Core Insights - The national carbon market is experiencing a downward trend in prices, with a significant drop of 10.37% in October, closing at 51.96 yuan per ton [1] - The trading volume in October reached 41.5625 million tons, showing a nearly 30% increase despite fewer trading days compared to September [1] - The average closing price for carbon emission allowances (CEA) in October was approximately 54.76 yuan per ton, down 12.4% from September [1] Market Dynamics - The fluctuations in carbon prices are attributed to market forces such as supply and demand, market expectations, trading behaviors, and psychological factors [2] - The Ministry of Ecology and Environment plans to enhance the carbon market's pricing function and optimize resource allocation for carbon reduction [2] Future Developments - The national carbon market aims to expand its coverage to major industrial sectors by 2027 and shift from intensity control to total volume control [3] - There will be a gradual tightening of allowances, enhancing their scarcity to better reflect the true cost of emissions reduction [3] - Efforts will be made to develop a voluntary emission reduction trading market and increase the market's vitality through green financial products [3]
全国碳市场持续下跌 将进一步强化碳市场定价功能
Zheng Quan Shi Bao Wang·2025-11-02 02:43