欧盟碳市场行情简报(2026年第52期)-20260326

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core View of the Report - EUA continues to rebound due to Trump's peace plan [1] - The signal strength of the strategy is 0 (0 means empty position, ±1 means bullish/bearish, ±2 means long/short) [1] - The bullish factor is that Trump issued a peace plan while opening "non - hostile" oil tankers to Iran, and there is no new bearish factor [1] Group 3: Summary by Related Catalogs Market Conditions - In the primary market, the auction price is 67.06 euros/ton (up 3.65%), and the bid - cover ratio is 1.55. In the secondary market, the EUA futures settlement price is 71.22 euros/ton (up 2.83%), with a trading volume of 29,700 lots (down 0.82) [1] - On March 24, 2026, the EUA auction price was 67.06 euros/ton, the CBAM certificate price was 65.22 euros/ton, the auction volume was 271,250 tons, the bid - cover ratio was 1.55, and the auction revenue was 181.9 million euros. On March 23, 2026, the EUA auction price was 69.71 euros/ton, the CBAM certificate price was 64.70 euros/ton, the auction volume was 271,250 tons, the bid - cover ratio was 1.37, and the auction revenue was 175.5 million euros [3] - On March 24, 2026, the EUA futures settlement price was 71.22 euros/ton (up 2.83%), the trading volume was 29,700 lots (down 0.82), and the open interest was 340,200 lots. The spot settlement price was 69.77 euros/ton (up 2.77%), the trading volume was 24,280 lots (down 1,813), the container shipping carbon cost was 2,594 US dollars/TEU, and the freight cost ratio was 1.48% [4] Other Information - The European Commission removed the long - awaited proposal to ban Russian oil imports from its temporary agenda on Tuesday, and the original plan was to announce the proposal on April 15 [2]