Nickel Prices Drop, Spot Premiums Hit Annual High But May Soon Decline

๊ฒŒ์‹œ๋จ: Dec 18, 2024 14:14

[Nickel Prices Continue to Decline, Spot Premiums Break Through High Levels but Struggle to Stabilize]

Regarding spot premiums: Today, spot premiums for Jinchuan-brand nickel broke through the 4,000 mark, reaching an annual high. However, recently, a certain amount of exported Jinchuan-brand nickel plates has been re-imported into the domestic market. This may alleviate the short-term supply tightness of Jinchuan nickel. It is expected that the spot premiums for nickel plates may pull back in the near future.

๋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 ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ์ผ์ผ ๋ฆฌ๋ทฐ] 9์›” 3์ผ ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ€์ง„, ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์•ˆ์ •์„ธ
5๋ถ„ ์ „
[SMM ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ์ผ์ผ ๋ฆฌ๋ทฐ] 9์›” 3์ผ ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ€์ง„, ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์•ˆ์ •์„ธ
๋” ๋ณด๊ธฐ
[SMM ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ์ผ์ผ ๋ฆฌ๋ทฐ] 9์›” 3์ผ ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ€์ง„, ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์•ˆ์ •์„ธ
[SMM ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ์ผ์ผ ๋ฆฌ๋ทฐ] 9์›” 3์ผ ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ€์ง„, ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ์•ˆ์ •์„ธ
9์›” 3์ผ, SMM ์ „์ง€๊ธ‰ ํ™ฉ์‚ฐ๋‹ˆ์ผˆ ํ‰๊ท  ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ–ˆ๋‹ค.
5๋ถ„ ์ „
[SMM ๋‹ˆ์ผˆ ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ] ๋ฏธ๊ตญ ์—ฐ์ค€์˜ 9์›” ๊ธˆ๋ฆฌ ์ธ์ƒ ํ™•๋ฅ  66.9%๋กœ ์ƒ์Šน, SHFE ๋‹ˆ์ผˆ ์ตœ๋‹ค ๊ฑฐ๋ž˜ ์ข…๋ชฉ ์žฅ ์ดˆ๋ฐ˜ ํ•˜๋ฝ์„ธ
2์‹œ๊ฐ„ ์ „
[SMM ๋‹ˆ์ผˆ ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ] ๋ฏธ๊ตญ ์—ฐ์ค€์˜ 9์›” ๊ธˆ๋ฆฌ ์ธ์ƒ ํ™•๋ฅ  66.9%๋กœ ์ƒ์Šน, SHFE ๋‹ˆ์ผˆ ์ตœ๋‹ค ๊ฑฐ๋ž˜ ์ข…๋ชฉ ์žฅ ์ดˆ๋ฐ˜ ํ•˜๋ฝ์„ธ
๋” ๋ณด๊ธฐ
[SMM ๋‹ˆ์ผˆ ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ] ๋ฏธ๊ตญ ์—ฐ์ค€์˜ 9์›” ๊ธˆ๋ฆฌ ์ธ์ƒ ํ™•๋ฅ  66.9%๋กœ ์ƒ์Šน, SHFE ๋‹ˆ์ผˆ ์ตœ๋‹ค ๊ฑฐ๋ž˜ ์ข…๋ชฉ ์žฅ ์ดˆ๋ฐ˜ ํ•˜๋ฝ์„ธ
[SMM ๋‹ˆ์ผˆ ๋ชจ๋‹ ๋ฏธํŒ… ์š”์•ฝ] ๋ฏธ๊ตญ ์—ฐ์ค€์˜ 9์›” ๊ธˆ๋ฆฌ ์ธ์ƒ ํ™•๋ฅ  66.9%๋กœ ์ƒ์Šน, SHFE ๋‹ˆ์ผˆ ์ตœ๋‹ค ๊ฑฐ๋ž˜ ์ข…๋ชฉ ์žฅ ์ดˆ๋ฐ˜ ํ•˜๋ฝ์„ธ
[9.3 ์˜ค์ „ ํšŒ์˜ ๋…ธํŠธ] ๋ฏธ๊ตญ ์—ฐ์ค€์— ๋งคํŒŒ์  ๋ชฉ์†Œ๋ฆฌ๊ฐ€ ์ถ”๊ฐ€๋˜๋ฉฐ 9์›” ๊ธˆ๋ฆฌ ์ธ์ƒ ํ™•๋ฅ ์ด 66.9%๋กœ ์ƒ์Šนํ–ˆ๋‹ค. ๋ฐ” ์—ฐ์ค€ ์ด์‚ฌ๋Š” ์ธํ”Œ๋ ˆ์ด์…˜์ด ๋” ์™„ํ™”๋˜์ง€ ์•Š์„ ๊ฒฝ์šฐ ๊ธˆ๋ฆฌ ์ธ์ƒ์„ ์ง€์ง€ํ•  ๊ฒƒ์ด๋ผ๊ณ  ๋ฐํ˜”๋‹ค. ์•ž์„œ ์›Œ์‹œ์˜ ๋งคํŒŒ์  ์‹ ํ˜ธ์™€ ๋งž๋ฌผ๋ ค, ์‹œ์žฅ์€ ์ด์ œ 9์›” 11์ผ ๋ฐœํ‘œ๋  8์›” CPI์— ์ฃผ๋ชฉํ•˜๊ณ  ์žˆ๋‹ค. ์ด๋Š” 9์›” 15~16์ผ FOMC ํšŒ์˜ ์ „ ๊ฐ€์žฅ ์ค‘์š”ํ•œ ๋ฐ์ดํ„ฐ๋‹ค. ๋ฐ”ํด๋ ˆ์ด์ฆˆ๋Š” ์—ฐ์ค€์ด 9์›”๊ณผ 12์›”์— ๊ฐ๊ฐ ํ•œ ์ฐจ๋ก€์”ฉ ๊ธˆ๋ฆฌ๋ฅผ ์ธ์ƒํ•  ๊ฒƒ์œผ๋กœ ์ „๋งํ•œ๋‹ค. ๊ฐ€์žฅ ํ™œ๋ฐœํžˆ ๊ฑฐ๋ž˜๋œ SHFE ๋‹ˆ์ผˆ 2610 ๊ณ„์•ฝ์€ ์žฅ ์ดˆ๋ฐ˜ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์ด๋ฉฐ ์˜ค์ „ ์žฅ์„ ํ†ค๋‹น 126,690์œ„์•ˆ์— ๋งˆ๊ฐํ•ด 0.84% ํ•˜๋ฝํ–ˆ๋‹ค. 9์›” ์—ฐ์ค€ ๊ธˆ๋ฆฌ ์ธ์ƒ ํ™•๋ฅ ์ด 66.9%๋กœ ์ƒ์Šนํ•˜๊ณ , ๊ธ€๋กœ๋ฒŒ ์ฑ„๊ถŒ ๋งค๋„์„ธ์™€ ๋‹ฌ๋Ÿฌ ๊ฐ•์„ธ๊ฐ€ ๋ณตํ•ฉ์ ์ธ ์—ญํ’์œผ๋กœ ์ž‘์šฉํ•˜๊ณ  ์žˆ๋‹ค. ๋‹ˆ์ผˆ ์ž์ฒด์˜ ๋†’์€ ์žฌ๊ณ ์™€ ์•ฝํ•œ ์ˆ˜์š”๋„ ๋ณ€ํ•จ์—†๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ SHFE ๋‹ˆ์ผˆ ์ตœ๋‹ค ๊ฑฐ๋ž˜ ๊ณ„์•ฝ์€ ํ†ค๋‹น 125,000~131,000์œ„์•ˆ ๋ฒ”์œ„์—์„œ ๊ฑฐ๋ž˜๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
2์‹œ๊ฐ„ ์ „
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์—˜๋‹ˆ๋‡จ ๋‚ ์”จ๋กœ IMIP ์ƒ์‚ฐ ๋ฆฌ์Šคํฌ ์ฆ๊ฐ€
18์‹œ๊ฐ„ ์ „
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์—˜๋‹ˆ๋‡จ ๋‚ ์”จ๋กœ IMIP ์ƒ์‚ฐ ๋ฆฌ์Šคํฌ ์ฆ๊ฐ€
๋” ๋ณด๊ธฐ
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์—˜๋‹ˆ๋‡จ ๋‚ ์”จ๋กœ IMIP ์ƒ์‚ฐ ๋ฆฌ์Šคํฌ ์ฆ๊ฐ€
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์—˜๋‹ˆ๋‡จ ๋‚ ์”จ๋กœ IMIP ์ƒ์‚ฐ ๋ฆฌ์Šคํฌ ์ฆ๊ฐ€
2026๋…„ ์—˜๋‹ˆ๋‡จ ํ˜„์ƒ์ด ๊ณ„์† ๊ฐ•ํ™”๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ๊ตญ์ œ ๊ธฐํ›„ ๋ชจ๋‹ˆํ„ฐ๋ง์— ๋”ฐ๋ฅด๋ฉด ์ด๋ฒˆ ์—˜๋‹ˆ๋‡จ๋Š” ๊ธฐ๋ก์ƒ ๊ฐ€์žฅ ๊ฐ•๋ ฅํ•œ ์—˜๋‹ˆ๋‡จ ์ค‘ ํ•˜๋‚˜๊ฐ€ ๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค. ์ธ๋„๋„ค์‹œ์•„๋Š” ์ด๋ฏธ ์ƒ๋‹นํ•œ ํญ์—ผ๊ณผ ๊ฑด์กฐ ์ƒํƒœ๋ฅผ ๊ฒช๊ณ  ์žˆ์œผ๋ฉฐ, ์—˜๋‹ˆ๋‡จ๋Š” 9์›”์— ์ •์ ์— ์ด๋ฅผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค. SMM์— ๋”ฐ๋ฅด๋ฉด ํ˜„์žฌ IMIP์˜ ๋ฌผ ๋ถ€์กฑ์€ ์ฃผ๋กœ ํƒ„์†Œ๊ฐ• ์ƒ์‚ฐ์— ์˜ํ–ฅ์„ ๋ฏธ์น˜๊ณ  ์žˆ์œผ๋ฉฐ, ๋‹ˆ์ผˆ ์ƒ์‚ฐ์—๋Š” ์•„์ง ์˜ํ–ฅ์ด ์—†์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ๊ฑด์กฐํ•œ ๋‚ ์”จ์™€ ๋ฌผ ๋ถ€์กฑ์ด ์ง€์†๋  ๊ฒฝ์šฐ ์‚ฐ์—…์šฉ์ˆ˜ ๊ณต๊ธ‰์— ๋Œ€ํ•œ ์ถ”๊ฐ€ ์••๋ฐ•์œผ๋กœ ๋‹ˆ์ผˆ ์ƒ์‚ฐ ๊ฐ์ถ• ์œ„ํ—˜์ด ์ปค์งˆ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
18์‹œ๊ฐ„ ์ „
[Nickel Prices Continue to Decline, Spot Premiums Break Through High L - Shanghai Metals Market (SMM)