2026 SMM 국경절 가공업체 휴무 조사 - 동판 및 스트립 [SMM 분석] [SMM 분석]

Luis Redlich, president of the Centinela District union at Antofagasta Minerals’ Centinela copper mine, said the union will vote on the company’s wage proposal next week. He described negotiations as having reached an impasse and expects members to reject the offer, which would initiate the strike process. Redlich acknowledged that workers’ demands were high but said he believed an agreement could still be reached through government mediation. Centinela produced approximately 174,300mt of copper in concentrate last year. Antofagasta had previously planned to invest $3.7 billion to expand the mine, but is reassessing the project following Chile’s increase in mining taxes. Under Chilean law, if the offer is rejected, the parties must enter a five-day government mediation process, which can be extended by another five days, before a legal strike can take place. Any production stoppage at Centinela would weaken Antofagasta’s ability to meet its second-half output targets, while its full-year copper production guidance of 650,000–700,000 tonnes is already under pressure.

SMM 모닝 코멘터리: 간밤 LME 구리는 톤당 14,697.5달러에 개장해 장 초반 톤당 14,708달러까지 올랐다가 하락세로 돌아서 장 막판 톤당 14,563.5달러까지 밀린 뒤 톤당 14,615.5달러에 마감하며 1.13% 하락했다. 거래량은 19,700롯, 미결제약정은 263,900롯으로 전 거래일 대비 137롯 감소해 롱 청산을 반영했다. 간밤 SHFE 구리 최다거래 2610 계약은 톤당 110,790위안에 개장해 초반 111,160위안까지 상승한 뒤 가격 중심이 110,560위안 저점까지 곧장 내려갔고, 이후 급등락을 거듭하다 톤당 110,770위안에 마감하며 0.5% 하락했다. 거래량은 23,700롯, 미결제약정은 123,500롯으로 전 거래일 대비 6,559롯 감소해 롱 청산을 반영했다.