欧盟碳市场行情简报(2026年第1期)-20260106

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Views of the Report - The cold wave supports the strengthening of EUA prices [1] - There are no new positive factors, and the primary (auction) market will restart on January 7, 2026, which is a negative factor [2] Group 3: Summary by Relevant Catalogs Market Conditions - Primary market: Auction price and bid - cover ratio are not available [1] - Secondary market: EUA futures settled at 88.31 euros/ton (up 1.08%), with a trading volume of 15,800 lots [1] EUA Auction Information - On January 2, 2026, the EUA auction volume was 0.00 million tons, the auction price was 84.60 euros/ton, CBAM certificate price was not available, auction revenue was not available, and the bid - cover ratio was 0 [5] - On December 31, 2025, the EUA auction volume was 0.00 million tons, the auction price was 84.60 euros/ton, CBAM certificate price was not available, auction revenue was not available, and the bid - cover ratio was 0 [5] EUA Futures and Spot Information - On December 31, 2025, the EUA futures settlement price was 87.37 euros/ton, and on January 2, 2026, it was 88.31 euros/ton (up 1.08%); the trading volume on January 2, 2026, was 1.58 million lots [5] - On December 31, 2025, the EUA spot settlement price was 85.24 euros/ton, and on January 2, 2026, it was 86.22 euros/ton (up 1.15%); the trading volume on January 2, 2026, was 778 lots [5] Strategy - Today's signal strength is 1 (0 means empty position, ±1 means bullish/bearish bias, ±2 means bullish/bearish) [1]