM News on September 1st, according to SMM's daily alumina cost model, as of August 30th, the weighted average full cost of the domestic alumina industry was 2862.12 yuan/ton, down 6.88 yuan/ton from the end of July, representing a MoM decrease of 0.12% and a YoY increase of 5.21%. Among them, ore costs fell by 10.41 yuan/ton from the end of July. Detailed analysis is as follows...

๋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
Spot Prices Flat Across the Board, Ex-China Transaction Prices Pull Back, Supply-Demand Surplus Unchanged [SMM Alumina Weekly Review]
10๋ถ„ ์ „
Spot Prices Flat Across the Board, Ex-China Transaction Prices Pull Back, Supply-Demand Surplus Unchanged [SMM Alumina Weekly Review]
๋” ๋ณด๊ธฐ
Spot Prices Flat Across the Board, Ex-China Transaction Prices Pull Back, Supply-Demand Surplus Unchanged [SMM Alumina Weekly Review]
Spot Prices Flat Across the Board, Ex-China Transaction Prices Pull Back, Supply-Demand Surplus Unchanged [SMM Alumina Weekly Review]
10๋ถ„ ์ „
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
20๋ถ„ ์ „
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
๋” ๋ณด๊ธฐ
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
20๋ถ„ ์ „
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
30๋ถ„ ์ „
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
๋” ๋ณด๊ธฐ
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ๋Š” ์‚ฐ์—… ๋ถ„์•ผ์˜ ์—๋„ˆ์ง€ ์ ˆ์•ฝ ๋ฐ ํƒ„์†Œ ๊ฐ์ถ• ์†”๋ฃจ์…˜์— ์ „๋…ํ•˜๋Š” ์ข…ํ•ฉ ์—๋„ˆ์ง€ ์„œ๋น„์Šค ์ œ๊ณต์—…์ฒด์ž…๋‹ˆ๋‹ค.
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[SMM Analysis: Domestic Alumina Costs Declined by 0.12% MoM in August, - Shanghai Metals Market (SMM)