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资讯汇总43期:【双碳周报】全国碳市场周交易总量大幅下降
Guotai Junan Securities·2024-11-12 08:23

Group 1: Domestic Carbon Market Trends - Last week's total trading volume in domestic pilot carbon markets was 242,000 tons, a significant decrease of 63.34% compared to the previous week[1] - The average weekly transaction price of carbon quotas in domestic pilot markets generally declined, with Shenzhen's SZA experiencing the largest drop at 13.32%[1] - The trading volume in Hubei, Fujian, Beijing, and Guangdong accounted for 89.73% of the total trading volume in all pilot carbon markets[1] Group 2: National Carbon Market Performance - The cumulative trading volume of carbon quotas in the national carbon market reached 7.108 million tons, showing an increase compared to the previous week[3] - The cumulative transaction amount was 72,325.66 million yuan, significantly up from the previous week[3] - The daily average transaction price of CEA as of November 1 was 101.74 yuan/ton, reflecting a 6.66% increase from the previous week[3] Group 3: International Carbon Market Insights - In the European market, EUA spot prices rose from €64.93 to €67.74 per ton, a weekly increase of 4.33%[8] - EUA futures trading volume increased by 63.01%, totaling 4.09 million tons compared to the previous week[8] - In the U.S. market, EUA futures prices rose by 4.26%, with a trading volume of 205.14 million tons, up 14.06% from the previous week[11] Group 4: Investment Activity in Carbon Neutrality - Investment activity in the carbon neutrality sector increased, with three equity investment events in the new energy vehicle industry last week[21] - No equity investment events occurred in the new energy industry, while one event was noted in the energy-saving and environmental protection sector[21]