로비토 철도, 홍수 복구 후 콩고민주공화국 구리 운송 재개

SMM Morning Report: Overnight, LME copper opened at $13,383.5/mt. Early in the session, amid wild swings, it touched a low of $13,334/mt, before the center of copper prices shifted upward sharply to reach a high of $13,433/mt. It then drifted lower to finally close at $13,380/mt, up 0.27%. Trading volume was 17,000 lots, and open interest was 245,000 lots, down 1,684 lots from the previous trading day, reflecting bearish position reduction. Overnight, the most-traded SHFE copper 2608 contract opened at 102,870 yuan/mt. Early in the session, it dipped to 102,640 yuan/mt, then the price center shifted higher to touch a high of 103,420 yuan/mt, before drifting lower, moving sideways, and finally closing at 102,880 yuan/mt, up 0.38%. Trading volume reached 34,000 lots, and open interest 154,000 lots, down 1,382 lots from the previous trading day, reflecting bearish position reduction.

[SMM 월간 전선 및 케이블 가동률] SMM에 따르면 6월 전선 및 케이블 기업들의 가동률은 전월 대비 0.11%p 하락한 72.22%를 기록했으며, 전년 동월 대비로는 0.19%p 하락했다. 대기업 가동률은 77.62%, 중견기업은 47.54%, 소기업도 47.54%로 나타났다. 7월 가동률은 전월 대비 0.43%p 증가한 72.65%에 이를 전망이다.