Iron Ore Imports Profits Decline Amid Sluggish Market Trends

๊ฒŒ์‹œ๋จ: Jan 24, 2025 10:09
According to the SMM imported ore cost-profit table, imported ore profits slightly declined. Yesterday, industrial data showed that the apparent demand for rebar and HRC both pulled back, while total inventory saw an expanded increase. Overall performance was average, exerting a certain impact on the price trends of ferrous products. However, from the perspective of iron ore's fundamentals, fluctuations were relatively small, maintaining a pattern of fluctuating upward. In the short term, spot trading is nearing its end, and market transactions are becoming increasingly sluggish, with futures market movements primarily fluctuating rangebound. It is expected that in the short term, imported ore profits may continue to fluctuate.

๋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
[SMM ์›๋ฃŒํƒ„ ๋ฐ ์ฝ”ํฌ์Šค ์žฌ๊ณ ] ์ด๋ฒˆ ์ฃผ ์ฝ”ํ‚น ๊ธฐ์—…์˜ ์ฝ”ํฌ์Šค ์žฌ๊ณ ๋Š” 44๋งŒ 9์ฒœ ํ†ค
12๋ถ„ ์ „
[SMM ์›๋ฃŒํƒ„ ๋ฐ ์ฝ”ํฌ์Šค ์žฌ๊ณ ] ์ด๋ฒˆ ์ฃผ ์ฝ”ํ‚น ๊ธฐ์—…์˜ ์ฝ”ํฌ์Šค ์žฌ๊ณ ๋Š” 44๋งŒ 9์ฒœ ํ†ค
๋” ๋ณด๊ธฐ
[SMM ์›๋ฃŒํƒ„ ๋ฐ ์ฝ”ํฌ์Šค ์žฌ๊ณ ] ์ด๋ฒˆ ์ฃผ ์ฝ”ํ‚น ๊ธฐ์—…์˜ ์ฝ”ํฌ์Šค ์žฌ๊ณ ๋Š” 44๋งŒ 9์ฒœ ํ†ค
[SMM ์›๋ฃŒํƒ„ ๋ฐ ์ฝ”ํฌ์Šค ์žฌ๊ณ ] ์ด๋ฒˆ ์ฃผ ์ฝ”ํ‚น ๊ธฐ์—…์˜ ์ฝ”ํฌ์Šค ์žฌ๊ณ ๋Š” 44๋งŒ 9์ฒœ ํ†ค
12๋ถ„ ์ „
9์›” ์ดˆ ๋ชฐ๋ฆฌ๋ธŒ๋ด ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ ์‹ฌํ™”, ๊ณต๊ธ‰ ์ œ์•ฝ ๊ฐ•ํ™” ใ€SMM ๋ชฐ๋ฆฌ๋ธŒ๋ด ๋ถ„์„ใ€‘
1์‹œ๊ฐ„ ์ „
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.
1์‹œ๊ฐ„ ์ „
[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„ ์ „
According to the SMM imported ore cost-profit table, imported ore prof - Shanghai Metals Market (SMM)