SMM Rare Earth Morning Meeting: Stable Prices Amid Low Inquiry and Quotation Activity

๊ฒŒ์‹œ๋จ: Feb 18, 2025 09:19
[SMM Rare Earth Morning Meeting Summary: Low Market Inquiry and Quotation Activity, Overall Stable Rare Earth Prices] Yesterday, rare earth oxide prices continued to fluctuate downward slightly. At the beginning of the week, the activity of inquiries and quotations in the rare earth market was relatively low, with most participants adopting a wait-and-see attitude. Transaction willingness was weak, and the actual transaction price remained relatively stable overall.

๋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 ํฌํ† ๋ฅ˜ ์กฐ๊ฐ„ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ๋ฐ ๋””์Šคํ”„๋กœ์Š˜-ํ„ฐ๋ธ€ ๊ฐ€๊ฒฉ์ด ์ „๋ฐ˜์ ์œผ๋กœ ํ•˜๋ฝํ–ˆ๊ณ , ๊ธˆ์† ๊ฐ€๊ฒฉ๋„ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๊ฑฐ๋ž˜๊ฐ€ ๋ถ€์ง„ํ–ˆ๋‹ค. ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ์กฐ๊ฐ„ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ๋ฐ ๋””์Šคํ”„๋กœ์Š˜-ํ„ฐ๋ธ€ ๊ฐ€๊ฒฉ์ด ์ „๋ฐ˜์ ์œผ๋กœ ํ•˜๋ฝํ–ˆ๊ณ , ๊ธˆ์† ๊ฐ€๊ฒฉ๋„ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๊ฑฐ๋ž˜๊ฐ€ ๋ถ€์ง„ํ–ˆ๋‹ค. ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ–ˆ๋‹ค.
๋” ๋ณด๊ธฐ
[SMM ํฌํ† ๋ฅ˜ ์กฐ๊ฐ„ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ๋ฐ ๋””์Šคํ”„๋กœ์Š˜-ํ„ฐ๋ธ€ ๊ฐ€๊ฒฉ์ด ์ „๋ฐ˜์ ์œผ๋กœ ํ•˜๋ฝํ–ˆ๊ณ , ๊ธˆ์† ๊ฐ€๊ฒฉ๋„ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๊ฑฐ๋ž˜๊ฐ€ ๋ถ€์ง„ํ–ˆ๋‹ค. ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ–ˆ๋‹ค.
[SMM ํฌํ† ๋ฅ˜ ์กฐ๊ฐ„ ํšŒ์˜ ์š”์•ฝ] ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ๋ฐ ๋””์Šคํ”„๋กœ์Š˜-ํ„ฐ๋ธ€ ๊ฐ€๊ฒฉ์ด ์ „๋ฐ˜์ ์œผ๋กœ ํ•˜๋ฝํ–ˆ๊ณ , ๊ธˆ์† ๊ฐ€๊ฒฉ๋„ ๋™๋ฐ˜ ํ•˜๋ฝํ•˜๋ฉฐ ๊ฑฐ๋ž˜๊ฐ€ ๋ถ€์ง„ํ–ˆ๋‹ค. ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ ์ˆ˜์š”๋ฅผ ์••๋ฐ•ํ–ˆ๋‹ค.
[ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ๋ฐ ๋””์Šคํ”„๋กœ์Š˜-ํ„ฐ๋ธ€ ์ „๋ฐ˜์  ํ•˜๋ฝ, ๊ธˆ์† ๊ฐ€๊ฒฉ ๋™๋ฐ˜ ์•ฝ์„ธ ๋ฐ ๊ฑฐ๋ž˜ ๋ถ€์ง„, ์ž์„ฑ ์žฌ๋ฃŒ ์žฅ๊ธฐ ๊ณ„์•ฝ์ด ํ˜„๋ฌผ ์ฃผ๋ฌธ ์ž ์‹] ์ „์ผ ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ์‚ฐํ™”๋ฌผ์€ ์„ ๋ฌผ ๊ฐ€๊ฒฉ ์•ฝ์„ธ์˜ ์••๋ฐ•์„ ๋ฐ›์•„ ์‹œ์žฅ ๊ด€๋ง ์‹ฌ๋ฆฌ๊ฐ€ ์ง™์–ด์กŒ๋‹ค. ๊ณต๊ธ‰์ž๋“ค์˜ ๊ฐ€๊ฒฉ ์œ ์ง€ ์˜์ง€๊ฐ€ ์™„ํ™”๋˜๋Š” ์กฐ์ง์„ ๋ณด์ด๋ฉฐ ํ˜ธ๊ฐ€๊ฐ€ ์†Œํญ ์กฐ์ •๋˜์—ˆ๋‹ค. ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์˜ ๋ฌธ์˜์™€ ๊ตฌ๋งค๋Š” ์—ฌ์ „ํžˆ ์‹ ์ค‘ํ–ˆ๊ณ  ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ์ œํ•œ์ ์ด์—ˆ๋‹ค. ๋””์Šคํ”„๋กœ์Š˜ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ์€ ๊ณ ์ ์—์„œ ํ•˜๋ฝํ–ˆ๋Š”๋ฐ, ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์˜ ๊ณ ๊ฐ€ ์ˆ˜์šฉ ์˜์‚ฌ๊ฐ€ ๋ถ€์กฑํ•˜๊ณ  ๋ฌธ์˜ ํ™œ๋™์ด ์ค„์–ด๋“  ๋ฐ˜๋ฉด ๊ณต๊ธ‰์ž๋“ค์˜ ์–‘๋ณด ํŒ๋งค ์˜์ง€๋Š” ๊ฐ•ํ•ด์กŒ๋‹ค. ํ„ฐ๋ธ€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ๋„ ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ ํ•˜๋ฅ˜ ๊ตฌ๋งค๊ฐ€ ์‹ ์ค‘ํ•˜๊ณ  ์ „๋ฐ˜์ ์ธ ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ๊ฐ€ ์œ„์ถ•๋˜์—ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
Mont Royal Resources์™€ Alta Resource Technologies, ํฌํ† ๋ฅ˜ ์ฒ˜๋ฆฌ ์—ฐ๊ตฌ ์œ„ํ•ด ํ˜‘๋ ฅ
1์‹œ๊ฐ„ ์ „
Mont Royal Resources์™€ Alta Resource Technologies, ํฌํ† ๋ฅ˜ ์ฒ˜๋ฆฌ ์—ฐ๊ตฌ ์œ„ํ•ด ํ˜‘๋ ฅ
๋” ๋ณด๊ธฐ
Mont Royal Resources์™€ Alta Resource Technologies, ํฌํ† ๋ฅ˜ ์ฒ˜๋ฆฌ ์—ฐ๊ตฌ ์œ„ํ•ด ํ˜‘๋ ฅ
Mont Royal Resources์™€ Alta Resource Technologies, ํฌํ† ๋ฅ˜ ์ฒ˜๋ฆฌ ์—ฐ๊ตฌ ์œ„ํ•ด ํ˜‘๋ ฅ
์™ธ์‹ ์€ 8์›” 31์ผ ์ƒ์žฅ๊ธฐ์—… ๋ชฌํŠธ๋กœ์—ด๋ฆฌ์†Œ์‹œ์Šค๊ฐ€ ๋ฏธ๊ตญ ์•Œํƒ€๋ฆฌ์†Œ์Šคํ…Œํฌ๋†€๋กœ์ง€์Šค์™€ ๊ณต๋™ ์—ฐ๊ตฌ ํ˜‘์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ณด๋„ํ–ˆ๋‹ค. ์ด๋ฒˆ ํ˜‘์•ฝ์€ ํ€˜๋ฒก์ฃผ ์• ์Šˆ๋žŒ ํ”„๋กœ์ ํŠธ์—์„œ ์ƒ์‚ฐ๋˜๋Š” ํ˜ผํ•ฉ ํฌํ† ๋ฅ˜ ํƒ„์‚ฐ์—ผ์„ ๋ถ„๋ฆฌ๋œ ๊ณ ์ˆœ๋„ ํฌํ† ๋ฅ˜ ์‚ฐํ™”๋ฌผ๋กœ ๊ฐ€๊ณตํ•˜๋Š” ๊ธฐ์ˆ  ๊ฒฝ๋กœ๋ฅผ ํ‰๊ฐ€ํ•˜๊ธฐ ์œ„ํ•œ ๊ฒƒ์ด๋‹ค. ์–‘์ธก์€ ์ƒ์—…์šฉ ์ •์ œ ์‹œ์„ค ๊ฑด์„ค์˜ ํƒ€๋‹น์„ฑ์„ ํ‰๊ฐ€ํ•  ์˜ˆ์ •์ด๋ฉฐ, ์ด๋ฒˆ ํ˜‘์•ฝ์€ ๋ถ๋ฏธ ์ง€์—ญ ์˜๊ตฌ์ž์„ ๋ฐ ์ฒจ๋‹จ๊ธฐ์ˆ  ์‘์šฉ ๋ถ„์•ผ๋ฅผ ์œ„ํ•œ ํฌํ† ๋ฅ˜ ์‚ฐํ™”๋ฌผ์˜ ์žฅ๊ธฐ ์ƒ์‚ฐ์„ ์ง€์›ํ•˜๊ธฐ ์œ„ํ•œ ์ž ์žฌ์  ํ•ฉ์ž‘ํˆฌ์ž๋ฅผ ํ–ฅํ•œ 1๋‹จ๊ณ„์— ํ•ด๋‹นํ•œ๋‹ค.
1์‹œ๊ฐ„ ์ „
Defense Metals, Wicheeda ์‹œ์ถ”์—์„œ 65m ๊ตฌ๊ฐ„ 3% TREO ํ™•์ธ
1์‹œ๊ฐ„ ์ „
Defense Metals, Wicheeda ์‹œ์ถ”์—์„œ 65m ๊ตฌ๊ฐ„ 3% TREO ํ™•์ธ
๋” ๋ณด๊ธฐ
Defense Metals, Wicheeda ์‹œ์ถ”์—์„œ 65m ๊ตฌ๊ฐ„ 3% TREO ํ™•์ธ
Defense Metals, Wicheeda ์‹œ์ถ”์—์„œ 65m ๊ตฌ๊ฐ„ 3% TREO ํ™•์ธ
๋””ํŽœ์Šค ๋ฉ”ํƒˆ์Šค(TSXV: DEFN)๋Š” ๋ธŒ๋ฆฌํ‹ฐ์‹œ์ปฌ๋Ÿผ๋น„์•„์ฃผ ์œ„์น˜๋‹ค ํฌํ† ๋ฅ˜ ํ”„๋กœ์ ํŠธ์˜ ์ž์› ์ „ํ™˜ ์‹œ์ถ” ๊ฒฐ๊ณผ๋ฅผ ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ, ๊ฐ€์žฅ ์šฐ์ˆ˜ํ•œ ๊ตฌ๊ฐ„์€ ๋‘๊ป˜ 65m์— ์ด ํฌํ† ๋ฅ˜ ์‚ฐํ™”๋ฌผ(TREO) ํ’ˆ์œ„ ์•ฝ 3%๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค.
1์‹œ๊ฐ„ ์ „
[SMM Rare Earth Morning Meeting Summary: Low Market Inquiry and Quotat - Shanghai Metals Market (SMM)