Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View - The tariff storm has subsided, and EUA has returned to the fundamental situation [1] 3. Summary by Relevant Catalogs Market Conditions - The primary market: The auction price is 87.51 euros/ton (1.11%), and the bid coverage ratio is 2.42 [2] - The secondary market: The EUA futures settlement price is 88.4 euros/ton (-0.08%), and the trading volume is 27,700 lots (-2.39) [2] Strategy - Signal strength: 1 (0 means short position, ±1 means bullish/bearish, ±2 means long/short) - Bullish factors: The continuous cold weather in northern and central Europe has pushed up the heating demand, the regional competition of LNG has intensified, and TTF is operating strongly [3] - Bearish factors: No new ones [3] Charts - The report provides multiple charts, including EUA's latest auction market information, auction price trend - seasonal chart, auction bid coverage ratio - seasonal chart, EUA futures and spot market information, EUA futures and spot prices and basis, and December contract position - seasonal chart [5][6]
欧盟碳市场行情简报(2026年第16期)-20260126
Guo Tai Jun An Qi Huo·2026-01-26 12:50