SMM Rare Earth Morning Meeting Summary: Rare Earth Prices in the Doldrums, Downstream Demand Remains Weak

๊ฒŒ์‹œ๋จ: Apr 18, 2025 09:02
SMM Rare Earth Morning Meeting Summary: Rare Earth Prices in the Doldrums, Downstream Demand Weak. Yesterday, the prices of rare earth oxides were generally in the doldrums. With weak downstream demand, the activity of inquiries from buyers was also relatively low. Most industry players had unstable confidence in the future market, and some suppliers' willingness to sell at low prices increased.

๋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
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ; ๋‰ด์Šค ๊ต๋ž€์— ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ํฌํ† ๋ฅ˜ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ํ›„ ํ•˜๋ฝ, ๋‰ด์Šค ์ฃผ๋„ ๋ณ€๋™์„ฑ์œผ๋กœ ๊ฑฐ๋ž˜ ๋ƒ‰๊ฐ] ์ตœ๊ทผ ์Šคํฌ๋žฉ ์žฌํ™œ์šฉ ๊ธฐ์—…์˜ ๊ฐ์‚ฐ ๋ณด๋„์™€ ํ•˜๋ฅ˜ ์ˆ˜์š” ํšŒ๋ณต์— ํž˜์ž…์–ด, ๋Œ€๋ถ€๋ถ„์˜ ๊ณต๊ธ‰์—…์ฒด๋“ค์ด ๊ฐ€๊ฒฉ์„ ๋Œ€ํญ ์ธ์ƒํ–ˆ๊ณ  ์‹œ์žฅ ์‹ ๋ขฐ๊ฐ€ ํฌ๊ฒŒ ๊ฐ•ํ™”๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ๋ชฉ์š”์ผ ์•ฝ์„ธ ์ถ”์ธก์ด ์‹œ์žฅ์„ ๋’คํ”๋“ค๋ฉฐ ์„ ๋ฌผ ๊ฐ€๊ฒฉ์ด ๊ธ‰๋ฝํ–ˆ๊ณ , Pr-Nd ์‚ฐํ™”๋ฌผ ํ˜„๋ฌผ ์‹œ์žฅ ๊ฐ€๊ฒฉ๋„ ๋™๋ฐ˜ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ํ˜„์žฌ Pr-Nd ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ์€ 74๋งŒ 3์ฒœ~74๋งŒ 7์ฒœ ์œ„์•ˆ/ํ†ค์œผ๋กœ ๋ณ€๋™์„ฑ ์กฐ์ •์„ ๊ฑฐ์ณค์Šต๋‹ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
5์‹œ๊ฐ„ ์ „
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
๋” ๋ณด๊ธฐ
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
[SMM ๊ณต์ง€] SMM ์ค‘์ดํŠธ๋ฅจยท์œ ๋กœํ“ธ ํ’๋ถ€ ๊ด‘์„ ๊ฐ€๊ฒฉ ์‚ฐ์ • ๋ฐฉ์‹ ๊ฐœ์ •์— ๊ด€ํ•œ ๊ณต์ง€
5์‹œ๊ฐ„ ์ „
Aclara์˜ ์น ๋ ˆ ํŽœ์ฝ” ํฌํ† ๋ฅ˜ ํ”„๋กœ์ ํŠธ, ์ตœ์ข… ํ™˜๊ฒฝ ํ—ˆ๊ฐ€ ํš๋“, 1์–ต 3์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์ถ”์ง„
5์‹œ๊ฐ„ ์ „
Aclara์˜ ์น ๋ ˆ ํŽœ์ฝ” ํฌํ† ๋ฅ˜ ํ”„๋กœ์ ํŠธ, ์ตœ์ข… ํ™˜๊ฒฝ ํ—ˆ๊ฐ€ ํš๋“, 1์–ต 3์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์ถ”์ง„
๋” ๋ณด๊ธฐ
Aclara์˜ ์น ๋ ˆ ํŽœ์ฝ” ํฌํ† ๋ฅ˜ ํ”„๋กœ์ ํŠธ, ์ตœ์ข… ํ™˜๊ฒฝ ํ—ˆ๊ฐ€ ํš๋“, 1์–ต 3์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์ถ”์ง„
Aclara์˜ ์น ๋ ˆ ํŽœ์ฝ” ํฌํ† ๋ฅ˜ ํ”„๋กœ์ ํŠธ, ์ตœ์ข… ํ™˜๊ฒฝ ํ—ˆ๊ฐ€ ํš๋“, 1์–ต 3์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž ์ถ”์ง„
[SMM ํฌํ† ๋ฅ˜ ์†๋ณด] ํ† ๋ก ํ†  ์ฆ์‹œ์— ์ƒ์žฅ๋œ Aclara Resources๋Š” ์น ๋ ˆ ๋น„์˜ค๋น„์˜ค ์ฃผ์˜ Penco ํฌํ† ๋ฅ˜ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ตœ์ข… ํ™˜๊ฒฝ ํ—ˆ๊ฐ€๋ฅผ ํš๋“ํ•˜์—ฌ ์‚ฌ์—… ์ถ”์ง„์˜ ํ•ต์‹ฌ ์žฅ์• ๋ฌผ์„ ํ•ด์†Œํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. Aclara๊ฐ€ ์น ๋ ˆ ์ฒ ๊ฐ•๊ด‘์—…๊ทธ๋ฃน(CAP)๊ณผ ํ˜‘๋ ฅํ•˜์—ฌ ๊ฐœ๋ฐœํ•˜๋Š” ์ด ํ”„๋กœ์ ํŠธ๋Š” ์ด์˜จ ํก์ฐฉํ˜• ํฌํ† ๋ฅ˜ ๊ด‘์ƒ์œผ๋กœ, ์˜ˆ์ƒ ํˆฌ์ž์•ก์€ 1์–ต 3,000๋งŒ ๋‹ฌ๋Ÿฌ์ด๋ฉฐ ๊ฑด์„ค ์ผ์ž๋ฆฌ ์•ฝ 700๊ฐœ, ์šด์˜ ์ผ์ž๋ฆฌ ์•ฝ 400๊ฐœ๋ฅผ ์ฐฝ์ถœํ•  ์ „๋ง์ด๋‹ค. ํšŒ์‚ฌ๋Š” Penco ํ”„๋กœ์ ํŠธ๋ฅผ ๊ด‘์‚ฐ-์ž์„ ๊ณต๊ธ‰๋ง ์ „๋žต์— ํ†ตํ•ฉํ•˜๊ณ , ๋ฏธ๊ตญ ๋ฃจ์ด์ง€์• ๋‚˜์— ํฌํ† ๋ฅ˜ ๋ถ„๋ฆฌ ์‹œ์„ค์„ ๊ฑด์„คํ•˜๋Š” ํ•œํŽธ, CAP๊ณผ ํ•จ๊ป˜ ๋‹ค์šด์ŠคํŠธ๋ฆผ ํ•ฉ๊ธˆ ์‹œ์„ค์„ ๊ณต๋™ ๊ฑด์„คํ•  ๊ณ„ํš์ด๋‹ค.
5์‹œ๊ฐ„ ์ „
SMM Rare Earth Morning Meeting Summary: Rare Earth Prices in the Doldr - Shanghai Metals Market (SMM)