๋‰ด์š• ์—ฐ์€์˜ ์œŒ๋ฆฌ์—„์Šค: ์ถ”๊ฐ€ ์—ฐ์ค€ ์กฐ์น˜ ์„œ๋‘๋ฅผ ํ•„์š” ์—†์–ด, ์™„ํ™”์  ์ •์ฑ…์ด ์‹œ์žฅ์— ์œ ๋ฆฌ

๊ฒŒ์‹œ๋จ: Dec 19, 2025 21:46
์ฐจ์ด์‹ ์— ๋”ฐ๋ฅด๋ฉด, ๋‰ด์š• ์—ฐ๋ฐฉ์ค€๋น„์€ํ–‰ ์ด์žฌ ์œŒ๋ฆฌ์—„์Šค๋Š” ๋ฏธ๊ตญ ์—ฐ์ค€์˜ ์ •์ฑ…์ด ๋งค์šฐ ์œ ๋ฆฌํ•œ ์œ„์น˜์— ์žˆ์œผ๋ฉฐ, ํ˜„์žฌ๋กœ์„  ์ถ”๊ฐ€ ์กฐ์น˜๋ฅผ ์„œ๋‘๋ฅผ ํ•„์š”๊ฐ€ ์—†๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์—ฐ์ค€์˜ ์ ๋‹นํžˆ ๋˜๋Š” ์™„๋งŒํ•˜๊ฒŒ ์ œํ•œ์ ์ธ ์ •์ฑ…์ด ์œ ์ตํ•˜๋‹ค๋Š” ๊ฒƒ์ด๋‹ค. ์ด๋Š” ์ถ”๊ฐ€ ๊ธˆ๋ฆฌ ์ธํ•˜์— ๋Œ€ํ•œ ์‹œ์žฅ ๊ธฐ๋Œ€๋ฅผ ๋ˆ„๊ทธ๋Ÿฌ๋œจ๋ ธ๋‹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
์ค‘๊ตญ ์žฌ์ƒ ์–‘๊ทนํŒ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ์ƒ์Šน
4์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ์žฌ์ƒ ์–‘๊ทนํŒ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ์ƒ์Šน
๋” ๋ณด๊ธฐ
์ค‘๊ตญ ์žฌ์ƒ ์–‘๊ทนํŒ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ์ƒ์Šน
์ค‘๊ตญ ์žฌ์ƒ ์–‘๊ทนํŒ ์ƒ์‚ฐ์—…์ฒด ๊ฐ€๋™๋ฅ , ์ „์ฃผ ๋Œ€๋น„ ์†Œํญ ์ƒ์Šน
[SMM ๊ตฌ๋ฆฌ ์–‘๊ทน ์‹œ์žฅ] 8์›” 7~13์ผ ๋™์•ˆ ๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ์ด ์ƒ์Šนํ•˜๊ณ  1์ฐจ ๊ธˆ์†๊ณผ ์Šคํฌ๋žฉ ๊ฐ„ ๊ฐ€๊ฒฉ ์ฐจ์ด๊ฐ€ ํ™•๋Œ€๋˜๋ฉด์„œ ์ค‘๊ตญ 2์ฐจ ์–‘๊ทนํŒ ์ƒ์‚ฐ์—…์ฒด์˜ SMM ์ฃผ๊ฐ„ ๊ฐ€๋™๋ฅ ์€ ์ „์ฃผ ๋Œ€๋น„ 0.37%ํฌ์ธํŠธ ์ƒ์Šนํ•œ 50.40%๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ๋‹ค์Œ ์ฃผ์—๋Š” ์ „์ฃผ ๋Œ€๋น„ 0.63%ํฌ์ธํŠธ ์ƒ์Šนํ•œ 51.03%์— ์ด๋ฅผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
4์‹œ๊ฐ„ ์ „
๊ณ ๋ ค์•„์—ฐ, ๊ธ€๋กœ๋ฒŒ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ์— ๋™๋ฐ• ์ฒซ ๊ณต๊ธ‰ ์‹œ์ž‘
4์‹œ๊ฐ„ ์ „
๊ณ ๋ ค์•„์—ฐ, ๊ธ€๋กœ๋ฒŒ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ์— ๋™๋ฐ• ์ฒซ ๊ณต๊ธ‰ ์‹œ์ž‘
๋” ๋ณด๊ธฐ
๊ณ ๋ ค์•„์—ฐ, ๊ธ€๋กœ๋ฒŒ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ์— ๋™๋ฐ• ์ฒซ ๊ณต๊ธ‰ ์‹œ์ž‘
๊ณ ๋ ค์•„์—ฐ, ๊ธ€๋กœ๋ฒŒ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ์— ๋™๋ฐ• ์ฒซ ๊ณต๊ธ‰ ์‹œ์ž‘
8์›” 13์ผ ์—…๊ณ„ ์†Œ์‹ํ†ต์— ๋”ฐ๋ฅด๋ฉด, ๊ณ ๋ ค์•„์—ฐ์˜ ๋™๋ฐ• ์ œ์กฐ์‚ฌ KZAM์€ ์ตœ๊ทผ ๊ธ€๋กœ๋ฒŒ ์ฃผ์š” ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์—…์ฒด์— ์–‘์‚ฐํ˜• ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ๋™๋ฐ• ๊ณต๊ธ‰์„ ์‹œ์ž‘ํ–ˆ๋‹ค. KZAM์ด ๊ณต๊ธ‰ํ•œ ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ๋™๋ฐ•์€ ๋ถ๋ฏธ์—์„œ ์ƒ์‚ฐ๋˜๋Š” ์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜(ESS)์šฉ ๋ฐฐํ„ฐ๋ฆฌ์— ์‚ฌ์šฉ๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
4์‹œ๊ฐ„ ์ „
Widening Price Spread Between Futures Contracts, Weak Downstream Consumption, Spot Premiums Continue to Fall [SMM South China Spot Copper Cathode Weekly Review]
4์‹œ๊ฐ„ ์ „
Widening Price Spread Between Futures Contracts, Weak Downstream Consumption, Spot Premiums Continue to Fall [SMM South China Spot Copper Cathode Weekly Review]
๋” ๋ณด๊ธฐ
Widening Price Spread Between Futures Contracts, Weak Downstream Consumption, Spot Premiums Continue to Fall [SMM South China Spot Copper Cathode Weekly Review]
Widening Price Spread Between Futures Contracts, Weak Downstream Consumption, Spot Premiums Continue to Fall [SMM South China Spot Copper Cathode Weekly Review]
4์‹œ๊ฐ„ ์ „
์ฐจ์ด์‹ ์— ๋”ฐ๋ฅด๋ฉด, ๋‰ด์š• ์—ฐ๋ฐฉ์ค€๋น„์€ํ–‰ ์ด์žฌ ์œŒ๋ฆฌ์—„์Šค๋Š” ๋ฏธ๊ตญ ์—ฐ์ค€์˜ ์ •์ฑ…์ด ๋งค์šฐ ์œ ๋ฆฌํ•œ ์œ„์น˜์— ์žˆ์œผ๋ฉฐ, ํ˜„์žฌ๋กœ์„  ์ถ”๊ฐ€ ์กฐ์น˜๋ฅผ ์„œ๋‘ - Shanghai Metals Market (SMM)