ใ€SMM Specialใ€‘Background of Fortescue (FMG)

๊ฒŒ์‹œ๋จ: Aug 29, 2025 18:52
Fortescue Metals Group Ltd. FMG was founded in 2003 by Australian Andrew Forrest through the acquisition and renaming of ASX-listed Allied Mining & Processing. FMG is a global leader in the iron ore industry, boasting a unique corporate culture and technological innovation. It has developed world-class infrastructure and mining assets in the Pilbara region of Western Australia, a prime iron ore producing region. It is Australia's third-largest iron ore producerย and the fourth-largest globallyย , after Rio Tinto and BHP Billiton . Compared to the diversified portfolios of Rio Tinto, BHP Billiton, and Vale,ย FMG focuses exclusively on iron oreย .

๋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
๋‹จ๊ธฐ์ ์œผ๋กœ ์ฒ ๊ธˆ์†์€ ํ•˜๋ฝ ์••๋ ฅ์ด ์ง€์†๋  ์ „๋ง์ด๋‹ค [SMM ์ฒ ๊ฐ• ์‚ฐ์—… ์ฒด์ธ ์ฃผ๊ฐ„ ๋ณด๊ณ ์„œ]
13์‹œ๊ฐ„ ์ „
๋‹จ๊ธฐ์ ์œผ๋กœ ์ฒ ๊ธˆ์†์€ ํ•˜๋ฝ ์••๋ ฅ์ด ์ง€์†๋  ์ „๋ง์ด๋‹ค [SMM ์ฒ ๊ฐ• ์‚ฐ์—… ์ฒด์ธ ์ฃผ๊ฐ„ ๋ณด๊ณ ์„œ]
๋” ๋ณด๊ธฐ
๋‹จ๊ธฐ์ ์œผ๋กœ ์ฒ ๊ธˆ์†์€ ํ•˜๋ฝ ์••๋ ฅ์ด ์ง€์†๋  ์ „๋ง์ด๋‹ค [SMM ์ฒ ๊ฐ• ์‚ฐ์—… ์ฒด์ธ ์ฃผ๊ฐ„ ๋ณด๊ณ ์„œ]
๋‹จ๊ธฐ์ ์œผ๋กœ ์ฒ ๊ธˆ์†์€ ํ•˜๋ฝ ์••๋ ฅ์ด ์ง€์†๋  ์ „๋ง์ด๋‹ค [SMM ์ฒ ๊ฐ• ์‚ฐ์—… ์ฒด์ธ ์ฃผ๊ฐ„ ๋ณด๊ณ ์„œ]
์ด๋ฒˆ ์ฃผ ์ฒ ๊ธˆ์†์€ ์†Œํญ ์ƒ์Šน ํ›„ ํ•˜๋ฝ์„ธ๋ฅผ ์ด์–ด๊ฐ”์œผ๋ฉฐ, ํŠนํžˆ ์ฝ”ํฌ์Šค์šฉ ์„ํƒ„์ด ๊ฐ€์žฅ ํฐ ํญ์œผ๋กœ ํ•˜๋ฝํ–ˆ๋‹ค. ์ฃผ ์ดˆ๋ฐ˜, ๊ตญ๊ฐ€๋ฐœ์ „๊ฐœํ˜์œ„์›ํšŒ(NDRC) ๋“ฑ์ด ์ฃผ์š” ์‚ฐ์—…์˜ ์—๋„ˆ์ง€ ์ ˆ์•ฝ ๋ฐ ํƒ„์†Œ ๊ฐ์ถ• 3๊ฐœ๋…„ ์บ ํŽ˜์ธ ์ฐฉ์ˆ˜ ํ†ต์ง€๋ฅผ ๋ฐœํ‘œํ•˜๊ณ , ๋ฏธ๊ตญ๊ณผ ์ด๋ž€์ด 19์ผ ์–‘ํ•ด๊ฐ์„œ(MOU)๋ฅผ ์ฒด๊ฒฐํ•  ๊ฒƒ์ด๋ผ๋Š” ์†Œ์‹์— ์‹œ์žฅ ์‹ฌ๋ฆฌ๊ฐ€ ๊ฐœ์„ ๋˜๋ฉฐ ๋ชจ๋“  ์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ์ด ์ƒ์Šนํ–ˆ๋‹ค. ์ฃผ ํ›„๋ฐ˜์—๋Š” ์ฝ”ํฌ์Šค ๊ฐ€๊ฒฉ 8์ฐจ ์ธ์ƒ ๊ธฐ๋Œ€๊ฐ์ด ์„ ๋ฌผ ์‹œ์žฅ์— ๋ฐ˜์˜๋˜์—ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์ฒ ๊ฐ•์‚ฌ ์ฑ„์‚ฐ์„ฑ์ด ๋”์šฑ ์•…ํ™”๋˜๊ณ  ํ˜„๋ฌผ ์ฝ”ํฌ์Šค ๊ฐ€๊ฒฉ์ด ์ด๋ฏธ 8์ฐจ ์ธ์ƒ๋ถ„์„ ๋Œ€๋ถ€๋ถ„ ์†Œํ™”ํ•œ ์ƒํ™ฉ์—์„œ ์ถ”๊ฐ€ ์ƒ์Šน ์—ฌ๋ ฅ์€ ์ œํ•œ์ ์ด์—ˆ๋‹ค. ์—ฌ๊ธฐ์— ๊ณ ๋กœ ์ถœ๊ฐ•๋Ÿ‰ ์ •์  ๋„๋‹ฌ ์˜ˆ์ƒ์ด ๊ฒน์น˜๋ฉด์„œ ์„ ๋ฌผ ๊ฐ€๊ฒฉ์ด ์กฐ์ •๋˜๊ธฐ ์‹œ์ž‘ํ–ˆ๊ณ  ๋น„์šฉ ์ง€์ง€๋„ ์•ฝํ™”๋˜์—ˆ๋‹ค. ํ•œํŽธ, 5์›” ๊ฑฐ์‹œ๊ฒฝ์ œ ์ง€ํ‘œ๊ฐ€ ์˜ˆ์ƒ์น˜๋ฅผ ํ•˜ํšŒํ•˜๋ฉฐ ์ „์ฒด ์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ ํ•˜๋ฝ์„ ๊ฒฌ์ธํ–ˆ๋‹ค...
13์‹œ๊ฐ„ ์ „
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์„ ๋ฌผ, ์ข์€ ๋ฒ”์œ„ ๋‚ด ๋“ฑ๋ฝโ€ฆ ํ˜„๋ฌผ ์‹œ์žฅ ๋Œ€์ฒด๋กœ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
13์‹œ๊ฐ„ ์ „
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์„ ๋ฌผ, ์ข์€ ๋ฒ”์œ„ ๋‚ด ๋“ฑ๋ฝโ€ฆ ํ˜„๋ฌผ ์‹œ์žฅ ๋Œ€์ฒด๋กœ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์„ ๋ฌผ, ์ข์€ ๋ฒ”์œ„ ๋‚ด ๋“ฑ๋ฝโ€ฆ ํ˜„๋ฌผ ์‹œ์žฅ ๋Œ€์ฒด๋กœ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์„ ๋ฌผ, ์ข์€ ๋ฒ”์œ„ ๋‚ด ๋“ฑ๋ฝโ€ฆ ํ˜„๋ฌผ ์‹œ์žฅ ๋Œ€์ฒด๋กœ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[๊ทœ์†Œ ๊ธˆ์† ์„ ๋ฌผ ์ข์€ ๋ฒ”์œ„ ๋ณ€๋™, ํ˜„๋ฌผ ์‹œ์žฅ ๋Œ€์ฒด๋กœ ์•ˆ์ •]: ๋‹ค์šด์ŠคํŠธ๋ฆผ๊ณผ ํŠธ๋ ˆ์ด๋”๋“ค์˜ ๊ตฌ๋งค ์‹ฌ๋ฆฌ๋Š” ์‹ ์ค‘ํ•˜๋ฉฐ, ์ผ๋ถ€ ์‚ฌ์šฉ์ž๋“ค์€ ๊ธฐ์กด ์ €๊ฐ€ ์žฌ๊ณ ๋ฅผ ์†Œํ™” ์ค‘์ด๋‹ค. ์ค‘๊ตญ ์™ธ ์ง€์—ญ ๊ณ ๊ฐ๋“ค์˜ ๋งค์ž… ๊ฐ€๊ฒฉ ๊ธฐ๋Œ€์น˜๋Š” ํ˜„ํ–‰ ์ˆ˜์ค€์„ ๋ฐ‘๋Œ๊ณ , ์‹ ๊ทœ ์ฃผ๋ฌธ ๋ถ„์œ„๊ธฐ๋Š” ๋ถ€์ง„ํ•˜๋‹ค. ์ผ๋ถ€ ์‚ฌ์šฉ์ž๋“ค์€ ์„ ๋ฌผ ํฌ์ธํŠธ ๊ฐ€๊ฒฉ ๋ฐฉ์‹์œผ๋กœ ํ†ค๋‹น ์•ฝ 8,400~8,500์œ„์•ˆ์— ๋งค์ž…์„ ํฌ๋งํ•œ๋‹ค. ๊ณต๊ธ‰ ์ธก๋ฉด์—์„œ๋Š” ์“ฐ์ดจ๊ณผ ์œˆ๋‚œ ์ง€์—ญ ๊ทœ์†Œ ๊ธฐ์—…์˜ ์šฐ๊ธฐ ๊ฐ€๋™๋ฅ  ์ƒ์Šน์ด ์ด๋ฏธ ์˜ˆ์ƒ ๋ฒ”์œ„ ๋‚ด์— ์žˆ์–ด ์‹œ์žฅ์˜ ์ƒˆ๋กœ์šด ๋ณ€์ˆ˜๋Š” ์ œํ•œ์ ์ด๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ ์ˆ˜๊ธ‰ ๋ณ€์ˆ˜๊ฐ€ ๋†’์€ ํ™•์ •์„ฑ์„ ๋ ๋ฉด์„œ ๋งค์ˆ˜-๋งค๋„ ๊ณต๋ฐฉ ์† ์‹œ์žฅ ์‹ฌ๋ฆฌ๋Š” ์ด์„ฑ์ ์œผ๋กœ ๋‚˜ํƒ€๋‚œ๋‹ค. ๊ทœ์†Œ ๊ธˆ์† ๊ฐ€๊ฒฉ ์ค‘์‹ฌ์€ ๋‹จ๊ธฐ์ ์œผ๋กœ ๋ฒ”์œ„ ํ•˜๋‹จ ๊ทผ์ฒ˜์— ๋จธ๋ฌผ ์ „๋ง์ด๋‹ค.
13์‹œ๊ฐ„ ์ „
6.18 SMM ๊ธ€๋กœ๋ฒŒ ์ฒ ๊ฐ• ์ผ์ผ ๋ณด๊ณ ์„œ
13์‹œ๊ฐ„ ์ „
6.18 SMM ๊ธ€๋กœ๋ฒŒ ์ฒ ๊ฐ• ์ผ์ผ ๋ณด๊ณ ์„œ
๋” ๋ณด๊ธฐ
6.18 SMM ๊ธ€๋กœ๋ฒŒ ์ฒ ๊ฐ• ์ผ์ผ ๋ณด๊ณ ์„œ
6.18 SMM ๊ธ€๋กœ๋ฒŒ ์ฒ ๊ฐ• ์ผ์ผ ๋ณด๊ณ ์„œ
SMM ๋‰ด์Šค ์†๋ณด: [๊ฐ•์ฒ  ๋นŒ๋ฆฟ] ์ˆ˜์ถœ ๋นŒ๋ฆฟ ์˜คํผ๊ฐ€ ์˜ค๋Š˜ ํ†ค๋‹น 3~4๋‹ฌ๋Ÿฌ ํ•˜๋ฝํ•ด ์•ฝ 470๋‹ฌ๋Ÿฌ/ํ†ค ์ˆ˜์ค€์ž…๋‹ˆ๋‹ค. ์ค‘๊ตญ ์™ธ ์ง€์—ญ์˜ ๋ฌธ์˜์™€ ์ฃผ๋ฌธ์ด ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ์‹ค์ œ ๊ฑฐ๋ž˜ ํ˜‘์ƒ ๋งˆ์ง„์€ ํ†ค๋‹น ์•ฝ 5๋‹ฌ๋Ÿฌ์˜€์Šต๋‹ˆ๋‹ค. ์‹œ์žฅ ์ •๋ณด์— ๋”ฐ๋ฅด๋ฉด ์ด๋ž€์ด ์ตœ๊ทผ ๋นŒ๋ฆฟ ์ฃผ๋ฌธ์„ ๋ฐ›์•„ ์ƒ๋‹นํ•œ ๊ฐ€๊ฒฉ ์ด์ ์„ ์ œ๊ณตํ•˜๋ฉด์„œ ์ค‘๋™ ์ผ๋ถ€ ์ฃผ๋ฌธ์ด ์ด๋ž€์œผ๋กœ ์ด์ „๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๋˜ํ•œ ์ผ๋ถ€ ์ธ์ ‘๊ตญ์˜ ๋นŒ๋ฆฟ ์ˆ˜์ถœ ๊ฐ€๊ฒฉ์ด ์ค‘๊ตญ๋ณด๋‹ค ๋‚ฎ์•„ ํ•ด์™ธ ๋ฐ”์ด์–ด๋“ค์€ ๋‹จ๊ธฐ์ ์œผ๋กœ ๊ด€๋ง์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๋กœ ์ธํ•ด ์ˆ˜์ถœ ๊ฑฐ๋ž˜๊ฐ€ ์ œํ•œ๋  ์ „๋ง์ž…๋‹ˆ๋‹ค. [์ฒ ๊ทผ] ์ฒ ๊ทผ ์ˆ˜์ถœ FOB ์˜คํผ๋Š” ์˜ค๋Š˜ ์„ ๋ฌผ ๊ฐ€๊ฒฉ์„ ๋”ฐ๋ผ ํ†ค๋‹น 2๋‹ฌ๋Ÿฌ ์†Œํญ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ํŠธ๋ ˆ์ด๋”๋“ค์— ๋”ฐ๋ฅด๋ฉด ์‹œ์žฅ ์‹ฌ๋ฆฌ๋Š” ์œ„์ถ•๋˜์—ˆ๊ณ  ๋ฌธ์˜๋„ ๋ถ€์ง„ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ค‘๊ตญ ๋‚จ๋ถ€์‚ฐ ์ž์›์˜ ์˜คํผ๋Š” ํ†ค๋‹น 520~525๋‹ฌ๋Ÿฌ๋กœ ์œ ์ง€๋˜์–ด ๋น„๊ต์  ๋†’์€ ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค. [์—ด์—ฐ์ฝ”์ผ] HRC ์ˆ˜์ถœ ๊ฐ€๊ฒฉ์€ ์˜ค๋Š˜ ์ „์ผ ๋Œ€๋น„ ํ†ค๋‹น 1~2๋‹ฌ๋Ÿฌ ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ, ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 494~503๋‹ฌ๋Ÿฌ/ํ†ค์ž…๋‹ˆ๋‹ค. ํ˜„์žฌ ๋ฌธ์˜๋ฅผ ๊ธฐ์ค€์œผ๋กœ ์‹œ์žฅ ์˜คํผ๋Š” ๋Œ€๋ถ€๋ถ„ 500๋‹ฌ๋Ÿฌ/ํ†ค ์ด์ƒ์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ๊ณ , ์„ ์  ์‹œ๊ธฐ๋Š” 7~8์›”์ž…๋‹ˆ๋‹ค. ์ผ๋ถ€ ํ•ด์™ธ ๋ฐ”์ด์–ด๊ฐ€ ๋ฌธ์˜ํ–ˆ์œผ๋‚˜ ๋ชฉํ‘œ ๊ฐ€๊ฒฉ์ด ์˜คํผ๋ณด๋‹ค ํ†ค๋‹น 5๋‹ฌ๋Ÿฌ ์ด์ƒ ๋‚ฎ์•˜์Šต๋‹ˆ๋‹ค.
13์‹œ๊ฐ„ ์ „