Market Expectations for Wa State's Production Resumption Heat Up, "Dragging Down" Tin Prices; SHFE Tin Plunges, 250,000 Threshold May Face "Test" [SMM Commentary]

๊ฒŒ์‹œ๋จ: Feb 27, 2025 16:13
[SMM Commentary: Market Expectations for Wa State's Resumption of Production Weigh on Tin Prices; SHFE Tin Plunges, Testing the 250,000 Yuan Mark] On February 26, the Wa State Industrial and Mineral Management Bureau issued the "Procedures for Handling Mining, Beneficiation Plant, and Exploration Licenses." Most market participants interpreted this announcement as a signal that tin ore production in the Mansan mining area of Wa State is expected to resume, which has weighed on tin prices. Following a decline in the night session, both LME and SHFE tin extended their weakness on February 27. As of 15:03 on February 27, SHFE tin was priced at 254,010 yuan/mt, down 3.69%, while LME tin stood at $31,925/mt, down 1.48%.

๋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
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๊ด€๋ จ ๋‰ด์Šค
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 18์ผ)
2026๋…„ 6์›” 18์ผ 15:56
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 18์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 18์ผ)
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 18์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 6์›” 18์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋ณ€๋™์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
2026๋…„ 6์›” 18์ผ 15:56
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ 3์ผ ์—ฐ์† ์ƒ์Šน ๋ฐ ์ง€๋ฅด์ฝ”๋Š„ ๊ฐ€๊ฒฉ ์กฐ์ •์— ์†Œ๊ธˆ์† ์„นํ„ฐ ๊ฐœ์žฅ ์ƒ์Šน; ์˜ค๋ฆฌ์—”ํƒˆ ์ง€๋ฅด์ฝ”๋Š„ยท์ค‘๊ตญํฌํ† ๋น„์ฒ  ์ƒํ•œ๊ฐ€ [SMM Flash]
2026๋…„ 6์›” 18์ผ 12:34
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ 3์ผ ์—ฐ์† ์ƒ์Šน ๋ฐ ์ง€๋ฅด์ฝ”๋Š„ ๊ฐ€๊ฒฉ ์กฐ์ •์— ์†Œ๊ธˆ์† ์„นํ„ฐ ๊ฐœ์žฅ ์ƒ์Šน; ์˜ค๋ฆฌ์—”ํƒˆ ์ง€๋ฅด์ฝ”๋Š„ยท์ค‘๊ตญํฌํ† ๋น„์ฒ  ์ƒํ•œ๊ฐ€ [SMM Flash]
๋” ๋ณด๊ธฐ
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ 3์ผ ์—ฐ์† ์ƒ์Šน ๋ฐ ์ง€๋ฅด์ฝ”๋Š„ ๊ฐ€๊ฒฉ ์กฐ์ •์— ์†Œ๊ธˆ์† ์„นํ„ฐ ๊ฐœ์žฅ ์ƒ์Šน; ์˜ค๋ฆฌ์—”ํƒˆ ์ง€๋ฅด์ฝ”๋Š„ยท์ค‘๊ตญํฌํ† ๋น„์ฒ  ์ƒํ•œ๊ฐ€ [SMM Flash]
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ 3์ผ ์—ฐ์† ์ƒ์Šน ๋ฐ ์ง€๋ฅด์ฝ”๋Š„ ๊ฐ€๊ฒฉ ์กฐ์ •์— ์†Œ๊ธˆ์† ์„นํ„ฐ ๊ฐœ์žฅ ์ƒ์Šน; ์˜ค๋ฆฌ์—”ํƒˆ ์ง€๋ฅด์ฝ”๋Š„ยท์ค‘๊ตญํฌํ† ๋น„์ฒ  ์ƒํ•œ๊ฐ€ [SMM Flash]
2026๋…„ 6์›” 18์ผ 12:34
[SMM ๋ถ„์„] ์œ ํ™ฉ ๊ฐ€๊ฒฉ ์ „๋ง: ์ง€์ •ํ•™์  ํ”„๋ฆฌ๋ฏธ์—„ ์•ฝํ™”์™€ ๊ณต๊ธ‰ ํšŒ๋ณต ์ง€์—ฐ ๊ฐ„์˜ ์ค„๋‹ค๋ฆฌ๊ธฐ
2026๋…„ 6์›” 18์ผ 11:34
[SMM ๋ถ„์„] ์œ ํ™ฉ ๊ฐ€๊ฒฉ ์ „๋ง: ์ง€์ •ํ•™์  ํ”„๋ฆฌ๋ฏธ์—„ ์•ฝํ™”์™€ ๊ณต๊ธ‰ ํšŒ๋ณต ์ง€์—ฐ ๊ฐ„์˜ ์ค„๋‹ค๋ฆฌ๊ธฐ
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ์œ ํ™ฉ ๊ฐ€๊ฒฉ ์ „๋ง: ์ง€์ •ํ•™์  ํ”„๋ฆฌ๋ฏธ์—„ ์•ฝํ™”์™€ ๊ณต๊ธ‰ ํšŒ๋ณต ์ง€์—ฐ ๊ฐ„์˜ ์ค„๋‹ค๋ฆฌ๊ธฐ
[SMM ๋ถ„์„] ์œ ํ™ฉ ๊ฐ€๊ฒฉ ์ „๋ง: ์ง€์ •ํ•™์  ํ”„๋ฆฌ๋ฏธ์—„ ์•ฝํ™”์™€ ๊ณต๊ธ‰ ํšŒ๋ณต ์ง€์—ฐ ๊ฐ„์˜ ์ค„๋‹ค๋ฆฌ๊ธฐ
[SMM ๋ถ„์„] ์œ ํ™ฉ ๊ฐ€๊ฒฉ ์ „๋ง: ์ง€์ •ํ•™์  ํ”„๋ฆฌ๋ฏธ์—„ ์†Œ๋ฉธ๊ณผ ๊ณต๊ธ‰ ํšŒ๋ณต ์ง€์—ฐ ์‚ฌ์ด์˜ ํž˜๊ฒจ๋ฃจ๊ธฐ
2026๋…„ 6์›” 18์ผ 11:34
[SMM Commentary: Market Expectations for Wa State's Resumption of Prod - Shanghai Metals Market (SMM)