Imported Ore Profits Flat as Inventory Rises Ahead of Chinese New Year

๊ฒŒ์‹œ๋จ: Jan 20, 2025 09:40
According to the SMM Imported Ore Cost and Profit Table, imported ore profits were basically flat. As of January 17, SMM data showed that the total inventory at 35 ports reached 1,466.3 million mt (up 3 million mt WoW, up 233.6 million mt YoY). The average daily port pick-up volume of imported ore was 3.212 million mt (up 63,000 mt WoW, up 1.5 million mt YoY). As the Chinese New Year approaches, steel mills accelerated restocking, leading to a slight increase in port pick-up volume. Considering that restocking by steel mills is nearing completion, trading volume is expected to decline next week, significantly weakening support for ore prices. Imported ore profits are likely to decrease in the short term.

๋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
9์›” ์ดˆ ๋ชฐ๋ฆฌ๋ธŒ๋ด ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ ์‹ฌํ™”, ๊ณต๊ธ‰ ์ œ์•ฝ ๊ฐ•ํ™” ใ€SMM ๋ชฐ๋ฆฌ๋ธŒ๋ด ๋ถ„์„ใ€‘
57๋ถ„ ์ „
9์›” ์ดˆ ๋ชฐ๋ฆฌ๋ธŒ๋ด ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ ์‹ฌํ™”, ๊ณต๊ธ‰ ์ œ์•ฝ ๊ฐ•ํ™” ใ€SMM ๋ชฐ๋ฆฌ๋ธŒ๋ด ๋ถ„์„ใ€‘
๋” ๋ณด๊ธฐ
9์›” ์ดˆ ๋ชฐ๋ฆฌ๋ธŒ๋ด ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ ์‹ฌํ™”, ๊ณต๊ธ‰ ์ œ์•ฝ ๊ฐ•ํ™” ใ€SMM ๋ชฐ๋ฆฌ๋ธŒ๋ด ๋ถ„์„ใ€‘
9์›” ์ดˆ ๋ชฐ๋ฆฌ๋ธŒ๋ด ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ ์‹ฌํ™”, ๊ณต๊ธ‰ ์ œ์•ฝ ๊ฐ•ํ™” ใ€SMM ๋ชฐ๋ฆฌ๋ธŒ๋ด ๋ถ„์„ใ€‘
ใ€SMM ๋ชฐ๋ฆฌ๋ธŒ๋ด ๋ถ„์„ใ€‘ SMM 9์›” 3์ผ ๋‰ด์Šค: 8์›” ์ค‘๊ตญ ๋ชฐ๋ฆฌ๋ธŒ๋ด ์‹œ์žฅ์€ ๋น„๊ต์  ํƒ€์ดํŠธํ•œ ๊ณต๊ธ‰๊ณผ ๊ฐ•์„ฑ ์ˆ˜์š”์˜ ์ง€์ง€ ์†์— ๊ธด์ถ• ๊ท ํ˜•์„ ์œ ์ง€ํ–ˆ๋‹ค. ์ „์ฒด ๊ฐ€๊ฒฉ์€ ์ƒ์Šน ํ›„ ์•ˆ์ •์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ณ ์ ์—์„œ ๊ณต๊ณ ํžˆ ๋‹ค์ ธ์กŒ๋‹ค. 45% ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ •๊ด‘์€ 8์›” 19์ผ~25์ผ ์‚ฌ์ด 5,455์œ„์•ˆ/mtu๊นŒ์ง€ ๊ธ‰๋“ฑํ•˜๋ฉฐ 3๋…„๋ž˜ ์ตœ๊ณ ๊ฐ€ ๋ฒ”์œ„๋ฅผ ํ™•๊ณ ํžˆ ์œ ์ง€ํ–ˆ๋‹ค. ์ด์™€ ๋™์‹œ์— ํ˜„๋ฌผ 60% ํŽ˜๋กœ๋ชฐ๋ฆฌ๋ธŒ๋ด ๊ฐ€๊ฒฉ๋„ ์ƒ์Šน์„ ์ด๋Œ์–ด 8์›” 24์ผ~25์ผ 344,000์œ„์•ˆ/t์˜ ๋‹จ๊ณ„์  ๊ณ ์ ์„ ๊ธฐ๋กํ–ˆ๋‹ค.
57๋ถ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
1์‹œ๊ฐ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
1์‹œ๊ฐ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
1์‹œ๊ฐ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋” ๋ณด๊ธฐ
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋žด์˜ค๋‹์„ฑ ์„œ๋ถ€ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์ด ์†Œํญ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, 66% ํ’ˆ์œ„ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ๊ฑด์กฐ ๊ธฐ์ค€ ๊ณต์žฅ ์ธ๋„ ๊ฐ€๊ฒฉ์€ ์„ธ๊ธˆ ํฌํ•จ ํ†ค๋‹น 700~710์œ„์•ˆ์ด๋‹ค. ํ˜„์žฌ ์•ˆ์ „ ์ ๊ฒ€์œผ๋กœ ์ธํ•ด ์„ ๊ด‘ ์ž‘์—…์ด ๋Œ€๋ถ€๋ถ„ ์ค‘๋‹จ๋œ ์ƒํƒœ์—ฌ์„œ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ์ „๋ฐ˜์ ์ธ ๊ณต๊ธ‰์ด ๋น„๊ต์  ํƒ€์ดํŠธํ•œ ์ƒํ™ฉ์ด๋‹ค.
1์‹œ๊ฐ„ ์ „
According to the SMM Imported Ore Cost and Profit Table, imported ore - Shanghai Metals Market (SMM)