4月全国碳市场交易升温 碳配额日均成交量环比增近50%

Core Insights - The national carbon market in China experienced increased trading activity in April, with daily average trading volume of carbon allowances (CEA) reaching 233,100 tons, a nearly 50% increase from March's 158,800 tons [1] - The Ministry of Ecology and Environment issued a notification on April 23 regarding the management of key emission units in the carbon market, which aims to enhance market expectations and promote green and low-carbon transformation in key industries [1][2] Group 1 - The trading activity in the national carbon market improved in April, with over 75% of trading days seeing volumes above 100,000 tons [1] - The notification requires that key emission units in the power generation, steel, cement, and aluminum smelting industries, with annual direct emissions of 26,000 tons of CO2 equivalent, be included in the key emission unit directory [2] - The average closing price of CEA in April was 82.26 yuan/ton, a decrease of 6.42% from March's average closing price of 87.90 yuan/ton [2] Group 2 - The research center forecasts that carbon market prices will continue to decline in May, with expected buy and sell prices of 78.37 yuan/ton and 82.66 yuan/ton, respectively [2] - The buy price index is projected to decrease by 7.70%, while the sell price index is expected to drop by 7.32% [2] - The notification aims to avoid duplicate management of greenhouse gas emissions by ensuring that key emission units included in the national carbon market do not participate in local carbon markets [2]