๊ตฌ๋ฆฌ ๋นŒ๋ › ์ƒ์‚ฐ์—…์ฒด๋“ค์˜ ๊ฐ€๋™๋ฅ ์ด ์ด๋ฒˆ ์ฃผ ์†Œํญ ์ƒ์Šนํ–ˆ๋‹ค.

๊ฒŒ์‹œ๋จ: Aug 21, 2026 15:29
[SMM ํ™ฉ๋™ ๋นŒ๋ฆฟ ๋‰ด์Šค] ์ด๋ฒˆ ์ฃผ(8์›” 14์ผ~8์›” 20์ผ), SMM ํ™ฉ๋™ ๋นŒ๋ฆฟ ์ƒ˜ํ”Œ ๊ธฐ์—…์˜ ์ฃผ๊ฐ„ ๊ฐ€๋™๋ฅ ์€ 48.74%๋กœ ์ „์ฃผ ๋Œ€๋น„ 0.22%p ์ƒ์Šนํ•˜๊ณ  ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 1.09%p ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ์ค‘๊ตญ ๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ์ด ์ด๋ฒˆ ์ฃผ์— ํ•˜๋ฝํ•˜๋ฉด์„œ ์ผ๋ถ€ ํ•„์ˆ˜ ํ•˜๋ฅ˜ ์ฃผ๋ฌธ์ด ํ’€๋ ค ํ™ฉ๋™ ๋นŒ๋ฆฟ ๊ธฐ์—…์˜ ์ƒ์‚ฐ์ด ์†Œํญ ํšŒ๋ณต๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์—…๊ณ„ ์ „๋ฐ˜์€ ์—ฌ์ „ํžˆ ์ „ํ†ต์ ์ธ ์†Œ๋น„ ๋น„์ˆ˜๊ธฐ์— ๋จธ๋ฌผ๋Ÿฌ ์žˆ์œผ๋ฉฐ ๊ฐ€๋™๋ฅ ์€ ํฐ ํšŒ๋ณต์„ธ๋ฅผ ๋ณด์ด์ง€ ์•Š์•˜์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
์ด๋ฒˆ ๋‹ฌ ์œ ๋Ÿฝ ์ง€์—ญ์€ ๊ตฌ๋ฆฌ ์Šคํฌ๋žฉ ์ˆ˜์ž…์—์„œ ๊ฐ€์žฅ ํฐ ํ•˜์ด๋ผ์ดํŠธ๋กœ ๋ถ€์ƒํ–ˆ๋‹ค.
2๋ถ„ ์ „
์ด๋ฒˆ ๋‹ฌ ์œ ๋Ÿฝ ์ง€์—ญ์€ ๊ตฌ๋ฆฌ ์Šคํฌ๋žฉ ์ˆ˜์ž…์—์„œ ๊ฐ€์žฅ ํฐ ํ•˜์ด๋ผ์ดํŠธ๋กœ ๋ถ€์ƒํ–ˆ๋‹ค.
๋” ๋ณด๊ธฐ
์ด๋ฒˆ ๋‹ฌ ์œ ๋Ÿฝ ์ง€์—ญ์€ ๊ตฌ๋ฆฌ ์Šคํฌ๋žฉ ์ˆ˜์ž…์—์„œ ๊ฐ€์žฅ ํฐ ํ•˜์ด๋ผ์ดํŠธ๋กœ ๋ถ€์ƒํ–ˆ๋‹ค.
์ด๋ฒˆ ๋‹ฌ ์œ ๋Ÿฝ ์ง€์—ญ์€ ๊ตฌ๋ฆฌ ์Šคํฌ๋žฉ ์ˆ˜์ž…์—์„œ ๊ฐ€์žฅ ํฐ ํ•˜์ด๋ผ์ดํŠธ๋กœ ๋ถ€์ƒํ–ˆ๋‹ค.
[SMM ๋‰ด์Šค] ์ด๋ฒˆ ๋‹ฌ ๊ตฌ๋ฆฌ ์Šคํฌ๋žฉ ์ˆ˜์ž…์—์„œ ์œ ๋Ÿฝ ์ง€์—ญ์ด ์ตœ๋Œ€ ์ด์Šˆ๋กœ ๋ถ€์ƒํ–ˆ์œผ๋ฉฐ, ์—ฌ๋Ÿฌ ๊ตญ๊ฐ€๋กœ๋ถ€ํ„ฐ์˜ ๊ณต๊ธ‰์ด ๊ธ‰์ฆํ–ˆ๋‹ค. ์ŠคํŽ˜์ธ์‚ฐ ์ˆ˜์ž…์€ ์‹ค๋ฌผ ํ•จ๋Ÿ‰ ๊ธฐ์ค€ 11,900ํ†ค์œผ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 110.05% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ์˜๊ตญ์‚ฐ ์ˆ˜์ž…์€ ์‹ค๋ฌผ ํ•จ๋Ÿ‰ ๊ธฐ์ค€ 10,600ํ†ค์œผ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 15.00% ์ฆ๊ฐ€ํ–ˆ๋‹ค. ์บ๋‚˜๋‹ค์‚ฐ ์ˆ˜์ž…์€ ์‹ค๋ฌผ ํ•จ๋Ÿ‰ ๊ธฐ์ค€ 9,800ํ†ค์œผ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 56.27% ์ฆ๊ฐ€ํ–ˆ๋‹ค. ์œ ๋Ÿฝ๋ฐœ ๊ณต๊ธ‰์˜ ํฐ ์ฆ๊ฐ€๋Š” ์ค‘๊ตญ์˜ ์›์ž์žฌ ๊ณต๊ธ‰์„ ํšจ๊ณผ์ ์œผ๋กœ ๋ณด์™„ํ–ˆ๋‹ค
2๋ถ„ ์ „
Copper Prices Stabilize, Cathode Rod Orders Slow; Maintenance Delays Cause 1.24% MoM Operating Rate Drop
3๋ถ„ ์ „
Copper Prices Stabilize, Cathode Rod Orders Slow; Maintenance Delays Cause 1.24% MoM Operating Rate Drop
๋” ๋ณด๊ธฐ
Copper Prices Stabilize, Cathode Rod Orders Slow; Maintenance Delays Cause 1.24% MoM Operating Rate Drop
Copper Prices Stabilize, Cathode Rod Orders Slow; Maintenance Delays Cause 1.24% MoM Operating Rate Drop
[SMM Copper Cathode Rod News Flash] After copper prices stabilized, downstream bearish sentiment emerged again, and the growth rate of new orders for copper cathode rod slowed down. Some enterprises had originally planned to conduct maintenance this week, but affected by order recovery, they postponed maintenance to next week, and the operating rate of China copper cathode rod enterprises is expected to pull back 1.24 percentage points MoM next week.
3๋ถ„ ์ „
๊ตฌ๋ฆฌ ์Œ๊ทน๋ด‰ ์—…์ฒด๋“ค, ๊ฐ€๊ฒฉ ์กฐ์ • ์† ์žฌ๊ณ  ์žฌํ™•๋ณดโ€ฆํ•˜๋ฅ˜ ๊ณ ๊ฐ์‚ฌ๋Š” ๊ธฐํšŒ ํฌ์ฐฉํ•ด ์žฌ๊ณ  ์ถ•์†Œ
4๋ถ„ ์ „
๊ตฌ๋ฆฌ ์Œ๊ทน๋ด‰ ์—…์ฒด๋“ค, ๊ฐ€๊ฒฉ ์กฐ์ • ์† ์žฌ๊ณ  ์žฌํ™•๋ณดโ€ฆํ•˜๋ฅ˜ ๊ณ ๊ฐ์‚ฌ๋Š” ๊ธฐํšŒ ํฌ์ฐฉํ•ด ์žฌ๊ณ  ์ถ•์†Œ
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ์Œ๊ทน๋ด‰ ์—…์ฒด๋“ค, ๊ฐ€๊ฒฉ ์กฐ์ • ์† ์žฌ๊ณ  ์žฌํ™•๋ณดโ€ฆํ•˜๋ฅ˜ ๊ณ ๊ฐ์‚ฌ๋Š” ๊ธฐํšŒ ํฌ์ฐฉํ•ด ์žฌ๊ณ  ์ถ•์†Œ
๊ตฌ๋ฆฌ ์Œ๊ทน๋ด‰ ์—…์ฒด๋“ค, ๊ฐ€๊ฒฉ ์กฐ์ • ์† ์žฌ๊ณ  ์žฌํ™•๋ณดโ€ฆํ•˜๋ฅ˜ ๊ณ ๊ฐ์‚ฌ๋Š” ๊ธฐํšŒ ํฌ์ฐฉํ•ด ์žฌ๊ณ  ์ถ•์†Œ
[SMM ๊ตฌ๋ฆฌ ์Œ๊ทน๋ด‰ ๋‰ด์Šค] ๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์กฐ์ • ๊ตญ๋ฉด์—์„œ ๊ตฌ๋ฆฌ ์Œ๊ทน๋ด‰ ์—…์ฒด๋“ค์€ ํ•„์ˆ˜ ์›์ž์žฌ ์žฌ๊ณ  ๋ณด์ถฉ์„ ์ง„ํ–‰ํ•ด ์›์ž์žฌ ์žฌ๊ณ ๊ฐ€ ์ „์›” ๋Œ€๋น„ ์ฆ๊ฐ€ํ–ˆ๋‹ค. ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ณ ๊ฐ๋“ค์€ ๊ฐ€๊ฒฉ ์ฐฝ์„ ์„ ์ ํ•˜๊ธฐ ์œ„ํ•ด ์ ๊ทน์ ์œผ๋กœ ๊ฐ€๊ฒฉ์„ ํ™•์ •ํ•˜๊ณ  ๋ฌผ๋Ÿ‰์„ ์ธ์ˆ˜ํ•ด ์™„์ œํ’ˆ ์žฌ๊ณ ๊ฐ€ ๊ฐ์†Œํ–ˆ์œผ๋ฉฐ, ์ „์›” ๋Œ€๋น„ ํ•˜๋ฝํ–ˆ๋‹ค.
4๋ถ„ ์ „
[SMM ํ™ฉ๋™ ๋นŒ๋ฆฟ ๋‰ด์Šค] ์ด๋ฒˆ ์ฃผ(8์›” 14์ผ~8์›” 20์ผ), SMM ํ™ฉ๋™ ๋นŒ๋ฆฟ ์ƒ˜ํ”Œ ๊ธฐ์—…์˜ ์ฃผ๊ฐ„ ๊ฐ€๋™๋ฅ ์€ 48.74%๋กœ ์ „ - Shanghai Metals Market (SMM)