Shanghai Lead Futures Open Higher but Close Lower Amid Weak Consumption Expectations

๊ฒŒ์‹œ๋จ: Sep 3, 2024 16:42
ใ€SMM Daily Lead Futures Commentaryใ€‘The main Shanghai lead contract 2410 opened at 17,220 yuan/ton, and rose to 17,420 yuan/ton after the opening. Due to the general decline in non-ferrous metals caused by weak consumption expectations, Shanghai lead weakened and lost part of its gains, closing at 17,255 yuan/ton with a decrease of 0.6%...

๋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
September 3 Scrap Battery Market Transaction Summary [SMM Daily Review]
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September 3 Scrap Battery Market Transaction Summary [SMM Daily Review]
๋” ๋ณด๊ธฐ
September 3 Scrap Battery Market Transaction Summary [SMM Daily Review]
September 3 Scrap Battery Market Transaction Summary [SMM Daily Review]
3๋ถ„ ์ „
2์ฐจ ๋‚ฉ: ์‹œ์žฅ์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํ˜ธ๊ฐ€๋Š” ์–ด์ œ์™€ ๊ฑฐ์˜ ๋ณดํ•ฉ์„ธ์ด๋ฉฐ, ํ•˜๋ฅ˜ ๋ฌธ์˜๋Š” ์ ๋‹นํ•œ ํ™œ๋™์„ฑ์„ ๋ณด์ž„ [SMM ๋‚ฉ ์ผ์ผ ๋ฆฌ๋ทฐ]
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2์ฐจ ๋‚ฉ: ์‹œ์žฅ์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํ˜ธ๊ฐ€๋Š” ์–ด์ œ์™€ ๊ฑฐ์˜ ๋ณดํ•ฉ์„ธ์ด๋ฉฐ, ํ•˜๋ฅ˜ ๋ฌธ์˜๋Š” ์ ๋‹นํ•œ ํ™œ๋™์„ฑ์„ ๋ณด์ž„ [SMM ๋‚ฉ ์ผ์ผ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
2์ฐจ ๋‚ฉ: ์‹œ์žฅ์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํ˜ธ๊ฐ€๋Š” ์–ด์ œ์™€ ๊ฑฐ์˜ ๋ณดํ•ฉ์„ธ์ด๋ฉฐ, ํ•˜๋ฅ˜ ๋ฌธ์˜๋Š” ์ ๋‹นํ•œ ํ™œ๋™์„ฑ์„ ๋ณด์ž„ [SMM ๋‚ฉ ์ผ์ผ ๋ฆฌ๋ทฐ]
2์ฐจ ๋‚ฉ: ์‹œ์žฅ์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํ˜ธ๊ฐ€๋Š” ์–ด์ œ์™€ ๊ฑฐ์˜ ๋ณดํ•ฉ์„ธ์ด๋ฉฐ, ํ•˜๋ฅ˜ ๋ฌธ์˜๋Š” ์ ๋‹นํ•œ ํ™œ๋™์„ฑ์„ ๋ณด์ž„ [SMM ๋‚ฉ ์ผ์ผ ๋ฆฌ๋ทฐ]
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๋ ˆ๋“œ๋… ๊ด‘์‚ฐ ์ˆ˜๋ช… ์—ฐ์žฅ, ๊ณ ํ’ˆ์œ„ ์•„์—ฐ-๋‚ฉ ์ž์› ๊ฐœ๋ฐœ์„ ์œ„ํ•œ FAST-41 ์ ์šฉ ๋Œ€์ƒ์— ํฌํ•จ
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๋ ˆ๋“œ๋… ๊ด‘์‚ฐ ์ˆ˜๋ช… ์—ฐ์žฅ, ๊ณ ํ’ˆ์œ„ ์•„์—ฐ-๋‚ฉ ์ž์› ๊ฐœ๋ฐœ์„ ์œ„ํ•œ FAST-41 ์ ์šฉ ๋Œ€์ƒ์— ํฌํ•จ
๋” ๋ณด๊ธฐ
๋ ˆ๋“œ๋… ๊ด‘์‚ฐ ์ˆ˜๋ช… ์—ฐ์žฅ, ๊ณ ํ’ˆ์œ„ ์•„์—ฐ-๋‚ฉ ์ž์› ๊ฐœ๋ฐœ์„ ์œ„ํ•œ FAST-41 ์ ์šฉ ๋Œ€์ƒ์— ํฌํ•จ
๋ ˆ๋“œ๋… ๊ด‘์‚ฐ ์ˆ˜๋ช… ์—ฐ์žฅ, ๊ณ ํ’ˆ์œ„ ์•„์—ฐ-๋‚ฉ ์ž์› ๊ฐœ๋ฐœ์„ ์œ„ํ•œ FAST-41 ์ ์šฉ ๋Œ€์ƒ์— ํฌํ•จ
๋ฏธ๊ตญ ํ—ˆ๊ฐ€์œ„์›ํšŒ๋Š” ์•Œ๋ž˜์Šค์นด ๋ถ์„œ๋ถ€์— ์œ„์น˜ํ•œ ๋ ˆ๋“œ๋… ๊ด‘์‚ฐ ์ˆ˜๋ช… ์—ฐ์žฅ ํ”„๋กœ์ ํŠธ์— FAST-41 ์ ์šฉ์„ ์Šน์ธํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” Aktigiruq ๋ฐ Anarraaq ๊ด‘์ฒด์—์„œ ์ง€ํ•˜ ์žฅ๊ณต ์ฑ„๊ตด์„ ์ œ์•ˆํ•˜๋ฉฐ, ์ฑ„๊ตด๋œ ๊ด‘์„์€ ๋ ˆ๋“œ๋…์˜ ๊ธฐ์กด ์„ ๊ด‘ ์‹œ์„ค์—์„œ ์ฒ˜๋ฆฌ๋˜์–ด ๋ ˆ๋“œ๋…์˜ ์šด์˜ ๊ธฐ๊ฐ„์„ ์•ฝ 14๋…„ ์—ฐ์žฅํ•˜๋Š” ๊ฒƒ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค. ๋ฏธ ์œก๊ตฐ ๊ณต๋ณ‘๋Œ€๊ฐ€ ์—ฐ๋ฐฉ ํ—ˆ๊ฐ€ ์‹ฌ์‚ฌ๋ฅผ ์ฃผ๋„ํ•  ์˜ˆ์ •์ด๋‹ค. Teck์€ Aktigiruq์—์„œ ์•„์—ฐ ํ’ˆ์œ„ 15.8%์˜ ํ™•์ธ ์ž์›๋Ÿ‰ 4,220๋งŒ ํ†ค๊ณผ ์•„์—ฐ ํ’ˆ์œ„ 11.8%์˜ ์ถ”์ • ์ž์›๋Ÿ‰ 1,880๋งŒ ํ†ค์„ ๋ณด๊ณ ํ–ˆ์œผ๋ฉฐ, Anarraaq์—์„œ๋Š” ์•„์—ฐ ํ’ˆ์œ„ 14.0%์˜ ์ถ”์ • ์ž์›๋Ÿ‰ 1,700๋งŒ ํ†ค์„ ๋ณด๊ณ ํ–ˆ๋‹ค. ๋‘ ๊ด‘์ฒด ๋ชจ๋‘ ๋‚ฉ, ์€, ๊ฒŒ๋ฅด๋งˆ๋Š„๋„ ํ•จ์œ ํ•˜๊ณ  ์žˆ๋‹ค. FAST-41 ์ ์šฉ์€ ์กฐ์œจ๋˜๊ณ  ํˆฌ๋ช…ํ•œ ํ—ˆ๊ฐ€ ์ ˆ์ฐจ๋ฅผ ์ง€์›ํ•˜์ง€๋งŒ, ์ตœ์ข… ํ—ˆ๊ฐ€ ์Šน์ธ์ด๋‚˜ ์ƒ์—…์  ์ƒ์‚ฐ์„ ์˜๋ฏธํ•˜๋Š” ๊ฒƒ์€ ์•„๋‹ˆ๋‹ค.
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ใ€SMM Daily Lead Futures Commentaryใ€‘The main Shanghai lead contract 241 - Shanghai Metals Market (SMM)