[SMM Iron & Steel] ์ธ๋„์˜ SEPC Limited๊ฐ€ SAIL์˜ IISCO ์ œ์ฒ ์†Œ ํ™•์žฅ์„ ์œ„ํ•œ 7,113๋งŒ ๋‹ฌ๋Ÿฌ ๊ณ„์•ฝ์„ ์ˆ˜์ฃผํ–ˆ๋‹ค.

๊ฒŒ์‹œ๋จ: Jun 16, 2026 16:13
EPC ์—…์ฒด SEPC ๋ฆฌ๋ฏธํ‹ฐ๋“œ๊ฐ€ ์ธ๋„ ์ฒ ๊ฐ•์ฒญ(SAIL)์œผ๋กœ๋ถ€ํ„ฐ IISCO ์ œ์ฒ ์†Œ ํ™•์žฅ ๊ณต์‚ฌ๋ฅผ ์œ„ํ•œ 7,113๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ๊ณ„์•ฝ์„ ์ˆ˜์ฃผํ–ˆ๋‹ค. ๊ณ„์•ฝ ๋ฒ”์œ„๋Š” ์ฝ”ํฌ์Šค ์˜ค๋ธ ๋ฐธ๋Ÿฐ์Šค ํ”Œ๋žœํŠธ(COB-3)์™€ ์†Œ๊ฒฐ ํ”Œ๋žœํŠธ(SP-2)์ด๋ฉฐ, IISCO์˜ 408๋งŒ ํ†ค ์ƒ์‚ฐ ๋Šฅ๋ ฅ ํ™•์žฅ์˜ ์ผ๋ถ€๋‹ค. ๋‘ ํŒจํ‚ค์ง€ ๋ชจ๋‘ 30~33๊ฐœ์›” ๋‚ด ์™„๊ณต์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹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
[SMM Analysis] Weak Demand for Construction Steel During Off-Season
4๋ถ„ ์ „
[SMM Analysis] Weak Demand for Construction Steel During Off-Season
๋” ๋ณด๊ธฐ
[SMM Analysis] Weak Demand for Construction Steel During Off-Season
[SMM Analysis] Weak Demand for Construction Steel During Off-Season
According to SMM statistics, mill inventory and social inventory continued to diverge this period. Steel mill production declined, and mill inventory still saw a slight destocking, while social inventory continued to build up, though the pace of inventory buildup slowed. Total construction steel inventory stood at 8.4788 million mt, up 0.06% MoM, an increase of 5,400 mt.
4๋ถ„ ์ „
Supply Continued to Shrink, Building Materials Social Inventory Buildup Pace Slowed This Period
9๋ถ„ ์ „
Supply Continued to Shrink, Building Materials Social Inventory Buildup Pace Slowed This Period
๋” ๋ณด๊ธฐ
Supply Continued to Shrink, Building Materials Social Inventory Buildup Pace Slowed This Period
Supply Continued to Shrink, Building Materials Social Inventory Buildup Pace Slowed This Period
9๋ถ„ ์ „
[์ค‘๊ตญ ์ฒ ๊ด‘์„ ๋ธŒ๋ฆฌํ”„] ํƒ•์‚ฐ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์€ ๋‹น๋ถ„๊ฐ„ ์นจ์ฒด ๊ตญ๋ฉด์„ ๋ฒ—์–ด๋‚˜์ง€ ๋ชปํ•  ์ „๋ง์ด๋‹ค.
10๋ถ„ ์ „
[์ค‘๊ตญ ์ฒ ๊ด‘์„ ๋ธŒ๋ฆฌํ”„] ํƒ•์‚ฐ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์€ ๋‹น๋ถ„๊ฐ„ ์นจ์ฒด ๊ตญ๋ฉด์„ ๋ฒ—์–ด๋‚˜์ง€ ๋ชปํ•  ์ „๋ง์ด๋‹ค.
๋” ๋ณด๊ธฐ
[์ค‘๊ตญ ์ฒ ๊ด‘์„ ๋ธŒ๋ฆฌํ”„] ํƒ•์‚ฐ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์€ ๋‹น๋ถ„๊ฐ„ ์นจ์ฒด ๊ตญ๋ฉด์„ ๋ฒ—์–ด๋‚˜์ง€ ๋ชปํ•  ์ „๋ง์ด๋‹ค.
[์ค‘๊ตญ ์ฒ ๊ด‘์„ ๋ธŒ๋ฆฌํ”„] ํƒ•์‚ฐ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์€ ๋‹น๋ถ„๊ฐ„ ์นจ์ฒด ๊ตญ๋ฉด์„ ๋ฒ—์–ด๋‚˜์ง€ ๋ชปํ•  ์ „๋ง์ด๋‹ค.
๋žด์˜ค๋‘ฅ ์ง€์—ญ ๊ตญ๋‚ด ๊ด‘์„ ์‹œ์žฅ์€ ์˜ค๋Š˜ ๋Œ€์ฒด๋กœ ์•ˆ์ •์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ๊ตฌ๋งค์ž๋“ค์€ ์‹ ์ค‘ํ•˜๊ฒŒ ๋ฌธ์˜ํ•˜๋ฉฐ ํ•„์š”ํ•œ ๋ฌผ๋Ÿ‰๋งŒ ํ™•๋ณดํ–ˆ๊ณ , ์ผ๋ถ€ ํŒ๋งค์ž๋Š” ๋งค๋„๋ฅผ ๋ฏธ๋ฃจ๊ณ  ๊ฐ€๊ฒฉ์„ ๊ตณ๊ฑดํžˆ ์œ ์ง€ํ•˜๋ฉฐ ์‹ฌ๋ฆฌ์  ๊ธฐ๋Œ€์น˜ ์ดํ•˜์˜ ์˜คํผ๋ฅผ ๊บผ๋ ธ๋‹ค. ์–‘์ธก์ด ๊ต์ฐฉ ์ƒํƒœ์— ๋น ์ ธ ๊ด€๋งํ•˜๋ฉด์„œ ๊ฑฐ๋ž˜๋Š” ํ•œ์‚ฐํ–ˆ๋‹ค. ์ˆ˜์š” ์ธก๋ฉด์—์„œ๋Š” ์ฒ ๊ฐ•์‚ฌ๋“ค์ด ๋Œ€๋ถ€๋ถ„ ์ ์ž๋ฅผ ๋ณด๋ฉฐ ๊ฐ€๊ฒฉ ์ธํ•˜ ์˜์ง€๊ฐ€ ๊ฐ•ํ–ˆ๋‹ค. ์—ฌ๊ธฐ์— ์ผ๋ถ€ ์ œ์ฒ ์†Œ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊นŒ์ง€ ๊ฒน์ณ ์ˆ˜์š”๊ฐ€ ๋‹จ๊ณ„์ ์œผ๋กœ ์•ฝํ™”๋˜๋ฉฐ ๊ด‘์„ ๊ฐ€๊ฒฉ์„ ๊ฐ•ํ•˜๊ฒŒ ์–ต์ œํ–ˆ๋‹ค. ๋‹ค๋งŒ ROM ์›๊ด‘ ๊ณต๊ธ‰์€ ์—ฌ์ „ํžˆ ํƒ€์ดํŠธํ–ˆ๊ณ , ๋šœ๋ ทํ•œ ๊ธ์ •์  ์™ธ๋ถ€ ๋™์ธ์ด ๋ถ€์žฌํ•œ ๊ฐ€์šด๋ฐ ํ˜„์ง€ ๊ด‘์„ ๊ฐ€๊ณต์—…์ฒด๋“ค์€ ๋‹น๋ถ„๊ฐ„ ์ƒ์‚ฐ ์žฌ๊ฐœ ๊ณ„ํš์ด ์—†๋Š” ์ƒํƒœ๋‹ค.
10๋ถ„ ์ „
EPC ์—…์ฒด SEPC ๋ฆฌ๋ฏธํ‹ฐ๋“œ๊ฐ€ ์ธ๋„ ์ฒ ๊ฐ•์ฒญ(SAIL)์œผ๋กœ๋ถ€ํ„ฐ IISCO ์ œ์ฒ ์†Œ ํ™•์žฅ ๊ณต์‚ฌ๋ฅผ ์œ„ํ•œ 7,113๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ๊ณ„ - Shanghai Metals Market (SMM)