全国碳市场行情简报(2026年第26期)-20260211

Group 1: Report Information - Report Title: National Carbon Market Market Briefing (Issue 26, 2026) [1] - Release Date: February 10, 2026 [3] Group 2: Investment Rating - Not provided Group 3: Core Views - CEA price fluctuates in a narrow range, with shrinking trading volume and turnover, and reduced participation. The price is above the short - and medium - term moving averages, showing a strong trend [4] - CCER price is stable and slightly strong, with a decline in trading volume. Recently, some sellers plan to sign large - scale long - term contracts [5] - The Ministry of Ecology and Environment issued the "Notice on Doing a Good Job in the Relevant Work of the National Carbon Emission Trading Market in 2026", determining the time points for the pre - allocation and verification of quotas for the existing four major industries [5] Group 4: Market Quotes CEA - Today, the listed volume is 33,000 tons, and the bulk volume is 400,000 tons. The average listed trading price is 80.54 yuan/ton (-0.10%) [4] - For different years' CEA, the closing prices range from 74.00 to 81.00 yuan/ton, with most having a 0.00% daily change except CEA25 with -0.07%. The total trading volume of CEA23 is 760,000 tons, CEA24 is 500,000 tons, and CEA25 is 4.2 million tons. The total trading amount of CEA23 is 33.05 million yuan, CEA24 is 620,000 yuan, and CEA25 is 400,000 yuan [7][8] CCER - The listed agreement trading volume is 10,000 tons, and the average trading price is 87.99 yuan/ton (1.28%) [4] - The trading volume is 10,000 tons, the average trading price is 87.99 yuan/ton, the trading amount is 881,700 yuan, the daily increase is 1.28%, and the premium rate is 9.25% [8]