欧盟碳市场行情简报（2026年第52期）-20260326

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The EU carbon market's EUA continues to rebound. Trump's peace plan is a positive factor, and there are no new negative factors. The EU Commission has removed the release date of the long - awaited EU ban on Russian oil import proposal from its temporary agenda [1][2] 3. Summary According to Relevant Catalogs Latest Market Conditions - Primary Market: The auction price is 67.06 euros/ton (3.65% increase), and the bid - cover ratio is 1.55. On March 24, 2026, the EUA auction volume was 271.25 tons, and the auction revenue was 18,190,000 euros [1][3] - Secondary Market: The EUA futures settlement price is 71.22 euros/ton (2.83% increase), with a trading volume of 29,700 lots (-0.82). The spot settlement price on March 24, 2026, was 69.77 euros/ton (2.77% increase), and the spot trading volume decreased by 1,813 lots [1][4] Strategy - The signal strength is 0 (0 means empty position, ±1 means slightly long/short, ±2 means long/short) [1] Core Logic - Positive Factors: Trump issued a peace plan while opening "non - hostile" oil tankers to Iran [1] - Negative Factors: There are no new negative factors [1] - Other Information: The EU Commission removed the release date of the EU ban on Russian oil import proposal from its temporary agenda, originally planned to be announced on April 15 [2]