As Profitability Improves, China's Operating Capacity Of Metallurgical-Grade Alumina Is Expected To Rebound In June

๊ฒŒ์‹œ๋จ: May 30, 2025 19:35
์ถœ์ฒ˜: SMM
According to SMM data, China's metallurgical-grade alumina production in May 2025 (31 days) increased by 2.66% MoM and 4.06% YoY.

๋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
๊ณ„์ ˆ์  ๋ถ€์ง„๊ณผ ์ˆ˜์ถœ ๋ฌธ์ œ ์†์—์„œ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ  63%๋กœ ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ์กฐ์‚ฌ]
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๊ณ„์ ˆ์  ๋ถ€์ง„๊ณผ ์ˆ˜์ถœ ๋ฌธ์ œ ์†์—์„œ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ  63%๋กœ ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ์กฐ์‚ฌ]
๋” ๋ณด๊ธฐ
๊ณ„์ ˆ์  ๋ถ€์ง„๊ณผ ์ˆ˜์ถœ ๋ฌธ์ œ ์†์—์„œ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ  63%๋กœ ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ์กฐ์‚ฌ]
๊ณ„์ ˆ์  ๋ถ€์ง„๊ณผ ์ˆ˜์ถœ ๋ฌธ์ œ ์†์—์„œ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๋™๋ฅ  63%๋กœ ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ์กฐ์‚ฌ]
์ด๋ฒˆ ์ฃผ ์ค‘๊ตญ ์ฃผ์š” ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•˜๋ฅ˜ ๊ฐ€๊ณต์—…์ฒด ๊ฐ€๋™๋ฅ ์€ 63%๋กœ, ์ „์›” ๋Œ€๋น„ 0.4%ํฌ์ธํŠธ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ์—…๊ณ„ ์ „๋ฐ˜์˜ ๊ณ„์ ˆ์  ๋น„์ˆ˜๊ธฐ๊ฐ€ ์‹ฌํ™”๋˜๋ฉด์„œ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์ง€๊ฐ€ ํฌ๊ฒŒ ์œ„์ถ•๋˜์—ˆ๊ณ , ๋Œ€๋ถ€๋ถ„ ๋ถ€๋ฌธ์˜ ๊ฐ€๋™๋ฅ ์ด ์••๋ฐ•์„ ๋ฐ›๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 1์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ์€ 59.4%๋กœ ์œ ์ง€๋˜์—ˆ์œผ๋ฉฐ, ์ด๋Š” ์—…์ฒด๋“ค์ด ๊ธฐ์กด ์žฅ๊ธฐ ๊ณ„์•ฝ ์ดํ–‰์— ์ฃผ๋ ฅํ•˜๊ณ  ์‹ ๊ทœ ํ˜„๋ฌผ ์ฃผ๋ฌธ์ด ๋ฐœ์ƒํ•˜์ง€ ์•Š์€ ๋ฐ ๋”ฐ๋ฅธ ๊ฒƒ์ž…๋‹ˆ๋‹ค.
29๋ถ„ ์ „
๋ฏธ๊ตญ ์—ฐ์ค€ ๋งคํŒŒ์  ์ „ํ™˜, ๊ฑฐ์‹œ๊ฒฝ์ œ์  ์—ญํ’์ด ๋น„์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์š”์ธ์œผ๋กœ ์ž‘์šฉ [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
57๋ถ„ ์ „
๋ฏธ๊ตญ ์—ฐ์ค€ ๋งคํŒŒ์  ์ „ํ™˜, ๊ฑฐ์‹œ๊ฒฝ์ œ์  ์—ญํ’์ด ๋น„์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์š”์ธ์œผ๋กœ ์ž‘์šฉ [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๋ฏธ๊ตญ ์—ฐ์ค€ ๋งคํŒŒ์  ์ „ํ™˜, ๊ฑฐ์‹œ๊ฒฝ์ œ์  ์—ญํ’์ด ๋น„์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์š”์ธ์œผ๋กœ ์ž‘์šฉ [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋ฏธ๊ตญ ์—ฐ์ค€ ๋งคํŒŒ์  ์ „ํ™˜, ๊ฑฐ์‹œ๊ฒฝ์ œ์  ์—ญํ’์ด ๋น„์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ ํ•˜๋ฝ ์š”์ธ์œผ๋กœ ์ž‘์šฉ [SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ๊ฑฐ์‹œ ์ƒํ™ฉ ๋ณ€๋™, ๊ณ ์žฌ๊ณ  ์† ๊ตญ๋‚ด ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ •์  ์••๋ฐ•]
57๋ถ„ ์ „
๋น„์šฉ ์••๋ ฅ ์ง€์† ์ „๊ฐ€, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ํ•˜๋ฐฉ ์ง€์ง€ ๊ฐ•ํ™” [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
๋น„์šฉ ์••๋ ฅ ์ง€์† ์ „๊ฐ€, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ํ•˜๋ฐฉ ์ง€์ง€ ๊ฐ•ํ™” [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๋น„์šฉ ์••๋ ฅ ์ง€์† ์ „๊ฐ€, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ํ•˜๋ฐฉ ์ง€์ง€ ๊ฐ•ํ™” [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋น„์šฉ ์••๋ ฅ ์ง€์† ์ „๊ฐ€, ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ํ•˜๋ฐฉ ์ง€์ง€ ๊ฐ•ํ™” [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
According to SMM data, China's metallurgical-grade alumina production - Shanghai Metals Market (SMM)