๋ฏธ๊ตญยท์บ๋‚˜๋‹ค, ์ฒ ๊ฐ•ยท์•Œ๋ฃจ๋ฏธ๋Š„ ๊ด€์„ธ ์ธํ•˜ ๋ฐ ์ˆ˜์ถœ ์ฟผํ„ฐ ๋„์ž… ๋ฌด์—ญ ํ˜‘์ƒ ํƒ€๊ฒฐ ์ž„๋ฐ•

๊ฒŒ์‹œ๋จ: Aug 20, 2026 09:21
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] ํ˜‘์ƒ์— ์ •ํ†ตํ•œ ์†Œ์‹ํ†ต๋“ค์— ๋”ฐ๋ฅด๋ฉด๏ผŒ ๋ฏธ๊ตญ๊ณผ ์บ๋‚˜๋‹ค๋Š” ํ˜„์žฌ 50%์ธ ๋ฏธ๊ตญ์˜ ์บ๋‚˜๋‹ค์‚ฐ ์ฒ ๊ฐ•ยท์•Œ๋ฃจ๋ฏธ๋Š„ ๊ด€์„ธ๋ฅผ 25%๋กœ ๋‚ฎ์ถœ ์ˆ˜ ์žˆ๋Š” ๋ฌด์—ญ ํ˜‘์ •์— ๊ฐ€๊นŒ์›Œ์ง€๊ณ  ์žˆ๋‹คใ€‚ ์ด๋ฒˆ ๋ฐฉ์•ˆ์—๋Š” ์—ฐ๊ฐ„ 400๋งŒ ํ†ค์˜ ์ฟผํ„ฐ๊ฐ€ ๋„์ž…๋˜์–ด๏ผŒ ์ฟผํ„ฐ ์ด๋‚ด์˜ ์บ๋‚˜๋‹ค์‚ฐ ์ฒ ๊ฐ•ยท์•Œ๋ฃจ๋ฏธ๋Š„ ์ˆ˜์ถœ์—๋Š” 25%์˜ ์ธํ•˜๋œ ์„ธ์œจ์ด ์ ์šฉ๋˜๊ณ ๏ผŒ ์ฟผํ„ฐ๋ฅผ ์ดˆ๊ณผํ•˜๋Š” ๋ฌผ๋Ÿ‰์—๋Š” 50% ๊ด€์„ธ๊ฐ€ ๊ทธ๋Œ€๋กœ ๋ถ€๊ณผ๋  ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๋‹คใ€‚ ์กฐ๊ฑด์€ ์•„์ง ํ™•์ •๋˜์ง€ ์•Š์•˜๋‹คใ€‚ ์บ๋‚˜๋‹ค๋Š” ๋ฏธ๊ตญ์˜ ์ตœ๋Œ€ ์ผ์ฐจ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ด์™ธ ๊ณต๊ธ‰๊ตญ์ด๊ธฐ ๋•Œ๋ฌธ์—๏ผŒ ์ด๋ฒˆ ์ธํ•˜ ์›€์ง์ž„์€ ๋ฏธ๊ตญ ์•Œ๋ฃจ๋ฏธ๋Š„ ์‹œ์žฅ์— ์ƒ๋‹นํ•œ ์˜๋ฏธ๋ฅผ ๊ฐ€์งˆ ์ „๋ง์ด๋‹คใ€‚ ์˜คํƒ€์™€๋Š” ์ด๋ฒˆ ํญ๋„“์€ ํ˜‘์ƒ์˜ ์ผํ™˜์œผ๋กœ ์ฒ ๊ฐ•ยท์•Œ๋ฃจ๋ฏธ๋Š„์— ๋Œ€ํ•œ ๋ฌด์—ญํ™•์žฅ๋ฒ• 232์กฐ ๊ด€์„ธ์˜ ๋ฉด์ œ๋ฅผ ๋ชจ์ƒ‰ํ•ด ์™”๋‹คใ€‚ ๋„๋„๋“œ ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์€ ์–‘๊ตญ์ด ์ตœ์ข… ํ™•์ •์„ ์กฐ๊ฑด์œผ๋กœ ํ•ฉ์˜์— ๋„๋‹ฌํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๊ณ ๏ผŒ ๋งˆํฌ ์นด๋‹ˆ ์ด๋ฆฌ๋Š” ํ˜‘์ƒ์ด ์ƒ๋‹นํ•œ ์ง„์ „์„ ์ด๋ฃจ์—ˆ์ง€๋งŒ ์—ฌ์ „ํžˆ ์ค‘์š”ํ•œ ๊ณผ์ œ๊ฐ€ ๋‚จ์•„ ์žˆ๋‹ค๊ณ  ๋งํ–ˆ๋‹คใ€‚

๋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
์•ผ๊ฐ„ ์„ ๋ฌผ ์†Œํญ ํšŒ๋ณต, ํ˜„๋ฌผ ํ™”๋ฌผ ๋น„์ˆ˜๊ธฐ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€ ๋ถ€์กฑ [SMM ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์•„์นจ ์ฝ”๋ฉ˜ํŠธ]
32๋ถ„ ์ „
์•ผ๊ฐ„ ์„ ๋ฌผ ์†Œํญ ํšŒ๋ณต, ํ˜„๋ฌผ ํ™”๋ฌผ ๋น„์ˆ˜๊ธฐ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€ ๋ถ€์กฑ [SMM ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์•„์นจ ์ฝ”๋ฉ˜ํŠธ]
๋” ๋ณด๊ธฐ
์•ผ๊ฐ„ ์„ ๋ฌผ ์†Œํญ ํšŒ๋ณต, ํ˜„๋ฌผ ํ™”๋ฌผ ๋น„์ˆ˜๊ธฐ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€ ๋ถ€์กฑ [SMM ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์•„์นจ ์ฝ”๋ฉ˜ํŠธ]
์•ผ๊ฐ„ ์„ ๋ฌผ ์†Œํญ ํšŒ๋ณต, ํ˜„๋ฌผ ํ™”๋ฌผ ๋น„์ˆ˜๊ธฐ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€ ๋ถ€์กฑ [SMM ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์•„์นจ ์ฝ”๋ฉ˜ํŠธ]
[SMM ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์กฐ๊ฐ„ ์‹œํ™ฉ: ์•ผ๊ฐ„ ์„ ๋ฌผ ์†Œํญ ๋ฐ˜๋“ฑ, ๋น„์ˆ˜๊ธฐ ํ˜„๋ฌผ ์ƒ์Šน ๋™๋ ฅ ๋ถ€์กฑ] ์ „์ผ ์•ผ๊ฐ„, ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ 2610 ๊ณ„์•ฝ์€ 22,905์œ„์•ˆ/ํ†ค์— ๊ฐœ์žฅํ–ˆ์Šต๋‹ˆ๋‹ค. ์•ผ๊ฐ„์žฅ ๊ฐœ์žฅ ์งํ›„ ๊ธ‰๋ฝํ•œ ๋’ค ๋งค์ˆ˜์„ธ๊ฐ€ ์ ์ฐจ ์œ ์ž…๋˜๋ฉฐ ๊ฐ€๊ฒฉ์ด ํšก๋ณด ํ›„ ๋ฐ˜๋“ฑํ–ˆ๊ณ , ์žฅ์ค‘ ์ตœ๊ณ  23,055์œ„์•ˆ/ํ†ค์„ ๊ธฐ๋กํ•œ ํ›„ 23,035์œ„์•ˆ/ํ†ค์œผ๋กœ ๋งˆ๊ฐํ•ด 0.41% ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค.
32๋ถ„ ์ „
Inventory destocking continues to support the futures, making it difficult for aluminum prices to break the consolidation range in the short term [SMM Aluminum Morning Briefing]
43๋ถ„ ์ „
Inventory destocking continues to support the futures, making it difficult for aluminum prices to break the consolidation range in the short term [SMM Aluminum Morning Briefing]
๋” ๋ณด๊ธฐ
Inventory destocking continues to support the futures, making it difficult for aluminum prices to break the consolidation range in the short term [SMM Aluminum Morning Briefing]
Inventory destocking continues to support the futures, making it difficult for aluminum prices to break the consolidation range in the short term [SMM Aluminum Morning Briefing]
[Aluminum Social Inventory Destocking Underpins Futures, Short-Term Prices to Consolidate Within Range] Overall, domestic aluminum prices are expected to mainly consolidate in the short term, with upside room likely to be suppressed by production resumption expectations.
43๋ถ„ ์ „
SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ์ฐฝ๊ณ ์ฆ๊ถŒ 2,393t ๊ฐ์†Œ, ํ•œ ๋‹ฌ๊ฐ„ 22.33% ํ•˜๋ฝ
15์‹œ๊ฐ„ ์ „
SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ์ฐฝ๊ณ ์ฆ๊ถŒ 2,393t ๊ฐ์†Œ, ํ•œ ๋‹ฌ๊ฐ„ 22.33% ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ์ฐฝ๊ณ ์ฆ๊ถŒ 2,393t ๊ฐ์†Œ, ํ•œ ๋‹ฌ๊ฐ„ 22.33% ํ•˜๋ฝ
SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ์ฐฝ๊ณ ์ฆ๊ถŒ 2,393t ๊ฐ์†Œ, ํ•œ ๋‹ฌ๊ฐ„ 22.33% ํ•˜๋ฝ
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] 8์›” 19์ผ, SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 29๋งŒ536ํ†ค์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 2,393ํ†ค ๊ฐ์†Œ; ์ง€๋‚œ ์ผ์ฃผ์ผ๊ฐ„ SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 1๋งŒ2,632ํ†ค ๊ฐ์†Œ(4.17% ๊ฐ์†Œ); ์ง€๋‚œ ํ•œ ๋‹ฌ๊ฐ„ SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ์ฐฝ๊ณ ์ฆ๊ถŒ์€ 8๋งŒ3,513ํ†ค ๊ฐ์†Œ(22.33% ๊ฐ์†Œ).
15์‹œ๊ฐ„ ์ „
[SMM ์•Œ๋ฃจ๋ฏธ๋Š„ ์†๋ณด] ํ˜‘์ƒ์— ์ •ํ†ตํ•œ ์†Œ์‹ํ†ต๋“ค์— ๋”ฐ๋ฅด๋ฉด๏ผŒ ๋ฏธ๊ตญ๊ณผ ์บ๋‚˜๋‹ค๋Š” ํ˜„์žฌ 50%์ธ ๋ฏธ๊ตญ์˜ ์บ๋‚˜๋‹ค์‚ฐ ์ฒ ๊ฐ•ยท์•Œ๋ฃจ๋ฏธ๋Š„ ๊ด€์„ธ๋ฅผ - Shanghai Metals Market (SMM)