Tianjin Zinc: Market Enters Holiday Phase with Fewer Quotations [SMM Midday Review]

๊ฒŒ์‹œ๋จ: Jan 24, 2025 11:42
[Tianjin Zinc: Market Enters Holiday Phase, Few Quotations]: The mainstream transaction price of 0# zinc ingot in the Tianjin market was 23,660-23,860 yuan/mt, Zijin traded at 23,810-24,060 yuan/mt, and 1# zinc ingot traded around 23,510-23,750 yuan/mt. Huludao was quoted at 27,040 yuan/mt. 0# ordinary zinc was on par with the 2502 contract, while Zijin was quoted at a premium of 150-200 yuan/mt against the 2502 contract. The Tianjin market was on par with the Shanghai market...
SMM January 24 News: In the Tianjin market, mainstream transactions of 0# zinc ingot were at 23,660-23,860 yuan/mt, Zijin transactions were at 23,810-24,060 yuan/mt, and 1# zinc ingot transactions were around 23,510-23,750 yuan/mt. Huludao was quoted at 27,040 yuan/mt. Ordinary 0# zinc was on par with the 2502 contract, while Zijin was quoted at a premium of 150-200 yuan/mt over the 2502 contract. The Tianjin market was on par with the Shanghai market. By the midday close, there were no quotes for New Zijin, Chihong 1#, Xikuang, or Baiyin against the 02 contract. High-end brand Zijin was quoted at a premium of 150-200 yuan/mt over the 02 contract. The Tianjin spot-futures price spread was 0 yuan/mt. The futures market maintained a fluctuating trend today, with the market essentially entering the Chinese New Year break. A small number of traders restocked before the holiday, but spot cargoes were limited, and there were virtually no transactions.

๋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
๊ด‘๋‘ฅ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์ ์—์„œ ๋ณ€๋™, ํ•˜๋ฅ˜ ๊ตฌ๋งค ๋Œ€๋ถ€๋ถ„ ๊ฐ•์„ฑ ์ˆ˜์š” [SMM ์ •์˜ค ๋…ผํ‰]
17๋ถ„ ์ „
๊ด‘๋‘ฅ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์ ์—์„œ ๋ณ€๋™, ํ•˜๋ฅ˜ ๊ตฌ๋งค ๋Œ€๋ถ€๋ถ„ ๊ฐ•์„ฑ ์ˆ˜์š” [SMM ์ •์˜ค ๋…ผํ‰]
๋” ๋ณด๊ธฐ
๊ด‘๋‘ฅ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์ ์—์„œ ๋ณ€๋™, ํ•˜๋ฅ˜ ๊ตฌ๋งค ๋Œ€๋ถ€๋ถ„ ๊ฐ•์„ฑ ์ˆ˜์š” [SMM ์ •์˜ค ๋…ผํ‰]
๊ด‘๋‘ฅ ์•„์—ฐ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ณ ์ ์—์„œ ๋ณ€๋™, ํ•˜๋ฅ˜ ๊ตฌ๋งค ๋Œ€๋ถ€๋ถ„ ๊ฐ•์„ฑ ์ˆ˜์š” [SMM ์ •์˜ค ๋…ผํ‰]
[๊ด‘๋‘ฅ: ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ณ ๊ณต ํ–‰๋ณด ์œ ์ง€, ํ•˜๋ฅ˜ ๊ตฌ๋งค๋Š” ๋Œ€๋ถ€๋ถ„ ๊ฐ•์„ฑ ์ˆ˜์š”] ๊ด‘๋‘ฅ ์ง€์—ญ 0# ์•„์—ฐ์€ ์ฃผ๋กœ ํ†ค๋‹น 26,650~26,755์œ„์•ˆ์— ๊ฑฐ๋ž˜๋๋‹ค. ์ฃผ๋ ฅ ๋ธŒ๋žœ๋“œ๋Š” 2610 ๊ณ„์•ฝ ๋Œ€๋น„ ํ†ค๋‹น 85~55์œ„์•ˆ ํ• ์ธ, ์ƒํ•˜์ด ํ˜„๋ฌผ ๋Œ€๋น„ ํ†ค๋‹น 15์œ„์•ˆ ํ”„๋ฆฌ๋ฏธ์—„์œผ๋กœ ํ˜ธ๊ฐ€๋์œผ๋ฉฐ, ์ƒํ•˜์ด-๊ด‘๋‘ฅ ๊ฐ€๊ฒฉ ์ฐจ์ด๋Š” ์ถ•์†Œ๋๋‹ค...
17๋ถ„ ์ „
๋งฅํ‚ฌ๋ฒ ๋‚˜ ๋ฒ ์ด ๊ตฌ๋ฆฌ-์•„์—ฐ ๊ด‘์‚ฐ, ์ฒซ ์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ ๋‹ฌ์„ฑ, 2026๋…„ 3๋ถ„๊ธฐ ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
1์‹œ๊ฐ„ ์ „
๋งฅํ‚ฌ๋ฒ ๋‚˜ ๋ฒ ์ด ๊ตฌ๋ฆฌ-์•„์—ฐ ๊ด‘์‚ฐ, ์ฒซ ์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ ๋‹ฌ์„ฑ, 2026๋…„ 3๋ถ„๊ธฐ ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
๋งฅํ‚ฌ๋ฒ ๋‚˜ ๋ฒ ์ด ๊ตฌ๋ฆฌ-์•„์—ฐ ๊ด‘์‚ฐ, ์ฒซ ์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ ๋‹ฌ์„ฑ, 2026๋…„ 3๋ถ„๊ธฐ ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
๋งฅํ‚ฌ๋ฒ ๋‚˜ ๋ฒ ์ด ๊ตฌ๋ฆฌ-์•„์—ฐ ๊ด‘์‚ฐ, ์ฒซ ์•„์—ฐ ์ •๊ด‘ ์ƒ์‚ฐ ๋‹ฌ์„ฑ, 2026๋…„ 3๋ถ„๊ธฐ ์ƒ์—… ์ƒ์‚ฐ ๋ชฉํ‘œ
์บ๋‚˜๋‹ค ์„œ์Šค์บ์ฒ˜์›์ฃผ์— ์œ„์น˜ํ•œ ๋งคํ‚ฌ๋ฒ ๋‚˜ ๋ฒ ์ด ๊ตฌ๋ฆฌ-์•„์—ฐ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ค‘์š”ํ•œ ์šด์˜ ์ด์ •ํ‘œ์— ๋„๋‹ฌํ–ˆ๋‹ค. ํ”„๋กœ์ ํŠธ ์šด์˜์‚ฌ์ธ ์—˜๋„๋ผ๋„ ๊ณจ๋“œ๋Š” 2026๋…„ 6์›” ์ฒซ ๊ตฌ๋ฆฌ ์ •๊ด‘์„ ์ƒ์‚ฐํ–ˆ๊ณ , 2026๋…„ 7์›” ์ฒซ ์•„์—ฐ ์ •๊ด‘์„ ์ƒ์‚ฐํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ํ˜„์žฌ ์ฆ์‚ฐ ๋‹จ๊ณ„์— ์žˆ์œผ๋ฉฐ 2026๋…„ 3๋ถ„๊ธฐ ์ƒ์—… ์ƒ์‚ฐ ๋‹ฌ์„ฑ์ด ์˜ˆ์ •๋Œ€๋กœ ์ง„ํ–‰ ์ค‘์ด๋‹ค. 2026๋…„ ์—ฐ๊ฐ„ ์•„์—ฐ ์ƒ์‚ฐ๋Ÿ‰์€ 3,000~6,000ํ†ค(๊ตฌ๋ฆฌ 500๋งŒ~1,000๋งŒ ํŒŒ์šด๋“œ์™€ ๋ณ‘ํ–‰)์œผ๋กœ ์ „๋ง๋œ๋‹ค. ์•ฝ 18๋…„์œผ๋กœ ์ถ”์ •๋˜๋Š” ๊ด‘์‚ฐ ์ˆ˜๋ช… ๋™์•ˆ ๋งคํ‚ฌ๋ฒ ๋‚˜ ๋ฒ ์ด๋Š” ์—ฐํ‰๊ท  ์•„์—ฐ 5,400๋งŒ ํŒŒ์šด๋“œ(์•ฝ 24,500ํ†ค)์™€ ๊ตฌ๋ฆฌ 4,100๋งŒ ํŒŒ์šด๋“œ(์•ฝ 18,600ํ†ค)๋ฅผ ์ƒ์‚ฐํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ์—˜๋„๋ผ๋„ ๊ณจ๋“œ๋Š” ํ˜„์žฌ ์ผ์ผ ์ฒ˜๋ฆฌ ์šฉ๋Ÿ‰์„ 4,900ํ†ค์—์„œ 7,000ํ†ค์œผ๋กœ ํ™•์žฅํ•˜๋Š” ๋ฐฉ์•ˆ๊ณผ ์€-๋‚ฉ ํšŒ์ˆ˜ ๊ณต์ • ์ถ”๊ฐ€๋ฅผ ๊ฒ€ํ†  ์ค‘์ด๋‹ค. ๋งคํ‚ฌ๋ฒ ๋‚˜ ๋ฒ ์ด์˜ ์„ฑ๊ณต์ ์ธ ์ฆ์‚ฐ์€ ๋ถ๋ฏธ ๋ฐ ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์— ์ƒˆ๋กœ์šด ์ •๊ด‘ ๊ณต๊ธ‰์„ ์ œ๊ณตํ•˜์—ฌ ๊ธ€๋กœ๋ฒŒ ๋น„์ฒ ๊ธˆ์† ์ •๊ด‘ ๊ณต๊ธ‰ ๋ถ€์กฑ ์™„ํ™”์— ๊ธฐ์—ฌํ•  ์ „๋ง์ด๋‹ค.
1์‹œ๊ฐ„ ์ „
์ €์žฅ ์˜ŒํŒŒ์ด ์—ฌ๊ณผ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ๋Š” 2026 SMM ๋‚ฉยท์•„์—ฐ ์—ฐ๋ก€ ์ฝ˜ํผ๋Ÿฐ์Šค์—์„œ ๊ท€ํ•˜๋ฅผ ๋งŒ๋‚˜ ๋ต™๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
2์‹œ๊ฐ„ ์ „
์ €์žฅ ์˜ŒํŒŒ์ด ์—ฌ๊ณผ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ๋Š” 2026 SMM ๋‚ฉยท์•„์—ฐ ์—ฐ๋ก€ ์ฝ˜ํผ๋Ÿฐ์Šค์—์„œ ๊ท€ํ•˜๋ฅผ ๋งŒ๋‚˜ ๋ต™๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
๋” ๋ณด๊ธฐ
์ €์žฅ ์˜ŒํŒŒ์ด ์—ฌ๊ณผ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ๋Š” 2026 SMM ๋‚ฉยท์•„์—ฐ ์—ฐ๋ก€ ์ฝ˜ํผ๋Ÿฐ์Šค์—์„œ ๊ท€ํ•˜๋ฅผ ๋งŒ๋‚˜ ๋ต™๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
์ €์žฅ ์˜ŒํŒŒ์ด ์—ฌ๊ณผ๊ธฐ์ˆ  ์œ ํ•œํšŒ์‚ฌ๋Š” 2026 SMM ๋‚ฉยท์•„์—ฐ ์—ฐ๋ก€ ์ฝ˜ํผ๋Ÿฐ์Šค์—์„œ ๊ท€ํ•˜๋ฅผ ๋งŒ๋‚˜ ๋ต™๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค
2์‹œ๊ฐ„ ์ „
Tianjin Zinc: Market Enters Holiday Phase with Fewer Quotations [SMM Midday Review] - Shanghai Metals Market (SMM)