SMM ๊ตญ์ œ ์ฒ ๊ฐ• ์‹œ์žฅ ์ผ๋ณด, 11์›” 18์ผ

๊ฒŒ์‹œ๋จ: Nov 18, 2025 17:48
SMM ์ต์Šคํ”„๋ ˆ์Šค: ์˜ค๋Š˜ ์ฒ ๊ฐ• ์ˆ˜์ถœ ์˜คํผ๋Š” ์—‡๊ฐˆ๋ ธ์Šต๋‹ˆ๋‹ค. ๋ด‰ํ˜•๊ฐ•๋ฅ˜๋Š” ๋Œ€๋ถ€๋ถ„ ๋ฏธํ„ฐํ†ค๋‹น 2~3๋‹ฌ๋Ÿฌ ์ƒ์Šนํ•œ ๋ฐ˜๋ฉด, ๊ฐ•ํŒยทํ›„ํŒ์€ 2~5๋‹ฌ๋Ÿฌ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ฑฐ๋ž˜ ์ธก๋ฉด์—์„œ๋Š” ์ตœ๊ทผ ์„ ๋ฌผ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์œผ๋กœ ์‹œ์žฅ ๊ฑฐ๋ž˜ ์‹ฌ๋ฆฌ๊ฐ€ ์œ„์ถ•๋˜์—ˆ์œผ๋‚˜, ์˜ค๋Š˜ ์†Œํญ ์กฐ์ • ์ดํ›„ ์ˆ˜์ถœ ๋ฌธ์˜๊ฐ€ ์ฆ๊ฐ€ํ–ˆ์Šต๋‹ˆ๋‹ค. ํ•œํŽธ ๋ฒ ํŠธ๋‚จ์˜ HRC(์—ด์—ฐ์ฝ”์ผ) ์žฌ๊ณ ๋Š” ํ˜„์žฌ ๋†’์€ ์ˆ˜์ค€์ด๋ฉฐ, ์ˆ˜์ฃผ ์œˆ๋„์šฐ ๊ธฐ๊ฐ„์ด ๋‹ค๊ฐ€์˜ค๋ฉด์„œ ๊ด‘ํญ ์ฝ”์ผ ์ˆ˜์ฃผ๋Š” ์ด์ „๋ณด๋‹ค ์•ฝํ™”๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๋˜ํ•œ ์ผ๋ถ€ ๊ตญ์˜ ๊ธฐ์—…์€ ์—ฐ๋ง ์ž๊ธˆ ์ •๋ฆฌ๋กœ ์ธํ•ด ๊ตฌ๋งค ์˜ํ–ฅ์ด ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค.

๋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
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
10๋ถ„ ์ „
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
๋” ๋ณด๊ธฐ
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
ใ€SMM Molybdenum Analysis ใ€‘ SMM News on September 3: In August, Chinaโ€™s molybdenum market maintained a tight balance characterized by relatively tight supply and support from rigid demand. Overall prices rose first and then stabilized, consolidating at highs. 45% molybdenum concentrates shot up to 5,455 yuan/mtu during August 19โ€“25, remaining firmly in the three-year high range; this simultaneously drove spot 60% ferromolybdenum to rise, reaching a phased high of 344,000 yuan/mt on August 24โ€“25.
10๋ถ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
21๋ถ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
21๋ถ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
24๋ถ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋” ๋ณด๊ธฐ
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋žด์˜ค๋‹์„ฑ ์„œ๋ถ€ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์ด ์†Œํญ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, 66% ํ’ˆ์œ„ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ๊ฑด์กฐ ๊ธฐ์ค€ ๊ณต์žฅ ์ธ๋„ ๊ฐ€๊ฒฉ์€ ์„ธ๊ธˆ ํฌํ•จ ํ†ค๋‹น 700~710์œ„์•ˆ์ด๋‹ค. ํ˜„์žฌ ์•ˆ์ „ ์ ๊ฒ€์œผ๋กœ ์ธํ•ด ์„ ๊ด‘ ์ž‘์—…์ด ๋Œ€๋ถ€๋ถ„ ์ค‘๋‹จ๋œ ์ƒํƒœ์—ฌ์„œ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ์ „๋ฐ˜์ ์ธ ๊ณต๊ธ‰์ด ๋น„๊ต์  ํƒ€์ดํŠธํ•œ ์ƒํ™ฉ์ด๋‹ค.
24๋ถ„ ์ „
SMM ์ต์Šคํ”„๋ ˆ์Šค: ์˜ค๋Š˜ ์ฒ ๊ฐ• ์ˆ˜์ถœ ์˜คํผ๋Š” ์—‡๊ฐˆ๋ ธ์Šต๋‹ˆ๋‹ค. ๋ด‰ํ˜•๊ฐ•๋ฅ˜๋Š” ๋Œ€๋ถ€๋ถ„ ๋ฏธํ„ฐํ†ค๋‹น 2~3๋‹ฌ๋Ÿฌ ์ƒ์Šนํ•œ ๋ฐ˜๋ฉด, ๊ฐ•ํŒยทํ›„ํŒ์€ 2~ - Shanghai Metals Market (SMM)