์ฑจ์ฝ” ์ •์ €์šฐ, 7์„ธ๋Œ€ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ „ํ•ด ์ œ์–ด ์‹œ์Šคํ…œ ๊ฐœ๋ฐœโ€ฆ ํšจ์œจ์„ฑ ๋ฐ ์•ˆ์ •์„ฑ ํ–ฅ์ƒ

๊ฒŒ์‹œ๋จ: Jun 16, 2026 09:27
์ค‘๊ถˆ์•Œ๋ฃจ๋ฏธ๋Š„(Chalco) ์ •์ €์šฐ ์—ฐ๊ตฌ์›์€ ์ค‘๊ถˆ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ทธ๋ฃน์˜ '3+4+4+4' ๊ณผํ•™๊ธฐ์ˆ  ํ˜์‹  ์‹œ์Šคํ…œ ์š”๊ตฌ์— ์ ๊ทน ๋ถ€์‘ํ•˜๊ณ , '๋„ค ๊ฐ€์ง€ ํŠน๋ณ„ ๊ฐ•์ ' ๋ชฉํ‘œ ๋ฐ '๋””์ง€ํ„ธ-์ง€๋Šฅํ˜• ๋‰ด ์ค‘๊ถˆ์•Œ๋ฃจ๋ฏธ๋Š„' ๋ฐœ์ „ ๋ฐฉํ–ฅ์— ๊ธด๋ฐ€ํžˆ ๋งž์ถฐ 7์„ธ๋Œ€ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ „ํ•ด์กฐ ์ œ์–ด ์‹œ์Šคํ…œ์„ ์„ฑ๊ณต์ ์œผ๋กœ ๊ฐœ๋ฐœํ–ˆ๋‹ค. ์ด ์‹œ์Šคํ…œ์€ ์ง€๋Šฅํ˜• ํฌ๋Ÿฌ์ŠคํŠธ ํŒŒ์‡„, ์ „๋ฅ˜ ๋ถ„๋ฐฐ ์ตœ์ ํ™”, ์˜จ๋ผ์ธ ๋ชจ๋‹ˆํ„ฐ๋ง ๋“ฑ ํ•ต์‹ฌ ๊ธฐ์ˆ  ๋ถ„์•ผ์—์„œ ๋ŒํŒŒ๊ตฌ๋ฅผ ๋งˆ๋ จํ–ˆ๋‹ค. ๋ฌผ์งˆ ์ˆ˜์ง€ ๋ฐ ์—๋„ˆ์ง€ ์ˆ˜์ง€ ์•Œ๊ณ ๋ฆฌ์ฆ˜์„ ํ˜์‹ ํ•จ์œผ๋กœ์จ ์šด์ „ ์กฐ๊ฑด ์‹ค์‹œ๊ฐ„ ์ธ์‹, ์ง€๋Šฅํ˜• ์˜์‚ฌ ๊ฒฐ์ • ๋Œ€์‘, ์ •๋ฐ€ ์ œ์–ด๋ผ๋Š” ์„ธ ๊ฐ€์ง€ ํ•ต์‹ฌ ์—ญ๋Ÿ‰์„ ํฌ๊ฒŒ ํ–ฅ์ƒ์‹œ์ผฐ๋‹ค. ์‚ฐ์—… ์ ์šฉ์—์„œ ์ฐจ์„ธ๋Œ€ ์ „ํ•ด์กฐ ์ œ์–ด ์‹œ์Šคํ…œ์€ ๋šœ๋ ทํ•œ ์žฅ์ ์„ ๋ณด์—ฌ์ฃผ์—ˆ๋‹ค. ์•Œ๋ฃจ๋ฏธ๋‚˜ ๋†๋„ ์ œ์–ด ์ •๋ฐ€๋„๊ฐ€ ๋Œ€ํญ ๊ฐœ์„ ๋˜์–ด ์ „ํ•ด์กฐ์˜ ์žฅ๊ธฐ์  ์•ˆ์ •์  ์šด์ „์„ ํšจ๊ณผ์ ์œผ๋กœ ๋ณด์žฅํ–ˆ์œผ๋ฉฐ, ์ „๋ฅ˜ ํšจ์œจ์ด ํš๊ธฐ์ ์œผ๋กœ ์ฆ๊ฐ€ํ•˜์—ฌ ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ธฐ์—…์ด ์•ˆ์ •์  ๊ณ ์ƒ์‚ฐ ๋ฐ ์—๋„ˆ์ง€ ์†Œ๋น„ ์ ˆ๊ฐ์„ ์‹คํ˜„ํ•˜๋Š” ๋ฐ ํ•„์š”ํ•œ ํ•ต์‹ฌ ๊ธฐ์ˆ  ์žฅ๋น„๋ฅผ ์ œ๊ณตํ–ˆ๋‹ค. ์ตœ๊ทผ ์ค‘๊ถˆ์•Œ๋ฃจ๋ฏธ๋Š„ ์ •์ €์šฐ ์—ฐ๊ตฌ์›์€ ์‹ ์žฅ ์ง€์—ญ์˜ ํ•œ ํ•ต์‹ฌ ๊ธฐ์—…๊ณผ ์ „๋žต์  ํ˜‘๋ ฅ์„ ๋งบ๊ณ  240๊ธฐ์˜ ์ „ํ•ด์กฐ ์ œ์–ด ์‹œ์Šคํ…œ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ์•Œ๋ฃจ๋ฏธ๋Š„ ์ „ํ•ด ์‚ฐ์—…์˜ ์ง€๋Šฅํ™” ์ „ํ™˜์„ ๋”์šฑ ๊ฐ€์†ํ™”ํ•  ๊ฒƒ์ด๋‹ค.

๋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
SHFE aluminum consolidates on a strong note and stands firm above moving averages, alumina rebounds with position reduction and weakness eases [SMM Aluminum Brief Review]
8์‹œ๊ฐ„ ์ „
SHFE aluminum consolidates on a strong note and stands firm above moving averages, alumina rebounds with position reduction and weakness eases [SMM Aluminum Brief Review]
๋” ๋ณด๊ธฐ
SHFE aluminum consolidates on a strong note and stands firm above moving averages, alumina rebounds with position reduction and weakness eases [SMM Aluminum Brief Review]
SHFE aluminum consolidates on a strong note and stands firm above moving averages, alumina rebounds with position reduction and weakness eases [SMM Aluminum Brief Review]
8์‹œ๊ฐ„ ์ „
8์›” 5์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 59ํ†ค ๊ฐ์†Œํ•ด 1๋งŒ7,374ํ†ค
9์‹œ๊ฐ„ ์ „
8์›” 5์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 59ํ†ค ๊ฐ์†Œํ•ด 1๋งŒ7,374ํ†ค
๋” ๋ณด๊ธฐ
8์›” 5์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 59ํ†ค ๊ฐ์†Œํ•ด 1๋งŒ7,374ํ†ค
8์›” 5์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 59ํ†ค ๊ฐ์†Œํ•ด 1๋งŒ7,374ํ†ค
[SMM ์Šค๋ƒ…์ƒท] SHFE ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด 8์›” 5์ผ ๊ธฐ์ค€, ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ์˜ ์ด ๋“ฑ๋ก ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 17,374ํ†ค์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 59ํ†ค ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ์ค‘ ์ƒํ•˜์ด: 1,506ํ†ค(๋ณ€๋™ ์—†์Œ), ๊ด‘๋‘ฅ: 1,342ํ†ค(88ํ†ค ๊ฐ์†Œ), ์žฅ์‘ค: 3,806ํ†ค(๋ณ€๋™ ์—†์Œ), ์ €์žฅ: 6,961ํ†ค(29ํ†ค ์ฆ๊ฐ€), ์ถฉ์นญ: 2,974ํ†ค(๋ณ€๋™ ์—†์Œ), ์“ฐ์ดจ: 785ํ†ค(๋ณ€๋™ ์—†์Œ).
9์‹œ๊ฐ„ ์ „
[์•Œ๋ฃจ๋ฏธ๋Š„ ๋ถ€์กฑ์ด F-์‹œ๋ฆฌ์ฆˆ ํŠธ๋Ÿญ ์ƒ์‚ฐ์„ ์ œ์•ฝํ•˜๋ฉด์„œ ํฌ๋“œ์˜ 7์›” ๋ฏธ๊ตญ ํŒ๋งค๊ฐ€ 10% ์ด์ƒ ๊ฐ์†Œ]
10์‹œ๊ฐ„ ์ „
[์•Œ๋ฃจ๋ฏธ๋Š„ ๋ถ€์กฑ์ด F-์‹œ๋ฆฌ์ฆˆ ํŠธ๋Ÿญ ์ƒ์‚ฐ์„ ์ œ์•ฝํ•˜๋ฉด์„œ ํฌ๋“œ์˜ 7์›” ๋ฏธ๊ตญ ํŒ๋งค๊ฐ€ 10% ์ด์ƒ ๊ฐ์†Œ]
๋” ๋ณด๊ธฐ
[์•Œ๋ฃจ๋ฏธ๋Š„ ๋ถ€์กฑ์ด F-์‹œ๋ฆฌ์ฆˆ ํŠธ๋Ÿญ ์ƒ์‚ฐ์„ ์ œ์•ฝํ•˜๋ฉด์„œ ํฌ๋“œ์˜ 7์›” ๋ฏธ๊ตญ ํŒ๋งค๊ฐ€ 10% ์ด์ƒ ๊ฐ์†Œ]
[์•Œ๋ฃจ๋ฏธ๋Š„ ๋ถ€์กฑ์ด F-์‹œ๋ฆฌ์ฆˆ ํŠธ๋Ÿญ ์ƒ์‚ฐ์„ ์ œ์•ฝํ•˜๋ฉด์„œ ํฌ๋“œ์˜ 7์›” ๋ฏธ๊ตญ ํŒ๋งค๊ฐ€ 10% ์ด์ƒ ๊ฐ์†Œ]
ํฌ๋“œ๋Š” 7์›” ๋ฏธ๊ตญ์—์„œ 16๋งŒ 9,951๋Œ€๋ฅผ ํŒ๋งคํ•ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 10% ์ด์ƒ ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ณต๊ธ‰ ์ฐจ์งˆ์— ๋”ฐ๋ฅธ F-์‹œ๋ฆฌ์ฆˆ ํ”ฝ์—… ๊ณต๊ธ‰ ๋ถ€์กฑ, Escape ํฌ๋กœ์Šค์˜ค๋ฒ„ ๋‹จ์ข…, ์ €๋งˆ์ง„ ๋ ŒํŠธ ํ”Œ๋ฆฟ ํŒ๋งค์˜ ๊ณ„ํš์  ์ถ•์†Œ์— ๊ธฐ์ธํ•ฉ๋‹ˆ๋‹ค. ๊ณต๊ธ‰ ๋ถ€์กฑ์€ ์ž‘๋…„ ๊ฐ€์„ ๊ณต๊ธ‰์—…์ฒด Novelis Inc.์˜ ์—ด๊ฐ„์••์—ฐ๊ธฐ์—์„œ ๋ฐœ์ƒํ•œ ํ™”์žฌ๋กœ ์ƒ์‚ฐ์ด ์ค‘๋‹จ๋œ ๋ฐ์„œ ๋น„๋กฏ๋˜์—ˆ์œผ๋ฉฐ, 6์›”์— ๊ฐ€๋™์ด ์žฌ๊ฐœ๋์ง€๋งŒ 7์›” ๋ง ๊ธฐ์ค€ F-์‹œ๋ฆฌ์ฆˆ ์žฌ๊ณ ๋Š” ์•ฝ 45์ผ๋ถ„์œผ๋กœ ์—ฌ์ „ํžˆ ๋ถ€์กฑํ–ˆ๊ณ  F-์‹œ๋ฆฌ์ฆˆ ํŒ๋งค ์ž์ฒด๋„ 6.5% ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ํฌ๋“œ๋Š” ํŠธ๋Ÿญ๊ณผ SUV์˜ ๊ธฐ์ดˆ ์†Œ๋งค ์ˆ˜์š”๊ฐ€ ๊ฒฌ์กฐํ•˜๊ฒŒ ์œ ์ง€๋๋‹ค๊ณ  ๋ฐํ˜”์ง€๋งŒ, ์†Œ๋งค ๋ฐฐ์ •์„ ์šฐ์„ ์‹œํ•˜๊ธฐ ์œ„ํ•ด ๋ ŒํŠธ ํ”Œ๋ฆฟ ์ถœ๊ณ ๋ฅผ 96% ์ค„์˜€์Šต๋‹ˆ๋‹ค.
10์‹œ๊ฐ„ ์ „
์ค‘๊ถˆ์•Œ๋ฃจ๋ฏธ๋Š„(Chalco) ์ •์ €์šฐ ์—ฐ๊ตฌ์›์€ ์ค‘๊ถˆ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ทธ๋ฃน์˜ '3+4+4+4' ๊ณผํ•™๊ธฐ์ˆ  ํ˜์‹  ์‹œ์Šคํ…œ ์š”๊ตฌ์— ์ ๊ทน ๋ถ€์‘ํ•˜๊ณ , - Shanghai Metals Market (SMM)