SMM Survey: Significant Drop in Pig Iron Production in November, Mixed Outlook for December

๊ฒŒ์‹œ๋จ: Nov 27, 2024 15:23
[SMM survey: Significant decline in pig iron production in November, expected to continue in December] In November, 21 blast furnaces underwent maintenance, reducing daily pig iron production by 99,000 mt, affecting December's pig iron production by 1.3292 million mt. Meanwhile, 11 blast furnaces resumed production, increasing daily pig iron production by 59,300 mt, raising December's pig iron production by 700,000 mt. According to the SMM survey, 10 blast furnaces are scheduled for maintenance in December, reducing daily pig iron production by 34,500 mt; conversely, 8 blast furnaces are scheduled to resume production, increasing daily pig iron production by 36,600 mt. Based on current data, December's blast furnace maintenance is expected to impact total pig iron production by 6.2943 million mt;...

๋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
์žฅ์‹œ์„ฑ์˜ ํ•œ ๊ด‘์‚ฐ์ด ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ •๊ด‘ 96ํ†ค์„ ๋‚™์ฐฐ๊ฐ€ 5,430์œ„์•ˆ/mtu์— ํŒ๋งคํ–ˆ๋‹ค.
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์žฅ์‹œ์„ฑ์˜ ํ•œ ๊ด‘์‚ฐ์ด ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ •๊ด‘ 96ํ†ค์„ ๋‚™์ฐฐ๊ฐ€ 5,430์œ„์•ˆ/mtu์— ํŒ๋งคํ–ˆ๋‹ค.
๋” ๋ณด๊ธฐ
์žฅ์‹œ์„ฑ์˜ ํ•œ ๊ด‘์‚ฐ์ด ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ •๊ด‘ 96ํ†ค์„ ๋‚™์ฐฐ๊ฐ€ 5,430์œ„์•ˆ/mtu์— ํŒ๋งคํ–ˆ๋‹ค.
์žฅ์‹œ์„ฑ์˜ ํ•œ ๊ด‘์‚ฐ์ด ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ •๊ด‘ 96ํ†ค์„ ๋‚™์ฐฐ๊ฐ€ 5,430์œ„์•ˆ/mtu์— ํŒ๋งคํ–ˆ๋‹ค.
[๋ชฐ๋ฆฌ๋ธŒ๋ด ํ”Œ๋ž˜์‹œ] SMM 9์›” 3์ผ: ์žฅ์‹œ์„ฑ ์†Œ์žฌ ํ•œ ๊ด‘์‚ฐ์—์„œ 45%-50% ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ •๊ด‘(ํ‰๊ท  ๊ตฌ๋ฆฌ 1.99%, ํ‰๊ท  ์ธ 0.081%) 96ํ†ค์„ 5,430์œ„์•ˆ/mtu์— ๊ฑฐ๋ž˜ํ–ˆ์œผ๋ฉฐ, ์ž…์ฐฐ ํ•˜ํ•œ๊ฐ€๋Š” 5,410์œ„์•ˆ/mtu์˜€๋‹ค. ๋˜ํ•œ 40%-45% ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ •๊ด‘(ํ‰๊ท  ๊ตฌ๋ฆฌ 4.09%, ํ‰๊ท  ์ธ 0.085%) 544ํ†ค์„ 5,395์œ„์•ˆ/mtu์— ๊ฑฐ๋ž˜ํ–ˆ์œผ๋ฉฐ, ์ž…์ฐฐ ํ•˜ํ•œ๊ฐ€๋Š” 5,380์œ„์•ˆ/mtu์˜€๋‹ค. ์ƒ๊ธฐ ๋ชจ๋“  ๊ฑฐ๋ž˜๋Š” ํ˜„๊ธˆ 35%์™€ ์ธ์ˆ˜ 65%๋กœ ๊ฒฐ์ œ๋˜์—ˆ๋‹ค.
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[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
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[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
๋” ๋ณด๊ธฐ
[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
SMM ํ†ต๊ณ„์— ๋”ฐ๋ฅด๋ฉด, ์ด๋ฒˆ ๊ธฐ๊ฐ„ ๊ฑด์ž์žฌ์˜ ๊ณต์žฅ ์žฌ๊ณ ์™€ ์‚ฌํšŒ ์žฌ๊ณ ๊ฐ€ ๋ชจ๋‘ ์ •๋„์˜ ์ฐจ์ด๋Š” ์žˆ์œผ๋‚˜ ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ฑด์ž์žฌ ์ด์žฌ๊ณ ๋Š” 807๋งŒ 4,000ํ†ค์œผ๋กœ, ์ „์›” ๋Œ€๋น„ 11๋งŒ 8,500ํ†ค ๊ฐ์†Œ(์ „์›” ๋Œ€๋น„ -1.45%)ํ–ˆ์Šต๋‹ˆ๋‹ค.
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[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
1์‹œ๊ฐ„ ์ „
[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
๋” ๋ณด๊ธฐ
[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
SMM ์กฐ์‚ฌ์— ๋”ฐ๋ฅด๋ฉด, ์ด๋ฒˆ ์ฃผ ๊ฑด์ถ•์ž์žฌ ์ด ์‚ฌํšŒ ์žฌ๊ณ ์˜ ์žฌ๊ณ  ์†Œ์ง„ ์†๋„๊ฐ€ ์†Œํญ ๋นจ๋ผ์กŒ๋‹ค. 2026๋…„ 9์›” 3์ผ ๊ธฐ์ค€, SMM ๊ฑด์ถ•์ž์žฌ ์‚ฌํšŒ ์žฌ๊ณ ๋Š” 545๋งŒ 8์ฒœ ํ†ค์œผ๋กœ ์ „์ฃผ ๋Œ€๋น„ 7๋งŒ 8,900ํ†ค ๊ฐ์†Œํ•ด 1.43% ์ค„์—ˆ๋‹ค.
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[SMM survey: Significant decline in pig iron production in November, e - Shanghai Metals Market (SMM)