Is Zinc Downstream Consumption Improving in Mid-March? [SMM Analysis]

๊ฒŒ์‹œ๋จ: Mar 14, 2025 18:16
[Has Zinc Downstream Consumption Improved by Mid-March?] Zinc prices rose significantly during the week, with mixed performance in operating rates across the three major zinc downstream sectors. Among them, galvanising enterprises were affected by environmental protection-driven production restrictions, leading to certain limitations in operations this week, with related operating rates showing a slight decline WoW.

๋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
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
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๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (7์›” 6์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 7์›” 6์ผ SHFE์™€ DCE์—์„œ์˜ ์ฒ  ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
8๋ถ„ ์ „
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
45๋ถ„ ์ „
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
๋” ๋ณด๊ธฐ
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
์ด ๊ณต๊ธ‰ ์œ„๊ธฐ์˜ ๋ณธ์งˆ์€ '์‚ผ์ค‘ ์••๋ฐ•'์ด๋‹ค. 1์ธต: ๋ฌผ๋ฆฌ์  ์ฐจ๋‹จ โ€“ ํ˜ธ๋ฅด๋ฌด์ฆˆ ๋ด‰์‡„๋กœ ์ค‘๋™ ๊ณต๊ธ‰์ด ๋Š๊ธฐ๋ฉฐ ์ „ ์„ธ๊ณ„ ํ•ด์ƒ ๋ฌด์—ญ์˜ ๊ฑฐ์˜ ์ ˆ๋ฐ˜์ด ์ค‘๋‹จ๋˜์—ˆ๋‹ค. 2์ธต: ์ •์ฑ… ๋ด‰์‡„ โ€“ ๋Ÿฌ์‹œ์•„, ์นด์žํ์Šคํƒ„, ํ„ฐํ‚ค์˜ ์ค‘๋ณต ์ˆ˜์ถœ ๊ธˆ์ง€๊ฐ€ ๋Œ€์ฒด ๊ณต๊ธ‰์›์„ ์ฐจ๋‹จํ•ด ์ „ ์„ธ๊ณ„ ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ ๋ฌผ๋Ÿ‰์„ ๋”์šฑ ์กฐ์˜€๋‹ค. 3์ธต: ์ƒ์‚ฐ ๋Šฅ๋ ฅ ๋ฐ ์žฌ๊ณ  ๋ถ•๊ดด โ€“ ์ „์Ÿ ํ”ผํ•ด๋ฅผ ์ž…์€ ์ค‘๋™ ์ƒ์‚ฐ ์‹œ์„ค์˜ ์žฌ๊ฐ€๋™์ด ๋”๋””๋‹ค.
45๋ถ„ ์ „
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
2์‹œ๊ฐ„ ์ „
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•๋ณดํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ [SMM ์ •์˜ค ๋ฆฌ๋ทฐ]
[์ƒํ•˜์ด ์•„์—ฐ: ์„ ๋ฌผ ์•„์—ฐ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ ์† ํ†ตํ•ฉ, ํ˜„๋ฌผ ํ”„๋ฆฌ๋ฏธ์—„ ์†Œํญ ํ•˜๋ฝ] ์˜ค๋Š˜ #0 ์•„์—ฐ ์ฃผ๋ฅ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 24,370~24,525์œ„์•ˆ/ํ†ค ๊ตฌ๊ฐ„์— ์ง‘์ค‘๋˜์—ˆ๊ณ , ์†ฝ์˜Œ ์ฃผ๋ฅ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 24,540~24,675์œ„์•ˆ/ํ†ค, #1 ์•„์—ฐ ์ฃผ๋ฅ˜ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ 24,300~24,455์œ„์•ˆ/ํ†ค์ด์—ˆ์Šต๋‹ˆ๋‹ค. ์žฅ ์ดˆ๋ฐ˜ ์‹œ์žฅ์—์„œ๋Š” SMM ํ‰๊ท ๊ฐ€ ๋Œ€๋น„ 0~10์œ„์•ˆ/ํ†ค์˜ ํ”„๋ฆฌ๋ฏธ์—„์ด ์ œ์‹œ๋˜์—ˆ์œผ๋‚˜, ์„ ๋ฌผ ๊ธฐ์ค€ ํ˜ธ๊ฐ€๋Š” ์•„์ง ์—†์—ˆ์Šต๋‹ˆ๋‹ค...
2์‹œ๊ฐ„ ์ „
[Has Zinc Downstream Consumption Improved by Mid-March?] Zinc prices r - Shanghai Metals Market (SMM)