China Copper Foil Customs Details for January-February 2025, Imports and Exports Both Decline YoY [SMM Analysis]

๊ฒŒ์‹œ๋จ: Mar 24, 2025 11:37
์ถœ์ฒ˜: SMM
SMM Analysis: According to data from the General Administration of Customs, China's copper foil imports in January 2025 were approximately 6,917.61 mt, down 1.66% YoY and 16.60% MoM; in February, imports were about 6,901.16 mt, down 3.26% YoY and 0.24% MoM...

๋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
COMEX ๊ตฌ๋ฆฌ ๊ธ‰๋“ฑ, LME ๊ตฌ๋ฆฌ ํ•˜๋ฝ; 232์กฐ ๊ด€์„ธ ๋ถˆํ™•์‹ค์„ฑ ์†์— ์Šคํ”„๋ ˆ๋“œ ํ™•๋Œ€
11๋ถ„ ์ „
COMEX ๊ตฌ๋ฆฌ ๊ธ‰๋“ฑ, LME ๊ตฌ๋ฆฌ ํ•˜๋ฝ; 232์กฐ ๊ด€์„ธ ๋ถˆํ™•์‹ค์„ฑ ์†์— ์Šคํ”„๋ ˆ๋“œ ํ™•๋Œ€
๋” ๋ณด๊ธฐ
COMEX ๊ตฌ๋ฆฌ ๊ธ‰๋“ฑ, LME ๊ตฌ๋ฆฌ ํ•˜๋ฝ; 232์กฐ ๊ด€์„ธ ๋ถˆํ™•์‹ค์„ฑ ์†์— ์Šคํ”„๋ ˆ๋“œ ํ™•๋Œ€
COMEX ๊ตฌ๋ฆฌ ๊ธ‰๋“ฑ, LME ๊ตฌ๋ฆฌ ํ•˜๋ฝ; 232์กฐ ๊ด€์„ธ ๋ถˆํ™•์‹ค์„ฑ ์†์— ์Šคํ”„๋ ˆ๋“œ ํ™•๋Œ€
[SMM ๊ตฌ๋ฆฌ ์‹œํ™ฉ] ์˜ค๋Š˜ SHFE ๊ตฌ๋ฆฌ ๋งˆ๊ฐ ํ›„ COMEX ๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ์ด ๊ธ‰๋“ฑํ•œ ๋ฐ˜๋ฉด, LME ๊ฐ€๊ฒฉ์€ ํ•˜๋ฝํญ์ด 1.7% ์ด์ƒ์œผ๋กœ ํ™•๋Œ€๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ํ˜„์žฌ COMEX2607-LME ์Šคํ”„๋ ˆ๋“œ๋Š” ํ†ค๋‹น 300๋‹ฌ๋Ÿฌ ์ด์ƒ, COMEX2610-LME ์Šคํ”„๋ ˆ๋“œ๋Š” ํ†ค๋‹น 500๋‹ฌ๋Ÿฌ ์ด์ƒ์œผ๋กœ ๋ฒŒ์–ด์กŒ์Šต๋‹ˆ๋‹ค. 232์กฐ ๊ด€์„ธ ๊ด€๋ จ ๋ช…ํ™•ํ•œ ์†Œ์‹์€ ์•„์ง ์—†์œผ๋ฉฐ, LC ์Šคํ”„๋ ˆ๋“œ๋Š” ๋น„๊ต์  ํ™œ๋ฐœํ•˜๊ฒŒ ์›€์ง์˜€์Šต๋‹ˆ๋‹ค.
11๋ถ„ ์ „
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 1์ผ)
1์‹œ๊ฐ„ ์ „
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 1์ผ)
๋” ๋ณด๊ธฐ
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 1์ผ)
์ž๋ฃŒ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ, ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ ์‹œ์žฅ ๋™ํ–ฅ (7์›” 1์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 7์›” 1์ผ SHFE์™€ DCE์—์„œ์˜ ์ฒ  ๋ฐ ๋น„์ฒ  ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
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ํ•ด๊ด€์ด์„œ์˜ ์ตœ์‹  ๋ฐ์ดํ„ฐ
1์‹œ๊ฐ„ ์ „
ํ•ด๊ด€์ด์„œ์˜ ์ตœ์‹  ๋ฐ์ดํ„ฐ
๋” ๋ณด๊ธฐ
ํ•ด๊ด€์ด์„œ์˜ ์ตœ์‹  ๋ฐ์ดํ„ฐ
ํ•ด๊ด€์ด์„œ์˜ ์ตœ์‹  ๋ฐ์ดํ„ฐ
[ํ•ด๊ด€์ด์„œ ์ตœ์‹  ๋ฐ์ดํ„ฐ] 2026๋…„ 5์›” ์ค‘๊ตญ์˜ ๊ตฌ๋ฆฌ ์Šคํฌ๋žฉ ๋ฐ ๋ถ„์‡„ ๊ตฌ๋ฆฌ ์Šคํฌ๋žฉ ์‹ค๋ฌผ๋Ÿ‰ ์ˆ˜์ž…์€ 19๋งŒ 1,000ํ†ค์ด์—ˆ๋‹ค. ์ด ์ค‘ ๋‹๋ณด ์„ธ๊ด€ ์‹ ๊ณ ๋Ÿ‰์ด 12๋งŒ 3,100ํ†ค์œผ๋กœ 1์œ„(64.44%), ์„ ์ „ ์„ธ๊ด€ ์‹ ๊ณ ๋Ÿ‰์€ 1๋งŒ 8,800ํ†ค์œผ๋กœ 2์œ„(9.82%)๋ฅผ ์ฐจ์ง€ํ–ˆ๋‹ค. (HS ์ฝ”๋“œ: 74040000)
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