SMM Zinc Morning Meeting: Strong Non-Farm Payrolls Data Boosts Dollar, LME Zinc Fluctuates

๊ฒŒ์‹œ๋จ: Jan 13, 2025 08:31
[SMM Zinc Morning Meeting Summary: Non-Farm Payrolls Data Exceeded Expectations, LME Zinc Jumped Initially and Then Pulled Back] Strong non-farm payrolls data reinforced expectations that the US Fed is unlikely to implement significant interest rate cuts this year. The strengthening US dollar limited the upside room for LME zinc. SHFE zinc fell below the previous low of 24,000 yuan/mt, but with the continued destocking of social inventory, the downward momentum weakened, maintaining a primarily low-level fluctuation.

๋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
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
1์‹œ๊ฐ„ ์ „
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
๋” ๋ณด๊ธฐ
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
์‹ฑ์˜ˆ์€์„: ์žํšŒ์‚ฌ ์ธ๋งŒ๊ด‘์—… ์„ ๊ด‘๊ณต์žฅ 9์›” 3์ผ ์ƒ์‚ฐ ์žฌ๊ฐœ; ์ธ๋งŒ๊ด‘์—… ๊ด‘๊ตฌ๋Š” ๋ชจ๋“  ์ •๋น„ ์ž‘์—…์„ ์ „๋ ฅ์œผ๋กœ ์ถ”์ง„ ์ค‘.
1์‹œ๊ฐ„ ์ „
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
3์‹œ๊ฐ„ ์ „
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
๋” ๋ณด๊ธฐ
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ [SMM ์ •์˜ค ๋…ผํ‰]
[ํ†ˆ์ง„ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ, ํ•˜๋ฅ˜ ์‹ ์ค‘ํ•œ ํƒœ๋„ ์œ ์ง€] ํ†ˆ์ง„ ์‹œ์žฅ์—์„œ ์ฃผ๋ฅ˜ #0 ์•„์—ฐ๊ดด ๊ฑฐ๋ž˜๊ฐ€๋Š” 26,360~26,930์œ„์•ˆ/ํ†ค, ์ฏ”์ง„ ๊ฑฐ๋ž˜๊ฐ€๋Š” 26,630~27,080์œ„์•ˆ/ํ†ค, #1 ์•„์—ฐ๊ดด ๊ฑฐ๋ž˜๊ฐ€๋Š” ์•ฝ 26,440~26,820์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ฏ”์ง„์€ 2610 ๊ณ„์•ฝ ๋Œ€๋น„ 0~200์œ„์•ˆ/ํ†ค ํ”„๋ฆฌ๋ฏธ์—„์— ํ˜ธ๊ฐ€๋˜์—ˆ๊ณ , ํ›„์‹ ์€ 28,185์œ„์•ˆ/ํ†ค์— ํ˜ธ๊ฐ€๋˜์—ˆ๋‹ค. #0 ์•„์—ฐ๊ดด๋Š” 2610 ๊ณ„์•ฝ ๋Œ€๋น„ 0~200์œ„์•ˆ/ํ†ค ํ• ์ธ์— ํ˜ธ๊ฐ€๋˜์—ˆ์œผ๋ฉฐ, ํ†ˆ์ง„ ์‹œ์žฅ์€ ์ƒํ•˜์ด ์‹œ์žฅ ๋Œ€๋น„ 50์œ„์•ˆ/ํ†ค ํ• ์ธ์— ํ˜ธ๊ฐ€๋˜์—ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
๊ด‘๋‘ฅ ์•„์—ฐ: ์„ ๋ฌผ ์ค‘์‹ฌ ์ƒ์Šน, ํ˜„๋ฌผ ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์กฐ์šฉ [SMM ์˜คํ›„ ๋…ผํ‰]
3์‹œ๊ฐ„ ์ „
๊ด‘๋‘ฅ ์•„์—ฐ: ์„ ๋ฌผ ์ค‘์‹ฌ ์ƒ์Šน, ํ˜„๋ฌผ ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์กฐ์šฉ [SMM ์˜คํ›„ ๋…ผํ‰]
๋” ๋ณด๊ธฐ
๊ด‘๋‘ฅ ์•„์—ฐ: ์„ ๋ฌผ ์ค‘์‹ฌ ์ƒ์Šน, ํ˜„๋ฌผ ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์กฐ์šฉ [SMM ์˜คํ›„ ๋…ผํ‰]
๊ด‘๋‘ฅ ์•„์—ฐ: ์„ ๋ฌผ ์ค‘์‹ฌ ์ƒ์Šน, ํ˜„๋ฌผ ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์กฐ์šฉ [SMM ์˜คํ›„ ๋…ผํ‰]
[๊ด‘๋‘ฅ: ์„ ๋ฌผ ์ค‘์‹ฌ ์ƒ์Šน, ํ˜„๋ฌผ ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์กฐ์šฉ] ๊ด‘๋‘ฅ 0# ์•„์—ฐ์€ ์ฃผ๋กœ 26,515~26,845์œ„์•ˆ/ํ†ค์— ๊ฑฐ๋ž˜๋˜์—ˆ์œผ๋ฉฐ, ์ฃผ๋ ฅ ๋ธŒ๋žœ๋“œ๋Š” 2610 ๊ณ„์•ฝ ๋Œ€๋น„ 85~40์œ„์•ˆ/ํ†ค ํ• ์ธ, ์ƒํ•˜์ด ํ˜„๋ฌผ ๋Œ€๋น„ 20์œ„์•ˆ/ํ†ค ํ”„๋ฆฌ๋ฏธ์—„์œผ๋กœ ํ˜ธ๊ฐ€๋˜์—ˆ๊ณ , ์ƒํ•˜์ด-๊ด‘๋‘ฅ ๊ฐ€๊ฒฉ ์ฐจ์ด๋Š” ํ™•๋Œ€๋˜์—ˆ๋‹ค...
3์‹œ๊ฐ„ ์ „
[SMM Zinc Morning Meeting Summary: Non-Farm Payrolls Data Exceeded Exp - Shanghai Metals Market (SMM)