SMM Lead Morning Meeting: Orders Lag, Raw Material Prices High, Lead Prices Fluctuate

๊ฒŒ์‹œ๋จ: Feb 27, 2025 08:05
[SMM Lead Morning Meeting Summary: Limited Improvement in Orders from Downstream Battery Producers, Short-Term Lead Prices May Still Maintain Fluctuating Trend] โ€ฆ Recently, multiple secondary lead smelters reported good arrivals of scrap batteries, with ample raw material inventory. Additionally, some enterprises are expected to increase production in March, so raw material prices are likely to fluctuate at highs. Currently, in-plant inventory of lead ingots is gradually depleting, but social inventory remains high โ€ฆ

๋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
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
40๋ถ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 3์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
40๋ถ„ ์ „
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
1์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
๋” ๋ณด๊ธฐ
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• 2์ฐจ ๋‚ฉ ์ œ๋ จ์†Œ, 9์›” 15์ผ ๊ฐ€๋™ ์žฌ๊ฐœ
[์žฌ์ƒ๋‚ฉ ์ƒ์‚ฐ ์—…๋ฐ์ดํŠธ] SMM ์กฐ์‚ฌ์— ๋”ฐ๋ฅด๋ฉด, ์ค‘๊ตญ ์„œ๋ถ๋ถ€์˜ ๋Œ€ํ˜• ์žฌ์ƒ๋‚ฉ ์ œ๋ จ์†Œ๊ฐ€ 9์›” 15์ผ ์กฐ์—…์„ ์žฌ๊ฐœํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ์ƒ์‚ฐ ์žฌ๊ฐœ ๊ทœ๋ชจ์™€ ์ƒ์‚ฐ ํ™•๋Œ€ ์†๋„๋Š” ์‹ค์ œ ์ƒ์‚ฐ๋Ÿ‰์— ๋”ฐ๋ผ ๋‹ฌ๋ผ์งˆ ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.
1์‹œ๊ฐ„ ์ „
๋ฏผ์‚ฐ ํ™˜๋„ ํ•˜์ดํ…Œํฌ ์œ ํ•œ๊ณต์‚ฌ๋Š” "๋‚ฉ-์•ˆํ‹ฐ๋ชฌ ํ•ฉ๊ธˆ ํŒ๋งค"์— ๋Œ€ํ•œ ๊ณต๊ฐœ ์ž…์ฐฐ์„ ์ง„ํ–‰ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค.
2์‹œ๊ฐ„ ์ „
๋ฏผ์‚ฐ ํ™˜๋„ ํ•˜์ดํ…Œํฌ ์œ ํ•œ๊ณต์‚ฌ๋Š” "๋‚ฉ-์•ˆํ‹ฐ๋ชฌ ํ•ฉ๊ธˆ ํŒ๋งค"์— ๋Œ€ํ•œ ๊ณต๊ฐœ ์ž…์ฐฐ์„ ์ง„ํ–‰ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค.
๋” ๋ณด๊ธฐ
๋ฏผ์‚ฐ ํ™˜๋„ ํ•˜์ดํ…Œํฌ ์œ ํ•œ๊ณต์‚ฌ๋Š” "๋‚ฉ-์•ˆํ‹ฐ๋ชฌ ํ•ฉ๊ธˆ ํŒ๋งค"์— ๋Œ€ํ•œ ๊ณต๊ฐœ ์ž…์ฐฐ์„ ์ง„ํ–‰ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค.
๋ฏผ์‚ฐ ํ™˜๋„ ํ•˜์ดํ…Œํฌ ์œ ํ•œ๊ณต์‚ฌ๋Š” "๋‚ฉ-์•ˆํ‹ฐ๋ชฌ ํ•ฉ๊ธˆ ํŒ๋งค"์— ๋Œ€ํ•œ ๊ณต๊ฐœ ์ž…์ฐฐ์„ ์ง„ํ–‰ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค.
๊ฐœ์ฐฐ ์‹œ๊ฐ„์€ 2026๋…„ 9์›” 9์ผ 14:30์ž…๋‹ˆ๋‹ค. ํ•ด๋‹น ์ž๊ฒฉ๊ณผ ๋Šฅ๋ ฅ์„ ๊ฐ–์ถ˜ ๊ธฐ์—…์˜ ์ ๊ทน์ ์ธ ์ฐธ์—ฌ๋ฅผ ์ง„์‹ฌ์œผ๋กœ ์ดˆ๋Œ€ํ•ฉ๋‹ˆ๋‹ค. ๊ท€์‚ฌ์™€ ์žฅ๊ธฐ์ ์ด๊ณ  ์•ˆ์ •์ ์ธ ํ˜‘๋ ฅ ๊ด€๊ณ„๋ฅผ ๊ตฌ์ถ•ํ•˜๊ธฐ๋ฅผ ํฌ๋งํ•ฉ๋‹ˆ๋‹ค! ์ž…์ฐฐ ๋“ฑ๋ก, ์ž๋ฃŒ ๋ฐ ๊ตฌ์ฒด์ ์ธ ์ž…์ฐฐ ์š”๊ตฌ ์‚ฌํ•ญ๊ณผ ๊ด€๋ จ๋œ ์‚ฌํ•ญ์€ ์ „ํ™”๋กœ ๋ฌธ์˜ํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: ์ž…์ฐฐ ์‚ฌ๋ฌด์‹ค: 0372-2727086 / 13513722574 ์˜์—…๋ถ€: 15836369272 ๋ฏผ์‚ฐ ํ™˜๋„ ํ•˜์ดํ…Œํฌ ์œ ํ•œํšŒ์‚ฌ 2026๋…„ 9์›” 1์ผ
2์‹œ๊ฐ„ ์ „
[SMM Lead Morning Meeting Summary: Limited Improvement in Orders from - Shanghai Metals Market (SMM)