Chinese New Year Approaching: Trading Dynamics of the Lead Industry Chain [SMM Analysis]

๊ฒŒ์‹œ๋จ: Jan 17, 2025 17:27
[SMM Analysis: Trading Dynamics of Lead Industry Chain as Chinese New Year Approaches] SMM, January 17: With the Chinese New Year atmosphere growing stronger, trading activity among upstream and downstream enterprises in the lead industry chain has significantly declined. Supply side, battery scrap recyclers stated that they are optimistic about post-holiday prices and are currently reluctant to sell. Coupled with the already limited market supply, purchasing is relatively under pressure...

๋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
SHFE ์—ฐ ์žฅ์ค‘ ์†Œํญ ์ƒ์Šน ๋งˆ๊ฐ, ๋‹จ๊ธฐ ๋ฐ˜๋“ฑ ๊ฐ•์„ธ๋Š” ํ•˜๋ฅ˜ ์žฌ๊ณ  ๊ฐ์†Œ ์‹คํ˜„ ์—ฌ๋ถ€์— ๋‹ฌ๋ ค [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
12์‹œ๊ฐ„ ์ „
SHFE ์—ฐ ์žฅ์ค‘ ์†Œํญ ์ƒ์Šน ๋งˆ๊ฐ, ๋‹จ๊ธฐ ๋ฐ˜๋“ฑ ๊ฐ•์„ธ๋Š” ํ•˜๋ฅ˜ ์žฌ๊ณ  ๊ฐ์†Œ ์‹คํ˜„ ์—ฌ๋ถ€์— ๋‹ฌ๋ ค [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
๋” ๋ณด๊ธฐ
SHFE ์—ฐ ์žฅ์ค‘ ์†Œํญ ์ƒ์Šน ๋งˆ๊ฐ, ๋‹จ๊ธฐ ๋ฐ˜๋“ฑ ๊ฐ•์„ธ๋Š” ํ•˜๋ฅ˜ ์žฌ๊ณ  ๊ฐ์†Œ ์‹คํ˜„ ์—ฌ๋ถ€์— ๋‹ฌ๋ ค [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
SHFE ์—ฐ ์žฅ์ค‘ ์†Œํญ ์ƒ์Šน ๋งˆ๊ฐ, ๋‹จ๊ธฐ ๋ฐ˜๋“ฑ ๊ฐ•์„ธ๋Š” ํ•˜๋ฅ˜ ์žฌ๊ณ  ๊ฐ์†Œ ์‹คํ˜„ ์—ฌ๋ถ€์— ๋‹ฌ๋ ค [์—ฐ ์„ ๋ฌผ ๋‹จํ‰]
12์‹œ๊ฐ„ ์ „
๊ด‘์‹œ ํƒœํ’, ์ง€์—ญ ์•„์—ฐ ์ œ๋ จ์†Œ ์ƒ์‚ฐ์— ์ฆ‰๊ฐ์ ์ธ ์˜ํ–ฅ ์—†์–ด
13์‹œ๊ฐ„ ์ „
๊ด‘์‹œ ํƒœํ’, ์ง€์—ญ ์•„์—ฐ ์ œ๋ จ์†Œ ์ƒ์‚ฐ์— ์ฆ‰๊ฐ์ ์ธ ์˜ํ–ฅ ์—†์–ด
๋” ๋ณด๊ธฐ
๊ด‘์‹œ ํƒœํ’, ์ง€์—ญ ์•„์—ฐ ์ œ๋ จ์†Œ ์ƒ์‚ฐ์— ์ฆ‰๊ฐ์ ์ธ ์˜ํ–ฅ ์—†์–ด
๊ด‘์‹œ ํƒœํ’, ์ง€์—ญ ์•„์—ฐ ์ œ๋ จ์†Œ ์ƒ์‚ฐ์— ์ฆ‰๊ฐ์ ์ธ ์˜ํ–ฅ ์—†์–ด
์˜ฌํ•ด 10ํ˜ธ ํƒœํ’ '๋งˆ์ด์‚ญ'์˜ ์˜ํ–ฅ์œผ๋กœ ๊ด‘์‹œ ์ง€์—ญ ๋‹ค์ˆ˜ ๊ณณ์ด ์ง€์†์ ์ธ ์ง‘์ค‘ํ˜ธ์šฐ๋ฅผ ๋งž์•˜๋‹ค. ํŒก์ฒญ๊ฐ•, ์นœ์ €์šฐ, ๊ตฌ์ด๊ฐ•, ๋‚œ๋‹ ๋“ฑ์ง€์— ํญ์šฐ์—์„œ ๋Œ€ํญ์šฐ๊ฐ€, ๊ตญ์ง€์ ์œผ๋กœ๋Š” ๊ทน์‹ฌํ•œ ํญ์šฐ๊ฐ€ ์Ÿ์•„์ ธ ์ผ๋ถ€ ๋„์‹ฌ์ด ์‹ฌ๊ฐํ•œ ์นจ์ˆ˜ ํ”ผํ•ด๋ฅผ ์ž…์—ˆ๊ณ , ํ•˜์ฒœ ์ˆ˜์œ„๊ฐ€ ๊ธ‰์ƒ์Šนํ–ˆ์œผ๋ฉฐ ์—ฌ๋Ÿฌ ์ €์ˆ˜์ง€์— ์œ„ํ—˜ ์ง•ํ›„๊ฐ€ ๋‚˜ํƒ€๋‚ฌ๋‹ค. ์ด์— SMM์ด ๊ด‘์‹œ ์†Œ์žฌ ์•„์—ฐ ์ œ๋ จ์†Œ๋ฅผ ์กฐ์‚ฌํ•œ ๊ฒฐ๊ณผ, ํ˜„์žฌ๊นŒ์ง€ ์ƒ์‚ฐ์—๋Š” ์˜ํ–ฅ์ด ์—†์—ˆ์œผ๋‚˜ ํ•ญ๋งŒ ์นจ์ˆ˜๋กœ ์ธํ•ด ์›์ž์žฌ ๋ฐ ์™„์ œํ’ˆ ์šด์†ก์ด ์ฐจ์งˆ์„ ๋นš๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋๋‹ค. ๋˜ํ•œ 7์›”์—๋Š” ์šฐ๊ธฐ์˜ ์˜ํ–ฅ์œผ๋กœ ๊ด‘์‹œ ์ผ๋ถ€ ๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ์ด ์ด๋ฏธ ๋ณด์ˆ˜ ์ •๋น„๋กœ ๊ฐ€๋™์„ ์ค‘๋‹จํ•œ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค.
13์‹œ๊ฐ„ ์ „
6~7์›” 2์ฐจ ๋‚ฉ ๊ธฐ์—…์˜ ์ •๋น„ ๋ฐ ์ƒ์‚ฐ ๊ฐ์ถ• ๋ถ„์„
14์‹œ๊ฐ„ ์ „
6~7์›” 2์ฐจ ๋‚ฉ ๊ธฐ์—…์˜ ์ •๋น„ ๋ฐ ์ƒ์‚ฐ ๊ฐ์ถ• ๋ถ„์„
๋” ๋ณด๊ธฐ
6~7์›” 2์ฐจ ๋‚ฉ ๊ธฐ์—…์˜ ์ •๋น„ ๋ฐ ์ƒ์‚ฐ ๊ฐ์ถ• ๋ถ„์„
6~7์›” 2์ฐจ ๋‚ฉ ๊ธฐ์—…์˜ ์ •๋น„ ๋ฐ ์ƒ์‚ฐ ๊ฐ์ถ• ๋ถ„์„
์ตœ๊ทผ ์ค‘๊ตญ์˜ ๋‚ฉ ๊ฐ€๊ฒฉ์ด ์ง€์†์ ์œผ๋กœ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ๋‹ค. 2์ฐจ ์ œ๋ จ์—…์ฒด๋“ค์€ ์ƒ์‚ฐ ์†์‹ค๊ณผ ํ๋ฐฐํ„ฐ๋ฆฌ ์›๋ฃŒ ๋ถ€์กฑ์ด๋ผ๋Š” ์ด์ค‘๊ณ ์— ๊ด‘๋ฒ”์œ„ํ•˜๊ฒŒ ๋น ์ ธ ์žˆ๋‹ค. 6~7์›” ์ „๊ตญ์˜ ์žฌ์ƒ ๋‚ฉ ๊ธฐ์—…๋“ค์˜ ๊ฐ์‚ฐ ๋ฐ ์žฌ๊ฐ€๋™ ๊ณ„ํš์— ๋Œ€ํ•œ SMM์˜ ํ†ต๊ณ„๋Š” ์—…๊ณ„๊ฐ€ ์ง๋ฉดํ•œ ํ˜„์žฌ์˜ ์••๋ฐ•์„ ๋ถ„๋ช…ํžˆ ๋ณด์—ฌ์ค€๋‹ค.
14์‹œ๊ฐ„ ์ „
[SMM Analysis: Trading Dynamics of Lead Industry Chain as Chinese New - Shanghai Metals Market (SMM)