SMM Lead Morning Meeting Highlights: Year-End Supply Constraints Push Lead Prices Upward Amid Economic Growth Reevaluation

๊ฒŒ์‹œ๋จ: Dec 5, 2024 09:00
[SMM Lead Morning Meeting Summary: Year-End Ingot Supply Faces Limitations, Lead Prices Continue to Fluctuate Upward] Xinhua News Agency: Breaking the "Growth Worship," China's economic growth around 5% is acceptable. Fundamentals: As lead prices rise, secondary lead profits improve, but some large secondary lead enterprises that have been shut down for a long time find it difficult to resume production quickly in the short term. Year-end ingot supply...

๋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
์ง€์ง€์™€ ์ €ํ•ญ์ด ๊ณต์กด, SHFE ๋‚ฉ 16,000 ์œ„์—์„œ ํšก๋ณด [๋‚ฉ ์„ ๋ฌผ ๋‹จํ‰]
13์‹œ๊ฐ„ ์ „
์ง€์ง€์™€ ์ €ํ•ญ์ด ๊ณต์กด, SHFE ๋‚ฉ 16,000 ์œ„์—์„œ ํšก๋ณด [๋‚ฉ ์„ ๋ฌผ ๋‹จํ‰]
๋” ๋ณด๊ธฐ
์ง€์ง€์™€ ์ €ํ•ญ์ด ๊ณต์กด, SHFE ๋‚ฉ 16,000 ์œ„์—์„œ ํšก๋ณด [๋‚ฉ ์„ ๋ฌผ ๋‹จํ‰]
์ง€์ง€์™€ ์ €ํ•ญ์ด ๊ณต์กด, SHFE ๋‚ฉ 16,000 ์œ„์—์„œ ํšก๋ณด [๋‚ฉ ์„ ๋ฌผ ๋‹จํ‰]
13์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
14์‹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.
14์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
15์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
๋” ๋ณด๊ธฐ
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
[์žฌ์ƒ๋‚ฉ ์ƒ์‚ฐ ์—…๋ฐ์ดํŠธ] SMM ์กฐ์‚ฌ์— ๋”ฐ๋ฅด๋ฉด, ์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• ์žฌ์ƒ๋‚ฉ ์ œ๋ จ์†Œ๊ฐ€ 9์›” 15์ผ ์กฐ์—…์„ ์žฌ๊ฐœํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ์ƒ์‚ฐ ์žฌ๊ฐœ ๊ทœ๋ชจ์™€ ์ƒ์‚ฐ ํ™•๋Œ€ ์†๋„๋Š” ์‹ค์ œ ์ƒ์‚ฐ๋Ÿ‰์— ๋”ฐ๋ผ ๋‹ฌ๋ผ์งˆ ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.
15์‹œ๊ฐ„ ์ „
[SMM Lead Morning Meeting Summary: Year-End Ingot Supply Faces Limitat - Shanghai Metals Market (SMM)