์žฅ์ค‘ ์—ญ์™ธ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ•œ์‚ฐ, ํ•˜๋ฅ˜ ์—…์ฒด ์—ญ์ œ์•ˆ ํฌ๊ฒŒ ๊ฐ์†Œ [SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]

๊ฒŒ์‹œ๋จ: Apr 24, 2026 16:02

2026๋…„ 4์›” 24์ผ: ํ‰๊ท  ์›Œ๋ŸฐํŠธ ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ $2/mt ํ•˜๋ฝํ•˜์—ฌ $67/mt์— ๋งˆ๊ฐํ–ˆ์œผ๋ฉฐ(๊ฐ€๊ฒฉ ๋ฒ”์œ„: $62~72/mt); ํ‰๊ท  B/L ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ $1/mt ํ•˜๋ฝํ•˜์—ฌ $65/mt์— ๋งˆ๊ฐ(๊ฐ€๊ฒฉ ๋ฒ”์œ„: $61~71/mt); ํ‰๊ท  EQ ๋™(CIF B/L) ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ $2/mt ํ•˜๋ฝํ•˜์—ฌ $35/mt์— ๋งˆ๊ฐ(๊ฐ€๊ฒฉ ๋ฒ”์œ„: $30~40/mt)ํ–ˆ์œผ๋ฉฐ, ํ˜ธ๊ฐ€๋Š” 4์›” ๋ง์—์„œ 5์›” ์ƒ์ค‘์ˆœ๊นŒ์ง€ ๋„์ฐฉํ•˜๋Š” ํ™”๋ฌผ์„ ๊ธฐ์ค€์œผ๋กœ ํ•ฉ๋‹ˆ๋‹ค.

ย  ย ์–‘์‚ฐ ๊ตฌ๋ฆฌ ํ”„๋ฆฌ๋ฏธ์—„์€ ์˜ˆ์ƒ๋Œ€๋กœ ์žฅ์ค‘ ํ›„ํ‡ดํ–ˆ์Šต๋‹ˆ๋‹ค. ํ•˜๋ฅ˜ ๊ตฌ๋งค์ž๋“ค์˜ ์ž…์ฐฐ์€ ๋‚ฎ์€ ์ˆ˜์ค€์„ ์œ ์ง€ํ–ˆ๊ณ , ํ˜„๋ฌผ ์ฃผ๋ฌธ ์˜คํผ ๋ฌผ๋Ÿ‰์ด ๋ˆˆ์— ๋„๊ฒŒ ์ฆ๊ฐ€ํ–ˆ์Šต๋‹ˆ๋‹ค. ๋งค์ˆ˜์ž์™€ ๋งค๋„์ž ๊ฐ„ ์ด๊ฒฌ์ด ์ปค ์ฒด๊ฒฐ ๊ฑฐ๋ž˜๋Š” ๊ทนํžˆ ์ œํ•œ์ ์ด์—ˆ์Šต๋‹ˆ๋‹ค. ์†Œ๋Ÿ‰์˜ 4์›” ์ค‘ํ•˜์ˆœ ๋„์ฐฉ ER ๋™ B/L์ด QP 5์›” ๊ธฐ์ค€ $80/mt์— ์˜คํผ๋œ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ์œผ๋ฉฐ, 4์›” ์ค‘์ˆœ EQ B/L ํ˜ธ๊ฐ€๋Š” $40/mt, 4์›” ์ค‘ํ•˜์ˆœ ๋„์ฐฉ EQ B/L์€ $40/mt, 5์›” ์ค‘์ˆœ ๋„์ฐฉ B/L์€ $50/mt์— ์˜คํผ๋˜์—ˆ๊ณ , QP 5์›” ๊ธฐ์ค€ $38~40/mt์— ์†Œ๋Ÿ‰ ์ฒด๊ฒฐ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์ฃผ ๋‚ด ์ธ๋„ ๊ฐ€๋Šฅํ•œ ER ๋™ ์›Œ๋ŸฐํŠธ๋Š” $78~80/mt์— ์˜คํผ๋˜์—ˆ๊ณ , QP 5์›” ๊ธฐ์ค€ $70~73/mt์— ์†Œ๋Ÿ‰ ์ฒด๊ฒฐ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

ย 

๋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 Analysis] Chinaโ€™s Sulphuric Acid Production and Sulphur/Sulphuric Acid Imports & Exports in H1 2026
27๋ถ„ ์ „
[SMM Analysis] Chinaโ€™s Sulphuric Acid Production and Sulphur/Sulphuric Acid Imports & Exports in H1 2026
๋” ๋ณด๊ธฐ
[SMM Analysis] Chinaโ€™s Sulphuric Acid Production and Sulphur/Sulphuric Acid Imports & Exports in H1 2026
[SMM Analysis] Chinaโ€™s Sulphuric Acid Production and Sulphur/Sulphuric Acid Imports & Exports in H1 2026
In H1 2026, Chinaโ€™s sulphur market experienced a full transmission chain of โ€œimport collapse โ€“ output pressure โ€“ export stagnationโ€. Key figures: Production: National sulphuric acid output in Januaryโ€“May fell 1.6% yโ€‘oโ€‘y, with significant declines in traditional phosphate fertiliser producing provinces like Hubei, Guizhou, and Yunnan, while Anhui and other smelterโ€‘acidโ€‘concentrated regions saw growth. Exports: Sulphuric acid exports practically halted in June......
27๋ถ„ ์ „
[SMM ๋ถ„์„] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ์˜ ํ™ฉ์‚ฐ ์ƒ์‚ฐ ๋ฐ ์œ ํ™ฉ/ํ™ฉ์‚ฐ ์ˆ˜์ถœ์ž… โ€” ๊ตญ๊ฐ€ํ†ต๊ณ„๊ตญ(NBS) ๋ฐ ์„ธ๊ด€ ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜
46๋ถ„ ์ „
[SMM ๋ถ„์„] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ์˜ ํ™ฉ์‚ฐ ์ƒ์‚ฐ ๋ฐ ์œ ํ™ฉ/ํ™ฉ์‚ฐ ์ˆ˜์ถœ์ž… โ€” ๊ตญ๊ฐ€ํ†ต๊ณ„๊ตญ(NBS) ๋ฐ ์„ธ๊ด€ ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ์˜ ํ™ฉ์‚ฐ ์ƒ์‚ฐ ๋ฐ ์œ ํ™ฉ/ํ™ฉ์‚ฐ ์ˆ˜์ถœ์ž… โ€” ๊ตญ๊ฐ€ํ†ต๊ณ„๊ตญ(NBS) ๋ฐ ์„ธ๊ด€ ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜
[SMM ๋ถ„์„] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ์˜ ํ™ฉ์‚ฐ ์ƒ์‚ฐ ๋ฐ ์œ ํ™ฉ/ํ™ฉ์‚ฐ ์ˆ˜์ถœ์ž… โ€” ๊ตญ๊ฐ€ํ†ต๊ณ„๊ตญ(NBS) ๋ฐ ์„ธ๊ด€ ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜
2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ ์œ ํ™ฉ ์‹œ์žฅ์€ '์ˆ˜์ž… ๊ธ‰๊ฐโ€”์ƒ์‚ฐ ๋ถ€์ง„โ€”์ˆ˜์ถœ ์ •์ฒด'์˜ ์ „๋ฐฉ์œ„์  ์ „์ด ์‚ฌ์Šฌ์„ ๊ฒฝํ—˜ํ–ˆ๋‹ค. ์ฃผ์š” ๋ฐ์ดํ„ฐ๋Š” ๋‹ค์Œ๊ณผ ๊ฐ™๋‹ค. ์ˆ˜์ž…: ์ฒœ์—ฐ ์œ ํ™ฉ ์ˆ˜์ž…๋Ÿ‰์€ 1์›” 49๋งŒ 7,200ํ†ค์—์„œ 6์›” 14๋งŒ 7์ฒœ ํ†ค์œผ๋กœ ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ์ฒœ์—ฐ ์œ ํ™ฉ๊ณผ ์ •์ œ ์œ ํ™ฉ์„ ํ•ฉ์‚ฐํ•œ ์ˆ˜์ž…๋Ÿ‰์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ์•ฝ 57.7% ๊ฐ์†Œํ–ˆ๋‹ค. ์ค‘๋™์‚ฐ ๋น„์ค‘์€ ์•ฝ 40%์—์„œ 5%๋กœ ํ•˜๋ฝํ–ˆ๋‹ค. ์ƒ์‚ฐ: 1~5์›” ์ „๊ตญ ํ™ฉ์‚ฐ ์ƒ์‚ฐ๋Ÿ‰์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 1.6% ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ํ›„๋ฒ ์ด, ๊ตฌ์ด์ €์šฐ, ์œˆ๋‚œ ๋“ฑ ์ „ํ†ต์  ์ธ์‚ฐ๋น„๋ฃŒ ์ƒ์‚ฐ์ง€์˜ ๊ฐ์†Œ๊ฐ€ ๋‘๋“œ๋Ÿฌ์กŒ๋‹ค. ๋ฐ˜๋ฉด ์•ˆํ›„์ด ๋“ฑ ์ œ๋ จ ํ™ฉ์‚ฐ ์ƒ์‚ฐ ์ง‘์ค‘ ์ง€์—ญ์€ ์˜คํžˆ๋ ค ์ฆ๊ฐ€์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์ˆ˜์ถœ: 6์›” ํ™ฉ์‚ฐ ์ˆ˜์ถœ์€ ๊ฑฐ์˜ ์ œ๋กœ ์ˆ˜์ค€์œผ๋กœ ๋–จ์–ด์กŒ์œผ๋ฉฐ, ๋งค์›” ์•ฝ 10๋งŒ~15๋งŒ ํ†ค์˜ ์ˆ˜์ถœ ๋ฌผ๋Ÿ‰์ด ๋‚ด์ˆ˜ ์‹œ์žฅ์œผ๋กœ ์œ ์ž…๋˜์—ˆ๋‹ค. ๊ฐ€๊ฒฉ: ์œ ํ™ฉ ๊ฐ€๊ฒฉ์€ ์—ฐ์ดˆ ํ†ค๋‹น 4,180์œ„์•ˆ์—์„œ 6์›” ์ตœ๊ณ  10,353.5์œ„์•ˆ์œผ๋กœ ํญ๋“ฑํ–ˆ์œผ๋ฉฐ, ๋™ ์ œ๋ จ์‚ฐ ์ง€์ˆ˜๋Š” ์—ฐ์ดˆ ๋Œ€๋น„ ์•ฝ 92% ์ƒ์Šนํ–ˆ๋‹ค.
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๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ์ด ๊ธ‰๋“ฑํ•˜๋ฉด์„œ ๋น„์ˆ˜๊ธฐ ์นจ์ฒด๋ฅผ ์‹ฌํ™”์‹œํ‚ค๊ณ , ๊ฐ€๋™๋ฅ ๊ณผ ์ˆ˜์ฃผ๋Ÿ‰์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ์ด ๊ธ‰๋“ฑํ•˜๋ฉด์„œ ๋น„์ˆ˜๊ธฐ ์นจ์ฒด๋ฅผ ์‹ฌํ™”์‹œํ‚ค๊ณ , ๊ฐ€๋™๋ฅ ๊ณผ ์ˆ˜์ฃผ๋Ÿ‰์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„]
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ์ด ๊ธ‰๋“ฑํ•˜๋ฉด์„œ ๋น„์ˆ˜๊ธฐ ์นจ์ฒด๋ฅผ ์‹ฌํ™”์‹œํ‚ค๊ณ , ๊ฐ€๋™๋ฅ ๊ณผ ์ˆ˜์ฃผ๋Ÿ‰์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„]
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ์ด ๊ธ‰๋“ฑํ•˜๋ฉด์„œ ๋น„์ˆ˜๊ธฐ ์นจ์ฒด๋ฅผ ์‹ฌํ™”์‹œํ‚ค๊ณ , ๊ฐ€๋™๋ฅ ๊ณผ ์ˆ˜์ฃผ๋Ÿ‰์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„]
์ด๋ฒˆ ์ฃผ (7.17~7.23), ์—๋‚˜๋ฉœ ์™€์ด์–ด ์‚ฐ์—…์˜ ๊ธฐ๊ณ„ ๊ฐ€๋™๋ฅ ์ด ์ „์ฃผ ๋Œ€๋น„ ํ•˜๋ฝ...
1์‹œ๊ฐ„ ์ „
๊ณ„์† ์ฝ์œผ๋ ค๋ฉด ํšŒ์›๊ฐ€์ž…ํ•˜์„ธ์š”
๊ธˆ์† ๋ฐ ์‹ ์—๋„ˆ์ง€ ๋ถ„์•ผ์˜ ์ตœ์‹  ์ธ์‚ฌ์ดํŠธ๋ฅผ ํ™•์ธํ•˜์„ธ์š”
์ด๋ฏธ ๊ณ„์ •์ด ์žˆ์œผ์‹ ๊ฐ€์š”?์—ฌ๊ธฐ์—์„œ ๋กœ๊ทธ์ธ
์žฅ์ค‘ ์—ญ์™ธ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ•œ์‚ฐ, ํ•˜๋ฅ˜ ์—…์ฒด ์—ญ์ œ์•ˆ ํฌ๊ฒŒ ๊ฐ์†Œ [SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ] - Shanghai Metals Market (SMM)