ํ•˜์ด์›จ์ด ๊ทธ๋ฃน, ๋ฃจ๋งˆ๋‹ˆ์•„ ๊ณต์žฅ ODI ์Šน์ธ์œผ๋กœ ์œ ๋Ÿฝ ํ™•์žฅ ๊ฐ€์†ํ™”

๊ฒŒ์‹œ๋จ: Sep 22, 2025 17:01

[SMM ๋‰ด์Šค] ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด, ์ตœ๊ทผ ๋‹๋ณด ํ•˜์ด์›จ์ด ์ž๋™์ฐจ ๋ถ€ํ’ˆ ์œ ํ•œ๊ณต์‚ฌ์˜ ๋ฃจ๋งˆ๋‹ˆ์•„ ๊ณต์žฅ ํ”„๋กœ์ ํŠธ๊ฐ€ ํ†ˆ์ง„์‹œ ๋ฐœ์ „๊ฐœํ˜์œ„์›ํšŒ์˜ โ€˜ํ•ด์™ธํˆฌ์ž์‚ฌ์—… ์‹ ๊ณ ํ†ต์ง€์„œโ€™์™€ ์ƒ๋ฌด๋ถ€์˜ โ€˜๊ธฐ์—…ํ•ด์™ธํˆฌ์ž์ฆ์„œโ€™๋ฅผ ๊ณต์‹ ์ทจ๋“ํ•˜๋ฉฐ ๋ชจ๋“  ํ•ด์™ธ์ง์ ‘ํˆฌ์ž(ODI) ์‹ ๊ณ  ์ ˆ์ฐจ๋ฅผ ์™„๋ฃŒ, ํ•˜์ด์›จ์ด ๊ทธ๋ฃน์˜ ์œ ๋Ÿฝ ์‹œ์žฅ ํ™•์žฅ์— ๊ฐ€์†๋„๋ฅผ ๋ถ™์˜€์Šต๋‹ˆ๋‹ค.

์ด๋ฒˆ ํˆฌ์ž๋Š” ํ•˜์ด์›จ์ด ๊ทธ๋ฃน์˜ ์žํšŒ์‚ฌ์ธ ํ†ˆ์ง„ ํ•˜์ด์›จ์ด ์ •๋ฐ€ ์ œ์กฐ ์œ ํ•œ๊ณต์‚ฌ๋ฅผ ํ†ตํ•ด ์‹ฑ๊ฐ€ํฌ๋ฅด ํˆฌ์ž ํ”Œ๋žซํผ์„ ํ™œ์šฉํ•ด ์ง„ํ–‰๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ๋ฃจ๋งˆ๋‹ˆ์•„์— ํ•˜์ด์›จ์ด(๋ฃจ๋งˆ๋‹ˆ์•„) ์ž๋™์ฐจ ๋ถ€ํ’ˆ ์œ ํ•œ๊ณต์‚ฌ๊ฐ€ ์„ฑ๊ณต์ ์œผ๋กœ ์„ค๋ฆฝ๋˜๊ณ , ์ž๋™์ฐจ ์ •๋ฐ€ ๋ถ€ํ’ˆ ์ƒ์‚ฐ ํ˜„์žฅ ๊ฑด์„ค๋„ ๋™์‹œ์— ์‹œ์ž‘๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ํ•˜์ด์›จ์ด ๊ทธ๋ฃน ๊ธ€๋กœ๋ฒŒ ์ „๋žต์˜ ํ•ต์‹ฌ ์ถ•์œผ๋กœ์„œ, ์ด๋ฒˆ ๋ฃจ๋งˆ๋‹ˆ์•„ ๊ณต์žฅ ํ”„๋กœ์ ํŠธ์˜ ์ถ”์ง„์€ ํ•˜์ด์›จ์ด ๊ทธ๋ฃน์ด ์œ ๋Ÿฝ ์‹œ์žฅ์—์„œ ์ƒˆ๋กœ์šด ๋ฐœ์ „ ๋‹จ๊ณ„์— ์ง„์ž…ํ–ˆ์Œ์„ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.

๋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
Alumina Retreats After Rapid Rise with Shrinking Volume Consolidation; Spot Index Stops Falling and Edges Up; Strong Supply and Weak Demand Pattern Unchanged [SMM Alumina Morning Comment]
3๋ถ„ ์ „
Alumina Retreats After Rapid Rise with Shrinking Volume Consolidation; Spot Index Stops Falling and Edges Up; Strong Supply and Weak Demand Pattern Unchanged [SMM Alumina Morning Comment]
๋” ๋ณด๊ธฐ
Alumina Retreats After Rapid Rise with Shrinking Volume Consolidation; Spot Index Stops Falling and Edges Up; Strong Supply and Weak Demand Pattern Unchanged [SMM Alumina Morning Comment]
Alumina Retreats After Rapid Rise with Shrinking Volume Consolidation; Spot Index Stops Falling and Edges Up; Strong Supply and Weak Demand Pattern Unchanged [SMM Alumina Morning Comment]
3๋ถ„ ์ „
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ์ค‘๋ถ€ ์ค‘๊ตญ ์‹œ์žฅ ์ˆ˜์š” ์•ฝ์„ธ ๋ฐ ๊ฑฐ๋ž˜ ๋ถ€์ง„
24๋ถ„ ์ „
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ์ค‘๋ถ€ ์ค‘๊ตญ ์‹œ์žฅ ์ˆ˜์š” ์•ฝ์„ธ ๋ฐ ๊ฑฐ๋ž˜ ๋ถ€์ง„
๋” ๋ณด๊ธฐ
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ์ค‘๋ถ€ ์ค‘๊ตญ ์‹œ์žฅ ์ˆ˜์š” ์•ฝ์„ธ ๋ฐ ๊ฑฐ๋ž˜ ๋ถ€์ง„
์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ ๋ฐ˜๋“ฑ, ์ค‘๋ถ€ ์ค‘๊ตญ ์‹œ์žฅ ์ˆ˜์š” ์•ฝ์„ธ ๋ฐ ๊ฑฐ๋ž˜ ๋ถ€์ง„
SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ ์„ ๋ฌผ์ด ๋‹ค์‹œ ์ƒ์Šนํ–ˆ๊ณ , 9์›” ์„ฑ์ˆ˜๊ธฐ๊ฐ€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์น˜๋ฉด์„œ ์ค‘๊ตญ ์ค‘๋ถ€ ์‹œ์žฅ์˜ ํ•˜๋ฅ˜ ๊ฐ€๊ณต์—…์ฒด๋“ค์€ ๋งค์ˆ˜ ์‹ฌ๋ฆฌ๊ฐ€ ์œ„์ถ•๋˜๊ณ  ๊ด€๋ง์„ธ๊ฐ€ ์ง™์–ด์ ธ ์‹œ์žฅ ๊ฑฐ๋ž˜๊ฐ€ ๋น„๊ต์  ํ•œ์‚ฐํ–ˆ๋‹ค. ๊ณต๊ธ‰์—…์ฒด๋“ค๋„ ํ”„๋ฆฌ๋ฏธ์—„ ํ˜ธ๊ฐ€๊ฐ€ ์˜ค๋ฅด๋ฉด ๋Œ€๋Ÿ‰ ๋งค๋„ํ•˜๋Š” ๊ฒฝํ–ฅ์„ ๋ณด์—ฌ ๋งค๋„ ์‹ฌ๋ฆฌ๊ฐ€ ์•ฝํ™”๋๋‹ค. ๊ฒฐ๊ตญ ์ค‘๊ตญ ์ค‘๋ถ€ ์‹œ์žฅ์˜ ์‹ค์ œ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ SHFE ์•Œ๋ฃจ๋ฏธ๋Š„ 9์›”๋ฌผ ๋Œ€๋น„ ํ†ค๋‹น 110~150์œ„์•ˆ ํ• ์ธ ์ˆ˜์ค€์—์„œ ํ˜•์„ฑ๋๋‹ค.
24๋ถ„ ์ „
๋ฒ ๋‹จํƒ€ ์•Œ๋ฃจ๋ฏธ๋Š„, AIยทIoT๋กœ ์Šค๋งˆํŠธ ์ œ์กฐ ๋””์ง€ํ„ธ ์ „ํ™˜ ๊ฐ€์†ํ™”
2์‹œ๊ฐ„ ์ „
๋ฒ ๋‹จํƒ€ ์•Œ๋ฃจ๋ฏธ๋Š„, AIยทIoT๋กœ ์Šค๋งˆํŠธ ์ œ์กฐ ๋””์ง€ํ„ธ ์ „ํ™˜ ๊ฐ€์†ํ™”
๋” ๋ณด๊ธฐ
๋ฒ ๋‹จํƒ€ ์•Œ๋ฃจ๋ฏธ๋Š„, AIยทIoT๋กœ ์Šค๋งˆํŠธ ์ œ์กฐ ๋””์ง€ํ„ธ ์ „ํ™˜ ๊ฐ€์†ํ™”
๋ฒ ๋‹จํƒ€ ์•Œ๋ฃจ๋ฏธ๋Š„, AIยทIoT๋กœ ์Šค๋งˆํŠธ ์ œ์กฐ ๋””์ง€ํ„ธ ์ „ํ™˜ ๊ฐ€์†ํ™”
์ตœ๊ทผ ์ธ๋„ ์ตœ๋Œ€ ์•Œ๋ฃจ๋ฏธ๋Š„ ์ƒ์‚ฐ์—…์ฒด์ธ ๋ฒ ๋‹จํƒ€ ์•Œ๋ฃจ๋ฏธ๋Š„์€ ๊ณต์žฅ์˜ ๋””์ง€ํ„ธ ์ „ํ™˜์„ ๊ฐ€์†ํ™”ํ•˜๋ฉฐ ์ธ๊ณต์ง€๋Šฅ, ์‚ฐ์—…์šฉ IoT, ๊ณ ๊ธ‰ ๋ถ„์„, ์ง€๋Šฅํ˜• ์•ˆ์ „ ์‹œ์Šคํ…œ์„ ๋Œ€๊ทœ๋ชจ๋กœ ๋„์ž…ํ•ด ์ฐจ์„ธ๋Œ€ ์ปค๋„ฅํ‹ฐ๋“œ ์Šค๋งˆํŠธ ์ œ์กฐ ์‹œ์Šคํ…œ์„ ๊ตฌ์ถ•ํ•˜๊ณ  ํ˜„์žฅ ์•ˆ์ „, ์ƒ์‚ฐ ํšจ์œจ์„ฑ, ์šด์˜ ํšŒ๋ณตํƒ„๋ ฅ์„ฑ์„ ์ „๋ฐฉ์œ„์ ์œผ๋กœ ๊ฐ•ํ™”ํ•˜๊ณ  ์žˆ๋‹ค. ์ด๋Ÿฌํ•œ ๋””์ง€ํ„ธ ์ „ํ™˜์€ ์ƒ์‚ฐยท์ œ์กฐ, ๋ฌผ๋ฅ˜ยท์šด์†ก, ์ž์‚ฐ ๊ด€๋ฆฌ, ํ˜„์žฅ ์•ˆ์ „ ๋“ฑ ์—ฌ๋Ÿฌ ์‚ฌ์—… ์˜์—ญ์—์„œ ์ด๋ฏธ ๊ฐ€์‹œ์ ์ธ ์„ฑ๊ณผ๋ฅผ ๊ฑฐ๋‘์—ˆ๋‹ค. ๋ฌผ๋ฅ˜ ๊ด€๋ฆฌ ์ธก๋ฉด์—์„œ ๋ฒ ๋‹จํƒ€ ์•Œ๋ฃจ๋ฏธ๋Š„์˜ ํ•ต์‹ฌ ์ƒ์‚ฐ ๊ฑฐ์ ์ธ ์ฝ”๋ฅด๋ฐ” ์ œ๋ จ์†Œ๋Š” GPS ์ธก์œ„, IoT ์ฐจ๋Ÿ‰ ์ถ”์ , ๋น„๋””์˜ค ํ…”๋ ˆ๋งคํ‹ฑ์Šค, ์ง€์˜คํŽœ์‹ฑ, ์‹ค์‹œ๊ฐ„ ๋ฐ์ดํ„ฐ ๋ถ„์„์„ ํ†ตํ•ฉํ•œ AI ๊ด€์ œ ํƒ€์›Œ๋ฅผ ๊ตฌ์ถ•ํ•˜์—ฌ ์„ํƒ„ ์šด์†ก, ์™„์ œํ’ˆ ์ถœ๊ณ , ๋น„์‚ฐํšŒ ์ฒ˜๋ฆฌ ๋“ฑ ๋ฌผ๋ฅ˜ ํ”„๋กœ์„ธ์Šค ์ „๋ฐ˜์— ๋Œ€ํ•œ ์—”๋“œํˆฌ์—”๋“œ ์ง€๋Šฅํ˜• ๋ชจ๋‹ˆํ„ฐ๋ง์„ ์‹คํ˜„ํ•จ์œผ๋กœ์จ ๋ฌผ๋ฅ˜ ์ผ์ • ๊ด€๋ฆฌ์™€ ๊ฐ๋…์„ ํฌ๊ฒŒ ๊ฐœ์„ ํ–ˆ๋‹ค. ์•ˆ์ „ ๊ฐœ๋ฐœ ์ธก๋ฉด์—์„œ ๋ž€์ง€๊ฐ€๋ฅด ํ˜„์žฅ์€ ์ธ๋ ฅ ์•ˆ์ „ ๊ต์œก๊ณผ ๋น„์ƒ ๋Œ€์‘ ์—ญ๋Ÿ‰ ๊ตฌ์ถ•์— ๋””์ง€ํ„ธ ๋…ธ๋ ฅ์„ ์ง‘์ค‘ํ•ด ์™”๋‹ค.
2์‹œ๊ฐ„ ์ „
[SMM ๋‰ด์Šค] ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด, ์ตœ๊ทผ ๋‹๋ณด ํ•˜์ด์›จ์ด ์ž๋™์ฐจ ๋ถ€ํ’ˆ ์œ ํ•œ๊ณต์‚ฌ์˜ ๋ฃจ๋งˆ๋‹ˆ์•„ ๊ณต์žฅ ํ”„๋กœ์ ํŠธ๊ฐ€ ํ†ˆ์ง„์‹œ ๋ฐœ์ „๊ฐœํ˜์œ„์›ํšŒ์˜ โ€˜ - Shanghai Metals Market (SMM)