金十期货6月16日讯，今日全国碳市场综合价格行情为:开盘价71.16元/吨，最高价72.90元/吨，最低价 69.00元/吨，收盘价69.03元/吨，收盘价较前一日下跌2.72%。今日挂牌协议交易成交量87148吨，成交 额6370909.20元；大宗协议交易成交量160000吨，成交额11046400.00元。今日全国碳排放配额总成交量 247148吨，总成交额17417309.20元。 （全国碳交易） 今日全国碳市场收盘价69.03元/吨，较前一日下跌2.72% ...

Core Insights - The national carbon market's comprehensive price today opened at 67.10 yuan/ton, peaked at 67.88 yuan/ton, and closed at 67.67 yuan/ton, reflecting a slight decrease of 0.01% from the previous day [1] Trading Volume and Revenue - The total trading volume for the day was 1,016,716 tons, with a total transaction value of 70,140,406 yuan [1] - The agreement trading volume was 26,716 tons, generating a transaction value of 1,832,406 yuan, while the bulk agreement trading volume reached 990,000 tons with a transaction value of 68,308,000 yuan [1] Cumulative Data - From January 1 to June 10, 2025, the total carbon emission allowance trading volume was 26,646,432 tons, with a total transaction value of 2,016,522,111.32 yuan [1] - As of June 10, 2025, the cumulative trading volume in the national carbon market reached 656,915,096 tons, with a cumulative transaction value of 45,049,249,214.83 yuan [1]

Core Insights - The national carbon market's comprehensive price today opened at 67.12 yuan/ton, reached a high of 68.86 yuan/ton, and closed at 67.90 yuan/ton, reflecting an increase of 0.27% compared to the previous day [1] - The total trading volume of carbon emission allowances today was 1,268,612 tons, with a total transaction value of 86,900,004.12 yuan [1] - From January 1 to June 6, 2025, the total trading volume of carbon emission allowances in the national carbon market was 24,960,504 tons, amounting to 1,900,351,077.32 yuan [1] - As of June 6, 2025, the cumulative trading volume of carbon emission allowances in the national carbon market reached 655,229,168 tons, with a cumulative transaction value of 44,933,078,180.83 yuan [1]

Core Insights - The national carbon market's comprehensive price today opened at 69.47 CNY/ton, with a closing price of 69.41 CNY/ton, reflecting a decrease of 0.72% from the previous day [1] Trading Volume and Revenue - The total trading volume for the day was 576,358 tons, with a total transaction value of 41,899,119.30 CNY [1] - The agreement trading volume was 156,358 tons, generating a transaction value of 11,010,119.30 CNY, while the bulk agreement trading volume was 420,000 tons, with a transaction value of 30,889,000.00 CNY [1] Cumulative Data - From January 1 to May 23, 2025, the total carbon emission allowance trading volume reached 20,617,856 tons, with a total transaction value of 1,605,462,172.61 CNY [1] - As of May 23, 2025, the cumulative trading volume in the national carbon market was 650,886,520 tons, with a cumulative transaction value of 44,638,189,276.12 CNY [1]

金十期货5月23日讯，今日全国碳市场综合价格行情为:开盘价69.47元/吨，最高价69.54元/吨，最低价 69.36元/吨，收盘价69.41元/吨，收盘价较前一日下跌0.72%。今日挂牌协议交易成交量156358吨，成交 额11010119.30元；大宗协议交易成交量420000吨，成交额30889000.00元。今日全国碳排放配额总成交 量576358吨，总成交额41899119.30元。2025年1月1日至5月23日，全国碳市场碳排放配额成交量 20617856吨，成交额1605462172.61元。 （全国碳交易） 今日全国碳市场收盘价69.41元/吨，较前一日下跌0.72% ...

今日全国碳市场综合价格行情为:开盘价70.51元/吨，最高价70.51元/吨，最低价70.29元/吨，收盘价 70.31元/吨，收盘价较前一日下跌0.04%。今日挂牌协议交易成交量353315吨，成交额25072250.00元； 大宗协议交易成交量786111吨，成交额56012426.70元。今日全国碳排放配额总成交量1139426吨，总成 交额81084676.70元。(全国碳交易) ...

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The trading enthusiasm in the national carbon market reached a new high this year, and the comprehensive price of CEA remained firm [4]. - It is recommended that enterprises with quota gaps make batch purchases at low prices before the end of August [5]. - The remaining 40% of mandatory circulation quotas in 2025 can only meet part of the market demand, and about 0.4 - 0.5 billion tons of market demand may be met by the voluntary sales of surplus enterprises [6]. - After the CEA price dropped to around 70 yuan/ton, both rigid and speculative demands emerged, and the trading enthusiasm reached a new high this year. The bottom price of CEA in May may be raised to 60 - 65 yuan/ton. If the selling time of surplus enterprises is postponed, the lower the price bottom, the more limited the rebound height. If the single - day trading volume can significantly increase, the upward momentum may appear at the end of the third quarter [7]. 3. Summary by Relevant Catalogs CEA Market - **Prices**: The closing prices of CEA19 - 20, CEA21, CEA22, CEA23, and CEA24 were 69.60 yuan/ton, 70.50 yuan/ton, 69.60 yuan/ton, 70.50 yuan/ton, and 70.50 yuan/ton respectively, with the CEA23 having a decline of - 0.01%. The new - old price differences were 0.90 yuan/ton, - 0.90 yuan/ton, 0.90 yuan/ton, and 0.00 yuan/ton respectively. The bulk transaction average price of CEA23 was 91.60 yuan/ton, and that of CEA24 was 70.37 yuan/ton [9]. - **Trading Volume**: The total trading volumes of CEA19 - 20, CEA21, CEA22, CEA23, and CEA24 were 0.00 million tons, 0.07 million tons, 0.00 million tons, 37.38 million tons, and 174.17 million tons respectively. The trading volumes of the listing agreement were 0.00 million tons, 0.07 million tons, 0.00 million tons, 2.59 million tons, and 30.75 million tons respectively, and the bulk agreement trading volumes were 34.79 million tons, 0.00 million tons, 0.00 million tons, 0.00 million tons, and 143.42 million tons respectively [9][10]. - **Total Transaction Amount**: The total transaction amounts of CEA19 - 20, CEA21, CEA22, CEA23, and CEA24 were 122603100 yuan, 33694800 yuan, 0.00 yuan, 52800 yuan, and 0.00 yuan respectively [10]. CCER Market - The average transaction price was 92.00 yuan/ton with a 0.00% change. The transaction amount was 0.22 million yuan, the trading volume was 0.00 million tons, and the cumulative trading volume was 175.00 million tons [11].

今日全国碳排放配额总成交量2,116,249吨，总成交额156,350,711.60元。 2025年1月1日至5月13日，全国碳市场碳排放配额成交量15,987,911吨，成交额1,278,621,099.64元。 今日全国碳市场综合价格行情为：开盘价70.14元/吨，最高价70.34元/吨，最低价70.00元/吨，收盘价 70.14元/吨，收盘价与前一日持平。 今日挂牌协议交易成交量334,151吨，成交额23,558,138.50元；大宗协议交易成交量1,782,098吨，成交额 132,792,573.10元。 截至2025年5月13日，全国碳市场碳排放配额累计成交量646,256,575吨，累计成交额44,311,348,203.15 元。 ...

2025年1月1日至5月12日，全国碳市场碳排放配额成交量13,871,662吨，成交额1,122,270,388.04元。 截至2025年5月12日，全国碳市场碳排放配额累计成交量644,140,326吨，累计成交额44,154,997,491.55 元。 今日全国碳排放配额总成交量325,608吨，总成交额23,055,914.00元。 "全国碳交易"微信公众号消息，今日全国碳市场综合价格行情为：开盘价70.02元/吨，最高价70.24元/ 吨，最低价69.96元/吨，收盘价70.14元/吨，收盘价较前一日上涨0.40%。 今日挂牌协议交易成交量125,608吨，成交额8,855,914.00元；大宗协议交易成交量200,000吨，成交额 14,200,000.00元。 ...

Group 1: Investment Rating - No investment rating information is provided in the report Group 2: Core Views - The remaining 40% of mandatory circulation quotas in 2025 can only meet part of the market demand, and about 0.4 - 0.5 billion tons of market demand may be met by the voluntary sales of surplus enterprises [3] - The new industries included in 2024 have no quota gap for compliance, and the gap in the national carbon market may be slightly adjusted downwards, but the impact on the supply - demand balance is limited; the expansion plan brings short - term emotional bearishness, which may accelerate the release of mandatory circulation quotas, and the bottom range of the CEA comprehensive price in May is 50 - 60 yuan/ton [4] - The exhaustion node of mandatory circulation quotas is postponed, and the upward momentum may appear at the end of the third quarter and the beginning of the fourth quarter; if the selling node of surplus enterprises continues to move backward, the lower the price bottom, the more limited the rebound height [4] - It is recommended that enterprises with quota gaps wait and see temporarily and purchase when the price drops to a suitable level [3] Group 3: Summary by Related Catalogs Carbon Market Supply and Demand - The remaining 40% of mandatory circulation quotas in 2025 can only meet part of the market demand, and about 0.4 - 0.5 billion tons of market demand may be met by the voluntary sales of surplus enterprises [3] Price Forecast - The new industries included in 2024 have no quota gap for compliance, and the gap in the national carbon market may be slightly adjusted downwards, but the impact on the supply - demand balance is limited; the expansion plan brings short - term emotional bearishness, which may accelerate the release of mandatory circulation quotas, and the bottom range of the CEA comprehensive price in May is 50 - 60 yuan/ton [4] - The exhaustion node of mandatory circulation quotas is postponed, and the upward momentum may appear at the end of the third quarter and the beginning of the fourth quarter; if the selling node of surplus enterprises continues to move backward, the lower the price bottom, the more limited the rebound height [4] Investment Strategy - It is recommended that enterprises with quota gaps wait and see temporarily and purchase when the price drops to a suitable level [3] Market Quotes - For CEA, CEA23 is temporarily stable, CEA24 continues to rebound, and the rest decline to make up for losses; the volume of listed trading is 10.60 million tons, and the volume of bulk trading is 15.00 million tons [10] - For CCER, the volume of listed agreement trading is 4.00 million tons, and the average transaction price is 90.00 yuan/ton (-1.11%) [8][10] Price and Volume Details of Different Years of CEA | Year | Closing Price (yuan/ton) | Change (%) | New - Old Price Difference (yuan/ton) | Bulk Transaction Average Price (yuan/ton) | Total Transaction Volume (million tons) | Listed Agreement Transaction Volume (million tons) | Bulk Agreement Transaction Volume (million tons) | Total Transaction Amount (ten thousand yuan) | | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | | CEA19 - 20 | 69.60 | -4.66% | | N/A | 0.24 | 0.24 | 0.00 | 1329.41 | | CEA21 | 69.60 | -1.28% | 0.00 | N/A | 0.22 | 0.22 | 0.00 | 15.00 | | CEA22 | 69.60 | -4.66% | 0.00 | N/A | 0.26 | 0.26 | 15.00 | 408.72 | | CEA23 | 69.70 | 0.04% | 0.10 | 69.50 | 19.12 | 4.12 | 15.00 | 16.78 | | CEA24 | 70.81 | 0.31% | 1.11 | N/A | 5.77 | 5.77 | 0.00 | 17.86 | [6][7] CCER Transaction Information - The average transaction price is 90.00 yuan/ton (-1.11%), the transaction amount is 360.00 ten thousand yuan, the transaction volume is 4.00 million tons, and the cumulative transaction volume is 174.99 million tons [8]