ใ€SMM ํ”Œ๋ž˜์‹œ ๋‰ด์Šคใ€‘ESDM, 2025๋…„ PNBP ๋ชฉํ‘œ๋ฅผ ์œ„ํ•ด ๊ทœ์ • ์ค€์ˆ˜ ๋ฐ ๋””์ง€ํ„ธ ๊ฐ๋…์— ์ง‘์ค‘

๊ฒŒ์‹œ๋จ: Jan 28, 2026 08:21
์ธ๋„๋„ค์‹œ์•„ ์—๋„ˆ์ง€๊ด‘๋ฌผ์ž์›๋ถ€(ESDM)๋Š” ์ƒ์‚ฐ๋Ÿ‰ ์ฆ๋Œ€๋ณด๋‹ค ๊ฑฐ๋ฒ„๋„Œ์Šค ๊ฐœ์„ ์„ ํ†ตํ•ด 2025๋…„ ๋น„๊ณผ์„ธ ๊ตญ๊ฐ€์ˆ˜์ž…(PNBP) ๋ชฉํ‘œ๋ฅผ ๋‹ฌ์„ฑํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ํ™•์‹ ํ•˜๊ณ  ์žˆ๋‹ค. ๊ด‘๋ฌผยท์„ํƒ„ ์ด๊ตญ์žฅ ํŠธ๋ฆฌ ์œ„๋‚˜๋ฅด๋…ธ๋Š” ์ด์ œ ์ •ํ™•์„ฑ๊ณผ ๊ทœ์ • ์ค€์ˆ˜๊ฐ€ ์ตœ์šฐ์„  ๊ณผ์ œ๋ผ๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค. ๊ตญ๊ฐ€ ์ˆ˜์ž…์„ ๋ณดํ˜ธํ•˜๊ธฐ ์œ„ํ•ด ESDM์€ ์ธ์  ์˜ค๋ฅ˜๋ฅผ ์ตœ์†Œํ™”ํ•˜๋„๋ก ๋””์ง€ํ„ธ ๊ฒฐ์ œ๋ฅผ ์—„๊ฒฉํžˆ ์‹œํ–‰ํ•˜๊ณ  ์‹ค์‹œ๊ฐ„ ๋ชจ๋‹ˆํ„ฐ๋ง์„ ํ™œ์šฉํ•˜๊ณ  ์žˆ๋‹ค. ๋ฐ์ดํ„ฐ ๋ถˆ์ผ์น˜๊ฐ€ ๋ฐœ๊ฒฌ๋˜๋ฉด ๊ฐœ๋ฐœ์žฌ์ •๊ฐ์‚ฌ์›(BPKP)์˜ ๊ฐ์‚ฌ๋กœ ์ด์–ด์ง„๋‹ค. ์ด ์ „๋žต์€ ๊ด‘๋ฒ”์œ„ํ•œ โ€˜2025๋…„ ๊ทœ์ œ ์žฌ์ •๋น„โ€™์™€ ๋งž๋ฌผ๋ ค ์žˆ์œผ๋ฉฐ, ๋ˆ„์ง„ ๋กœ์—ดํ‹ฐ์™€ RKAB(์ž‘์—…๊ณ„ํšยท์˜ˆ์‚ฐ) ํ• ๋‹น๋Ÿ‰ ํ†ต์ œ ๊ฐ•ํ™”๋ฅผ ํ†ตํ•ด ๊ตญ๊ฐ€๊ฐ€ ๊ด‘๋ฌผ ๋ถ€๋ฌธ์˜ ๋ง‰๋Œ€ํ•œ ๊ฒฝ์ œ์  ๊ฐ€์น˜์—์„œ ๊ณต์ •ํ•œ ๋ชซ์„ ํ™•๋ณดํ•˜๋„๋ก ํ•œ๋‹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
A Jiangxi mine sold 96 mt of molybdenum concentrates at a winning bid price of 5,430 yuan/mtu.
1๋ถ„ ์ „
A Jiangxi mine sold 96 mt of molybdenum concentrates at a winning bid price of 5,430 yuan/mtu.
๋” ๋ณด๊ธฐ
A Jiangxi mine sold 96 mt of molybdenum concentrates at a winning bid price of 5,430 yuan/mtu.
A Jiangxi mine sold 96 mt of molybdenum concentrates at a winning bid price of 5,430 yuan/mtu.
[Molybdenum Flash] SMM, September 3: A mine in Jiangxi sold 96 mt of 45%-50% molybdenum concentrates (average copper 1.99%, average phosphorus 0.081%) at a transaction price of 5,430 yuan/mtu, with a bid floor of 5,410 yuan/mtu. It also sold 544 mt of 40%-45% molybdenum concentrates (average copper 4.09%, average phosphorus 0.085%) at a transaction price of 5,395 yuan/mtu, with a bid floor of 5,380 yuan/mtu. All the above transactions were settled with 35% cash and 65% acceptance.
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[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
1์‹œ๊ฐ„ ์ „
[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
๋” ๋ณด๊ธฐ
[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
[SMM ๊ฑด์ถ•์ž์žฌ ์ฃผ๊ฐ„ ์ˆ˜๊ธ‰] ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ ๊ฐœ์„ , ์‹ค์ˆ˜์š” ํšŒ๋ณต์€ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์ณ
SMM ํ†ต๊ณ„์— ๋”ฐ๋ฅด๋ฉด, ์ด๋ฒˆ ๊ธฐ๊ฐ„ ๊ฑด์ž์žฌ์˜ ๊ณต์žฅ ์žฌ๊ณ ์™€ ์‚ฌํšŒ ์žฌ๊ณ ๊ฐ€ ๋ชจ๋‘ ์ •๋„์˜ ์ฐจ์ด๋Š” ์žˆ์œผ๋‚˜ ๊ฐ์†Œํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ฑด์ž์žฌ ์ด์žฌ๊ณ ๋Š” 807๋งŒ 4,000ํ†ค์œผ๋กœ, ์ „์›” ๋Œ€๋น„ 11๋งŒ 8,500ํ†ค ๊ฐ์†Œ(์ „์›” ๋Œ€๋น„ -1.45%)ํ–ˆ์Šต๋‹ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
1์‹œ๊ฐ„ ์ „
[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
๋” ๋ณด๊ธฐ
[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
[SMM ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๋Œ€๊ทœ๋ชจ ์ƒ˜ํ”Œ ์กฐ์‚ฌ] ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์žฌ๊ณ  ์†Œ์ง„, ์ด๋ฒˆ ์ฃผ ๊ฑด์ž์žฌ ์‚ฌํšŒ์žฌ๊ณ  ๊ฐ์†Œํญ ์†Œํญ ํ™•๋Œ€
SMM ์กฐ์‚ฌ์— ๋”ฐ๋ฅด๋ฉด, ์ด๋ฒˆ ์ฃผ ๊ฑด์ถ•์ž์žฌ ์ด ์‚ฌํšŒ ์žฌ๊ณ ์˜ ์žฌ๊ณ  ์†Œ์ง„ ์†๋„๊ฐ€ ์†Œํญ ๋นจ๋ผ์กŒ๋‹ค. 2026๋…„ 9์›” 3์ผ ๊ธฐ์ค€, SMM ๊ฑด์ถ•์ž์žฌ ์‚ฌํšŒ ์žฌ๊ณ ๋Š” 545๋งŒ 8์ฒœ ํ†ค์œผ๋กœ ์ „์ฃผ ๋Œ€๋น„ 7๋งŒ 8,900ํ†ค ๊ฐ์†Œํ•ด 1.43% ์ค„์—ˆ๋‹ค.
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์ธ๋„๋„ค์‹œ์•„ ์—๋„ˆ์ง€๊ด‘๋ฌผ์ž์›๋ถ€(ESDM)๋Š” ์ƒ์‚ฐ๋Ÿ‰ ์ฆ๋Œ€๋ณด๋‹ค ๊ฑฐ๋ฒ„๋„Œ์Šค ๊ฐœ์„ ์„ ํ†ตํ•ด 2025๋…„ ๋น„๊ณผ์„ธ ๊ตญ๊ฐ€์ˆ˜์ž…(PNBP) ๋ชฉํ‘œ๋ฅผ ๋‹ฌ์„ฑ - Shanghai Metals Market (SMM)