欧盟碳关税元旦正式实施！我国CCER市场倒逼升级，上市公司如何抢占全球绿色贸易先机？

Core Viewpoint - The implementation of the EU Carbon Border Adjustment Mechanism (CBAM) on January 1, 2026, signifies a shift in carbon pricing rules that are now integral to global trade, presenting both challenges and opportunities for countries, particularly China, in the carbon market [1][2][3]. Group 1: CBAM Implementation and Impact - CBAM will officially impose carbon costs on imported products, expanding its coverage from six basic materials to 180 products, including automotive parts and household appliances, by January 1, 2028 [3]. - The mechanism aims to eliminate tax avoidance strategies related to raw material exports and includes strict measures to ensure compliance, potentially covering 99% of embedded carbon emissions [3]. Group 2: Opportunities for China's Carbon Market - The challenges posed by CBAM are expected to drive the upgrade of China's carbon market, aligning with the country's dual carbon goals and expanding the CCER (National Certified Voluntary Emission Reduction) methodology to 14 categories [1][5]. - The demand for carbon credits is projected to increase significantly, with the national carbon market expected to cover over 80 billion tons of CO2 emissions, leading to an estimated annual demand for CCERs of about 400 million tons [9][11]. Group 3: Company Strategies and Developments - Yueyang Forest and Paper, a leader in domestic forestry carbon credits, is leveraging new CCER methodologies to expand its carbon business, focusing on a three-dimensional layout of forestry deepening, biomass breakthroughs, and multi-ecosystem expansion [2][16]. - The company has established a "Dual Carbon Research Center" to monitor policy changes and assess carbon offset needs for domestic export enterprises, enhancing its project development plans [6][18]. Group 4: Competitive Advantages of Yueyang Forest and Paper - The company possesses significant competitive advantages, including strong technical barriers, a central enterprise background, comprehensive service offerings, early international layout, and a professional team [18][19][20][21]. - It aims to expand its carbon credit reserve scale, improve project conversion efficiency, and diversify revenue sources beyond traditional CCER trading [16][17].