LME ์•„์‹œ์•„ ๋ฉ”ํƒˆ ์œ„ํฌ ๊ธฐ๊ฐ„ ํ˜„๋ฌผ ๊ฑฐ๋ž˜ ๋ถ€์ง„, ์ˆ˜์ž… ์ฐฝ๊ตฌ๋Š” ์—ด๋ ค ์žˆ์œผ๋‚˜ ์˜คํผ๋Š” ์†Œ์ˆ˜์— ๋†’์€ ์ˆ˜์ค€ ์œ ์ง€ ใ€SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌใ€‘

๊ฒŒ์‹œ๋จ: May 6, 2026 14:22

2026๋…„ 5์›” 6์ผ: ํ‰๊ท  ์›Œ๋ŸฐํŠธ ๊ฐ€๊ฒฉ์ด ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 5๋‹ฌ๋Ÿฌ/ํ†ค ์ƒ์Šนํ•˜์—ฌ 69๋‹ฌ๋Ÿฌ/ํ†ค(๊ฐ€๊ฒฉ ๋ฒ”์œ„ 62~76๋‹ฌ๋Ÿฌ/ํ†ค)์œผ๋กœ ๋งˆ๊ฐ; ํ‰๊ท  B/L ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 5๋‹ฌ๋Ÿฌ/ํ†ค ์ƒ์Šนํ•˜์—ฌ 66๋‹ฌ๋Ÿฌ/ํ†ค(๊ฐ€๊ฒฉ ๋ฒ”์œ„ 61~73๋‹ฌ๋Ÿฌ/ํ†ค)์œผ๋กœ ๋งˆ๊ฐ; ํ‰๊ท  EQ ๊ตฌ๋ฆฌ(CIF B/L) ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 5๋‹ฌ๋Ÿฌ/ํ†ค ์ƒ์Šนํ•˜์—ฌ 36๋‹ฌ๋Ÿฌ/ํ†ค(๊ฐ€๊ฒฉ ๋ฒ”์œ„ 30~42๋‹ฌ๋Ÿฌ/ํ†ค)์œผ๋กœ ๋งˆ๊ฐํ–ˆ์œผ๋ฉฐ, ํ˜ธ๊ฐ€๋Š” 5์›” ์ดˆ~์ค‘์ˆœ ๋„์ฐฉ ํ™”๋ฌผ์„ ๊ธฐ์ค€์œผ๋กœ ํ•ฉ๋‹ˆ๋‹ค.

ย  ย SHFE/LME ๊ฐ€๊ฒฉ ๋น„์œจ์€ ์—ฐํœด ์ดํ›„์—๋„ ์˜คํ”ˆ ์ƒํƒœ๋ฅผ ์œ ์ง€ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ์ฃผ ํ™์ฝฉ์—์„œ ์ฃผ์š” ์—…๊ณ„ ์ปจํผ๋Ÿฐ์Šค๊ฐ€ ์—ด๋ฆฌ๋ฉด์„œ ์‹œ์žฅ ๋‚ด ํ˜„๋ฌผ ํŠธ๋ ˆ์ด๋” ํ™œ๋™์€ ์ œํ•œ์ ์ด์—ˆ์Šต๋‹ˆ๋‹ค. ๋Œ€๋ถ€๋ถ„์˜ ํŠธ๋ ˆ์ด๋”๋Š” ์ž์ฒด ์ˆ˜์ž…์„ ์„ ํƒํ–ˆ์œผ๋ฉฐ, ์†Œ์ˆ˜์˜ ์˜คํผ๊ฐ€ ๋ˆˆ์— ๋„๊ฒŒ ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค. 5์›” ์ดˆ ๋„์ฐฉํ•˜๋Š” ์†Œ๋Ÿ‰์˜ ER ๊ตฌ๋ฆฌ B/L์ด 75๋‹ฌ๋Ÿฌ/ํ†ค(QP 5์›”)์— ์˜คํผ๋˜์—ˆ๊ณ , 5์›” ์ดˆ ๋„์ฐฉํ•˜๋Š” EQ B/L์€ 48๋‹ฌ๋Ÿฌ/ํ†ค, 5์›” ์ค‘์ˆœ ๋„์ฐฉํ•˜๋Š” EQ B/L์€ 50๋‹ฌ๋Ÿฌ/ํ†ค(QP 5~6์›”)์— ์˜คํผ๋œ ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ์Šต๋‹ˆ๋‹ค. ๊ธˆ์ฃผ ๋‚ด ์ธ๋„๋˜๋Š” ER ๊ตฌ๋ฆฌ ์›Œ๋ŸฐํŠธ๋Š” 80๋‹ฌ๋Ÿฌ/ํ†ค(QP 6์›”)์— ์˜คํผ๋˜์—ˆ์œผ๋‚˜, ํ˜„์žฌ๊นŒ์ง€ ๊ฑฐ๋ž˜ ์†Œ์‹์€ ์—†์Šต๋‹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
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๋” ๋ณด๊ธฐ
[SMM SHFE Copper Alert] After 14:15 on August 3, the most-traded SHFE copper contract surged rapidly, with futures rising to around 106,300 yuan/mt. At one point, the gain exceeded 0.7%, as short-term funds pushed the copper price center significantly higher.
1๋ถ„ ์ „
Humanoid Robot and High-Efficiency Motor Demand Expectations Catalyze, Motor Sector Strengthens, Jiangxi Special Electric Motor Hits Daily Limit [SMM Quick News]
14๋ถ„ ์ „
Humanoid Robot and High-Efficiency Motor Demand Expectations Catalyze, Motor Sector Strengthens, Jiangxi Special Electric Motor Hits Daily Limit [SMM Quick News]
๋” ๋ณด๊ธฐ
Humanoid Robot and High-Efficiency Motor Demand Expectations Catalyze, Motor Sector Strengthens, Jiangxi Special Electric Motor Hits Daily Limit [SMM Quick News]
Humanoid Robot and High-Efficiency Motor Demand Expectations Catalyze, Motor Sector Strengthens, Jiangxi Special Electric Motor Hits Daily Limit [SMM Quick News]
14๋ถ„ ์ „
์›”์ดˆ, ์ƒˆ๋กœ์šด ๊ตฌ๋งค ์ฃผ๊ธฐ๊ฐ€ ์‹œ์ž‘๋˜๋ฉฐ ์ƒํ•˜์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ํ”„๋ฆฌ๋ฏธ์—„์ด ์†Œํญ ์ƒ์Šน [SMM Shanghai spot copper]
33๋ถ„ ์ „
์›”์ดˆ, ์ƒˆ๋กœ์šด ๊ตฌ๋งค ์ฃผ๊ธฐ๊ฐ€ ์‹œ์ž‘๋˜๋ฉฐ ์ƒํ•˜์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ํ”„๋ฆฌ๋ฏธ์—„์ด ์†Œํญ ์ƒ์Šน [SMM Shanghai spot copper]
๋” ๋ณด๊ธฐ
์›”์ดˆ, ์ƒˆ๋กœ์šด ๊ตฌ๋งค ์ฃผ๊ธฐ๊ฐ€ ์‹œ์ž‘๋˜๋ฉฐ ์ƒํ•˜์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ํ”„๋ฆฌ๋ฏธ์—„์ด ์†Œํญ ์ƒ์Šน [SMM Shanghai spot copper]
์›”์ดˆ, ์ƒˆ๋กœ์šด ๊ตฌ๋งค ์ฃผ๊ธฐ๊ฐ€ ์‹œ์ž‘๋˜๋ฉฐ ์ƒํ•˜์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ ํ”„๋ฆฌ๋ฏธ์—„์ด ์†Œํญ ์ƒ์Šน [SMM Shanghai spot copper]
[SMM ์ƒํ•˜์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ] ์›”์ดˆ ์‹ ๊ทœ ๊ตฌ๋งค ์ฃผ๊ธฐ๊ฐ€ ์‹œ์ž‘๋˜๋ฉด์„œ ์ผ๋ถ€ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๋ฐ ํŠธ๋ ˆ์ด๋”์˜ ์žฌ๊ณ  ๋ณด์ถฉ ์ˆ˜์š”๊ฐ€ ๋ฐฉ์ถœ๋˜๊ณ , ์ผ์ค‘ ๊ตฌ๋งค ์‹ฌ๋ฆฌ๊ฐ€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ ๋ฐ˜๋“ฑํ•˜์—ฌ ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„์— ์†Œํญ ์ง€์ง€๋ ฅ์„ ์ œ๊ณตํ•  ์ „๋ง์ด๋‹ค. ์žฌ๊ณ  ์ธก๋ฉด์—์„œ SMM ์ƒํ•˜์ด ์‚ฌํšŒ ์žฌ๊ณ ๋Š” 7๋งŒ 7,000ํ†ค์œผ๋กœ ์ง€๋‚œ ๋ชฉ์š”์ผ ๋Œ€๋น„ 7,500ํ†ค ์ฆ๊ฐ€ํ–ˆ๋‹ค. ์ด๋Š” ๋น„๋“ฑ๋ก ๊ตฌ๋ฆฌ ํ•œ ๋ฌผ๋Ÿ‰์ด ์ง‘์ค‘์ ์œผ๋กœ ์ž…๊ณ ๋œ ๋ฐ ๋”ฐ๋ฅธ ๊ฒƒ์ด๋‹ค. ์žฅ์‘ค ์‚ฌํšŒ ์žฌ๊ณ ๋Š” 2๋งŒ 100ํ†ค์œผ๋กœ ์ง€๋‚œ ๋ชฉ์š”์ผ ๋Œ€๋น„ 1,100ํ†ค ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ์ „๋ฐ˜์  ์†Œ๋น„๊ฐ€ ์•ฝํ–ˆ์Œ์—๋„ ์ผ๋ถ€ ์‹ค์ˆ˜์š” ๊ตฌ๋งค๊ฐ€ ์ด๋ฃจ์–ด์กŒ์Œ์„ ๋ฐ˜์˜ํ•œ๋‹ค. ์ €๊ฐ€์˜ ๋น„๋“ฑ๋ก ๊ตฌ๋ฆฌ๊ฐ€ ์‹œ์žฅ์— ์œ ์ž…๋˜๋ฉฐ ํ˜„๋ฌผ ๊ณต๊ธ‰ ์••๋ ฅ์ด ๋‹ค์†Œ ์ฆ๊ฐ€ํ•ด ๋“ฑ๋ก๋œ ํ‘œ์ค€ ํ’ˆ์งˆ ๊ตฌ๋ฆฌ์˜ ํ˜ธ๊ฐ€๋ฅผ ์–ต์ œํ•  ์ˆ˜ ์žˆ๋‹ค. ์ข…ํ•ฉํ•˜๋ฉด, ์›”์ดˆ ๊ตฌ๋งค ์ˆ˜์š”์˜ ์ง€์ง€๊ฐ€ ์žˆ์Œ์—๋„ ์ƒํ•˜์ด ์žฌ๊ณ ์˜ ํฐ ํญ ์ฆ๊ฐ€์™€ ๋น„๋“ฑ๋ก ๊ตฌ๋ฆฌ ์ž…๊ณ ๋กœ ์ธํ•œ ๊ณต๊ธ‰ ๋ณด์ถฉ ํšจ๊ณผ๊ฐ€ ๋งž๋ฌผ๋ ค, ๋‚ด์ผ ์ƒํ•˜์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ์˜ SHFE ๊ตฌ๋ฆฌ 2608 ๊ณ„์•ฝ ๋Œ€๋น„ ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„์€ ์œ ์ง€๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ์ „์ฒด์ ์ธ ์ค‘์‹ฌ๋Œ€๋Š” ํ˜„์žฌ ์ˆ˜์ค€ ๋ถ€๊ทผ์—์„œ ํšก๋ณดํ•  ๊ฐ€๋Šฅ์„ฑ์ด ํฌ๋ฉฐ, ์ƒ์Šน ์—ฌ๋ ฅ์€ ์ œํ•œ์ ์ด๋‹ค.
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๊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
LME ์•„์‹œ์•„ ๋ฉ”ํƒˆ ์œ„ํฌ ๊ธฐ๊ฐ„ ํ˜„๋ฌผ ๊ฑฐ๋ž˜ ๋ถ€์ง„, ์ˆ˜์ž… ์ฐฝ๊ตฌ๋Š” ์—ด๋ ค ์žˆ์œผ๋‚˜ ์˜คํผ๋Š” ์†Œ์ˆ˜์— ๋†’์€ ์ˆ˜์ค€ ์œ ์ง€ ใ€SMM ์–‘์‚ฐ ํ˜„๋ฌผ ๊ตฌ๋ฆฌใ€‘ - Shanghai Metals Market (SMM)