Supply Gap Persists in Vietnamese Market, Spot Lead Traded at High Premiums

๊ฒŒ์‹œ๋จ: Jun 5, 2026 11:08
[Ex-China Lead Market Dynamics] It was learned that the recent environmental protection inspections on secondary lead in the Vietnamese market had temporarily come to an end, and some lead smelters had gradually resumed production. However, in the face of the current primary lead supply gap, spot lead in the local market continued to maintain high premiums. According to the latest information, the CIF premium for Vietnamese lead ingots with Pbโ‰ฅ99.99% in June had reached $180/mt as a common transaction price, compared to around $165/mt in May.

๋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
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
8์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 11์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 6์›” 11์ผ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE)์™€ ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE)์—์„œ์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๊ฐ€๊ฒฉ ๋ณ€๋™์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค
8์‹œ๊ฐ„ ์ „
์ˆ์ปค๋ฒ„๋ง์— ๋”ฐ๋ฅธ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ๋‚ฉ ์„ ๋ฌผ ์ƒ์Šน ๋งˆ๊ฐ, ์—ฐํŒจ ํƒˆ์ถœ [๋‚ฉ ์„ ๋ฌผ ๋‹จ๊ธฐ ์‹œํ™ฉ]
8์‹œ๊ฐ„ ์ „
์ˆ์ปค๋ฒ„๋ง์— ๋”ฐ๋ฅธ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ๋‚ฉ ์„ ๋ฌผ ์ƒ์Šน ๋งˆ๊ฐ, ์—ฐํŒจ ํƒˆ์ถœ [๋‚ฉ ์„ ๋ฌผ ๋‹จ๊ธฐ ์‹œํ™ฉ]
๋” ๋ณด๊ธฐ
์ˆ์ปค๋ฒ„๋ง์— ๋”ฐ๋ฅธ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ๋‚ฉ ์„ ๋ฌผ ์ƒ์Šน ๋งˆ๊ฐ, ์—ฐํŒจ ํƒˆ์ถœ [๋‚ฉ ์„ ๋ฌผ ๋‹จ๊ธฐ ์‹œํ™ฉ]
์ˆ์ปค๋ฒ„๋ง์— ๋”ฐ๋ฅธ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ๋‚ฉ ์„ ๋ฌผ ์ƒ์Šน ๋งˆ๊ฐ, ์—ฐํŒจ ํƒˆ์ถœ [๋‚ฉ ์„ ๋ฌผ ๋‹จ๊ธฐ ์‹œํ™ฉ]
8์‹œ๊ฐ„ ์ „
์ €์žฅ ํ†ˆ๋„์ด 4๋‹จ๊ณ„ ๊ธฐ์ˆ  ์—…๊ทธ๋ ˆ์ด๋“œ๋ฅผ ์™„๋ฃŒํ•˜๊ณ , ์—ฐ๊ฐ„ 65๋งŒ ํ†ค์˜ ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.
9์‹œ๊ฐ„ ์ „
์ €์žฅ ํ†ˆ๋„์ด 4๋‹จ๊ณ„ ๊ธฐ์ˆ  ์—…๊ทธ๋ ˆ์ด๋“œ๋ฅผ ์™„๋ฃŒํ•˜๊ณ , ์—ฐ๊ฐ„ 65๋งŒ ํ†ค์˜ ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.
๋” ๋ณด๊ธฐ
์ €์žฅ ํ†ˆ๋„์ด 4๋‹จ๊ณ„ ๊ธฐ์ˆ  ์—…๊ทธ๋ ˆ์ด๋“œ๋ฅผ ์™„๋ฃŒํ•˜๊ณ , ์—ฐ๊ฐ„ 65๋งŒ ํ†ค์˜ ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.
์ €์žฅ ํ†ˆ๋„์ด 4๋‹จ๊ณ„ ๊ธฐ์ˆ  ์—…๊ทธ๋ ˆ์ด๋“œ๋ฅผ ์™„๋ฃŒํ•˜๊ณ , ์—ฐ๊ฐ„ 65๋งŒ ํ†ค์˜ ํ๋ฐฐํ„ฐ๋ฆฌ ์žฌํ™œ์šฉ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.
[์žฌ์ƒ๋‚ฉ ์ƒ์‚ฐ ์—…๋ฐ์ดํŠธ] 2026๋…„ 1์›” ๊ธฐ์ค€, ์ €์žฅ ํ†ˆ๋„ ์ „์› ์†Œ์žฌ(์ฐฝ์‹ฑ ํ—ˆํ•‘ํƒ€์šด)์˜ 4๊ธฐ ๊ธฐ์ˆ  ๊ฐœ์กฐ ํ”„๋กœ์ ํŠธ ์ฃผ์š” ๋ถ€๋ถ„์ด ์™„๋ฃŒ๋˜์—ˆ์œผ๋ฉฐ, ํ•ต์‹ฌ ์„ค๋น„ ์„ค์น˜ ์ง„๋„๊ฐ€ 90%๋ฅผ ๋„˜์–ด์„ฐ์Šต๋‹ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ์„ฑ ๋‚ด์—์„œ ์™„์ „ํ•œ ํ๋‚ฉ์ถ•์ „์ง€ ์žฌํ™œ์šฉ ๋ฐ ์ฒ˜๋ฆฌ ์‚ฐ์—… ์ฒด์ธ์„ ๊ฐ–์ถ”๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์™„์ „ ์ƒ์‚ฐ์— ๋„๋‹ฌํ•˜๋ฉด ์—ฐ๊ฐ„ ํ๋‚ฉ์ถ•์ „์ง€ ์žฌํ™œ์šฉ ๋Šฅ๋ ฅ์ด 65๋งŒ ํ†ค, ์—ฐ๊ฐ„ ์•ฝ 45๋งŒ ํ†ค์˜ ์žฌ์ƒ๋‚ฉ์„ ์ƒ์‚ฐํ•˜๋ฉฐ, ์—ฐ๊ฐ„ 30์–ต ์œ„์•ˆ์˜ ์ถ”๊ฐ€ ๋งค์ถœ์„ ์ฐฝ์ถœํ•  ๊ฒƒ์ž…๋‹ˆ๋‹ค. 6์›” ์ค‘์ˆœ์— ์ ‘์–ด๋“ค๋ฉด์„œ ํ”„๋กœ์ ํŠธ์˜ H2 ์ƒ์‚ฐ ๊ฐ€๋™์ด ์—…๊ณ„์˜ ์ฃผ๋ชฉ์„ ๋ฐ›๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
9์‹œ๊ฐ„ ์ „
[Ex-China Lead Market Dynamics] It was learned that the recent environ - Shanghai Metals Market (SMM)