[SMM Analysis] Co3O4 Prices Rose Significantly This Week

๊ฒŒ์‹œ๋จ: Mar 13, 2025 17:24
[SMM Analysis: Significant Increase in Co3O4 Prices This Week] This week, Co3O4 prices rose significantly, with market participants showing a stronger willingness to hold prices. As smelters generally suspended quotations, inventory hoarding and reluctance to sell became increasingly evident, resulting in a market situation where prices exist but transactions are scarce. Affected by this, inquiries from LCO producers increased, and several high-priced spot orders were concluded, driving spot Co3O4 prices higher. Meanwhile, cobalt salt producers also adopted a more cautious selling approach, further raising Co3O4 production costs. Under the dual pressures of tight supply and rising costs, spot Co3O4 prices have significant upward potential. On the demand side, LCO producers have low inventory levels and will need to procure high-priced raw materials for future production. Therefore, Co3O4 prices are expected to continue rising next week.

๋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 ๋ถ„์„] ์ค‘๊ตญ ์•ˆํŒŽ์—์„œ ์ˆœํ’์„ ํƒ€๊ณ , ์˜ค๋ž˜๋œ ์ฃผ๊ธฐ์˜ ์ฒ ์น™์„ ๊นจ๋ฉฐ: 2026๋…„ ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๋ฐ˜๊ธฐ ๊ฒ€ํ†  ๋ฐ ์ „๋ง
5์‹œ๊ฐ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ ์•ˆํŒŽ์—์„œ ์ˆœํ’์„ ํƒ€๊ณ , ์˜ค๋ž˜๋œ ์ฃผ๊ธฐ์˜ ์ฒ ์น™์„ ๊นจ๋ฉฐ: 2026๋…„ ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๋ฐ˜๊ธฐ ๊ฒ€ํ†  ๋ฐ ์ „๋ง
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ์ค‘๊ตญ ์•ˆํŒŽ์—์„œ ์ˆœํ’์„ ํƒ€๊ณ , ์˜ค๋ž˜๋œ ์ฃผ๊ธฐ์˜ ์ฒ ์น™์„ ๊นจ๋ฉฐ: 2026๋…„ ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๋ฐ˜๊ธฐ ๊ฒ€ํ†  ๋ฐ ์ „๋ง
[SMM ๋ถ„์„] ์ค‘๊ตญ ์•ˆํŒŽ์—์„œ ์ˆœํ’์„ ํƒ€๊ณ , ์˜ค๋ž˜๋œ ์ฃผ๊ธฐ์˜ ์ฒ ์น™์„ ๊นจ๋ฉฐ: 2026๋…„ ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๋ฐ˜๊ธฐ ๊ฒ€ํ†  ๋ฐ ์ „๋ง
[SMM Analysis] ์ƒ๋ฐ˜๊ธฐ, ๊ธ€๋กœ๋ฒŒ ์œ ํ‹ธ๋ฆฌํ‹ฐ๊ธ‰ ESS ์žฅ๊ธฐ ๊ณ„์•ฝ์˜ ๊ณผ์ž‰์ด ์ƒ์‚ฐ๋ผ์ธ ์—…๊ทธ๋ ˆ์ด๋“œ์˜ ์„ฑ์žฅํ†ต๊ณผ ๋งž๋ฌผ๋ ธ๋‹ค. ์ด๋Š” ์—๋„ˆ์ง€ ์ €์žฅ ์‹œ์žฅ์˜ โ€œ๊ธ‰๋“ฑ ํ›„ ํ›„ํ‡ดโ€๋ผ๋Š” ์ฃผ๊ธฐ์  ํŒจํ„ด์„ ์™„์ „ํžˆ ๋ฌด๋„ˆ๋œจ๋ฆฌ๊ณ , 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€์˜ ๊ตฌ์กฐ์  ๋ถ€์กฑ๊ณผ ๊ฐ•ํ•œ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์„ ์ง์ ‘ ์ด‰๋ฐœํ–ˆ๋‹ค. ๋‚˜์•„๊ฐ€ ์—ฐ๋ง ์„ธ๊ธˆ ํ™˜๊ธ‰ ์ข…๋ฃŒ๊ฐ€ ์ž„๋ฐ•ํ•˜๋ฉด์„œ ๋”์šฑ ๊ฑฐ์„ผ โ€œ์ˆ˜์ถœ ๋Ÿฌ์‹œโ€๊ฐ€ ํƒ„๋ ฅ์„ ๋ฐ›๊ณ  ์žˆ์œผ๋ฉฐ, ์˜ฌํ•ด ๋ฌผ๋Ÿ‰๊ณผ ๊ฐ€๊ฒฉ ๊ฐ„์˜ ์ค„๋‹ค๋ฆฌ๊ธฐ๋ฅผ ์ •์ ์œผ๋กœ ๋ชฐ์•„๊ฐˆ ํƒœ์„ธ๋‹ค.
5์‹œ๊ฐ„ ์ „
[SMM ๋ถ„์„] ๋ถ„๋ฆฌ๋ง‰ ์‹œ์žฅ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ๋ฆฌ๋ทฐ: ์ˆ˜๊ธ‰ ๊ตฌ๋„ ์†Œํญ ํƒ€์ดํŠธ, ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ ์ง„ ์ƒ์Šน
6์‹œ๊ฐ„ ์ „
[SMM ๋ถ„์„] ๋ถ„๋ฆฌ๋ง‰ ์‹œ์žฅ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ๋ฆฌ๋ทฐ: ์ˆ˜๊ธ‰ ๊ตฌ๋„ ์†Œํญ ํƒ€์ดํŠธ, ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ ์ง„ ์ƒ์Šน
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ๋ถ„๋ฆฌ๋ง‰ ์‹œ์žฅ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ๋ฆฌ๋ทฐ: ์ˆ˜๊ธ‰ ๊ตฌ๋„ ์†Œํญ ํƒ€์ดํŠธ, ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ ์ง„ ์ƒ์Šน
[SMM ๋ถ„์„] ๋ถ„๋ฆฌ๋ง‰ ์‹œ์žฅ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ๋ฆฌ๋ทฐ: ์ˆ˜๊ธ‰ ๊ตฌ๋„ ์†Œํญ ํƒ€์ดํŠธ, ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ ์ง„ ์ƒ์Šน
์ƒ์‚ฐ๋Ÿ‰ ๊ธฐ์ค€์œผ๋กœ, 1~6์›” ์ค‘๊ตญ์˜ ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ๋ถ„๋ฆฌ๋ง‰ ๋ˆ„์  ์ƒ์‚ฐ๋Ÿ‰์€ ์•ฝ 174.16์–ต mยฒ์ด๋ฉฐ, ์ด ์ค‘ ์Šต์‹ ๊ณต์ • ๋ถ„๋ฆฌ๋ง‰์ด 150.05์–ต mยฒ(86.16%)๋ฅผ, ๊ฑด์‹ ๊ณต์ • ๋ถ„๋ฆฌ๋ง‰์ด 24.11์–ต mยฒ(13.84%)๋ฅผ ์ฐจ์ง€ํ–ˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
ใ€SMM ๋ถ„์„ใ€‘2026๋…„ ์ƒ๋ฐ˜๊ธฐ ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ํšŒ๊ณ  ๋ฐ ํ•˜๋ฐ˜๊ธฐ ์ „๋ง
6์‹œ๊ฐ„ ์ „
ใ€SMM ๋ถ„์„ใ€‘2026๋…„ ์ƒ๋ฐ˜๊ธฐ ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ํšŒ๊ณ  ๋ฐ ํ•˜๋ฐ˜๊ธฐ ์ „๋ง
๋” ๋ณด๊ธฐ
ใ€SMM ๋ถ„์„ใ€‘2026๋…„ ์ƒ๋ฐ˜๊ธฐ ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ํšŒ๊ณ  ๋ฐ ํ•˜๋ฐ˜๊ธฐ ์ „๋ง
ใ€SMM ๋ถ„์„ใ€‘2026๋…„ ์ƒ๋ฐ˜๊ธฐ ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ํšŒ๊ณ  ๋ฐ ํ•˜๋ฐ˜๊ธฐ ์ „๋ง
๊ณต๊ธ‰-์ˆ˜์š” ๊ท ํ˜• ๊ด€์ ์—์„œ, 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ์€ ํƒ€์ดํŠธํ•œ ๊ท ํ˜•์„ ๋ณด์˜€์œผ๋ฉฐ, ํŒ๋งค์ž์™€ ๊ตฌ๋งค์ž๋Š” ํ˜‘์ƒ ์†์—์„œ ์ง€์†์ ์œผ๋กœ ์ƒˆ๋กœ์šด ๊ท ํ˜•์ ์„ ๋ชจ์ƒ‰ํ–ˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
[SMM Analysis: Significant Increase in Co3O4 Prices This Week] This we - Shanghai Metals Market (SMM)