SMM Aluminum Morning Meeting: Production Cuts in Some Smelters, Minimal Supply-Side Impact

๊ฒŒ์‹œ๋จ: Nov 7, 2024 08:59
ใ€SMM Aluminum Morning Meeting Minutes: Production Cuts Observed in Some Aluminum Smelters, Limited Overall Impact on the Supply Sideใ€‘On the macro front, the global liquidity remains abundant currently. The Chinese government continues to make efforts to boost consumption, and with the U.S. presidential election concluded, new challenges and opportunities may arise. Fundamentally, there are new reports that some domestic aluminum smelters may reduce production, but the overall impact on the supply side is limited...

๋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
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
12๋ถ„ ์ „
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
9์›” ์ž…์ฐฐ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‹คํ–‰, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ•์„ธ ์ง€์† [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
12๋ถ„ ์ „
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
15๋ถ„ ์ „
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๊ฐ•๋ ฅํ•œ ์›๊ฐ€ ์ง€์ง€๋กœ ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ๊ฐ€๊ฒฉ ์ƒ์Šน [SMM ํ”„๋ฆฌ๋ฒ ์ดํฌ ์–‘๊ทน ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
15๋ถ„ ์ „
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
31๋ถ„ ์ „
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
ADC12 ๊ฐ€๊ฒฉ ์—ฐ์† ์ƒ์Šน, ์ˆ˜์ต ๊ฐœ์„  ๋ฐ ํ•œ๊ณ„ ์ˆ˜์š” ํšŒ๋ณต [์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ ์žฌ์ƒ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[์•Œ๋ฃจ๋ฏธ๋Š„ ์Šคํฌ๋žฉ ๋ฐ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ADC12 ๊ฐ€๊ฒฉ ์—ฐ์ผ ์ƒ์Šน, ์ˆ˜์ต์„ฑ ๊ฐœ์„  ๋ฐ ์ˆ˜์š” ํšŒ๋ณต ์กฐ์ง] ์ด๋ฒˆ ์ฃผ ADC12 ์‹œ์žฅ ๊ฐ€๊ฒฉ์€ ์ƒ์Šน์„ธ๋ฅผ ์ด์–ด๊ฐ”๋‹ค. ๋ชฉ์š”์ผ ๊ธฐ์ค€ ์ฃผ๊ฐ„ ๋ˆ„์  350์œ„์•ˆ/ํ†ค ์ƒ์Šนํ•œ 24,300์œ„์•ˆ/ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค. ๋น„์šฉ ์ธก๋ฉด์—์„œ๋Š” ์ด๋ฒˆ ์ฃผ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ์ด ๊ฒฌ์กฐํ•œ ํ๋ฆ„์„ ๋ณด์ด๋ฉฐ ADC12 ์›์ž์žฌ์— ๋Œ€ํ•œ ๋น„์šฉ ์ง€์ง€๊ฐ€ ๋”์šฑ ๊ฐ•ํ™”๋˜์—ˆ๋‹ค. ๊ธฐ์—…๋“ค์˜ ๊ฐ€๊ฒฉ ์ธ์ƒ ์˜์ง€๊ฐ€ ๊ฐ•ํ•ด์ง€๋ฉด์„œ ํ˜„๋ฌผ ํ˜ธ๊ฐ€๋ฅผ ๋Œ์–ด์˜ฌ๋ ธ๋‹ค. ํ•ฉ๊ธˆ ์ž‰๊ณณ ์™„์ œํ’ˆ ๊ฐ€๊ฒฉ์ด ์ƒ์Šนํ•จ์— ๋”ฐ๋ผ...
31๋ถ„ ์ „
ใ€SMM Aluminum Morning Meeting Minutes: Production Cuts Observed in Som - Shanghai Metals Market (SMM)