欧盟碳市场行情简报(2026年第53期)-20260327

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - EUA prices have turned down due to the expected increase in supply. The EUA futures settlement price was 70.74 euros/ton, a decrease of 0.67%, with a trading volume of 36,200 lots (an increase of 0.65). The signal strength of the strategy is 0 (0 means empty position, ±1 means slightly long/short, ±2 means long/short) [1]. 3. Summary according to Related Catalogs 3.1 Market Conditions - Primary Market: The auction price and bid - cover ratio are not available [1]. - Secondary Market: The EUA futures settlement price was 70.74 euros/ton, down 0.67%, and the trading volume was 36,200 lots, up 0.65. The spot settlement price on March 25, 2026, was 69.77 euros/ton, down 0.69%, and the spot trading volume was 5,801 lots, up 1.48% [1][3]. 3.2 Strategy - The signal strength is 0 (0 means empty position, ±1 means slightly long/short, ±2 means long/short) [1]. 3.3 Logic - Positive Factors: Germany hopes to significantly reduce its dependence on fossil fuel imports and narrow the climate gap [1]. - Negative Factors: The latest CoT report shows that investment funds' net long positions have decreased by 6.24 million tons; the EU plans to announce measures next week to keep EUAs that would otherwise be cancelled in the market to suppress a sharp rise in carbon prices [2]. 3.4 Other Information - The cease - fire clue has reduced the risk premium, and the TTF price has fallen but remains at a high level [3].