CMOC·CATL, KFM 확장·코발트 정책 변화 속 관계 강화 및 거래 한도 상향

[SMM Copper Anode Market] During the week, some copper anode producers affected by the previous typhoon resumed production. From August 28 to September 3, SMM's weekly operating rate of China's secondary copper anode plate producers rebounded 5.75 percentage points WoW to 50.40%. It is expected to rise 3.69 percentage points WoW next week to 54.09%.

[SMM Brass Billet Flash] According to SMM, the current tight supply of secondary brass remains unchanged, raw material prices stabilize at highs, and processing profit margins continue to be squeezed. This week, days of raw material inventories at sampled enterprises stood at 3.52 days, remaining low. However, downstream buyers mainly made just-in-time procurement, with weak willingness to restock proactively, and finished product inventory destocking was hindered once again. This week, days of finished product inventories at sampled enterprises stood at 5.11 days.

[SMM 황동 빌렛 속보] 다음 주(9.4-9.10)를 전망하면, 구리 가격은 단기적으로 고점에서 횡보할 가능성이 있으나 저가 물량이 점진적으로 소화된 후 하류의 강성 수요 주문이 소폭 방출될 것으로 예상된다. SMM은 가동률이 전월 대비 0.57%p 상승한 49.06%로 소폭 반등할 것으로 전망한다.