SMM: As the negative impact of tariffs gradually weakens, medium and long-term fundamentals may drive copper prices to decline first and then rise [[SMM Copper Conference]]

๊ฒŒ์‹œ๋จ: Apr 28, 2025 17:46

๋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
๊ฐ€๊ฒฉ ์ œ์•ฝ๊ณผ ์œ ์ง€๋ณด์ˆ˜๋กœ ์ค‘๊ตญ ๋™ ์• ๋…ธ๋“œ ์ˆ˜์ž… ๊ฐ์†Œ [SMM ๋ถ„์„]
2์‹œ๊ฐ„ ์ „
๊ฐ€๊ฒฉ ์ œ์•ฝ๊ณผ ์œ ์ง€๋ณด์ˆ˜๋กœ ์ค‘๊ตญ ๋™ ์• ๋…ธ๋“œ ์ˆ˜์ž… ๊ฐ์†Œ [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
๊ฐ€๊ฒฉ ์ œ์•ฝ๊ณผ ์œ ์ง€๋ณด์ˆ˜๋กœ ์ค‘๊ตญ ๋™ ์• ๋…ธ๋“œ ์ˆ˜์ž… ๊ฐ์†Œ [SMM ๋ถ„์„]
๊ฐ€๊ฒฉ ์ œ์•ฝ๊ณผ ์œ ์ง€๋ณด์ˆ˜๋กœ ์ค‘๊ตญ ๋™ ์• ๋…ธ๋“œ ์ˆ˜์ž… ๊ฐ์†Œ [SMM ๋ถ„์„]
SMM ๋ถ„์„: ํ•ด๊ด€์ด์„œ ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด, ์ค‘๊ตญ์€ 2026๋…„ 5์›” ๊ตฌ๋ฆฌ ์–‘๊ทน(HS ์ฝ”๋“œ 74020000) 68,700ํ†ค์„ ์ˆ˜์ž…ํ–ˆ์œผ๋ฉฐ, ์ „์›” ๋Œ€๋น„ 5.48% ๊ฐ์†Œ, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 1.04% ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹คโ€ฆ
2์‹œ๊ฐ„ ์ „
์ง„ํŽ‘๊ท€๊ธˆ์†์†Œ์žฌ(์žฅ์‘ค)์œ ํ•œํšŒ์‚ฌ, SMM์˜ โ€œ2027 ๊ธ€๋กœ๋ฒŒ ๋™๋ฐ• ์‚ฐ์—… ์ฒด์ธ ๋ถ„ํฌ ์ง€๋„โ€ ์ œ์ž‘ ์ง€์›
6์‹œ๊ฐ„ ์ „
์ง„ํŽ‘๊ท€๊ธˆ์†์†Œ์žฌ(์žฅ์‘ค)์œ ํ•œํšŒ์‚ฌ, SMM์˜ โ€œ2027 ๊ธ€๋กœ๋ฒŒ ๋™๋ฐ• ์‚ฐ์—… ์ฒด์ธ ๋ถ„ํฌ ์ง€๋„โ€ ์ œ์ž‘ ์ง€์›
๋” ๋ณด๊ธฐ
์ง„ํŽ‘๊ท€๊ธˆ์†์†Œ์žฌ(์žฅ์‘ค)์œ ํ•œํšŒ์‚ฌ, SMM์˜ โ€œ2027 ๊ธ€๋กœ๋ฒŒ ๋™๋ฐ• ์‚ฐ์—… ์ฒด์ธ ๋ถ„ํฌ ์ง€๋„โ€ ์ œ์ž‘ ์ง€์›
์ง„ํŽ‘๊ท€๊ธˆ์†์†Œ์žฌ(์žฅ์‘ค)์œ ํ•œํšŒ์‚ฌ, SMM์˜ โ€œ2027 ๊ธ€๋กœ๋ฒŒ ๋™๋ฐ• ์‚ฐ์—… ์ฒด์ธ ๋ถ„ํฌ ์ง€๋„โ€ ์ œ์ž‘ ์ง€์›
6์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 23์ผ)
6์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 23์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 23์ผ)
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 23์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 6์›” 23์ผ SHFE์™€ DCE์—์„œ์˜ ์ฒ  ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
SMM: As the negative impact of tariffs gradually weakens, medium and long-term fundamentals may drive copper prices to decline first and then rise [[SMM Copper Conference]] - Shanghai Metals Market (SMM)