碳汇成“金” 育绿向“新”——CCER市场重启两周年，架起生态价值变现新桥梁

Core Insights - The CCER market transforms ecological value into economic benefits by certifying carbon reduction efforts, supporting China's dual carbon goals of peak carbon emissions by 2030 and carbon neutrality by 2060 [1][2][5] - The market officially restarted on January 22, 2024, after a two-year hiatus, with nearly 200 new projects applying for participation and a projected transaction volume of 8.84 million tons and a transaction value of 626 million yuan in 2025 [1][3] Market Dynamics - CCER is a voluntary mechanism complementing the mandatory carbon emission allowances (CEA), allowing companies to earn revenue by exceeding their carbon reduction targets [3][4] - The market has seen significant growth, with over 5,700 entities opening trading accounts, a threefold increase since the restart, and a cumulative transaction value exceeding 650 million yuan [7][8] Methodological Improvements - The CCER market has developed a more robust methodological framework, expanding to 12 methodologies across various sectors, enhancing the economic feasibility of low-carbon projects [7][8] - The first batch of CCER transactions post-restart included significant sales, such as the Jiangsu Dongtai offshore wind project generating nearly 70 million yuan from 857,000 tons of carbon reduction [7] Financial Innovations - CCER has become a foundational asset for green financial products, enabling banks and funds to create tailored financial solutions linked to carbon assets [8] - Examples include loans tied to carbon asset management and bonds linked to CCER development volumes, facilitating lower-cost financing for companies [8] Challenges and Recommendations - Despite progress, the CCER market faces challenges such as regional disparities in project development and the need for clearer methodologies for forest carbon sinks [9][10] - Recommendations include enhancing support for project implementation, optimizing policies for regional differences, and expediting the establishment of methodologies to clarify carbon reduction standards [10][11]