London and Shanghai Copper Prices Fluctuate Overnight

๊ฒŒ์‹œ๋จ: Nov 8, 2024 09:11
Overnight, London copper opened at $9,527 per tonne, briefly dipping to touch a low of $9,490 per tonne at the start of trading. Prices then rallied throughout the session, experiencing narrow fluctuations towards the end of trading and touching a high of $9,688.5 per tonne, before closing at $9,678.5 per tonne. Open interest reached 277,000 contracts. The main Shanghai copper contract for December 2024 (2412) opened at RMB 76,950 per tonne overnight, immediately touching a low of RMB 76,850 per tonne at the beginning of trading. The contract then saw a gradual lift in its central tendency amidst minor fluctuations throughout the session, touching a high of RMB 77,630 per tonne towards the end of trading, and ultimately closing at RMB 77,590 per tonne, marking a 2.12% increase. Trading volume reached 44,000 contracts, with open interest at 152,000 contracts.

๋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
์•„ํ”„๋ฆฌ์นธ ํŒŒ์ด์˜ค๋‹ˆ์–ด, ๋‚˜๋ฏธ๋น„์•„ ์˜น๊ณฐ๋ณดโ€“์˜จ๊ฒŒ์•„๋งˆ ๊ตฌ๋ฆฌ ๊ฐœ๋ฐœ ํ”„๋กœ๊ทธ๋žจ ์ถ”์ง„
4๋ถ„ ์ „
์•„ํ”„๋ฆฌ์นธ ํŒŒ์ด์˜ค๋‹ˆ์–ด, ๋‚˜๋ฏธ๋น„์•„ ์˜น๊ณฐ๋ณดโ€“์˜จ๊ฒŒ์•„๋งˆ ๊ตฌ๋ฆฌ ๊ฐœ๋ฐœ ํ”„๋กœ๊ทธ๋žจ ์ถ”์ง„
๋” ๋ณด๊ธฐ
์•„ํ”„๋ฆฌ์นธ ํŒŒ์ด์˜ค๋‹ˆ์–ด, ๋‚˜๋ฏธ๋น„์•„ ์˜น๊ณฐ๋ณดโ€“์˜จ๊ฒŒ์•„๋งˆ ๊ตฌ๋ฆฌ ๊ฐœ๋ฐœ ํ”„๋กœ๊ทธ๋žจ ์ถ”์ง„
์•„ํ”„๋ฆฌ์นธ ํŒŒ์ด์˜ค๋‹ˆ์–ด, ๋‚˜๋ฏธ๋น„์•„ ์˜น๊ณฐ๋ณดโ€“์˜จ๊ฒŒ์•„๋งˆ ๊ตฌ๋ฆฌ ๊ฐœ๋ฐœ ํ”„๋กœ๊ทธ๋žจ ์ถ”์ง„
์•„ํ”„๋ฆฌ์นธ ํŒŒ์ด์˜ค๋‹ˆ์–ด๋Š” 7์›” ํ™์ฝฉ ์‹ ํ•˜์ด ๋งˆ์ด๋‹ ์„œ๋น„์Šค ์œ ํ•œํšŒ์‚ฌ์™€ ์ฒด๊ฒฐํ•œ ์กฐ๊ฑด๋ถ€ ์ž๊ธˆ ์กฐ๋‹ฌ ๋ฐ ๊ธฐ์ˆ  ์„œ๋น„์Šค ๊ณ„์•ฝ์— ๋”ฐ๋ผ ๋‚˜๋ฏธ๋น„์•„ ์˜น๊ณฐ๋ณด-์˜จ๊ฒŒ์•„๋งˆ ๊ตฌ๋ฆฌ ํ”„๋กœ์ ํŠธ์—์„œ ์ƒˆ๋กœ์šด ์‹œ์ถ” ํ”„๋กœ๊ทธ๋žจ ๊ณ„ํš์„ ์‹œ์ž‘ํ–ˆ๋‹ค. ์‹œ์ถ” ์žฅ๋น„ ๊ฐ€์šฉ์„ฑ๊ณผ ๊ทœ์ œ ์š”๊ฑด ์™„๋ฃŒ์— ๋”ฐ๋ผ, ์ด ํ”„๋กœ๊ทธ๋žจ์€ ์˜น๊ณฐ๋ณด์™€ ์˜จ๊ฒŒ์•„๋งˆ ์ „์—ญ์—์„œ ์ตœ๋Œ€ 4๋Œ€์˜ ๋‹ค์ด์•„๋ชฌ๋“œ ์‹œ์ถ” ์žฅ๋น„๋ฅผ ์‚ฌ์šฉํ•  ์˜ˆ์ •์ด๋ฉฐ, ์–‘์‚ฌ๋Š” ์ž ์žฌ์  ๊ด‘์‚ฐ ๊ฐœ๋ฐœ์— ํ•„์š”ํ•œ ๊ธฐ์ˆ  ์ž‘์—…์„ ์ง„ํ–‰ํ•˜๊ณ  ์žˆ๋‹ค. ์ˆ˜๊ฐœ์›”์— ๊ฑธ์นœ ์ด๋ฒˆ ์บ ํŽ˜์ธ์€ ์ง€๋ฐ˜๊ณตํ•™ ์—ฐ๊ตฌ, ์ตœ์ข… ์ง€ํ•˜ ๋ฐ ๋…ธ์ฒœ ๊ด‘์‚ฐ ์„ค๊ณ„, ๊ทธ๋ฆฌ๊ณ  ์˜น๊ณฐ๋ณด์˜ ํ˜„์žฌ 2,900๋งŒ ํ†ค JORC(2012) ๊ด‘๋ฌผ์ž์›๋Ÿ‰ ์ถ”์ •์น˜(ํ’ˆ์œ„ 1.1% CuEq) ์—…๋ฐ์ดํŠธ๋ฅผ ์ง€์›ํ•  ๊ฒƒ์ด๋‹ค. ์‹œ์ถ”๋Š” ๊ทœ์ œ ์š”๊ฑด์ด ์™„๋ฃŒ๋˜๊ณ  ์–‘์ธก์ด ์ตœ์ข… ์‹œ์ถ”๊ณต ์œ„์น˜์™€ ๊นŠ์ด์— ํ•ฉ์˜ํ•œ ํ›„ ์‹œ์ž‘๋  ์˜ˆ์ •์ด๋‹ค. ์•„ํ”„๋ฆฌ์นธ ํŒŒ์ด์˜ค๋‹ˆ์–ด๋Š” ์ด ํ”„๋กœ๊ทธ๋žจ์—์„œ ๋‚˜์˜ฌ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋Š” ๋Œ€๋Ÿ‰์˜ ์ฝ”์–ด๋ฅผ ๊ด€๋ฆฌํ•˜๊ธฐ ์œ„ํ•ด ๋‚˜๋ฏธ๋น„์•„์—์„œ ์ถ”๊ฐ€ ๊ธฐ์ˆ  ์ธ๋ ฅ ์ฑ„์šฉ๋„ ์ง„ํ–‰ ์ค‘์ด๋ผ๊ณ  ๋ฐํ˜”๋‹ค. ์‹œ์ถ” ์ค€๋น„์™€ ํ•จ๊ป˜, ์•„ํ”„๋ฆฌ์นธ ํŒŒ์ด์˜ค๋‹ˆ์–ด์™€ ์‹ ํ•˜์ด๋Š” ์˜น๊ณฐ๋ณด-์˜จ๊ฒŒ์•„๋งˆ ๊ฐœ๋ฐœ์„ ์œ„ํ•œ ์ตœ์ข… ๊ด‘์‚ฐ ์„ค๊ณ„์™€ ์ฒ˜๋ฆฌ ํ”Œ๋žœํŠธ ์ฒ˜๋ฆฌ๋Ÿ‰ ๋ฒ”์œ„๋ฅผ ๋…ผ์˜ํ•˜๊ณ  ์žˆ๋‹ค. ํšŒ์‚ฌ๋Š” ๋˜ํ•œ ์ตœ์ข… ๊ณ„์•ฝ์— ๋”ฐ๋ฅธ ๋ฏธ์ดํ–‰ ์„ ํ–‰ ์กฐ๊ฑด๊ณผ ๊ด€๋ จ๋œ ํ–‰์ • ์ ˆ์ฐจ๊ฐ€ ๋งˆ๋ฌด๋ฆฌ ๋‹จ๊ณ„์— ์žˆ์œผ๋ฉฐ, ํ•ด๋‹น ์กฐ๊ฑด์ด ์™„๋ฃŒ๋˜๋ฉด ์ถ”๊ฐ€ ๊ณต์ง€๊ฐ€ ์žˆ์„ ์˜ˆ์ •์ด๋ผ๊ณ  ๋ฐํ˜”๋‹ค. ์ด๋ฒˆ ์—…๋ฐ์ดํŠธ๋กœ ์˜น๊ณฐ๋ณด-์˜จ๊ฒŒ์•„๋งˆ๋Š” ๊ธฐ์ˆ  ๊ฐœ๋ฐœ ๊ณ„ํš ๋‹จ๊ณ„๋กœ ๋” ๋‚˜์•„๊ฐ”์ง€๋งŒ, ์‹œ์ถ”๋Š” ์•„์ง ์‹œ์ž‘๋˜์ง€ ์•Š์•˜์œผ๋ฉฐ ์ƒˆ๋กœ์šด ์ƒ์‚ฐ ๋ชฉํ‘œ๋‚˜ ๊ฑด์„ค ๊ฒฐ์ •๋„ ๋ฐœํ‘œ๋˜์ง€ ์•Š์•˜๋‹ค. ์ด๋ฒˆ ๊ณ„ํš๋œ ํ”„๋กœ๊ทธ๋žจ์€ ํ”„๋กœ์ ํŠธ์˜ ๊ด‘์‚ฐ ์„ค๊ณ„, ํ”Œ๋žœํŠธ ๋ฒ”์œ„ ๋ฐ ๊ด‘๋ฒ”์œ„ํ•œ ๊ฐœ๋ฐœ ๊ฒฝ๋กœ๋ฅผ ๊ตฌ์ฒดํ™”ํ•˜๋Š” ๋ฐ ํ•„์š”ํ•œ ์ง€๋ฐ˜๊ณตํ•™ ๋ฐ ์ž์› ์ •๋ณด๋ฅผ ํ™•๋ณดํ•˜๊ธฐ ์œ„ํ•œ ๊ฒƒ์ด๋‹ค.
4๋ถ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน๊ณผ ์ˆ˜์š” ๋ถ€์ง„์ด ์ด์ค‘ ์••๋ ฅ์œผ๋กœ ์ž‘์šฉํ•˜๋ฉฐ ์—๋‚˜๋ฉœ์„  ์—…๊ณ„๋Š” ์นจ์ฒด๋œ ํ๋ฆ„์„ ์ด์–ด๊ฐ”๋‹ค. ์ด๋ฒˆ ์ฃผ ์—๋‚˜๋ฉœ์„  ์—…๊ณ„ ๊ฐ€๋™๋ฅ ์€ ์ „์ฃผ ๋Œ€๋น„ 2.47%ํฌ์ธํŠธ ํ•˜๋ฝํ–ˆ๊ณ , ์‹ ๊ทœ ์ˆ˜์ฃผ๋Š” ์ „์ฃผ ๋Œ€๋น„ 1.14%ํฌ์ธํŠธ ๊ฐ์†Œํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์œ„์ถ•, ๊ฐ€๋™๋ฅ  ๋ฐ ์‹ ๊ทœ ์ฃผ๋ฌธ ์ง€์† ๊ฐ์†Œ [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์œ„์ถ•, ๊ฐ€๋™๋ฅ  ๋ฐ ์‹ ๊ทœ ์ฃผ๋ฌธ ์ง€์† ๊ฐ์†Œ [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์œ„์ถ•, ๊ฐ€๋™๋ฅ  ๋ฐ ์‹ ๊ทœ ์ฃผ๋ฌธ ์ง€์† ๊ฐ์†Œ [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์œ„์ถ•, ๊ฐ€๋™๋ฅ  ๋ฐ ์‹ ๊ทœ ์ฃผ๋ฌธ ์ง€์† ๊ฐ์†Œ [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
์—๋‚˜๋ฉœ์„  ์—…๊ณ„ ๊ธฐ๊ณ„ ๊ฐ€๋™๋ฅ ์ด ์ด๋ฒˆ ์ฃผ(8์›” 21์ผ~8์›” 27์ผ) ์ „์ฃผ ๋Œ€๋น„ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค ....
1์‹œ๊ฐ„ ์ „
Overnight, London copper opened at $9,527 per tonne, briefly dipping t - Shanghai Metals Market (SMM)