全国碳市场成交量突破2亿吨大关 专家预计我国碳价将逐步走高

2022-11-27 13:50:03

“当前我国碳价仍处于相对低位,未来随着市场覆盖主体进一步扩大,免费碳排放配额逐步缩减,预计我国碳价将逐步走高。”袁帅认为,在未来全国碳市场覆盖范围进一步扩大到其他行业排放主体的进程中,高载能行业的碳排放成本将显著增加,依赖低端产业规模扩张的粗放增长模式难以为继,将助推经济产业结构向低碳化转型发展。

上海环交所公告显示,11月24日下午,全国碳排放权交易市场(以下简称“全国碳市场”)在第330个交易日成交量突破2亿吨大关。截至当日交易结束,全国碳市场碳排放配额累计成交量2亿吨,成交额88.36亿元,超过半数的重点排放单位参与了交易。

自2021年7月16日正式启动上线交易以来,全国碳市场发展较快,总体运行平稳。接受《证券日报》记者采访的业内专家表示,我国碳市场虽仍处于发展前期,但对实现“双碳”目标、促进产业结构优化升级的作用正在逐步显现,未来发展值得期待。

碳市场平稳发展

2022年以来,全国碳市场月均成交量约194.44万吨,每日收盘价在56元/吨至62元/吨之间,价格稳中有升,整体运行平稳有序。

“碳市场运行一年多时间,制度规则、基础设施等方面不断完善,作用正逐步显现。”无锡数字经济研究院执行院长吴琦在接受《证券日报》记者采访时表示,作为一种实现碳减排目标的市场化手段,碳市场可以促进碳排放的“隐性成本”显性化和“外部成本”内部化。与碳税、经济补贴等手段相比,碳市场是成本更低、更可持续的碳减排工具。

深圳碳碳未来数字科技有限公司总经理助理包执平对《证券日报》记者介绍,中国碳市场已成为全球覆盖温室气体排放量规模最大的碳市场,首批纳入的发电行业重点排放单位年覆盖二氧化碳排放量约45亿吨。全国碳市场的发展,可有效地利用市场机制激励高碳排放的企业进行节能减排和有序的绿色转型。

在农文旅产业振兴研究院常务副院长袁帅看来,推进全国碳市场建设有助于推动企业节能减排和产业结构优化升级,促进技术和资金转向低碳发展领域。从企业层面看,碳市场将碳排放成本内部化为企业生产成本,高能效企业能够获得更多竞争优势,这将鼓励企业通过技术改造升级实现节能减排,推动产业结构向低能耗、高附加值方向优化升级。

“同时,作为资本市场的组成部分,碳市场可将技术和资本引入绿色低碳领域,促进先进节能低碳技术的研发和应用,并与围绕碳排放权交易、碳减排项目交易以及各种衍生品交易开展的碳金融相结合。”吴琦补充道。

“全国碳市场的良好发展态势一方面有助于企业落实碳减排责任,促进企业减排温室气体,另一方面有助于强化企业的绿色发展理念,从而促进我国发展绿色经济、实现碳达峰碳中和目标。”川财证券首席经济学家、研究所所长陈雳对《证券日报》记者表示。

逐步扩大行业覆盖范围

生态环境部多次就全国碳市场运行情况及下一步工作安排进行介绍,明确政策方向,提振市场信心。例如今年7月21日,生态环境部新闻发言人在例行新闻发布会上表示,将坚持全国碳市场作为控制温室气体排放政策工具的工作定位。持续强化市场功能建设,逐步扩大全国碳市场行业覆盖范围,丰富交易主体、交易品种和交易方式。

近期,全国碳市场交易量也得到较大幅度提升。11月初至11月25日,全国碳市场成交量约达638.34万吨,已超过10月份的总成交量(96.97万吨),价格在58元/吨上下小幅波动,11月25日收盘价为57.80元/吨,较2021年7月16日开盘价48.00元/吨上涨约20.42%。

陈雳表示,11月份以来,碳排放配额成交量大幅提升,说明全国碳市场受到了越来越多企业和投资者的重视,市场活跃度进一步提升,未来发展值得期待。同时,我国投资者对碳市场的了解程度较低,相较于欧盟等比较成熟的碳市场,我国碳市场在一些方面仍存在差距。

包执平认为,我国碳市场的覆盖排放量规模大,但目前交易额及换手率与欧盟碳市场相比仍有距离,全国碳市场的交易周期性较为明显,交易量及成交额在临近履约期时会有较大增幅。为提升碳市场活跃度,一方面可以有序纳入其他重点排放行业,并探索纳入非控排企业交易主体的可行性,让更多的主体参与到碳市场中来,进一步盘活碳交易;另一方面也需要进一步丰富碳金融产品,如碳远期、碳期权等,以扩大交易规模,改善市场流动性。

吴琦认为,促进碳市场发展,需要加快完善相关制度规则,推动能耗“双控”向碳“双控”转变。除交易活跃度与金融化程度有待提升外,我国碳排放和交易的法律体系也需进一步完善,同时要推动碳排放和交易数据统一以及碳排放核算标准逐步清晰化。

“当前我国碳价仍处于相对低位,未来随着市场覆盖主体进一步扩大,免费碳排放配额逐步缩减,预计我国碳价将逐步走高。”袁帅认为,在未来全国碳市场覆盖范围进一步扩大到其他行业排放主体的进程中,高载能行业的碳排放成本将显著增加,依赖低端产业规模扩张的粗放增长模式难以为继,将助推经济产业结构向低碳化转型发展。

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

In this journey of green transformation, the cement industry is firmly moving towards a low-carbon future, from technological innovation to management optimization, from the application of clean energy to the promotion of alternative fuels, each initiative is depicting a new journey for the industry. Let us work hand in hand to lead the wave of emission reduction with innovation, fulfill the green mission with practical actions, write a brilliant chapter of green and low-carbon development of the cement industry, and contribute to the construction of a beautiful earth.

2024-10-31 09:43:57

On October 25, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" continued brilliantly. 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 Material Co., Ltd., Li Jian, Associate Researcher of China Academy of Environmental Sciences, and Fan Yueming, Professor of South China University of Technology. Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd., Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center, China Architecture

2024-10-25 10:53:14

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

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

Promoted by the "policy combination boxing" of the state adopting mandatory standards to promote the withdrawal of low-quality and low-efficiency production capacity and strengthening the supervision of new and stock projects, cement enterprises are promoting joint restructuring through m & a, equity participation and other forms, curbing new production capacity from the source, reducing and eliminating backward production capacity from the stock, and adjusting the structure. Promote the sustainable development of the industry.

2024-09-26 14:10:42

Although the road of carbon emission reduction in the cement industry is full of challenges, through continuous technological innovation and industry practice such as "steel slag phase-separated clinker", we have reason to believe that the cement industry can surpass the "face-saving project", realize the real green transformation, explore a sustainable road of cement concrete development, and leave a cleaner and sustainable earth for future generations.

2024-09-24 14:31:59

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

Looking forward to the future, in order to achieve full carbon neutrality in the cement industry, we need not only the drive of technological innovation, but also the cooperation of policy support and market mechanism. By adopting non-carbon raw materials, alternative fuels, clean energy and optimizing transportation modes, the cement industry will gradually achieve a significant reduction in carbon emissions, thus taking a more solid step on the road of carbon reduction.

2024-09-13 13:55:48

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

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

水泥行业是碳排放大户和传统耗煤大户,与发电行业相比在减碳制度设计与碳排放配额初始分配上应把握总量与强度双控、市场化、现有政策衔接、供给侧结构性改革、活跃度与紧平衡、创新能力与包容性等维度,以实现低碳转型。

2023-11-07 10:14:45

何谓碳市场交易?你对“带碳”名词又了解多少?

2023-08-15 09:07:20

水泥作为节能降碳的重点领域,使用替代燃料既可以降低企业的成本压力,又能够减少碳排放,实现经济效益和环境效益的双重提升。

2023-08-11 10:19:43

超百家水泥企业已报名前来参会,报名仍在火热持续中

2023-07-03 09:38:39

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

水泥价格处于低位,但同时煤炭价格高企,企业成本压力巨大,进一步挤压了利润空间,企业生存艰难。

2023-06-16 09:14:02

作为能源消耗大户,水泥行业承担着碳排放的重要使命,水泥企业也正在一步步向着低碳、高效的目标迈进。

2023-06-12 13:31:39

全力推进绿色建筑的高质量发展,实现建筑业绿色化、低碳化、智能化转型升级和可持续发展是实现中国式现代化的重要任务。

2023-05-10 21:03:58

建材行业要严格执行产能置换政策,建立水泥错峰生产常态化机制,重点发展非碳酸盐钙质原料替代技术,推进水泥窑协同处置生活垃圾等。

2023-05-09 15:54:17

4月19日,河北省发布工业领域碳达峰实施方案。

2023-04-20 11:55:24

“推动‘碳资源’向‘碳资产’转变,建立完善我国基础材料全过程碳交易市场。”今年全国两会,全国人大代表、中国工程院院士、中国建材集团总工程师彭寿准备的建议聚焦加强绿色建筑体系建设、基础材料绿色转型等内容。

2023-03-08 11:37:18

2月7日,《广东省碳达峰实施方案》发布。

2023-02-08 09:35:22

加快产品提档升级、工艺技术创新、固废资源利用……

2023-01-27 17:54:13

“当前我国碳价仍处于相对低位,未来随着市场覆盖主体进一步扩大,免费碳排放配额逐步缩减,预计我国碳价将逐步走高。”袁帅认为,在未来全国碳市场覆盖范围进一步扩大到其他行业排放主体的进程中,高载能行业的碳排放成本将显著增加,依赖低端产业规模扩张的粗放增长模式难以为继,将助推经济产业结构向低碳化转型发展。

2022-11-27 13:50:03

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

建设生态文明是中华民族永续发展的千年大计,党的十八大把生态文明建设纳入中国特色社会主义事业“五位一体”总体布局,明确提出大力推进生态文明建设,努力建设美丽中国。

2022-09-16 14:25:14

到了2060年,我国年水泥产量在5亿吨左右,届时吨水泥碳排放强度在300公斤以下,即水泥行业年碳排放总量为1.5亿吨。

2022-09-06 08:00:07

成立50余年来,公司始终以服务国家战略为己任,围绕一体化、差异化、低碳化、国际化发展思路,走出了一条专、精、特、新发展之路...

2022-09-02 10:12:11

工业和信息化部、财政部、商务部、国务院国有资产监督管理委员会、国家市场监督管理总局近日印发《加快电力装备绿色低碳创新发展行动计划》。

2022-08-29 15:53:10

截至7月14日,碳排放配额累计成交量1.94亿吨,累计成交额84.9亿元。

2022-07-18 11:10:21

在需求下降、市场态势不甚明朗的当下,水泥行业正在加速洗牌,可以预见只有提升企业综合能力才能在未来的市场竞争中站稳脚跟。

2022-06-24 10:40:50

欧洲议会最终方案或很快成型

2022-05-19 09:38:29

以水泥行业为代表的重要工业企业,始终将减污降碳作为全年发展的着力点,全力推进绿色转型升级。

2022-04-22 11:26:50

成本是水泥企业无法忽视的坎儿。煤炭价格的上涨在2021年已经吞噬水泥企业的利润,当前煤炭价格仍然易涨难跌,原料和燃料的压力短时间很难消失。

2022-04-22 09:54:34

随着2021年全国碳排放权注册登记系统正式落户武汉,湖北拥有了国家级的“中碳登”功能平台。

2022-04-14 10:41:06

整体来看,2022年水泥市场整体以平稳为主,虽行业拐点或已来临,但仍处于平台期,整体行情仍然可期。

2022-04-13 09:13:01

一些企业为了履约,不得不花费几千万元甚至上亿元购买碳排放配额。但随着大环境的日益收紧,如此“任性”的购买将越来越不可能。

2022-04-12 09:14:54

华新水泥作为一家以“清洁我们的生活环境,提供信赖的建筑材料”为使命的环保型公司,紧紧结合水泥工业绿色低碳发展路径,持续推行清洁生产,力争做水泥行业“碳中和”赛道上的领跑者。

2022-04-01 16:49:04

近日,湖南省工信厅发布关于完整准确全面贯彻新发展理念 做好碳达峰碳中和工作的实施意见。

2022-03-21 11:48:09

专家认为,从能耗“双控”到碳排放“双控”,对全国碳市场建设将产生深远和积极的影响。

2022-03-21 09:35:09

碳减排压力之下,水泥企业再度发力,跨界新能源。

2022-03-10 09:11:29

在2020年,中国明确提出2030年“碳达峰”与2060年“碳中和”目标后,“双碳”被正式写入了2021年的政府工作报告。

2022-03-08 11:52:23

预计全国性的水泥行业碳达峰方案和路线图将于近期正式出台,今年将成为水泥行业碳中和元年。

2022-01-20 09:10:07

2021年是“十四五”开局之年,我国水泥工业以“碳达峰、碳中和”为抓手,开始了全面转型的深度变革。

2022-01-19 14:38:32

“十四五”开局以来,安徽海螺集团加快推进绿色转型,进一步做长做宽做高产业链,坚定不移走绿色低碳循环发展之路,坚持不懈推动企业更高质量发展。

2022-01-19 09:47:17

海螺集团坚决贯彻落实习近平生态文明思想,“十四五”开局以来,加快推进绿色转型,进一步做长做宽做高产业链,坚定不移走绿色低碳循环发展之路,坚持不懈推动企业更高质量发展。

2022-01-14 09:11:12

​​“推动减污降碳协同治理,做好全国碳排放权交易市场第二个履约周期管理,健全碳排放数据质量管理长效机制,深化低碳城市、适应气候变化城市试点工作,建设性参与气候变化主渠道多边进程。”1月7日,生态环境部在京召开的2022年全国生态环境保护工作会议强调。

2022-01-10 10:10:23

到2025年,中央企业产业结构和能源结构调整优化取得明显进展,重点行业能源利用效率大幅提升。

2021-12-30 17:17:28

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.