SMM Survey: October Lead Prices Fluctuate Weakly Amid Slow Consumption and Inventory Shifts

๊ฒŒ์‹œ๋จ: Oct 15, 2024 15:41
ใ€SMM Survey: Weak Fluctuations in Lead Prices in October, How Did the Spot Market Perform?ใ€‘Entering October, lead prices rebounded slightly amid improved macroeconomic sentiment, but actual downstream consumption materialized slowly. During the National Day holiday, smelters' accumulated inventories gradually shifted to social inventories. With the end of macroeconomic bullishness and the pressure of refined lead accumulation, lead prices again showed weak fluctuations...

๋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
๋ ˆ๋“œ๋… ๊ด‘์‚ฐ ์ˆ˜๋ช… ์—ฐ์žฅ, ๊ณ ํ’ˆ์œ„ ์•„์—ฐ-๋‚ฉ ์ž์› ๊ฐœ๋ฐœ์„ ์œ„ํ•œ FAST-41 ์ ์šฉ ๋Œ€์ƒ์— ํฌํ•จ
2์‹œ๊ฐ„ ์ „
๋ 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.
2์‹œ๊ฐ„ ์ „
์„ฑ๋‹ค์ž์› ์žํšŒ์‚ฌ, ๊ด‘์—…๊ถŒ ํ†ตํ•ฉ ์™„๋ฃŒโ€ฆ์ฑ„๊ตด ๊ตฌ์—ญ ๋ฐ ์žฅ๊ธฐ ์ž ์žฌ๋ ฅ ํ™•๋Œ€
3์‹œ๊ฐ„ ์ „
์„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.
3์‹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]
4์‹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]
4์‹œ๊ฐ„ ์ „
ใ€SMM Survey: Weak Fluctuations in Lead Prices in October, How Did the - Shanghai Metals Market (SMM)