全国碳市场将“满月” 量价稳定活跃度仍待提升

2021-08-13 09:27:19

生态环境部连续多年开展了钢铁水泥等建材、航空、石化、化工、有色、造纸等高排放行业的数据核算、报送与核查工作,上述行业都有非常扎实的数据基础,已经委托有关行业协会研究提出符合全国碳市场要求的行业标准和技术规范建议。

全国碳排放权交易市场(以下简称“全国碳市场”)自7月16日上线交易以来已近“满月”,整体来看交易价格稳中有升,市场运行平稳。截至8月12日,全国碳市场碳排放配额收盘价55.43元/吨,相对于碳市场上线时48元/吨的开盘价,累计涨幅15.47%。

全国碳市场以发电行业为突破口,第一个履约周期纳入重点排放单位2000余家,年覆盖约45亿吨二氧化碳排放量。上海环境能源交易所数据显示,全国碳市场运行首日成交均价51.23元/吨,当日累计成交410.4万吨,成交额逾2.1亿元。

不过,从成交量看,全国碳市场上线至今,挂牌协议交易成交量逐渐走低,部分交易日单日交易量仅2万吨。截至12日,市场累计成交量646.78万吨,累计成交额3.26亿元。

业内人士指出,当前碳市场交易情况整体符合预期。“企业开户后不是立马需要交易,离履约截止日还早,企业需要交易数据来对后续市场价格走势做出判断,这也需要时间。”参与全国碳市场交易的一位企业人士向《经济参考报》记者解释说。

北京中创碳投科技有限公司咨询事业部总监孟兵站也表示,根据此前各地方试点运行情况经验看,交易高峰往往出现在履约期到来前。预计随着年底履约期到来,全国碳市场或迎来一波交易高峰,价格也会有所上涨。

除履约期因素外,业内人士表示,当前碳市场参与主体和交易品种单一也是影响活跃度的重要因素。

生态环境部环境规划院管理与政策研究所副所长董战峰指出,当前全国碳市场参与主体限于控排企业,专业碳资产公司、金融机构、个人投资者暂时没有拿到碳交易市场的入场券,这在一定程度上限制了资金规模的扩大和市场活跃度的提升。

更多行业的纳入已经提上日程。据生态环境部新闻发言人刘友宾透露,在发电行业碳市场运行良好的基础上,全国碳市场将扩大行业的覆盖范围,逐步纳入更多的高排放行业;逐步丰富交易品种,交易方式和交易主体,提升市场活跃度。

“生态环境部连续多年开展了钢铁水泥等建材、航空、石化、化工、有色、造纸等高排放行业的数据核算、报送与核查工作,上述行业都有非常扎实的数据基础,已经委托有关行业协会研究提出符合全国碳市场要求的行业标准和技术规范建议。生态环境部将按照成熟一个、批准发布一个的原则进一步扩大碳市场覆盖行业。”刘友宾表示。

谈及如何进一步提升碳市场活力,董战峰建议,可以在碳市场政策手段上,加快推进碳期货市场等碳金融发展政策创新,比如鼓励积极开发与碳排放权相关的金融产品和服务,探索运营碳期货、碳期权等碳金融工具,引导金融机构等探索设立市场化的碳基金。

在碳市场运行机制方面,董战峰认为,应充分发挥碳市场的压力传导机制,合理确定企业排放成本,使碳排放成本内部化,包括逐步从免费为主的分配方式向拍卖为主的分配方式转变,从碳强度减排向碳总量减排转变,市场主体从控排企业为主转向控排企业、非控排企业、金融机构、中介机构、个人等多元化主体等。

此外,地方试点碳市场也可以作为全国碳市场的有益补充。中国国际经济交流中心经济研究部副部长刘向东表示,地方试点碳市场仍需进一步与全国碳市场进行对接,形成统一的定价标准,在此基础上围绕地方减碳约束试点探索新的交易模式和方法,并逐步与全国的碳交易市场形成良性互动和协同发展。

All can be viewed after purchase
Correlation

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Key carbon emission units may use carbon emission reduction to offset part of their carbon emissions, and the proportion of use shall not be higher than 5% of the annual carbon emissions of the unit confirmed by the municipal ecological environment department in that year. The offset ratio of national greenhouse gas certified voluntary emission reductions generated by key carbon emission units using projects outside the municipal administrative region shall not exceed 2.5% of the annual carbon emissions of the unit confirmed by the municipal ecological environment department.

2024-10-11 13:17:07

At present, there are nine regional carbon emission trading markets and corresponding exchanges in China. These exchanges are located in different regions, covering a wide geographical range from north to south, aiming to promote the development of carbon emissions trading and green finance throughout the country.

2024-09-27 11:11:58

The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.

2024-09-25 09:05:05

In order to make preparations for being incorporated into the national carbon market, we should actively establish and improve the dual-carbon planning system, management system, system, innovation system, trading system and capacity system, do a good job in the research of dual-carbon policy, find out the family background, consolidate the quality of data, decompose and implement the goal of carbon reduction, and strive to achieve the goal of carbon reduction. We will continue to promote the substitution of raw materials, the transformation of energy consumption structure, the acceleration of technological innovation, the promotion of green manufacturing and intelligent leadership, and the coordinated promotion of carbon reduction, pollution reduction and green expansion. Growth.

2024-09-13 16:07:12

Cement enterprises can manage carbon assets and gain advantages in the carbon market by finding out the family background and effectively managing carbon assets, setting up specialized agencies or departments to achieve low-carbon management, actively participating in carbon market transactions and accumulating experience, and developing carbon financial products to help their own development.

2024-09-12 09:09:57

In order to accelerate the work of expanding the coverage of the national carbon emission trading market (hereinafter referred to as the expansion), the Ministry of Ecology and Environment, referring to the mature construction and management experience of the power generation industry and on the basis of the special research results of the expansion, has formulated the Work Plan for the National Carbon Emission Trading Market Covering Cement, Steel and Electrolytic Aluminum Industries (Draft), which is now open for comments.

2024-09-09 16:44:40

We will further strengthen the construction of the carbon market, steadily expand the coverage of the industry, enrich the trading varieties and methods, and improve the national voluntary greenhouse gas emission reduction trading market. By the end of this year, in addition to the existing power industry, the national carbon emission trading market will also include key emission industries such as steel, cement and aluminium smelting. We will further improve the carbon pricing mechanism and accelerate the establishment of a carbon footprint management system.

2024-09-08 17:42:29

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

Under the leadership of Dong Shihong, Shijing Science and Technology has never forgotten its original intention of "green", firmly anchored the concept of green development in the torrent of the development of the times, and painted a magnificent and vibrant panorama of green ecological industry with practical actions.

2024-06-20 09:47:34

Generally speaking, the carbon price exceeding 90 yuan/ton is a strong signal for the cement industry, reminding enterprises to incorporate carbon emission reduction and green development into their long-term strategic planning, and to achieve sustainable development through technological innovation and management mode reform.

2024-04-03 14:31:27

After the Lantern Festival, the demand for cement in Beijing-Tianjin-Hebei region has improved, the overall price is stable, and the market is gradually recovering.

2024-03-01 17:02:13

As one of the main sources of global carbon emissions, cement industry will undoubtedly have a far-reaching impact on the industry once it is included in the carbon emissions trading market.

2024-02-28 10:48:46

For more policies and data on carbon emissions in the cement industry, please check the Double Carbon Channel of China Cement Network.

2024-02-04 17:01:23

面对当前严峻的市场态势,节能降碳、控制成本成为各大企业的重点工作任务。

2023-08-09 09:46:15

为积极响应国家环保政策,贯彻绿色低碳发展理念,中国水泥网将在河南郑州举办“2023水泥‘双碳’大会暨第十届中国水泥节能环保技术交流大会”,助力水泥行业向更低碳、更节能、更绿色的高质量发展迈进。

2023-08-07 14:51:01

为积极响应国家环保政策,贯彻绿色低碳发展理念,中国水泥网将在河南郑州举办“2023水泥‘双碳’大会暨第十届中国水泥节能环保技术交流大会”,助力水泥行业向更低碳、更节能、更绿色的高质量发展迈进。

2023-08-04 10:10:06

通过深入推进熟料综合能耗强度和能源消费总量的“双控”,实现供需平衡和有效减碳,既能促进节能减排,为地方政府的产业升级提供能耗指标“空间”,又能将供给侧结构性改革落地,为水泥行业真正去产能,还可为下一步的水泥行业进入全国碳交易市场和“碳排放双控”工作打好基础。

2023-07-03 09:56:20

年内启动CCER,势必将对水泥工业等在内的制造业产生重大影响。

2023-06-29 18:37:32

为深入贯彻落实党中央、国务院和省委、省政府关于碳达峰碳中和的重大战略决策和总体部署,扎实推进青海省工业领域碳达峰工作,6月15日,青海省发布《青海省工业领域碳达峰实施方案》。

2023-06-28 11:47:39

水泥行业纳入全国碳交易市场渐行渐近,那么行业应如何准备?

2023-06-27 09:24:16

去年11月份,工信部等四部门联合印发的《建材行业碳达峰实施方案》中明确表示,要 “加强建材行业二氧化碳排放总量控制,研究将水泥等重点行业纳入全国碳排放权交易市场”。

2023-06-21 16:10:15

水泥行业将以习近平新时代中国特色社会主义思想为指导,全面贯彻党的二十大精神,立足新发展阶段,完整、准确、全面贯彻新发展理念,认真贯彻落实《建材行业碳达峰实施方案》,引导行业深化低碳、减排治污工作,推动全行业可持续发展,全面提升行业绿色低碳发展水平,推动水泥工业如期实现碳达峰。

2022-11-17 11:51:32

从危机中寻生机,《实施方案》势必将推动水泥工业进一步迈向碳减排征程,而如实贯彻《实施方案》的水泥企业也将在复杂的局势前抢夺先机。

2022-11-09 10:22:40

我国在未来较长一段时期内,能源需求仍将保持刚性增长,钢铁、水泥等重工业领域脱碳空间小、难度大,要实现“双碳”目标,CCUS技术不可或缺。

2022-10-09 13:30:00

碳交易第一个运行期出现了诸多数据造假问题,对数据造假的检验检测机构、报告的编制机构、核查机构要实行严控、严查、严防。

2022-10-08 14:38:04

国家统计局能源统计司司长胡汉舟撰文指出,《实施方案》的出台对于夯实碳排放统计数据基础、提高碳排放数据质量、落实党中央关于“尽早实现能耗‘双控’向碳排放总量和强度‘双控’转变”的要求意义重大。

2022-09-28 09:51:03

杨军一行参观了解了上海环交所建设情况,赖晓明为杨军颁发“EATNS碳管理体系专家委员会委员”聘书。

2022-09-10 16:39:29

水泥行业作为碳排放大户,加快绿色转型、实现低碳循环发展已是当前最为紧迫的任务。

2022-09-04 14:03:53

欧洲议会最终方案或很快成型

2022-05-19 09:38:29

去年,仅华新水泥黄石万吨线就处理了生活垃圾108万吨,减排二氧化碳46.7万吨。计算下来,靠“卖碳”就可获利2300多万元。

2022-02-21 10:07:14

近日,中共三明市委三明市人民政府发布《关于表扬2021年度三明市突出贡献企业家和地方财政贡献大户企业的通知》。

2022-02-09 11:33:26

欧盟碳价已经在今年内实现了翻倍增长。

2021-11-25 09:32:48

无论是通过原料替代、燃料替代、能效提高、发展低碳水泥等技术手段,还是积极布局光伏发电、新能源产业等新型赛道,亦或是提升碳资产管理水平等措施,水泥行业减“碳”已势在必行,而近段时间各水泥企业的频频动作也彰显了他们对减碳降碳的坚定信心。

2021-11-11 15:08:59

第四季度全国碳市场有望进入交易活跃期。

2021-10-29 10:04:46

严控重点区域“两高”项目,珠三角核心区域禁止新建、扩建水泥等项目。

2021-09-28 10:01:05

今年7月全国碳排放市场上线,首批纳入2225家发电企业,涉及碳排放量超40亿吨,占我国全年碳排放量的比重超40%。碳市场的启动正在促使电力行业等多个行业加快绿色低碳转型步伐。

2021-09-18 10:56:06

生态环境部连续多年开展了钢铁水泥等建材、航空、石化、化工、有色、造纸等高排放行业的数据核算、报送与核查工作,上述行业都有非常扎实的数据基础,已经委托有关行业协会研究提出符合全国碳市场要求的行业标准和技术规范建议。

2021-08-13 09:27:19

水泥作为碳排放大户大概率会在“十四五”期间纳入碳交易市场。

2021-08-12 09:16:39

根据该《通知》,决定在河北、吉林、浙江、山东、广东、重庆、陕西等七地组织开展碳排放环境影响评价试点,涉及电力、钢铁、建材、有色、石化和化工等重点行业。

2021-08-06 10:11:38

全国碳市场9个交易日成交量超582万吨,专家预计水泥、钢铁等或成第二批纳入行业。

2021-07-30 09:45:25

其他行业的基础建设也在不断完善的过程中。据介绍,石化、化工、建材、钢铁、有色、造纸、航空等高排放行业的数据核算、报送和核查工作也有比较扎实的基础,可为扩大全国碳市场覆盖行业范围做好基础准备工作。

2021-07-15 09:18:38

2021年上半年中国经济显示出强劲的韧性和活力。在此形势下,水泥行业有哪些大事发生?让我们一起来回顾一下吧!

2021-07-12 09:16:39

建立碳排放权交易市场,是利用市场机制控制温室气体排放的重大举措,有利于降低全社会减排成本,推动经济向绿色低碳转型升级。

2021-07-09 10:31:56

2020年9月,国家主席习近平在联合国大会上提出中国将提高国家自主贡献力度,宣布中国力争于2030年前碳排放达峰,并于2060年前实现碳中和。水泥行业作为碳排放大户,排放现状如何?又该如何应对呢?

2021-07-02 16:45:51

“十四五”期间,全国碳排放权交易市场计划纳入石化、化工、建材、钢铁、有色、造纸、电力、航空八大高耗能行业,这些行业内的企业将成为碳配额交易的主要市场主体。

2021-06-24 10:06:44

6月22日,上海环境能源交易所(下称“上海环交所”)就全国碳排放权交易相关事项发布公告,内容涉及交易场所、交易方式、交易时段、交易账户以及其他事项。

2021-06-23 09:49:23

公告明确,碳排放配额(CEA)交易应当通过交易系统进行,可以采取协议转让、单向竞价或者其他符合规定的方式,协议转让包括挂牌协议交易和大宗协议交易。

2021-06-23 09:26:14