Long and short funds stalemate at high levels, LME zinc fluctuates [SMM Morning Meeting Summary]

๊ฒŒ์‹œ๋จ: Jun 9, 2026 08:59
[SMM Morning Meeting Summary: Capital Bulls and Bears in High-Level Stalemate, LME Zinc Fluctuates]: Overnight LME zinc opened at $3,534/mt. Early in the session, it quickly rose to a high of $3,547.5/mt before bulls reduced positions, sending LME zinc sharply lower to a low of $3,513/mt during European trading. Afterwards, with bulls and bears locked in a tug-of-war, LME zinc fluctuated and eventually closed lower at $3,534.5/mt, down $6/mt, or 0.17%. Trading volume fell to 9,816 lots, and open interest decreased by 151 lots to 234,000 lots.

๋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)
6์‹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
6์‹œ๊ฐ„ ์ „
๋งค์ˆ˜-๋งค๋„ ๊ฐ„ ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ: SHFE ์•„์—ฐ, ์•ฝ์„ธ ์บ”๋“ค ๊ธฐ๋ก [SMM ์•„์—ฐ ์„ ๋ฌผ ๋ธŒ๋ฆฌํ•‘]
6์‹œ๊ฐ„ ์ „
๋งค์ˆ˜-๋งค๋„ ๊ฐ„ ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ: SHFE ์•„์—ฐ, ์•ฝ์„ธ ์บ”๋“ค ๊ธฐ๋ก [SMM ์•„์—ฐ ์„ ๋ฌผ ๋ธŒ๋ฆฌํ•‘]
๋” ๋ณด๊ธฐ
๋งค์ˆ˜-๋งค๋„ ๊ฐ„ ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ: SHFE ์•„์—ฐ, ์•ฝ์„ธ ์บ”๋“ค ๊ธฐ๋ก [SMM ์•„์—ฐ ์„ ๋ฌผ ๋ธŒ๋ฆฌํ•‘]
๋งค์ˆ˜-๋งค๋„ ๊ฐ„ ์‹œ์žฅ ์ค„๋‹ค๋ฆฌ๊ธฐ: SHFE ์•„์—ฐ, ์•ฝ์„ธ ์บ”๋“ค ๊ธฐ๋ก [SMM ์•„์—ฐ ์„ ๋ฌผ ๋ธŒ๋ฆฌํ•‘]
[๋งค์ˆ˜-๋งค๋„ ์„ธ๋ ฅ ๊ฐ„ ์ค„๋‹ค๋ฆฌ๊ธฐ, ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์•„์—ฐ ์•ฝ์„ธ ์บ”๋“ค] ๊ฑฐ๋ž˜๋Ÿ‰์ด ๊ฐ€์žฅ ๋งŽ์€ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์•„์—ฐ 2607 ๊ณ„์•ฝ์ด 24,480์œ„์•ˆ/ํ†ค์— ๊ฐœ์žฅํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ฐœ์žฅ ํ›„ ์•„์—ฐ ๊ฐ€๊ฒฉ์€ ๋น ๋ฅด๊ฒŒ 24,580์œ„์•ˆ/ํ†ค์˜ ๊ณ ์ ์„ ๊ธฐ๋กํ–ˆ์œผ๋‚˜, ์ดํ›„ ๋งค์ˆ˜ ์„ธ๋ ฅ์ด ํฌ์ง€์…˜์„ ์ถ•์†Œํ•˜๋ฉด์„œ ์•„์—ฐ ๊ฐ€๊ฒฉ์€ ๊ณ„์† ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ฑฐ๋ž˜ ์ข…๋ฐ˜์—๋Š” 24,110์œ„์•ˆ/ํ†ค๊นŒ์ง€ ์ €์ ์„ ๋‚ฎ์ท„๊ณ , ๊ฒฐ๊ตญ 24,165์œ„์•ˆ/ํ†ค์— ํ•˜๋ฝ ๋งˆ๊ฐํ•˜๋ฉฐ 455์œ„์•ˆ/ํ†ค, 1.85% ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ฑฐ๋ž˜๋Ÿ‰์€ 17๋งŒ 2,000๊ณ„์•ฝ์œผ๋กœ ์ฆ๊ฐ€ํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 5,846๊ณ„์•ฝ ๊ฐ์†Œํ•œ 8๋งŒ 755๊ณ„์•ฝ์„ ๊ธฐ๋กํ–ˆ์Šต๋‹ˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ์ค‘๋ถ€ ์•„์—ฐ ์ œ๋ จ์†Œ ์ •๋น„ ํ›„ ์žฌ๊ฐ€๋™ ์ž„๋ฐ•
10์‹œ๊ฐ„ ์ „
์ค‘๊ตญ ์ค‘๋ถ€ ์•„์—ฐ ์ œ๋ จ์†Œ ์ •๋น„ ํ›„ ์žฌ๊ฐ€๋™ ์ž„๋ฐ•
๋” ๋ณด๊ธฐ
์ค‘๊ตญ ์ค‘๋ถ€ ์•„์—ฐ ์ œ๋ จ์†Œ ์ •๋น„ ํ›„ ์žฌ๊ฐ€๋™ ์ž„๋ฐ•
์ค‘๊ตญ ์ค‘๋ถ€ ์•„์—ฐ ์ œ๋ จ์†Œ ์ •๋น„ ํ›„ ์žฌ๊ฐ€๋™ ์ž„๋ฐ•
SMM์— ๋”ฐ๋ฅด๋ฉด, ์ค‘๊ตญ ์ค‘๋ถ€ ์ง€์—ญ์˜ ํ•œ ์•„์—ฐ ์ œ๋ จ์†Œ๊ฐ€ 5์›” ๋ง์— ์ •๋น„์— ๋“ค์–ด๊ฐ€ 6์›” 15์ผ์— ์ •์ƒ ๊ฐ€๋™๋  ์˜ˆ์ •์ด๋ฉฐ, ์ „์ฒด ์˜ํ–ฅ์€ ์•ฝ 5,000ํ†ค์ด๋‹ค.
10์‹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
[SMM Morning Meeting Summary: Capital Bulls and Bears in High-Level St - Shanghai Metals Market (SMM)