复旦大学可持续发展研究中心公布2025年12月复旦碳价指数
Zheng Quan Ri Bao Wang·2025-12-01 07:09

Core Insights - The Fudan University Sustainable Development Research Center released the carbon price index for December 2025, indicating expected buy and sell prices for national carbon emission allowances (CEA) and certified voluntary emission reductions (CCER) [1][2] Group 1: Carbon Price Indices - The expected buy price for CEA is 53.45 CNY/ton, and the sell price is 61.65 CNY/ton, with a midpoint of 57.55 CNY/ton [1] - The expected buy price for CCER is 59.00 CNY/ton, and the sell price is 69.40 CNY/ton, with a midpoint of 64.20 CNY/ton [1] - The buy price index for CCER decreased by 1.12% to 148.32, while the sell price index increased by 1.80% to 166.95 [1] Group 2: Green Certificate Prices - The expected price for green certificates from centralized projects for 2025 is 4.31 CNY/unit, with a price index of 78.36 [2] - The expected price for green certificates from distributed projects is 4.39 CNY/unit, with a price index of 89.07 [2] - The expected price for green certificates from biomass power generation is 3.53 CNY/unit, with a price index of 68.41 [2] Group 3: Carbon Market Performance - In November, the average closing price for CEA was 59.87 CNY/ton, a significant increase of approximately 11% compared to October's average of 53.94 CNY/ton [2] - The average daily trading volume of carbon allowances in November was 236.22 million tons, a decrease of 3.38% from October's 244.49 million tons [2] Group 4: Regulatory Developments - The Ministry of Ecology and Environment announced a quota allocation plan for the steel, cement, and aluminum industries, marking a significant step in carbon market management [3] - By 2027, additional industries such as chemicals, petrochemicals, civil aviation, and papermaking will be included in the carbon market, covering approximately 75% of national CO2 emissions [3] Group 5: Global Carbon Market Trends - The global carbon market showed overall recovery in trading volume, although the Korean carbon market experienced a notable decline [4] - Major global carbon markets generally saw price fluctuations, with mixed results in trading prices month-over-month [4]