SMM Cobalt and Lithium Morning Meeting: Cobalt Salt Prices Edge Up Amid Low Supply and High Demand

๊ฒŒ์‹œ๋จ: Nov 19, 2024 09:05
[SMM Cobalt and Lithium Morning Meeting Summary: This week, cobalt salt prices slightly increased. Supply side, the current operating rate of smelters remained at a low level, with the overall market focusing on destocking. Demand side, due to the low cobalt salt prices and relatively high intermediate product prices, the economic viability of cobalt salt was evident, leading to higher market purchasing enthusiasm. Breaking down the cobalt salt market situation...

๋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 ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
3์‹œ๊ฐ„ ์ „
[SMM ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
๋” ๋ณด๊ธฐ
[SMM ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
[SMM ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
[SMM ๋ถ„์„] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ๊ณผ ๋Œ€์šฉ๋Ÿ‰ ๋ฐฐํ„ฐ๋ฆฌ ์…€์˜ ์˜ˆ์ƒ๋ณด๋‹ค ๋А๋ฆฐ ์ƒ์‚ฐ๋Šฅ๋ ฅ ํ™•๋Œ€๋กœ ์ธํ•ด, 9์›” ์ค‘๊ตญ ๋ฐ ๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์ƒ์‚ฐ ์ฆ๊ฐ€์œจ์€ ์ „์›” ๋Œ€๋น„ ๊ฐ๊ฐ 4.09%์™€ 4.25%๋กœ ๋‘”ํ™”๋  ์ „๋ง์ด๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์ด๋Š” ์ตœ์ข… ์ˆ˜์š” ์•ฝํ™”๋ฅผ ์˜๋ฏธํ•˜์ง€๋Š” ์•Š๋Š”๋‹ค. ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€์˜ ์ˆ˜๊ธ‰ ์ƒํ™ฉ์€ ์—ฌ์ „ํžˆ ํƒ€์ดํŠธํ•˜๋ฉฐ, 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ๋‹ค. ํ–ฅํ›„ ์ถœํ•˜๋Ÿ‰์€ ๊พธ์ค€ํžˆ ์ฆ๊ฐ€ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์  ๋‚ด์ง€ ์ƒ์Šน ์ถ”์„ธ๋ฅผ ์ด์–ด๊ฐˆ ์ „๋ง์ด๋‹ค.
3์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
3์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋” ๋ณด๊ธฐ
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
3์‹œ๊ฐ„ ์ „
CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
4์‹œ๊ฐ„ ์ „
CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
๋” ๋ณด๊ธฐ
CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
CATL ์ฉก์œ„์ทฌ ํšŒ์žฅ์€ 2026 ์„ธ๊ณ„ ๋™๋ ฅ ๋ฐฐํ„ฐ๋ฆฌ ์ปจํผ๋Ÿฐ์Šค ์˜์ƒ ์ถ•์‚ฌ์—์„œ ์˜ฌํ•ด ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค๊ฐ€ 740๋งŒ ๋Œ€๋ฅผ ๋„˜์–ด์„ฐ๊ณ , ์‹ ์ฐจ ์ถœ์‹œ๊ฐ€ 600์ข… ์ด์ƒ์œผ๋กœ ํ•˜๋ฃจ ํ‰๊ท  3๋Œ€์— ์œก๋ฐ•ํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ๋ชจ๋‘๊ฐ€ ์†๋„, ์‚ฌ์–‘, ๊ฐ€๊ฒฉ์œผ๋กœ ๊ฒฝ์Ÿํ•˜๋ฉฐ ๊ฐœ๋ฐœ ์ฃผ๊ธฐ๋Š” ์ ์  ์งง์•„์ง€๊ณ  ์žˆ๋‹ค. ๊ทธ๋Š” ๋™๋ ฅ ๋ฐฐํ„ฐ๋ฆฌ๋Š” ๊ทน๋„๋กœ ๋†’์€ ์ •๋ฐ€๋„๊ฐ€ ์š”๊ตฌ๋˜๊ณ  ์˜ค์ฐจ ํ—ˆ์šฉ ๋ฒ”์œ„๊ฐ€ ๋งค์šฐ ๋‚ฎ๋‹ค๊ณ  ์ง€์ ํ–ˆ๋‹ค. ์–‘์‚ฐ ๊ณผ์ •์—์„œ๋Š” ๋ชจ๋“  ์ž‘์€ ๋ฌธ์ œ๊ฐ€ ์—ฌ๋Ÿฌ ๋ฐฐ๋กœ ํ™•๋Œ€๋˜๋ฏ€๋กœ ์„ค๊ณ„ ๋‹จ๊ณ„๋ถ€ํ„ฐ ๋ชจ๋“  ๊ณต์ •๊ณผ ๋ชจ๋“  ํŒŒ๋ผ๋ฏธํ„ฐ๋ฅผ ์—„๊ฒฉํžˆ ํ†ต์ œํ•˜๊ณ , ์ด์ƒ ์ง•ํ›„๋ฅผ ์‚ฌ์ „์— ์‹๋ณ„ํ•˜๋ฉฐ, ํ’ˆ์งˆ ๋ฌธ์ œ์— ๋Œ€ํ•ด ๋ฌด๊ด€์šฉ ์›์น™์„ ์ ์šฉํ•ด์•ผ ํ•œ๋‹ค๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
[SMM Cobalt and Lithium Morning Meeting Summary: This week, cobalt sal - Shanghai Metals Market (SMM)