ใ€SMM ๋‹ˆ์ผˆ ์†๋ณดใ€‘์ธ๋„๋„ค์‹œ์•„์˜ ์ƒˆ๋กœ์šด ๋‹ˆ์ผˆ ๊ด‘์„ ๊ธฐ์ค€ ๊ฐ€๊ฒฉ

๊ฒŒ์‹œ๋จ: Jan 12, 2026 10:29

SMM์€ 2026๋…„ 1์›” ํ•˜๋ฐ˜๊ธฐ ์ธ๋„๋„ค์‹œ์•„ ํ˜„์ง€ ๊ด‘์„์˜ HPM์ด 12.28% ์ƒ์Šนํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ธกํ–ˆ๋‹ค. 1์›” ํ•˜๋ฐ˜๊ธฐ HMA๋Š” 16,427 USD/dmt๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, 1,796.54 USD/dmt ์ฆ๊ฐ€ํ•œ ์ˆ˜์น˜๋‹ค.

SMM์€ 2026๋…„ 1์›” ํ•˜๋ฐ˜๊ธฐ ์ธ๋„๋„ค์‹œ์•„ ํ˜„์ง€ ๊ด‘์„(MC35%)์˜ ๊ธฐ์ค€ HPM์ด ๋‹ค์Œ๊ณผ ๊ฐ™์„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ธกํ–ˆ๋‹ค:

- Ni 1.2% ๋“ฑ๊ธ‰ ๋‹ˆ์ผˆ ๊ด‘์„์˜ HPM: 16.66 USD/wmt, 1์›” ์ƒ๋ฐ˜๊ธฐ ๋Œ€๋น„ 1.82 USD/wmt ์ฆ๊ฐ€;

- Ni 1.6% ๋“ฑ๊ธ‰ ๋‹ˆ์ผˆ ๊ด‘์„์˜ HPM: 29.04 USD/wmt, 1์›” ์ƒ๋ฐ˜๊ธฐ ๋Œ€๋น„ 3.18 USD/wmt ์ฆ๊ฐ€;

- Ni 1.7% ๋“ฑ๊ธ‰ ๋‹ˆ์ผˆ ๊ด‘์„์˜ HPM: 32.67 USD/wmt, 1์›” ์ƒ๋ฐ˜๊ธฐ ๋Œ€๋น„ 3.57 USD/wmt ์ฆ๊ฐ€;

- Ni 1.8% ๋“ฑ๊ธ‰ ๋‹ˆ์ผˆ ๊ด‘์„์˜ HPM: 36.52 USD/wmt, 1์›” ์ƒ๋ฐ˜๊ธฐ ๋Œ€๋น„ 3.99 USD/wmt ์ฆ๊ฐ€;

- Ni 2.0% ๋“ฑ๊ธ‰ ๋‹ˆ์ผˆ ๊ด‘์„์˜ HPM: 44.84 USD/wmt, 1์›” ์ƒ๋ฐ˜๊ธฐ ๋Œ€๋น„ 4.90 USD/wmt ์ฆ๊ฐ€.

๋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
[SMM Sulfur Flash] Spot Sulfur Transactions Slide, Shandong Refinery Quotes Decline
9๋ถ„ ์ „
[SMM Sulfur Flash] Spot Sulfur Transactions Slide, Shandong Refinery Quotes Decline
๋” ๋ณด๊ธฐ
[SMM Sulfur Flash] Spot Sulfur Transactions Slide, Shandong Refinery Quotes Decline
[SMM Sulfur Flash] Spot Sulfur Transactions Slide, Shandong Refinery Quotes Decline
Sulfur physical delivery prices kept the downward trend this week. Market sources say that on June 15, the sulfur transaction price had fallen to yuan 9,500/mt, and on June 16, it rebounded slightly to yuan 9,600/mt, but compared to the peak transaction price of yuan 11,985/mt last Thursday (June 11), the gap has already exceeded yuan 2,000/mt. Today (June 17),SMM EXW Shandong Sulfur were further reduced, to a range of yuan 9,507โ€“10,000/mt, with the average price reported at yuan 9,753.5/mt, down yuan 600/mt from yesterday, and the decline widened markedly. Looking back at recent movements, since June 5, the sulfur price started to rally rapidly from yuan 8,075/mt and on June 8 surged to yuan 9,625/mt, thereafter climbing to last weekโ€™s peak before pulling back quickly, causing market sentiment to take a sharp downturn. Currently, downstream buying sentiment is weak. Faced with the rapid price decline, buyers are showing strong wait-and-see sentiment, only maintaining purchases for rigid demand while pushing for lower prices. Support from major downstream demandโ€”phosphate fertilisers and sulphuric acidโ€”is insufficient, and the sulfur market still faces further downward pressure in the near term.
9๋ถ„ ์ „
[SMM ๋‹ˆ์ผˆ ์ค‘๊ฐ„ ์‹œํ™ฉ] 6์›” 17์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ํšก๋ณด, ๋ฏธ ์—ฐ์ค€ 6์›” 16-17์ผ FOMC ํšŒ์˜ ๊ฐœ์ตœ
16๋ถ„ ์ „
[SMM ๋‹ˆ์ผˆ ์ค‘๊ฐ„ ์‹œํ™ฉ] 6์›” 17์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ํšก๋ณด, ๋ฏธ ์—ฐ์ค€ 6์›” 16-17์ผ FOMC ํšŒ์˜ ๊ฐœ์ตœ
๋” ๋ณด๊ธฐ
[SMM ๋‹ˆ์ผˆ ์ค‘๊ฐ„ ์‹œํ™ฉ] 6์›” 17์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ํšก๋ณด, ๋ฏธ ์—ฐ์ค€ 6์›” 16-17์ผ FOMC ํšŒ์˜ ๊ฐœ์ตœ
[SMM ๋‹ˆ์ผˆ ์ค‘๊ฐ„ ์‹œํ™ฉ] 6์›” 17์ผ ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ํšก๋ณด, ๋ฏธ ์—ฐ์ค€ 6์›” 16-17์ผ FOMC ํšŒ์˜ ๊ฐœ์ตœ
16๋ถ„ ์ „
์œˆ๋‚œ ์—๋„ˆ์ง€, 25MW ๋ฌด๊ณผํ•‘ ํ’๋ ฅ๋ฐœ์ „์†Œ ํ”„๋กœ์ ํŠธ์— ํˆฌ์ž, 10๊ฐœ์›” ๋‚ด ์™„๊ณต ์˜ˆ์ •
17์‹œ๊ฐ„ ์ „
์œˆ๋‚œ ์—๋„ˆ์ง€, 25MW ๋ฌด๊ณผํ•‘ ํ’๋ ฅ๋ฐœ์ „์†Œ ํ”„๋กœ์ ํŠธ์— ํˆฌ์ž, 10๊ฐœ์›” ๋‚ด ์™„๊ณต ์˜ˆ์ •
๋” ๋ณด๊ธฐ
์œˆ๋‚œ ์—๋„ˆ์ง€, 25MW ๋ฌด๊ณผํ•‘ ํ’๋ ฅ๋ฐœ์ „์†Œ ํ”„๋กœ์ ํŠธ์— ํˆฌ์ž, 10๊ฐœ์›” ๋‚ด ์™„๊ณต ์˜ˆ์ •
์œˆ๋‚œ ์—๋„ˆ์ง€, 25MW ๋ฌด๊ณผํ•‘ ํ’๋ ฅ๋ฐœ์ „์†Œ ํ”„๋กœ์ ํŠธ์— ํˆฌ์ž, 10๊ฐœ์›” ๋‚ด ์™„๊ณต ์˜ˆ์ •
[์œˆ๋‚œ์—๋„ˆ์ง€ํˆฌ์ž: ํšŒ์‚ฌ, ๋ฌด๊ณผํ•‘ ํ’๋ ฅ๋ฐœ์ „๋‹จ์ง€ ํ”„๋กœ์ ํŠธ์— ํˆฌ์ž ๊ณ„ํš] ์œˆ๋‚œ์—๋„ˆ์ง€ํˆฌ์ž๋Š” ์ง€๋ฐฐ์ฃผ์ฃผ์ธ ์œˆ๋‚œ์—๋„ˆ์ง€๊ทธ๋ฃน์ด 2025๋…„ ์œˆ๋‚œ์„ฑ ์ œ3์ฐจ ์‹ ์—๋„ˆ์ง€ ํ”„๋กœ์ ํŠธ ์ค‘ ํ‘ธ์œ„์•ˆํ˜„ ๋ฌด๊ณผํ•‘ ํ’๋ ฅ๋ฐœ์ „๋‹จ์ง€ ํ”„๋กœ์ ํŠธ์˜ ๋‚™์ฐฐ์ž๋กœ ์„ ์ •๋˜์—ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์œˆ๋‚œ์—๋„ˆ์ง€๊ทธ๋ฃน์˜ ์ „์ฒด ์ „๋žต ๋ฐ 2025๋…„ ์œˆ๋‚œ์„ฑ ์ œ3์ฐจ ์‹ ์—๋„ˆ์ง€ ํ”„๋กœ์ ํŠธ ๊ฐœ๋ฐœยท๊ฑด์„ค ๊ด€๋ จ ์š”๊ตฌ์‚ฌํ•ญ์— ๋”ฐ๋ผ, ํšŒ์‚ฌ๋Š” ํ‘ธ์œ„์•ˆํ˜„ ๋ฌด๊ณผํ•‘ ํ’๋ ฅ๋ฐœ์ „๋‹จ์ง€ ํ”„๋กœ์ ํŠธ ๊ฑด์„ค์„ ์ ๊ทน ์ถ”์ง„ํ•  ์˜ˆ์ •์ด๋‹ค. ์ด ํ”„๋กœ์ ํŠธ์˜ ์ด ์„ค๋น„์šฉ๋Ÿ‰์€ 25 MW, ์ด ๊ณต์‚ฌ ๊ธฐ๊ฐ„์€ 10๊ฐœ์›”๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
17์‹œ๊ฐ„ ์ „
SMM์€ 2026๋…„ 1์›” ํ•˜๋ฐ˜๊ธฐ ์ธ๋„๋„ค์‹œ์•„ ํ˜„์ง€ ๊ด‘์„์˜ HPM์ด 12.28% ์ƒ์Šนํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ธกํ–ˆ๋‹ค. 1์›” ํ•˜๋ฐ˜๊ธฐ HMA๋Š” 1 - Shanghai Metals Market (SMM)