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欧盟碳市场行情简报(2025年第171期)-20250929
Guo Tai Jun An Qi Huo·2025-09-29 11:24

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The market contradictions are not prominent, and the EUA price is oscillating at a high level. The recommended strategy is to lightly short at high prices. There are no new factors on the bullish, bearish, or other fronts [2]. 3. Summary by Relevant Content Market Conditions - Primary Market: The EUA auction price was 75.56 euros/ton, a decrease of 0.05%, and the bid - cover ratio was 1.08. On September 25, 2025, the auction volume was 326,800 tons, and the auction revenue was 246.93 million euros [2][4]. - Secondary Market: The EUA futures settlement price was 75.76 euros/ton, a decrease of 0.34%, and the trading volume was 25,400 lots, an increase of 0.33. The spot settlement price was 75.61 euros/ton, a decrease of 0.33%, and the spot trading volume was 1,313 lots [2][5]. Strategy The recommended strategy is to lightly short at high prices [2]. Factors Affecting the Market There are no new bullish, bearish, or other factors affecting the market [2].