SMM Tungsten Flash: Chongyi Zhangyuan Raises October H1 Quotations for Tungsten Concentrates and APT

๊ฒŒ์‹œ๋จ: Oct 9, 2024 21:07

[SMM Tungsten Flash News] The long-term quotation of Chongyi Zhangyuan Tungsten Industry Co., Ltd. for the first half of October is as follows: (The above unit price includes 13% VAT)

1. 55% black tungsten concentrate: 137,000 yuan/standard ton, an increase of 2,000 yuan/standard ton from the previous round;

2. 55% white tungsten concentrate: 136,000 yuan/standard ton, an increase of 2,000 yuan/standard ton from the previous round;

3. Ammonium paratungstate (national standard grade 0): 205,000 yuan/ton, an increase of 2,000 yuan/ton from the previous round.

๋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 Chromium Flash] Potential Valterra-Northam Deal Could Reshape South Africa's Chrome Concentrate Landscape
8๋ถ„ ์ „
[SMM Chromium Flash] Potential Valterra-Northam Deal Could Reshape South Africa's Chrome Concentrate Landscape
๋” ๋ณด๊ธฐ
[SMM Chromium Flash] Potential Valterra-Northam Deal Could Reshape South Africa's Chrome Concentrate Landscape
[SMM Chromium Flash] Potential Valterra-Northam Deal Could Reshape South Africa's Chrome Concentrate Landscape
Northam Platinum said on August 25 that it had received an unsolicited, exploratory and non-binding approach from a major South African platinum group metals (PGM) producer and subsequently initiated a strategic, competitive process to solicit proposals from interested parties. Valterra Platinum is widely understood to be the potential bidder, while Impala Platinum and Sibanye-Stillwater have indicated that they are not interested. Northam has set December 1 as the deadline for interested parties to submit proposals, with any potential transaction potentially taking the form of an asset-level transaction or a corporate transaction. The potential deal also has implications for South Africa's chrome concentrate market, as Northam has rapidly expanded its chrome output from UG2 processing. Northam's FY2026 chrome concentrate production reached a record 1.69 million mt, while its Vision 2031 strategy targets more than 2 million mt of chrome concentrate sales over the next five years. Valterra is also targeting chrome concentrate sales of more than 2 million mt under its growth strategy. A transaction involving the two companies could therefore significantly increase the strategic importance and scale of chrome within a combined PGM portfolio, although the final structure and any impact on chrome production, processing and sales would depend on the outcome of the competitive process.
8๋ถ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ, ์„ํƒ„ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์œผ๋กœ ํ•˜๋ฝ์„ธ ๊นจ์ ธโ€ฆ์ƒ์‚ฐ์—…์ฒด ๋น„์šฉ ๋ถ€๋‹ด ์ฆ๊ฐ€
1์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ, ์„ํƒ„ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์œผ๋กœ ํ•˜๋ฝ์„ธ ๊นจ์ ธโ€ฆ์ƒ์‚ฐ์—…์ฒด ๋น„์šฉ ๋ถ€๋‹ด ์ฆ๊ฐ€
๋” ๋ณด๊ธฐ
๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ, ์„ํƒ„ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์œผ๋กœ ํ•˜๋ฝ์„ธ ๊นจ์ ธโ€ฆ์ƒ์‚ฐ์—…์ฒด ๋น„์šฉ ๋ถ€๋‹ด ์ฆ๊ฐ€
๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ, ์„ํƒ„ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์œผ๋กœ ํ•˜๋ฝ์„ธ ๊นจ์ ธโ€ฆ์ƒ์‚ฐ์—…์ฒด ๋น„์šฉ ๋ถ€๋‹ด ์ฆ๊ฐ€
8์›”์— ์ ‘์–ด๋“ค๋ฉด์„œ ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ์€ ์žฅ๊ธฐ๊ฐ„์˜ ๊ต์ฐฉ ์ƒํƒœ์— ๋น ์ง„ ๋“ฏ ๋ณด์˜€๋‹ค. 7์›”์˜ ๊ฐ์‚ฐ ํ˜ธ์žฌ๊ฐ€ ์‚ฌ๋ผ์ง€๊ณ  1์ฐจ ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰์€ ๊พธ์ค€ํžˆ ํšŒ๋ณต๋˜์—ˆ๋‹ค. ํ•œํŽธ, ํ•ด์™ธ ์—ฌ๋ฆ„ ๋น„์ˆ˜๊ธฐ์™€ ๊ตญ๋‚ด ๋‹ค์ด์บ์ŠคํŒ… ๋น„์ˆ˜๊ธฐ๊ฐ€ ๊ฒน์น˜๋ฉด์„œ ํ•˜๋ฅ˜ ์ฃผ๋ฌธ์ด ๋ถ€์กฑํ–ˆ๊ณ  ๊ตฌ๋งค ์‹ฌ๋ฆฌ๋Š” ๋ฐ”๋‹ฅ์„ ์ณค๋‹ค.
1์‹œ๊ฐ„ ์ „
์„ํƒ„ ๊ธ‰๋“ฑ์ด ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ์— ๋ถˆ์„ ๋ถ™์˜€๋‹ค. ๋‘ ๋‹ฌ๊ฐ„์˜ ํšก๋ณด ๊ตญ๋ฉด์ด ๋งˆ์นจ๋‚ด ๋ŒํŒŒ๋์œผ๋ฉฐ, ๊ฐ์‚ฐ๊ณผ ์žฌ๊ณ  ์†Œ์ง„์ด ๋‹ค์Œ ๋ž ๋ฆฌ๋ฅผ ์˜ˆ๊ณ ํ•œ๋‹ค [SMM ๋ถ„์„]
1์‹œ๊ฐ„ ์ „
์„ํƒ„ ๊ธ‰๋“ฑ์ด ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ์— ๋ถˆ์„ ๋ถ™์˜€๋‹ค. ๋‘ ๋‹ฌ๊ฐ„์˜ ํšก๋ณด ๊ตญ๋ฉด์ด ๋งˆ์นจ๋‚ด ๋ŒํŒŒ๋์œผ๋ฉฐ, ๊ฐ์‚ฐ๊ณผ ์žฌ๊ณ  ์†Œ์ง„์ด ๋‹ค์Œ ๋ž ๋ฆฌ๋ฅผ ์˜ˆ๊ณ ํ•œ๋‹ค [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
์„ํƒ„ ๊ธ‰๋“ฑ์ด ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ์— ๋ถˆ์„ ๋ถ™์˜€๋‹ค. ๋‘ ๋‹ฌ๊ฐ„์˜ ํšก๋ณด ๊ตญ๋ฉด์ด ๋งˆ์นจ๋‚ด ๋ŒํŒŒ๋์œผ๋ฉฐ, ๊ฐ์‚ฐ๊ณผ ์žฌ๊ณ  ์†Œ์ง„์ด ๋‹ค์Œ ๋ž ๋ฆฌ๋ฅผ ์˜ˆ๊ณ ํ•œ๋‹ค [SMM ๋ถ„์„]
์„ํƒ„ ๊ธ‰๋“ฑ์ด ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ์— ๋ถˆ์„ ๋ถ™์˜€๋‹ค. ๋‘ ๋‹ฌ๊ฐ„์˜ ํšก๋ณด ๊ตญ๋ฉด์ด ๋งˆ์นจ๋‚ด ๋ŒํŒŒ๋์œผ๋ฉฐ, ๊ฐ์‚ฐ๊ณผ ์žฌ๊ณ  ์†Œ์ง„์ด ๋‹ค์Œ ๋ž ๋ฆฌ๋ฅผ ์˜ˆ๊ณ ํ•œ๋‹ค [SMM ๋ถ„์„]
[SMM ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ ๋ถ„์„: ์„ํƒ„ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์ด ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ์— ๋ถˆ์„ ๋ถ™์ด๋‹ค, ๋‘ ๋‹ฌ๊ฐ„์˜ ํšก๋ณด ๋์— ๋งˆ์นจ๋‚ด ๋ŒํŒŒ, ๊ฐ์‚ฐ๊ณผ ์žฌ๊ณ  ์†Œ์ง„์ด ๋‹ค์Œ ๋ž ๋ฆฌ์˜ ๋ฐœํŒ์„ ๋งˆ๋ จํ•˜๋‹ค] 8์›”์— ์ ‘์–ด๋“ค๋ฉด์„œ ๋งˆ๊ทธ๋„ค์Š˜ ์‹œ์žฅ์€ ์žฅ๊ธฐ๊ฐ„์˜ ๊ต์ฐฉ ์ƒํƒœ์— ๋น ์ง„ ๋“ฏํ–ˆ๋‹ค. 7์›” ๊ฐ์‚ฐ์— ๋”ฐ๋ฅธ ํšจ๊ณผ๋Š” ์‚ฌ๋ผ์ง€๊ณ  1์ฐจ ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰์€ ๊พธ์ค€ํžˆ ํšŒ๋ณต๋œ ๋ฐ˜๋ฉด, ์ค‘๊ตญ ์™ธ ์ง€์—ญ์˜ ์—ฌ๋ฆ„ ํœด๊ฐ€์™€ ๊ตญ๋‚ด ๋‹ค์ด์บ์ŠคํŒ… ๋น„์ˆ˜๊ธฐ๊ฐ€ ๊ฒน์น˜๋ฉฐ ํ•˜๋ฅ˜ ์ฃผ๋ฌธ์€ ๋“œ๋ฌผ์—ˆ๊ณ  ๊ตฌ๋งค ์‹ฌ๋ฆฌ๋Š” ๋น™์ ์— ๋จธ๋ฌผ๋ €๋‹ค. ์ˆ˜์š”์™€ ๊ณต๊ธ‰์ด ๋ชจ๋‘ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ์€ ํ†ค๋‹น 15,800~15,950์œ„์•ˆ์˜ ์ข์€ ๋ฒ”์œ„์— ๋‹จ๋‹จํžˆ ๊ณ ์ •๋˜์–ด ์œ„์•„๋ž˜๋กœ ์›€์ง์ผ ์—ฌ์ง€๊ฐ€ ๊ฑฐ์˜ ์—†์—ˆ๋‹ค. 8์›” ์ค‘ํ•˜์ˆœ์—๋Š” ๊ฐ€๊ฒฉ์ด ํ•œ๋•Œ ํ†ค๋‹น 15,750์œ„์•ˆ๊นŒ์ง€ ํ•˜๋ฝํ•˜๊ธฐ๋„ ํ–ˆ์œผ๋ฉฐ, ์‹œ์žฅ์€ ์ „๋ฐ˜์ ์œผ๋กœ ๊ด€๋งํ•˜๋Š” ๋ถ„์œ„๊ธฐ์˜€๋‹ค. ์ด๋ฏธ ๋‘ ๋‹ฌ์งธ ์ด์–ด์ง€๊ณ  ์žˆ๋Š” ์ด ๋ฐ”๋‹ฅ๊ถŒ ํšก๋ณด ๊ตญ๋ฉด์ด ์–ธ์ œ ์ „ํ™˜์ ์„ ๋งž์ดํ• ์ง€๋Š” ์—ฌ์ „ํžˆ ๋ฏธ์ง€์ˆ˜์˜€๋‹ค.
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[SMM Tungsten Flash News] The long-term quotation of Chongyi Zhangyuan - Shanghai Metals Market (SMM)