碳市场周报-20251017

Group 1: Report General Information - Report name: Carbon Market Weekly Report [2] - Date: October 17, 2025 [2] Group 2: Research Team - Energy and Chemical Research Team includes researchers for different areas such as crude oil and fuel (Li Jie, CFA), PTA/MEG (Ren Junchi), industrial silicon/polycrystalline silicon (Peng Haozhou), polyolefins (Peng Jinglin), and pulp (Liu Youran) [3] Group 3: Carbon Market Weekly Overview - In the third week of October, the national carbon market carbon quota price continued to decline. The weekly price was 53.99 yuan/ton, with a weekly decline of 7.23% [4] - The expected buying price of national carbon emission allowances (CEA) in October 2025 is 55.39 yuan/ton, the selling price is 60.63 yuan/ton, and the mid - price is 58.00 yuan/ton [4] - The expected buying price of national carbon emission allowances (CEA) in December 2025 is 62.10 yuan/ton, the selling price is 70.45 yuan/ton, and the mid - price is 66.28 yuan/ton [4] - The expected buying price of China Certified Emission Reduction (CCER) in October 2025 is 69.00 yuan/ton, the selling price is 76.83 yuan/ton, and the mid - price is 72.92 yuan/ton [4] Group 4: Market News - On September 24, 2025, at the China Carbon Market Conference, Deputy Minister Li Gao of the Ministry of Ecology and Environment released the "National Carbon Market Development Report (2025)", introducing the progress and achievements of the national carbon market since 2024. The Ministry will speed up the construction of a unified national carbon market, improve the system, expand the coverage, enhance market vitality, enrich trading varieties, and strengthen international cooperation [6] - Minister Huang Runqiu reported on China's work on climate change response, carbon peaking, and carbon neutrality. Although significant achievements have been made, challenges remain in green and low - carbon transformation. Some localities are still blindly launching "two high" (high - energy - consuming and high - polluting) projects, which is contrary to the goal of carbon peaking by 2030 [6]