Stalemate and Game Between Upstream and Downstream; Worsening Inversion of Rare Earth Metals [SMM Weekly Review]

๊ฒŒ์‹œ๋จ: Jan 9, 2025 14:38
[SMM Weekly Review: Stalemate Between Upstream and Downstream Intensifies, Rare Earth Metal Losses Worsen] Metal factories have raised their quotations following the increase in oxide prices, but downstream magnetic material enterprises, facing lower order prices, show low acceptance of high-priced metals. This has made high-price transactions in the market difficult, further exacerbating the raw material cost losses for metal factories.

๋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
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
4์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
๋” ๋ณด๊ธฐ
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
[SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ์‹œํ™ฉ: ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜ยทํ•˜๋ฅ˜ ๊ด€๋ง ์† ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค] ์ „๋ฐ˜์ ์œผ๋กœ Pr-Nd ์‹œ์žฅ์€ ํ•˜๋ฅ˜์˜ ์‹ ๊ทœ ์ฃผ๋ฌธ ๋ถ€์กฑ์œผ๋กœ ๊ฑฐ๋ž˜๊ฐ€ ๊ต์ฐฉ ์ƒํƒœ์— ๋น ์กŒ์œผ๋ฉฐ, ์ƒ๋ฅ˜๋Š” ๊ฐ€๊ฒฉ์„ ๊ฐ•ํ•˜๊ฒŒ ์œ ์ง€ํ•˜๋ ค๋Š” ์˜์ง€๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. ๋ฐ˜๋ฉด ๋””์Šคํ”„๋กœ์Š˜๊ณผ ํ™€๋ฎด ์‹œ์žฅ์—์„œ๋Š” ์ €๊ฐ€ ๊ณต๊ธ‰์ด ์ค„์–ด๋“ค๋ฉด์„œ ๊ณต๊ธ‰์—…์ฒด๋“ค์ด ํ˜ธ๊ฐ€๋ฅผ ์ธ์ƒํ–ˆ์Šต๋‹ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ๋Š” ์ƒ๋ฅ˜์˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜ ์‹ฌ๋ฆฌ ์˜ํ–ฅ์œผ๋กœ Pr-Nd ์ œํ’ˆ ๊ฐ€๊ฒฉ์ด ์†Œํญ ์ƒ์Šนํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
7์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
๋” ๋ณด๊ธฐ
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
[๊ด‘์„ ๊ฐ€๊ฒฉ, ์‚ฐํ™”๋ฌผ ์ƒ์Šน์„ธ ๋™์กฐ, ์ž์„ฑ ์žฌ๋ฃŒ ์‹œ์žฅ ํ‰๊ท ์  ๊ฑฐ๋ž˜] ์–ด์ œ Pr-Nd ์‚ฐํ™”๋ฌผ ์‹œ์žฅ ๊ฐ€๊ฒฉ์ด ์„ ๋ฌผ ๋”ฐ๋ผ ์†Œํญ ํ•˜๋ฝํ–ˆ์œผ๋‚˜, ๋Œ€๋‹ค์ˆ˜ ๊ณต๊ธ‰ ์—…์ฒด์˜ ์˜คํผ ๊ฐ€๊ฒฉ์€ ๊ฒฌ์กฐํ–ˆ๊ณ  ์ €๊ฐ€ ๋ฌผ๋Ÿ‰ ํ™•๋ณด๋Š” ์—ฌ์ „ํžˆ ์–ด๋ ค์› ์Šต๋‹ˆ๋‹ค. ์ค‘ํฌํ† ๋ฅ˜ ๋ถ€๋ฌธ์—์„œ๋Š” ๋””์Šคํ”„๋กœ์Š˜๊ณผ ํ„ฐ๋ธ€ ์‹œ์„ธ๊ฐ€ ์ „๋ฐ˜์ ์œผ๋กœ ๊ฐ•๋ณดํ•ฉ์„ธ๋ฅผ ์œ ์ง€ํ•œ ๊ฐ€์šด๋ฐ ์ผ๋ถ€ ๋งค์ˆ˜์„ธ๊ฐ€ ์†Œ๋Ÿ‰ ๊ตฌ๋งค์— ๋‚˜์„ฐ์Šต๋‹ˆ๋‹ค.
7์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ, ๊ธˆ์† ๊ฑฐ๋ž˜ ์ •์ฒด, ๋น„์ˆ˜๊ธฐ ์ž์„ฑ์žฌ๋ฃŒ ์ˆ˜์š” ๋‘”ํ™”
7์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ, ๊ธˆ์† ๊ฑฐ๋ž˜ ์ •์ฒด, ๋น„์ˆ˜๊ธฐ ์ž์„ฑ์žฌ๋ฃŒ ์ˆ˜์š” ๋‘”ํ™”
๋” ๋ณด๊ธฐ
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ, ๊ธˆ์† ๊ฑฐ๋ž˜ ์ •์ฒด, ๋น„์ˆ˜๊ธฐ ์ž์„ฑ์žฌ๋ฃŒ ์ˆ˜์š” ๋‘”ํ™”
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ํ˜ผ์กฐ, ๊ธˆ์† ๊ฑฐ๋ž˜ ์ •์ฒด, ๋น„์ˆ˜๊ธฐ ์ž์„ฑ์žฌ๋ฃŒ ์ˆ˜์š” ๋‘”ํ™”
[์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ฆผ, ๊ธˆ์† ๊ฑฐ๋ž˜ ๊ต์ฐฉ ์ƒํƒœ, ๋น„์ˆ˜๊ธฐ ์ž์„ฑ์žฌ๋ฃŒ ์ˆ˜์š” ๋‘”ํ™”] ์ „์ผ NdFeB ๋ธ”๋žญํฌ ์‹œ์„ธ๊ฐ€ ์†Œํญ ํ•˜๋ฝํ–ˆ๋Š”๋ฐ, ์ด๋Š” ์ฃผ๋กœ ์›์ž์žฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์ด ๋ธ”๋žญํฌ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด๋‚ด๋ ธ๊ธฐ ๋•Œ๋ฌธ์ž…๋‹ˆ๋‹ค. ๊ฑฐ๋ž˜ ์ธก๋ฉด์—์„œ๋Š” ๋น„์ˆ˜๊ธฐ ์ง„์ž…์œผ๋กœ ์ตœ์ข… ์ˆ˜์š”์—…์ฒด์™€ ๋ชจํ„ฐ ๊ณต์žฅ์˜ ์ƒ์‚ฐ ์†๋„๊ฐ€ ์ ์ฐจ ๋‘”ํ™”๋˜๋ฉด์„œ ๊ฐ•์„ฑ ์ˆ˜์š” ์ฃผ๋ฌธ์€ ์ ์ ˆํžˆ ๋ฐœ์ฃผ๋˜์—ˆ์œผ๋‚˜, ๋Œ€๊ทœ๋ชจ ์žฌ๊ณ  ๋ณด์ถฉ ์ฃผ๋ฌธ์€ ์•„์ง ๋ณธ๊ฒฉ์ ์œผ๋กœ ๋‚˜์˜ค์ง€ ์•Š์•˜์Šต๋‹ˆ๋‹ค. NdFeB ์‹œ์žฅ์˜ ์ „์ฒด ๊ฑฐ๋ž˜๋Ÿ‰์€ ๋ณดํ†ต ์ˆ˜์ค€์— ๊ทธ์ณค์Šต๋‹ˆ๋‹ค.
7์‹œ๊ฐ„ ์ „
[SMM Weekly Review: Stalemate Between Upstream and Downstream Intensif - Shanghai Metals Market (SMM)