欧盟碳市场行情简报（2026年第17期）-20260128

1. Report's Industry Investment Rating - Not available in the provided content 2. Core View of the Report - The EU carbon market is facing a situation where the EU Allowance (EUA) has fallen from its high due to lingering concerns about tariffs [2]. 3. Summary According to Relevant Catalogs Market Conditions - Primary Market: The auction price is 86.4 euros/ton, a decrease of 1.27%, and the bid - cover ratio is 1.48 [2]. - Secondary Market: The EUA futures settlement price is 87.13 euros/ton, a decrease of 1.44%, with a trading volume of 37,000 lots (increase of 0.93 lots). The spot settlement price is 85.23 euros/ton, a decrease of 1.42%, and the spot trading volume is 1,799 lots (decrease of 4,767 lots), and the container shipping carbon cost is 30.34 US dollars/TEU, accounting for 1.90% of the freight [2][3]. Strategy Core Logic - Positive Factors: No new positive factors [2]. - Negative Factors: No new negative factors [2]. - Other Factors: The European Parliament will re - examine the EU - US trade agreement next week, and Europe has agreed to significantly increase the deployment of North Sea turbines, aiming to reach 100 gigawatts by 2050 [2].