Lead Market Cautious Amid Price Rally; Spot Trading Activity Declines - SMM Afternoon Commentary

๊ฒŒ์‹œ๋จ: Sep 27, 2024 12:01
ใ€SMM Lead Afternoon Commentary: Spot Trading Activity Declines, Market Turns Cautious After Lead Prices Rallyใ€‘SMM News on September 27: Today, the average price of SMM 1# lead increased by 100 yuan/ton from yesterday to 16,525 yuan/ton. The ex-factory price of refined secondary lead held by suppliers, including tax, was quoted at a discount of 150-100 yuan/ton to the average price of SMM 1# lead...

๋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
์„ฑ๋‹ค์ž์› ์žํšŒ์‚ฌ, ๊ด‘์—…๊ถŒ ํ†ตํ•ฉ ์™„๋ฃŒโ€ฆ์ฑ„๊ตด ๊ตฌ์—ญ ๋ฐ ์žฅ๊ธฐ ์ž ์žฌ๋ ฅ ํ™•๋Œ€
47๋ถ„ ์ „
์„ฑ๋‹ค์ž์› ์žํšŒ์‚ฌ, ๊ด‘์—…๊ถŒ ํ†ตํ•ฉ ์™„๋ฃŒโ€ฆ์ฑ„๊ตด ๊ตฌ์—ญ ๋ฐ ์žฅ๊ธฐ ์ž ์žฌ๋ ฅ ํ™•๋Œ€
๋” ๋ณด๊ธฐ
์„ฑ๋‹ค์ž์› ์žํšŒ์‚ฌ, ๊ด‘์—…๊ถŒ ํ†ตํ•ฉ ์™„๋ฃŒโ€ฆ์ฑ„๊ตด ๊ตฌ์—ญ ๋ฐ ์žฅ๊ธฐ ์ž ์žฌ๋ ฅ ํ™•๋Œ€
์„ฑ๋‹ค์ž์› ์žํšŒ์‚ฌ, ๊ด‘์—…๊ถŒ ํ†ตํ•ฉ ์™„๋ฃŒโ€ฆ์ฑ„๊ตด ๊ตฌ์—ญ ๋ฐ ์žฅ๊ธฐ ์ž ์žฌ๋ ฅ ํ™•๋Œ€
9์›” 2์ผ, ์„ฑ๋‹ค์ž์›์€ ์žํšŒ์‚ฌ ์ธ ํŽ‘์ง„๋‘๊ด‘์—…์œ ํ•œ๊ณต์‚ฌ๊ฐ€ ์Šค๋”” ์€-๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ์˜ ์ฑ„๊ตด๊ถŒ๊ณผ ์Šค๋”” ์ฃผ๋ณ€ ๋‚ฉ-์•„์—ฐ ๋‹ค๊ธˆ์† ๊ด‘์‚ฐ์˜ ํƒ์‚ฌ๊ถŒ ํ†ตํ•ฉ์„ ์™„๋ฃŒํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์ง„๋‘๊ด‘์—…์€ ์ธ ํŽ‘์‹œ ์ž์—ฐ์ž์›๊ตญ์ด ๋ฐœ๊ธ‰ํ•œ ๋ถ€๋™์‚ฐ ์†Œ์œ ๊ถŒ ์ฆ์„œ(์ฑ„๊ตด๊ถŒ)์™€ ์ฑ„๊ตด ํ—ˆ๊ฐ€์ฆ์„ ๋ฐ›์•˜๋‹ค. ํ†ตํ•ฉ ํ›„ ์ฑ„๊ตด ๋ฉด์ ์€ 4.4750kmยฒ์—์„œ 5.2397kmยฒ๋กœ ์ฆ๊ฐ€ํ–ˆ๋‹ค. ์ด๋ฒˆ ๋ณ€๊ฒฝ์€ ๋‹จ๊ธฐ์ ์œผ๋กœ ํšŒ์‚ฌ ๊ฒฝ์˜ ์‹ค์ ์— ์ค‘๋Œ€ํ•œ ์˜ํ–ฅ์„ ๋ฏธ์น˜์ง€ ์•Š์„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜์ง€๋งŒ, ์ฑ„๊ตด ๊ฐ€๋Šฅ ์ž์›์ด ์ฆ๊ฐ€ํ•˜๊ณ  ๊ด‘์‚ฐ ์ˆ˜๋ช…์ด ์—ฐ์žฅ๋˜์–ด ํšŒ์‚ฌ์˜ ์žฅ๊ธฐ ๋ฐœ์ „์„ ์œ„ํ•œ ์ž์› ์ง€์›์„ ์ œ๊ณตํ•  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค.
47๋ถ„ ์ „
LME ๋‚ฉ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์••๋ ฅ ์† 0.86% ํ•˜๋ฝ, ์ƒํ•˜์ด ์„ ๋ฌผ ๊ฑฐ๋ž˜์†Œ ์•ผ๊ฐ„์žฅ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๋ณผ๋ฆฐ์ € ์ค‘๊ฐ„์„  ์œ ์ง€ [SMM ๋‚ฉ ๋ชจ๋‹ ๋‰ด์Šค]
1์‹œ๊ฐ„ ์ „
LME ๋‚ฉ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์••๋ ฅ ์† 0.86% ํ•˜๋ฝ, ์ƒํ•˜์ด ์„ ๋ฌผ ๊ฑฐ๋ž˜์†Œ ์•ผ๊ฐ„์žฅ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๋ณผ๋ฆฐ์ € ์ค‘๊ฐ„์„  ์œ ์ง€ [SMM ๋‚ฉ ๋ชจ๋‹ ๋‰ด์Šค]
๋” ๋ณด๊ธฐ
LME ๋‚ฉ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์••๋ ฅ ์† 0.86% ํ•˜๋ฝ, ์ƒํ•˜์ด ์„ ๋ฌผ ๊ฑฐ๋ž˜์†Œ ์•ผ๊ฐ„์žฅ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๋ณผ๋ฆฐ์ € ์ค‘๊ฐ„์„  ์œ ์ง€ [SMM ๋‚ฉ ๋ชจ๋‹ ๋‰ด์Šค]
LME ๋‚ฉ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์••๋ ฅ ์† 0.86% ํ•˜๋ฝ, ์ƒํ•˜์ด ์„ ๋ฌผ ๊ฑฐ๋ž˜์†Œ ์•ผ๊ฐ„์žฅ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๋ณผ๋ฆฐ์ € ์ค‘๊ฐ„์„  ์œ ์ง€ [SMM ๋‚ฉ ๋ชจ๋‹ ๋‰ด์Šค]
1์‹œ๊ฐ„ ์ „
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ์™€ LME ๋™๋ฐ˜ ์กฐ์ •, ์žฌ๊ณ  ๊ฐ์†Œ์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ ์† ์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์  ํšก๋ณด [SMM ์—ฐ ์•„์นจ ํšŒ์˜ ์š”์•ฝ]
1์‹œ๊ฐ„ ์ „
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ์™€ LME ๋™๋ฐ˜ ์กฐ์ •, ์žฌ๊ณ  ๊ฐ์†Œ์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ ์† ์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์  ํšก๋ณด [SMM ์—ฐ ์•„์นจ ํšŒ์˜ ์š”์•ฝ]
๋” ๋ณด๊ธฐ
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ์™€ LME ๋™๋ฐ˜ ์กฐ์ •, ์žฌ๊ณ  ๊ฐ์†Œ์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ ์† ์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์  ํšก๋ณด [SMM ์—ฐ ์•„์นจ ํšŒ์˜ ์š”์•ฝ]
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ์™€ LME ๋™๋ฐ˜ ์กฐ์ •, ์žฌ๊ณ  ๊ฐ์†Œ์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ ์† ์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์  ํšก๋ณด [SMM ์—ฐ ์•„์นจ ํšŒ์˜ ์š”์•ฝ]
1์‹œ๊ฐ„ ์ „
ใ€SMM Lead Afternoon Commentary: Spot Trading Activity Declines, Market - Shanghai Metals Market (SMM)