Core Insights - The national carbon market in China experienced a significant price drop, with the closing price on September 30 at 57.97 yuan/ton, down 16.35% from the last trading day of the previous month [1] - The total trading volume of carbon emission allowances (CEA) in September reached 32.7 million tons, with a total transaction value of 2.004 billion yuan [1] - The average daily closing price of CEA in September was 62.94 yuan/ton, a substantial decrease of 11.5% compared to August's average of 71.12 yuan/ton [1] - The average daily trading volume in September was 1.3678 million tons, an increase of approximately 90% from August's 719,500 tons [1] - The carbon market's trading activity significantly increased, with three-quarters of trading days in September seeing volumes exceeding one million tons [1] - Industry expectations indicate that carbon prices are likely to continue declining, with forecasts for October 2025 showing a buy price of 55.39 yuan/ton and a sell price of 60.63 yuan/ton [1] Industry Developments - The national carbon market serves as a crucial policy tool for China to address climate change and achieve carbon peak and neutrality goals [2] - The recently released "National Carbon Market Development Report (2025)" highlights that the carbon trading market offers greater flexibility and autonomy for companies compared to mandatory production and emission limits [2] - By 2024, the carbon emission intensity of the national power sector is expected to decrease by 10.8% compared to 2018 levels [2] - Future plans include enhancing the carbon market's role in controlling greenhouse gas emissions, expanding the coverage of the carbon trading market, and enriching trading varieties and methods [2] - China aims to deepen climate cooperation across various fields and strengthen international collaboration in carbon market standards and methods [2]
全国碳市场价格9月下跌16.35% 10月碳价预计仍下行
Zheng Quan Shi Bao Wang·2025-09-30 14:37