[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] CRISIL, ๋ถ„ํ•  ํ›„ Vedanta Aluminium ์‹ ์šฉ๋“ฑ๊ธ‰ ์ƒํ–ฅ

๊ฒŒ์‹œ๋จ: Jul 20, 2026 11:49
CRISIL Ratings๋Š” Vedanta์˜ ๋ถ„ํ•  ์ดํ›„ Vedanta Aluminum Metal Ltd์˜ ์žฅ๊ธฐ ์‹ ์šฉ๋“ฑ๊ธ‰์„ AA+/Stable๋กœ ์ƒํ–ฅ ์กฐ์ •ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ์‹ ์šฉํ‰๊ฐ€์‚ฌ๋Š” ์ธ๋„ ์•Œ๋ฃจ๋ฏธ๋Š„ ์—…๊ณ„์—์„œ ๋™์‚ฌ์˜ ์„ ๋„์  ์ง€์œ„, ๋น„์šฉ ํšจ์œจ์ ์ธ ์šด์˜, ๋†’์€ ์ˆ˜์ต์„ฑ ๋ฐ ๊ฑด์ „ํ•œ ํ˜„๊ธˆ ์ฐฝ์ถœ๋ ฅ์„ ๊ทธ ๊ทผ๊ฑฐ๋กœ ๋“ค์—ˆ์Šต๋‹ˆ๋‹ค. ๋˜ํ•œ CRISIL์€ BALCO๊ฐ€ Vedanta Aluminum๊ณผ์˜ ๊ธด๋ฐ€ํ•œ ์šด์˜ ๋ฐ ์ „๋žต์  ํ†ตํ•ฉ์œผ๋กœ ์ธํ•ด ๊ณ„์† ์™„์ „ ์—ฐ๊ฒฐ ํŽธ์ž…๋  ๊ฒƒ์ด๋ผ๊ณ  ํ™•์ธํ–ˆ์Šต๋‹ˆ๋‹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
2026 H1 China Aluminum Trade: Divergent Raw Material Imports, Soaring Product Exports, and Trade Structure Shifts
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2026 H1 China Aluminum Trade: Divergent Raw Material Imports, Soaring Product Exports, and Trade Structure Shifts
๋” ๋ณด๊ธฐ
2026 H1 China Aluminum Trade: Divergent Raw Material Imports, Soaring Product Exports, and Trade Structure Shifts
2026 H1 China Aluminum Trade: Divergent Raw Material Imports, Soaring Product Exports, and Trade Structure Shifts
In H1, the industry showed distinct characteristics: upstream raw material imports experienced a mix of hot and cold trends, while mid-and downstream aluminum processing product exports saw explosive growth. Diverging domestic and overseas demand, shifting overseas manufacturing orders, and changes in the overseas raw material supply landscape are jointly reshaping the trade pattern of China's aluminum industry chain.
14๋ถ„ ์ „
7์›” 21์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 243ํ†ค ๊ฐ์†Œํ•œ 18,455ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค.
55๋ถ„ ์ „
7์›” 21์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 243ํ†ค ๊ฐ์†Œํ•œ 18,455ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค.
๋” ๋ณด๊ธฐ
7์›” 21์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 243ํ†ค ๊ฐ์†Œํ•œ 18,455ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค.
7์›” 21์ผ SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 243ํ†ค ๊ฐ์†Œํ•œ 18,455ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค.
[SMM ์†๋ณด] SHFE ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด 7์›” 21์ผ ์ด ๋“ฑ๋ก ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ๋ณด์ฆ๋ฌผ๋Ÿ‰์€ 18,455ํ†ค์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 243ํ†ค ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ์ค‘ ์ƒํ•˜์ด ๋“ฑ๋ก ๋ฌผ๋Ÿ‰ 1,595ํ†ค(0ํ†ค ๊ฐ์†Œ), ๊ด‘๋‘ฅ 2,088ํ†ค(30ํ†ค ๊ฐ์†Œ), ์žฅ์‘ค 4,227ํ†ค(213ํ†ค ๊ฐ์†Œ), ์ €์žฅ 6,517ํ†ค(0ํ†ค ๊ฐ์†Œ), ์ถฉ์นญ 3,243ํ†ค(0ํ†ค ๊ฐ์†Œ), ์“ฐ์ดจ 785ํ†ค(0ํ†ค ๊ฐ์†Œ)์ž…๋‹ˆ๋‹ค.
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์ค‘๊ตญ ์•Œ๋ฃจ๋ฏธ๋Š„ ์™€์ด์–ด ์ˆ˜์ถœ, 2026๋…„ 6์›” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 379.7% ๊ธ‰์ฆใ€SMM ๋ถ„์„ใ€‘
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์ค‘๊ตญ ์•Œ๋ฃจ๋ฏธ๋Š„ ์™€์ด์–ด ์ˆ˜์ถœ, 2026๋…„ 6์›” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 379.7% ๊ธ‰์ฆใ€SMM ๋ถ„์„ใ€‘
๋” ๋ณด๊ธฐ
์ค‘๊ตญ ์•Œ๋ฃจ๋ฏธ๋Š„ ์™€์ด์–ด ์ˆ˜์ถœ, 2026๋…„ 6์›” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 379.7% ๊ธ‰์ฆใ€SMM ๋ถ„์„ใ€‘
์ค‘๊ตญ ์•Œ๋ฃจ๋ฏธ๋Š„ ์™€์ด์–ด ์ˆ˜์ถœ, 2026๋…„ 6์›” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 379.7% ๊ธ‰์ฆใ€SMM ๋ถ„์„ใ€‘
1์‹œ๊ฐ„ ์ „
CRISIL Ratings๋Š” Vedanta์˜ ๋ถ„ํ•  ์ดํ›„ Vedanta Aluminum Metal Ltd์˜ ์žฅ๊ธฐ ์‹ ์šฉ๋“ฑ๊ธ‰์„ AA - Shanghai Metals Market (SMM)