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**[SMM Analysis] 2024 Copper Market Review: Unexpected Dynamics and Long-Term Contract Signings**

๊ฒŒ์‹œ๋จ: Nov 3, 2024 15:44
**[SMM Analysis] Copper Market Dynamics in 2024. Throughout the year, both LME and SHFE copper prices hit historic highs; copper concentrate treatment charges fell into negative territory at one point; and the Yangshan copper premium saw a historic discount... Market performance diverged significantly from expectations. As we approach the end of 2024, and prior to the conclusion of long-term contract negotiations for 2025, SMM has compiled a review of long-term contract signings and market conditions across various sectors in 2024. Below is a detailed analysis.**

๋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
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
56๋ถ„ ์ „
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
๋” ๋ณด๊ธฐ
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
์ •์ €์šฐ ๋ฆฌํ‘ธ ์‹ ์†Œ์žฌ ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
56๋ถ„ ์ „
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
1์‹œ๊ฐ„ ์ „
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
๋” ๋ณด๊ธฐ
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ, 2026 SMM(์ œ3ํšŒ) ํ™”๋‚จ ๋น„์ฒ ๊ธˆ์† ์—ฐ๋ก€ ํšŒ์˜์—์„œ ๋งŒ๋‚˜๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
์ƒํ•˜์ด ์ง„ํ‰ˆ๋„ ํƒ„์†Œ ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ๋Š” ์‚ฐ์—… ๋ถ„์•ผ์˜ ์—๋„ˆ์ง€ ์ ˆ์•ฝ ๋ฐ ํƒ„์†Œ ๊ฐ์ถ• ์†”๋ฃจ์…˜์— ์ „๋…ํ•˜๋Š” ์ข…ํ•ฉ ์—๋„ˆ์ง€ ์„œ๋น„์Šค ์ œ๊ณต์—…์ฒด์ž…๋‹ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
1์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 3์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
๊ด€๋ จ ๋‰ด์Šค
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**[SMM Analysis] Copper Market Dynamics in 2024. Throughout the year, - Shanghai Metals Market (SMM)