SMM Steel Market Update: Construction Steel Spot Prices Fluctuate Amid Weak Sentiment & Production Rebound

๊ฒŒ์‹œ๋จ: Sep 5, 2024 07:30
[SMM Steel Morning Meeting Summary: Short-term Spot Prices of Construction Steel Fluctuating Mainly] In terms of spot market, market quotes continued to weaken, speculative demand increased caution, downstream buyers remained cautious and mostly waited and watched, resulting in relatively sluggish transactions. On the supply side, according to SMM research, as of September 3, the operating rate of electric arc furnace steel plants among 50 major construction material producers nationwide was 19.76%, a rebound of 4.56 percentage points from the previous month; the capacity utilization rate was 20.35%, up 3.44 percentage points month-on-month; and the average daily output of construction materials was 45,300 tonnes, an increase of 7,600 tonnes from the previous month. On the demand side, as prices fell, market speculative demand increased caution...

๋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
[SMM Analysis] China Is No Longer Exporting Just Steel to Southeast Asia
7๋ถ„ ์ „
[SMM Analysis] China Is No Longer Exporting Just Steel to Southeast Asia
๋” ๋ณด๊ธฐ
[SMM Analysis] China Is No Longer Exporting Just Steel to Southeast Asia
[SMM Analysis] China Is No Longer Exporting Just Steel to Southeast Asia
7๋ถ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
10๋ถ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋” ๋ณด๊ธฐ
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋žด์˜ค๋‹์„ฑ ์„œ๋ถ€ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์ด ์†Œํญ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, 66% ํ’ˆ์œ„ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ๊ฑด์กฐ ๊ธฐ์ค€ ๊ณต์žฅ ์ธ๋„ ๊ฐ€๊ฒฉ์€ ์„ธ๊ธˆ ํฌํ•จ ํ†ค๋‹น 700~710์œ„์•ˆ์ด๋‹ค. ํ˜„์žฌ ์•ˆ์ „ ์ ๊ฒ€์œผ๋กœ ์ธํ•ด ์„ ๊ด‘ ์ž‘์—…์ด ๋Œ€๋ถ€๋ถ„ ์ค‘๋‹จ๋œ ์ƒํƒœ์—ฌ์„œ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ์ „๋ฐ˜์ ์ธ ๊ณต๊ธ‰์ด ๋น„๊ต์  ํƒ€์ดํŠธํ•œ ์ƒํ™ฉ์ด๋‹ค.
10๋ถ„ ์ „
[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
20๋ถ„ ์ „
[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
๋” ๋ณด๊ธฐ
[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
[ํŒ๊ฐ•, ์ž๋™์ฐจ ๊ฐ•ํŒ ์ˆ˜์œจ์—์„œ ์ƒˆ๋กœ์šด ๋ŒํŒŒ๊ตฌ ๋‹ฌ์„ฑ]
์ตœ๊ทผ ํŒ๊ฐ•์‹œ์ฐฝ๊ฐ•๋ฐ”๋‚˜๋“ ํŒ์žฌ๊ณต์žฅ์˜ ๋ƒ‰์—ฐ ์ž๋™์ฐจ๊ฐ•ํŒ ์ƒ์‚ฐ์—์„œ ํ•ต์‹ฌ์ ์ธ ๋ŒํŒŒ๊ตฌ๊ฐ€ ๋งˆ๋ จ๋˜์—ˆ์œผ๋ฉฐ, ์ž๋™์ฐจ๊ฐ•ํŒ ์ˆ˜์œจ์ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 0.26% ํ–ฅ์ƒ๋˜์–ด ์ œํ’ˆ ํ’ˆ์งˆ์ด ๊ฐ€๋™ ์ด๋ž˜ ์ตœ๊ณ  ์ˆ˜์ค€์— ๋„๋‹ฌํ–ˆ๋‹ค. ์ž๋™์ฐจ๊ฐ•ํŒ์€ ํ•ด๋‹น ๊ณต์žฅ์˜ ์ˆ˜์ต ์„ฑ์žฅ์„ ์œ„ํ•œ ๋Œ€ํ‘œ ์ œํ’ˆ์ด๋‹ค. ์ƒ์‚ฐ๋Šฅ๋ ฅ์ด ๋Œ€ํญ ํ™•๋Œ€๋จ์— ๋”ฐ๋ผ ๋Œ€๋Ÿ‰ยท๊ณ ์† ์ƒ์‚ฐ ์กฐ๊ฑด์€ ์ „ ๊ณต์ •์˜ ์„ค๋น„, ์กฐ์—…, ํ’ˆ์งˆ ๊ด€๋ฆฌ์— ๋” ํฐ ๋„์ „์„ ์ œ๊ธฐํ–ˆ๋‹ค. ์ƒ์‚ฐ ๊ณผ์ •์—์„œ์˜ ๊ฐœ์žฌ๋ฌผ, ๋“ฑ๊ธ‰ ํ•˜๋ฝ, ์ ˆ๋‹จ ์Šคํฌ๋žฉ์œผ๋กœ ์ธํ•œ ์†์‹ค์„ ํ•ด๊ฒฐํ•˜๊ธฐ ์œ„ํ•ด ๊ณต์žฅ์€ ์ œ๊ฐ•, ์—ด๊ฐ„์••์—ฐ, ์‚ฐ์„ธยท๋ƒ‰๊ฐ„์••์—ฐ, ์—ฐ์†์†Œ๋‘”์— ์ด๋ฅด๋Š” ์ „์ฒด ์ƒ์‚ฐ ์ฒด์ธ์— ์ฃผ๋ชฉํ•˜์—ฌ ๊ฒฐํ•จ ์ถ”์ , ๋‹จ๊ณ„๋ณ„ ๊ด€๋ฆฌ, ํ์‡„ ๋ฃจํ”„ ์‹œ์ •์„ ์ˆ˜ํ–‰ํ–ˆ๋‹ค. ๋™์‹œ์— ๊ฐ ๊ณต์ • ๋‹จ๊ณ„์˜ ์ˆ˜์œจ์— ๋Œ€ํ•œ ํŠน๋ณ„ ํ‰๊ฐ€๋ฅผ ์„ธ๋ถ„ํ™”ํ•˜๊ณ , ์••์—ฐ, ์†Œ๋‘”, ํ˜•์ƒ ์ œ์–ด ๋“ฑ ํ•ต์‹ฌ ๊ณต์ •์„ ์ง€์†์ ์œผ๋กœ ์ตœ์ ํ™”ํ–ˆ์œผ๋ฉฐ, ์Šฌ๋ž˜๋ธŒ ์žฅ์ž…๋ถ€ํ„ฐ ์™„์ œํ’ˆ ์ž…๊ณ ๊นŒ์ง€์˜ ์ „ ๊ณผ์ • ๊ด€๋ฆฌ๋ฅผ ์—„๊ฒฉํžˆ ์‹œํ–‰ํ•˜์—ฌ ์ƒ์‚ฐ ๋ณ‘๋ชฉ์„ ํ•˜๋‚˜์”ฉ ํ•ด์†Œํ–ˆ๋‹ค. ์ด๋ฒˆ ์ง€ํ‘œ ๋ŒํŒŒ๋Š” ์ƒ์‚ฐ, ๊ธฐ์ˆ , ์„ค๋น„, ํ’ˆ์งˆ ์ง๋ฌด์˜ ํ˜‘๋ ฅ ๋…ธ๋ ฅ์˜ ๊ฒฐ๊ณผ๋‹ค. ํ˜„์žฅ ๊ธฐ์ˆ  ์ธ๋ ฅ์€ ๊ณต์ • ๋ฐฉ์•ˆ์„ ์ง€์†์ ์œผ๋กœ ์ตœ์ ํ™”ํ–ˆ๊ณ , ์กฐ์—… ์ธ๋ ฅ์€ ํ‘œ์ค€ํ™”๋œ ์ž‘์—…์„ ์—„๊ฒฉํžˆ ์ค€์ˆ˜ํ–ˆ์œผ๋ฉฐ, ํ’ˆ์งˆ ์ธ๋ ฅ์€ ๋Œ€์žฅ ๊ด€๋ฆฌ์™€ ํ’ˆ์งˆ ๋ฌธ์ œ์˜ ํ์‡„ ๋ฃจํ”„ ์ฒ˜๋ฆฌ๋ฅผ ๊ฐœ์„ ํ•˜์—ฌ ์ œํ’ˆ ์†์‹ค์„ ์ „๋ฉด์ ์ด๊ณ  ์—„๊ฒฉํ•˜๊ฒŒ ํ†ต์ œํ–ˆ๋‹ค. ์•ž์œผ๋กœ ๊ณต์žฅ์€ ์ด๋ฒˆ ์บ ํŽ˜์ธ์˜ ์„ฑ๊ณผ๋ฅผ ๊ณ„์† ๊ณต๊ณ ํžˆ ํ•˜๊ณ , ์ง€ํ‘œ ๊ฐœ์„  ์ž ์žฌ๋ ฅ์„ ๋”์šฑ ๋ฐœ๊ตดํ•˜๋ฉฐ, ์ „ ๊ณต์ • ์ƒ์‚ฐ ์†์‹ค์„ ์ •๋ฐ€ํ•˜๊ฒŒ ์‹œ์ •ํ•˜๊ณ , ์ž๋™์ฐจ๊ฐ•ํŒ ์ œํ’ˆ์„ ๋”์šฑ ์ตœ์ ํ™”ํ•˜์—ฌ ์ƒ์‚ฐ๋Šฅ๋ ฅ ๊ทœ๋ชจ์™€ ์ œํ’ˆ ํ’ˆ์งˆ์˜ ๋™์‹œ ํ–ฅ์ƒ์„ ์‹คํ˜„ํ•˜๊ณ , ํŒ๊ฐ• ์ž๋™์ฐจ๊ฐ•ํŒ ๋ธŒ๋žœ๋“œ๋ฅผ ๋น›๋‚ด๋ฉฐ, ๊ธฐ์—…์˜ ํ’ˆ์งˆ ํ–ฅ์ƒ๊ณผ ํšจ์œจ ์ฆ๋Œ€๋ฅผ ๋„์šธ ๊ฒƒ์ด๋‹ค.
20๋ถ„ ์ „
[SMM Steel Morning Meeting Summary: Short-term Spot Prices of Construc - Shanghai Metals Market (SMM)