Net imports of primary aluminum for the full year 2024 are up 44.8% YoY, while the import window remains closed [SMM Analysis].

๊ฒŒ์‹œ๋จ: Jan 20, 2025 22:19
[SMM Analysis: Net Imports of Primary Aluminum Up 44.8% YoY in 2024, Import Window Remains Closed]

SMM, January 20:
Primary Aluminum Imports: According to data from the General Administration of Customs, China's primary aluminum imports in December 2024 were approximately 161,400 mt, up 7.1% MoM and down 7.8% YoY. From January to December, the cumulative imports of primary aluminum totaled approximately 2.136 million mt, up 38.5% YoY.

Primary Aluminum Exports: According to data from the General Administration of Customs, China's primary aluminum exports in December 2024 were approximately 12,800 mt, down 32.1% MoM and down 13.9% YoY. From January to December, the cumulative exports of primary aluminum totaled approximately 121,000 mt, down about 19.4% YoY.

Net Imports of Primary Aluminum: In December 2024, China's net imports of primary aluminum were approximately 149,000 mt, up 12.7% MoM and down 7.3% YoY. From January to December, the cumulative net imports of primary aluminum totaled approximately 2.015 million mt, up 44.8% YoY. (The above import and export data are based on HS codes 76011090 and 76011010.)

๋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
๊ตญ๋‚ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ๋™๋ฐ˜ ์•ฝ์„ธ, ์ง€์ •ํ•™์  ๊ธด์žฅ ์™„ํ™”๋กœ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ „๋ฐ˜์  ์••๋ฐ• [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์กฐ๊ฐ„ ํšŒ์˜๋ก]
1์‹œ๊ฐ„ ์ „
๊ตญ๋‚ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ๋™๋ฐ˜ ์•ฝ์„ธ, ์ง€์ •ํ•™์  ๊ธด์žฅ ์™„ํ™”๋กœ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ „๋ฐ˜์  ์••๋ฐ• [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์กฐ๊ฐ„ ํšŒ์˜๋ก]
๋” ๋ณด๊ธฐ
๊ตญ๋‚ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ๋™๋ฐ˜ ์•ฝ์„ธ, ์ง€์ •ํ•™์  ๊ธด์žฅ ์™„ํ™”๋กœ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ „๋ฐ˜์  ์••๋ฐ• [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์กฐ๊ฐ„ ํšŒ์˜๋ก]
๊ตญ๋‚ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ๋™๋ฐ˜ ์•ฝ์„ธ, ์ง€์ •ํ•™์  ๊ธด์žฅ ์™„ํ™”๋กœ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ „๋ฐ˜์  ์••๋ฐ• [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์กฐ๊ฐ„ ํšŒ์˜๋ก]
[์ง€์ •ํ•™์  ์™„ํ™”๋กœ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ „๋ฐ˜ ์••๋ ฅ, ๊ตญ๋‚ด์™ธ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ๋™๋ฐ˜ ์•ฝ์„ธ] ๋ฏธ๊ตญ ์—ฐ์ค€์˜ ์ ๋„ํ‘œ๊ฐ€ ๋งคํŒŒ์ ์œผ๋กœ ์ „ํ™˜๋˜๋ฉฐ ๊ธ€๋กœ๋ฒŒ ๊ฑฐ์‹œ๊ฒฝ์ œ ์ „๋ง์ด ์•ฝ์„ธ๋กœ ๋Œ์•„์„ฐ๋‹ค. ์ตœ๊ทผ ์œ ๊ฐ€ ํ•˜๋ฝ ๋˜ํ•œ ๋‹ฌ๋Ÿฌ ๊ฐ•์„ธ๋ฅผ ๊ฐ„์ ‘์ ์œผ๋กœ ์ง€์ง€ํ•˜๋ฉฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ์— ํ•˜๋ฐฉ ์••๋ ฅ์„ ๊ฐ€ํ–ˆ๋‹ค. ์ค‘๊ตญ์—์„  ์žฌ๊ณ  ๊ฐ์†Œ ์†๋„๊ฐ€ ๋นจ๋ผ์ง€๊ณ  ์žˆ์ง€๋งŒ ์ ˆ๋Œ€ ์žฌ๊ณ  ์ˆ˜์ค€์€ ์—ฌ์ „ํžˆ ๋†’๋‹ค. ์ƒˆ๋กœ์šด ๊ฑฐ์‹œ๊ฒฝ์ œ ๊ฐ•์„ธ ์žฌ๋ฃŒ๊ฐ€ ์—†๋Š” ๊ฐ€์šด๋ฐ, ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE) ์•Œ๋ฃจ๋ฏธ๋Š„์€ ๋Ÿฐ๋˜๊ธˆ์†๊ฑฐ๋ž˜์†Œ(LME) ์•Œ๋ฃจ๋ฏธ๋Š„์„ ๋”ฐ๋ผ ํ•˜๋ฝ ์••๋ ฅ์„ ๋ฐ›์•˜๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ์€ ์นจ์ฒด ๊ตญ๋ฉด์„ ์ด์–ด๊ฐˆ ์ „๋ง์ด๋‹ค.
1์‹œ๊ฐ„ ์ „
๋ฆฌ์˜ค ํ‹ดํ† , ํ€˜๋ฒก์˜ 15์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์ €ํƒ„์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ™•์žฅ ๊ณต์‚ฌ ์™„๊ณต ์ž„๋ฐ•โ€ฆ 2026๋…„ ์™„์ „ ๊ฐ€๋™ ๋ชฉํ‘œ
1์‹œ๊ฐ„ ์ „
๋ฆฌ์˜ค ํ‹ดํ† , ํ€˜๋ฒก์˜ 15์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์ €ํƒ„์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ™•์žฅ ๊ณต์‚ฌ ์™„๊ณต ์ž„๋ฐ•โ€ฆ 2026๋…„ ์™„์ „ ๊ฐ€๋™ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
๋ฆฌ์˜ค ํ‹ดํ† , ํ€˜๋ฒก์˜ 15์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์ €ํƒ„์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ™•์žฅ ๊ณต์‚ฌ ์™„๊ณต ์ž„๋ฐ•โ€ฆ 2026๋…„ ์™„์ „ ๊ฐ€๋™ ๋ชฉํ‘œ
๋ฆฌ์˜ค ํ‹ดํ† , ํ€˜๋ฒก์˜ 15์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์ €ํƒ„์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ™•์žฅ ๊ณต์‚ฌ ์™„๊ณต ์ž„๋ฐ•โ€ฆ 2026๋…„ ์™„์ „ ๊ฐ€๋™ ๋ชฉํ‘œ
์™ธ์‹  ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด, ๊ด‘์‚ฐ ๋Œ€๊ธฐ์—… ๋ฆฌ์˜ค ํ‹ดํ† ๊ฐ€ ํ€˜๋ฒก ์•„๋ฅด๋น„๋‹ค ์•Œ๋ฃจ๋ฏธ๋Š„ ์ œ๋ จ์†Œ์— ํˆฌ์žํ•œ 15์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ํ™•์žฅ ํ”„๋กœ์ ํŠธ๊ฐ€ ์‹œ์šด์ „ ๋‹จ๊ณ„์— ๋“ค์–ด์„ฐ์Šต๋‹ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” AP60 ์ €ํƒ„์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ธฐ์ˆ ์„ ์ฑ„ํƒํ•˜์—ฌ 2026๋…„ ๋ง๊นŒ์ง€ ์™„์ „ ์ƒ์‚ฐ ์ฒด์ œ์— ๋„๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค. ๊ทธ๋Ÿผ์œผ๋กœ์จ 96๊ธฐ์˜ ์‹ ํ˜• ์ „ํ•ด์กฐ๊ฐ€ ์ถ”๊ฐ€๋˜์–ด ์—ฐ๊ฐ„ 16๋งŒ ํ†ค์˜ 1์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์ด ๋Š˜์–ด๋‚˜๊ณ , AP60 ๊ณต์ •์„ ํ†ตํ•ด ์—ฐ๊ฐ„ ์ตœ๋Œ€ 22๋งŒ ํ†ค์˜ ์ €ํƒ„์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„์„ ์ƒ์‚ฐํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋ฉ๋‹ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
์ค‘๊ตญ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ, ๋””์Šคํ† ํ‚น ์ถ”์„ธ ์ง€์†
1์‹œ๊ฐ„ ์ „
์ค‘๊ตญ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ, ๋””์Šคํ† ํ‚น ์ถ”์„ธ ์ง€์†
๋” ๋ณด๊ธฐ
์ค‘๊ตญ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ, ๋””์Šคํ† ํ‚น ์ถ”์„ธ ์ง€์†
์ค‘๊ตญ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ, ๋””์Šคํ† ํ‚น ์ถ”์„ธ ์ง€์†
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] SMM ํ†ต๊ณ„์— ๋”ฐ๋ฅด๋ฉด, 6์›” 24์ผ ์ค‘๊ตญ ์ฃผ์š” ์†Œ๋น„ ์ง€์—ญ์˜ 2์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ž‰๊ณณ ์ผ์ผ ์žฌ๊ณ ๋Š” 22,200ํ†ค์œผ๋กœ, ํ™”์š”์ผ ๋Œ€๋น„ 356ํ†ค ๊ฐ์†Œํ•˜๋ฉฐ ์žฌ๊ณ  ๊ฐ์†Œ ์ถ”์„ธ๋ฅผ ์ด์–ด๊ฐ”๋‹ค.
1์‹œ๊ฐ„ ์ „