欧盟碳市场行情简报(2025年第189期)-20251103

1. Report Industry Investment Rating - Not provided in the report 2. Core View of the Report - The fundamental contradictions are not prominent, and EUA maintains a narrow - range oscillation. The recommended strategy is to lightly short at high prices. There are no new positive or negative factors [1] 3. Summary by Relevant Catalog Market Conditions - Primary Market: The auction price is 78.71 euros/ton (up 0.20%), and the bid - cover ratio is 1.6 [1] - Secondary Market: The EUA futures settlement price is 78.67 euros/ton (down 0.18%), with a trading volume of 22,200 lots (up 0.05) [1] Other Information - Multiple European truck manufacturers have written to the European Commission, requesting the relaxation of CO₂ emission targets for heavy - duty vehicles, stating that the current targets are "difficult to achieve" [1][2]