全国碳市场建设按下“升级键”

Core Viewpoint - The release of the "Opinions" by the Central Committee and the State Council marks a significant step towards the establishment of a national carbon market, indicating a long-term policy direction for carbon market development [1] Group 1: Carbon Market Expansion - By 2027, the national carbon emission trading market is expected to cover major industrial sectors, with a focus on expanding the range of covered industries and greenhouse gases based on industry development and carbon emission characteristics [2] - The carbon market is driving structural transformation and upgrading of industries, with key emission enterprises expected to adopt renewable energy and improve energy efficiency, thus enhancing their green market competitiveness [2] - The expansion of the carbon market will lead to a rapid increase in the number of trading entities and the total amount of tradable quotas, promoting a resource allocation mechanism that encourages cross-industry competition [2] Group 2: Market Dynamics and Pricing Mechanism - The "Opinions" propose a combination of free and paid quota distribution to enhance market activity, transitioning from a focus on intensity control to a total quota control system by 2030 [4][5] - The establishment of a reasonable pricing mechanism is crucial for accurately reflecting market signals, with the carbon price serving as an indicator of resource scarcity [8][9] - A stable carbon price is essential for the effectiveness of market incentives, and the development of carbon finance is seen as a key mechanism for supporting green low-carbon transformation [9]