์šฐ์‹ ๋™, ๋‚œ๊ด€ ์†์—์„œ๋„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์‚ฐ๋Ÿ‰ 136.22% ์ฆ๊ฐ€ ๋ณด๊ณ โ€ฆ๋ชฉํ‘œ ์ดˆ๊ณผ ๋‹ฌ์„ฑ

๊ฒŒ์‹œ๋จ: Aug 17, 2026 13:53
์ƒ๋ฐ˜๊ธฐ(H1) ๋™์•ˆ ์›์ž์žฌ ๊ณต๊ธ‰ ๋ถ€์กฑ, ํ™˜๊ฒฝ๋ณดํ˜ธ ๊ทœ์ œ ๊ฐ•ํ™”, ๋ณต์žกํ•˜๊ณ  ๊ธ‰๋ณ€ํ•˜๋Š” ์‹œ์žฅ ํ™˜๊ฒฝ ๋“ฑ ์—ฌ๋Ÿฌ ๋„์ „์— ์ง๋ฉดํ•œ ๊ฐ€์šด๋ฐ, ์‹ ์žฅ์œ ์ƒ‰๊ธˆ์†๊ทธ๋ฃน ์šฐ์‹ ๋™์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ๊ณต์—… ์ด์ƒ์‚ฐ์•ก์ด 136.22% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ์˜์—…ํ™œ๋™ ํ˜„๊ธˆํšŒ์ˆ˜์œจ์€ 110.41%๋ฅผ ์ƒํšŒํ–ˆ๋‹ค. ์ฃผ์š” ์ƒ์‚ฐยท๊ฒฝ์˜ ์ง€ํ‘œ๊ฐ€ ๋ชจ๋‘ ์ƒ์Šนํ•ด ์ธ์ƒ์ ์ธ โ€˜์ƒ๋ฐ˜๊ธฐ ์„ฑ์ ํ‘œโ€™๋ฅผ ์ œ์ถœํ–ˆ๋‹ค. ์ด๋Ÿฌํ•œ ๊ณ ๋ฌด์ ์ธ ์„ฑ๊ณผ์˜ ์ด๋ฉด์—๋Š” ์šฐ์‹ ๋™์˜ ํ˜‘๋ ฅ์  ๋…ธ๋ ฅ์˜ ๊ธธ์ด ์žˆ๋‹ค. ์ฆ‰ โ€˜๋‹น ๊ฑด์„ค ์ฃผ๋„ ํ‘œ์ค€ํ™” ์šด์˜ยท๊ด€๋ฆฌ์˜ ํ•ดโ€™๋ผ๋Š” ํ•ต์‹ฌ ์ฃผ์ œ์— ๊ธด๋ฐ€ํžˆ ๋งž์ถ”๊ณ , ์„ฑ์‹คํ•œ ๋…ธ๋ ฅ๊ณผ ๋‚œ๊ด€ ๋ŒํŒŒ์— ๋Œ€ํ•œ ์˜์ง€๋ฅผ ๊ฒฌ์ง€ํ•˜๋ฉฐ, ์—ญ๊ฒฝ ์†์—์„œ๋„ ์ „์ง„ํ•˜๊ณ , ๊ฐ์ข… ์ƒ์‚ฐยท์šด์˜์˜ ๋‚œ๊ด€์„ ๋ŒํŒŒํ•ด ๋‚˜๊ฐ”๋‹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
National Copper Social Inventory Rose by 15,900 mt MoM; High Copper Prices Suppressed Demand, Extending the Inventory Buildup. [SMM Weekly Data]
9๋ถ„ ์ „
National Copper Social Inventory Rose by 15,900 mt MoM; High Copper Prices Suppressed Demand, Extending the Inventory Buildup. [SMM Weekly Data]
๋” ๋ณด๊ธฐ
National Copper Social Inventory Rose by 15,900 mt MoM; High Copper Prices Suppressed Demand, Extending the Inventory Buildup. [SMM Weekly Data]
National Copper Social Inventory Rose by 15,900 mt MoM; High Copper Prices Suppressed Demand, Extending the Inventory Buildup. [SMM Weekly Data]
9๋ถ„ ์ „
๋žœ๋“œ๋ฆด ๊ตฌ๋ฆฌ์˜ ๊ณ ์ˆœ๋„ ๋ฌด์‚ฐ์†Œ ๊ตฌ๋ฆฌ๋ด‰ ํ”„๋กœ์ ํŠธ, ์ฒซ ์‹œ์šด์ „ ์„ฑ๊ณต
51๋ถ„ ์ „
๋žœ๋“œ๋ฆด ๊ตฌ๋ฆฌ์˜ ๊ณ ์ˆœ๋„ ๋ฌด์‚ฐ์†Œ ๊ตฌ๋ฆฌ๋ด‰ ํ”„๋กœ์ ํŠธ, ์ฒซ ์‹œ์šด์ „ ์„ฑ๊ณต
๋” ๋ณด๊ธฐ
๋žœ๋“œ๋ฆด ๊ตฌ๋ฆฌ์˜ ๊ณ ์ˆœ๋„ ๋ฌด์‚ฐ์†Œ ๊ตฌ๋ฆฌ๋ด‰ ํ”„๋กœ์ ํŠธ, ์ฒซ ์‹œ์šด์ „ ์„ฑ๊ณต
๋žœ๋“œ๋ฆด ๊ตฌ๋ฆฌ์˜ ๊ณ ์ˆœ๋„ ๋ฌด์‚ฐ์†Œ ๊ตฌ๋ฆฌ๋ด‰ ํ”„๋กœ์ ํŠธ, ์ฒซ ์‹œ์šด์ „ ์„ฑ๊ณต
๋ž€๋“œ๋ฆด ๊ตฌ๋ฆฌ์˜ ์—ฐ๊ฐ„ 3๋งŒ ํ†ค ๋ฌด์‚ฐ์†Œ ๋™๋ด‰ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ฒซ ์‹œํ—˜ ์šฉํ•ด๋กœ ๊ฐ€๋™์—์„œ ์„ฑ๊ณต์„ ๊ฑฐ๋’€๋‹ค. ์ƒ์‚ฐ๋œ ๋ฌด์‚ฐ์†Œ ๋™๋ด‰์˜ ์ˆœ๋„๋Š” 99.99%๋ฅผ ์ดˆ๊ณผํ–ˆ์œผ๋ฉฐ, ์‚ฐ์†Œ ํ•จ๋Ÿ‰์€ 10ppm ๋ฏธ๋งŒ์œผ๋กœ ์‹ ์žฅ ์ง€์—ญ์˜ ๊ณ ๊ธ‰ ๋ฌด์‚ฐ์†Œ ๋™๋ด‰ ์‹œ์žฅ ๊ณต๋ฐฑ์„ ์„ฑ๊ณต์ ์œผ๋กœ ๋ฉ”์› ๋‹ค
51๋ถ„ ์ „
์šฐ์‹ ๋™์—…, ์Šฌ๋ž˜๊ทธ ํ™œ์šฉ๋„ ๊ฐœ์„ ์œผ๋กœ ์†์‹ค์„ ์ค„์ด๊ณ  ๊ฒฝ์ œ์  ํšจ๊ณผ๋ฅผ ๋†’์ด๋‹ค
55๋ถ„ ์ „
์šฐ์‹ ๋™์—…, ์Šฌ๋ž˜๊ทธ ํ™œ์šฉ๋„ ๊ฐœ์„ ์œผ๋กœ ์†์‹ค์„ ์ค„์ด๊ณ  ๊ฒฝ์ œ์  ํšจ๊ณผ๋ฅผ ๋†’์ด๋‹ค
๋” ๋ณด๊ธฐ
์šฐ์‹ ๋™์—…, ์Šฌ๋ž˜๊ทธ ํ™œ์šฉ๋„ ๊ฐœ์„ ์œผ๋กœ ์†์‹ค์„ ์ค„์ด๊ณ  ๊ฒฝ์ œ์  ํšจ๊ณผ๋ฅผ ๋†’์ด๋‹ค
์šฐ์‹ ๋™์—…, ์Šฌ๋ž˜๊ทธ ํ™œ์šฉ๋„ ๊ฐœ์„ ์œผ๋กœ ์†์‹ค์„ ์ค„์ด๊ณ  ๊ฒฝ์ œ์  ํšจ๊ณผ๋ฅผ ๋†’์ด๋‹ค
H1์— ์šฐ์‹ ๋™์—…์˜ ์ œ๋ จ ์Šฌ๋ž˜๊ทธ ์ž์› ์ข…ํ•ฉ์ด์šฉ ์‚ฐ์—… ํŒŒ์ผ๋Ÿฟ ํ”„๋กœ์ ํŠธ์˜ ์„ฑ๊ณผ ์ง€ํ‘œ๊ฐ€ ์ง€์†์ ์œผ๋กœ ๊ฐœ์„ ๋˜์—ˆ๋‹ค. ํŒŒ์‡„, ๋ถ„์‡„ ๋ฐ ์ •๋ฐ€ ๋ถ€์œ ์„ ๋ณ„์„ ํ†ตํ•ด ํ…Œ์ผ๋ง ์Šฌ๋ž˜๊ทธ์˜ ๊ตฌ๋ฆฌ ํ•จ๋Ÿ‰์ด ์ถ”๊ฐ€๋กœ ๋‚ฎ์•„์กŒ๋‹ค. ์ด์— ๋”ฐ๋ผ ์—ฐ๊ฐ„ ๊ตฌ๋ฆฌ ์†์‹ค์„ ์•ฝ 170ํ†ค ์ค„์ด๊ณ , ๊ตฌ๋ฆฌ ํšŒ์ˆ˜์œจ์„ 0.2%p ๋†’์ด๋ฉฐ, ์—ฐ๊ฐ„ 2,000๋งŒ ์œ„์•ˆ ์ด์ƒ์˜ ์ถ”๊ฐ€ ๊ฒฝ์ œ์  ํšจ๊ณผ๋ฅผ ์ฐฝ์ถœํ•  ์ˆ˜ ์žˆ๋‹ค
55๋ถ„ ์ „
์ƒ๋ฐ˜๊ธฐ(H1) ๋™์•ˆ ์›์ž์žฌ ๊ณต๊ธ‰ ๋ถ€์กฑ, ํ™˜๊ฒฝ๋ณดํ˜ธ ๊ทœ์ œ ๊ฐ•ํ™”, ๋ณต์žกํ•˜๊ณ  ๊ธ‰๋ณ€ํ•˜๋Š” ์‹œ์žฅ ํ™˜๊ฒฝ ๋“ฑ ์—ฌ๋Ÿฌ ๋„์ „์— ์ง๋ฉดํ•œ ๊ฐ€์šด๋ฐ, ์‹ ์žฅ - Shanghai Metals Market (SMM)