[NEMO Industries, ๋ฃจ์ด์ง€์• ๋‚˜ ์„ ์ฒ  ๊ณต์žฅ์— ENERGIRON DRI ๊ธฐ์ˆ  ์ฑ„ํƒ]

๊ฒŒ์‹œ๋จ: Aug 6, 2026 16:16
NEMO Industries๋Š” ๋ฃจ์ด์ง€์• ๋‚˜์ฃผ Ironworks I ํ”„๋กœ์ ํŠธ์— Tenova์˜ ENERGIRON ์ง์ ‘ํ™˜์› ๊ธฐ์ˆ ์„ ์„ ์ •ํ–ˆ์œผ๋ฉฐ, Zero Reformer ๊ตฌ์„ฑ์„ ํ†ตํ•ด ์—ฐ๊ฐ„ 250๋งŒ ํ†ค์˜ ๊ณ ์˜จ ๋ฐ ์ €์˜จ DRI๋ฅผ ์ƒ์‚ฐํ•  ๊ณ„ํš์ž…๋‹ˆ๋‹ค. Tenova๋Š” 2027๋…„ 12์›”๋กœ ์˜ˆ์ •๋œ ์ตœ์ข… ํˆฌ์ž ๊ฒฐ์ •์— ์•ž์„œ FEED๋ฅผ ์ฐฉ์ˆ˜ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ์ด ์‹œ์„ค์€ HYTEMP ๊ณ ์˜จ DRI ์šด์†ก, ํƒ„์†Œ ํฌ์ง‘ ์ค€๋น„, ๋ฏธ๋ž˜ ์ˆ˜์†Œ ๊ฒฝ๋กœ๋ฅผ ๊ฐ–์ถ”๊ฒŒ ๋ฉ๋‹ˆ๋‹ค. NEMO๋Š” ์ตœ๊ทผ ์‹œ์žฅ ํ˜ผ๋ž€์œผ๋กœ ์•ˆ์ „ํ•œ ๋ฏธ๊ตญ ์„ ์ฒ  ๊ณต๊ธ‰๋ง์ด ๊ตญ๊ฐ€ ์•ˆ๋ณด ์ฐจ์›์—์„œ ๋”์šฑ ํ•„์š”ํ•ด์กŒ๋‹ค๊ณ  ๋ฐํ˜”์Šต๋‹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
[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
8๋ถ„ ์ „
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
8๋ถ„ ์ „
[์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„ ์ „
NEMO Industries๋Š” ๋ฃจ์ด์ง€์• ๋‚˜์ฃผ Ironworks I ํ”„๋กœ์ ํŠธ์— Tenova์˜ ENERGIRON ์ง์ ‘ํ™˜์› ๊ธฐ์ˆ ์„ ์„  - Shanghai Metals Market (SMM)