[SMM 컴퓨팅 파워 속보] 화둥 H100 장기 계약 87,000에 호가, 주류 범위 상향 돌파

게시됨: Sep 21, 2026 09:40

저장

SMM은 중국 동부 지역에서 H100 4대가 가용하게 되었으며, 이번 달 27일에 자원이 공개될 예정이고 연간 장기 임대료는 대당 월 8만 7천 위안으로 제시되었다고 파악했다. 또 다른 9대의 공급은 아직 확인되지 않았다. 이 가격은 H100 주류 시세인 7만 5천~8만 5천 위안의 상단을 2천 위안, 약 3% 초과했으며, 9월 초 해당 지역에서 마지막으로 거래된 8만 5천 위안의 최종 체결가보다도 높았다. SMM은 동부 지역의 장기 계약 가격이 처음으로 8만 7천 위안을 상회하며 현물 청산 가격과 함께 릴레이 상승세를 형성했고, 공급 물량 공개 속도가 여전히 주요 동인으로 작용하고 있다고 판단했다.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn

리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn

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