Copper Spot Market: Flat-Water Prices Hold, Premiums Slide Amid Contango Expansion Outlook

๊ฒŒ์‹œ๋จ: Oct 15, 2024 12:30
[SMM Copper Spot] During the day, the mainstream flat-water copper quoted a flat-water price to the contract of the current month, with a premium of 80 yuan/ton, while high-quality copper was quoted with a premium of 20 yuan/ton to 100 yuan/ton. Today, the monthly spread in the spot market fluctuated significantly, and the market remained bearish on short-term premiums and discounts. At present, after the expansion of the contango structure, the cost of holding goods for holders has decreased, and the sentiment of selling goods after delivery may ease. However, it will also lead to a larger bottom space for spot premiums. It is expected that spot premiums will continue to decline tomorrow.

๋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
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
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๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ตฌ๋งค๊ฐ€ ์œ„์ถ•๋˜๋ฉฐ ๊ฐ€๋™๋ฅ ๊ณผ ์‹ ๊ทœ ์ฃผ๋ฌธ์ด ์ง€์†์ ์œผ๋กœ ๊ฐ์†Œํ•˜๊ณ  ์žˆ๋‹ค
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๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์œ„์ถ•, ๊ฐ€๋™๋ฅ  ๋ฐ ์‹ ๊ทœ ์ฃผ๋ฌธ ์ง€์† ๊ฐ์†Œ [SMM ์—๋‚˜๋ฉœ์„  ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
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์—๋‚˜๋ฉœ์„  ์—…๊ณ„ ๊ธฐ๊ณ„ ๊ฐ€๋™๋ฅ ์ด ์ด๋ฒˆ ์ฃผ(8์›” 21์ผ~8์›” 27์ผ) ์ „์ฃผ ๋Œ€๋น„ ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค ....
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์บก์Šคํ†ค, ์‚ฐ ํ”ผ์—ํŠธ๋กœ ์ธ์ˆ˜ ์™„๋ฃŒ๋กœ ์•„ํƒ€์นด๋งˆ ๊ตฌ๋ฆฌ ์ง€๊ตฌ ํ†ตํ•ฉ
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๋” ๋ณด๊ธฐ
์บก์Šคํ†ค, ์‚ฐ ํ”ผ์—ํŠธ๋กœ ์ธ์ˆ˜ ์™„๋ฃŒ๋กœ ์•„ํƒ€์นด๋งˆ ๊ตฌ๋ฆฌ ์ง€๊ตฌ ํ†ตํ•ฉ
์บก์Šคํ†ค, ์‚ฐ ํ”ผ์—ํŠธ๋กœ ์ธ์ˆ˜ ์™„๋ฃŒ๋กœ ์•„ํƒ€์นด๋งˆ ๊ตฌ๋ฆฌ ์ง€๊ตฌ ํ†ตํ•ฉ
์บก์Šคํ†ค ์ฝ”ํผ๋Š” 2026๋…„ 8์›” 31์ผ ์น ๋ ˆ ์•„ํƒ€์นด๋งˆ ์ง€์—ญ์˜ ์‚ฐ ํ”ผ์—ํŠธ๋กœ ๊ตฌ๋ฆฌ-๊ธˆ-์ฒ -์ฝ”๋ฐœํŠธ ํ”„๋กœ์ ํŠธ ์ธ์ˆ˜๋ฅผ ์™„๋ฃŒํ–ˆ์œผ๋ฉฐ, ๊ณจ๋“  ์• ๋กœ์šฐ์™€ SSA์˜ ํ•ฉ์ž‘๋ฒ•์ธ์ธ ๋‰ด ๊ณจ๋“  ์ต์Šคํ”Œ๋กœ๋ ˆ์ด์…˜ ์น ๋ ˆ์— ์บก์Šคํ†ค ์ฃผ์‹ 2,500๋งŒ ๋‹ฌ๋Ÿฌ์–ด์น˜๋ฅผ ์ง€๊ธ‰ํ–ˆ๋‹ค. ๋งŒํ† ๋ฒ ๋ฅด๋ฐ, ์‚ฐํ†  ๋„๋ฐ๊ณ , ์‹œ์—๋ผ ๋…ธ๋ฅดํ…Œ ๊ด‘๊ตฌ ์‚ฌ์ด์— ์œ„์น˜ํ•œ ์‚ฐ ํ”ผ์—ํŠธ๋กœ๋Š” ์•ฝ 1๋งŒ 6,000ํ—ฅํƒ€๋ฅด์˜ ์œ ๋ง ๋ถ€์ง€๋ฅผ ์ถ”๊ฐ€ํ•œ๋‹ค. ๋ฆฐ์ฝ”๋„ค์Šค ๋ฐ ์ฝ”์•ผ ๋งค์žฅ์ง€์—๋Š” ๊ตฌ๋ฆฌ 0.23%, ๊ธˆ 0.05g/t์˜ ์ถ”์ • ๊ด‘๋Ÿ‰ 4์–ต 9,200๋งŒ ํ†ค์ด ๋ถ€์กด๋˜์–ด ์žˆ๋‹ค. ๋ฐ˜๊ฒฝ 20km ๋‚ด ์บก์Šคํ†ค์˜ ๊ด‘๊ถŒ์—๋Š” ํ˜„์žฌ ์ธก์ • ๋ฐ ์ง€์‹œ ๊ด‘๋Ÿ‰ ์•ฝ 16์–ต ํ†ค๊ณผ ์ถ”์ • ๊ด‘๋Ÿ‰ 14์–ต ํ†ค์ด ํ™•๋ณด๋˜์–ด ์žˆ๋‹ค. 2024๋…„ ์‹œ์—๋ผ ๋…ธ๋ฅดํ…Œ ์ธ์ˆ˜์™€ 2025๋…„ ENAMI ์˜ต์…˜์— ์ด์€ ์ด๋ฒˆ ๊ฑฐ๋ž˜๋กœ ๊ด‘๊ตฌ ์ธํ”„๋ผ๊ฐ€ ํ†ตํ•ฉ๋˜๊ณ  ํ–ฅํ›„ ๊ตฌ๋ฆฌ ์„ฑ์žฅ ์˜ต์…˜์ด ํ™•๋Œ€๋œ๋‹ค.
19๋ถ„ ์ „
[SMM Copper Spot] During the day, the mainstream flat-water copper quo - Shanghai Metals Market (SMM)