碳市场数据报告

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The report presents carbon market data including prices, price changes, and trading volumes of CEA, CCER, and EUA, along with seasonal analyses and policy updates [2][10][15] 3. Summary by Related Catalogs CEA Market - CEA Price and Volume Data: As of February 11, 2026, the latest price of CEA挂牌 is 78.70 yuan/ton with a -2.24% daily price increase and a 5.45% cumulative price increase in 2026. The daily trading volume is 20,000 tons, and the cumulative trading volume in 2026 is 162.89 million tons with a 57.05% year - on - year increase. CEA大宗 has a price of 78.63 yuan/ton, a 0.04% daily price increase, a 2.92% cumulative price increase in 2026, a daily trading volume of 300,000 tons, and a cumulative trading volume of 1.133 billion tons with a 403.33% year - on - year increase [2] - CEA Seasonal Analysis: Seasonal analyses of CEA price and cumulative trading volume are presented, showing price and volume trends over different time periods [3][5] CCER Market - CCER Price and Volume Data: As of February 11, 2026, the latest price of CCER挂牌 is 86.33 yuan/ton with a -1.89% daily price increase and a 1.56% cumulative price increase in 2026. The daily trading volume is 37,340 tons, and the cumulative trading volume in 2026 is 138.81 million tons [2] EUA Market - EUA Price and Volume Data: As of February 10, 2026, the daily settlement price of EUA: continuous contract is 77.32 euros/ton with a -3.10% daily price increase and a -9.44% cumulative price increase in 2026. The daily trading volume is 45,000 tons, and the cumulative trading volume in 2026 is 23.469 million tons with a -30.61% year - on - year increase. EUA: spot: 2021 - 2030 has a price of 77.24 euros/ton, a -3.09% daily price increase, a -9.26% cumulative price increase in 2026, a daily trading volume of 101,000 tons, and a cumulative trading volume of 2.095 million tons with a -6.97% year - on - year increase [10] - EUA Seasonal Analysis: A seasonal analysis of EUA price is presented, showing price trends over different time periods [11] Policy Updates - Domestic Policy: On February 9, 2026, the Ministry of Ecology and Environment issued a notice requiring the power generation, steel, aluminum smelting, and cement industries to complete relevant compliance work on time. The petrochemical, chemical, building materials, and other industries only need to report emissions [15] - International Policy: On February 10, 2026, the European Parliament voted to pass a new climate target, aiming to reduce greenhouse gas emissions by 90% compared to the 1990 level by 2040 to achieve carbon neutrality by 2050 [15] 2026 Work Arrangements - The work arrangements for the national carbon emission trading market in 2026 include tasks such as emission report submission, verification, quota allocation, and compliance for the power generation, steel, cement, and aluminum smelting industries [16]