会议由民进中央宣传部部长毛梦溪主持。民进中央参政议政部副部长林海介绍了民进中央2025年两会提 案办理答复情况、提案工作主要做法、2026年相关建言的准备情况及推荐采访委员情况。 据介绍，民进中央今年共收到建言素材567件，计划提交全国政协十四届四次会议74件，其中以民进中 央名义提交46件，以民进界别名义提交28件。 2月27日，民进中央与媒体座谈暨两会新闻通气会在北京召开。民进中央副主席王刚出席会议并讲话。 王刚介绍了民进中央2025年履职情况和2026年重点工作安排。他表示，2026年是"十五五"开局之年，民 进全会将坚持以习近平新时代中国特色社会主义思想为指导，深入学习贯彻中共二十届四中全会精神和 中共中央致庆祝民进成立80周年大会贺词精神，全面加强自身建设，围绕大局履职尽责。 场。民进中央供图 活动现 相关建言素材均紧紧围绕"十五五"规划的贯彻落实。其中，教育领域11件，聚焦加强托幼一体化服务、 推动西部地区义务教育优质均衡发展等；文化领域4件，聚焦繁荣互联网条件下新大众文艺、加强革命 文物历史环境保护等；出版传媒领域2件，聚焦加快一流中文期刊建设、强化网络空间语言文字综合治 理等；科技医卫领域8件 ...

Core Viewpoint - The Ministry of Ecology and Environment has issued a notification detailing the responsibilities and obligations of key emission units in the carbon emission trading market, which will include the power generation, steel, cement, and aluminum smelting industries by 2026, as part of China's dual carbon goals [1][2]. Group 1: Key Emission Units and Coverage - By 2026, the carbon market will include approximately 3,700 key emission units, covering around 8 billion tons of carbon emissions, which accounts for over 60% of the national carbon emissions [2]. - The eight key industries, including power generation, steel, construction materials, non-ferrous metals, petrochemicals, chemicals, paper, and aviation, contribute to about 75% of China's carbon dioxide emissions [2][5]. Group 2: Compliance Requirements - The four core industries (power generation, steel, cement, aluminum smelting) must complete a full compliance process, including listing, monthly verification, annual reporting, and quota management [2][4]. - The notification outlines specific deadlines for key emission units, such as the publication of the 2027 key emission unit list by October 31, 2026, and the submission of greenhouse gas emission reports by March 31, 2026 [3][4]. Group 3: Additional Industry Management - Industries like petrochemicals and chemicals are required to submit annual emission reports but are not yet involved in quota trading and compliance [5]. - Companies in these sectors with annual emissions of 26,000 tons of CO2 equivalent must participate in the annual reporting process, with the same reporting deadline of March 31, 2026 [5][6]. Group 4: Future Preparedness - Industries not yet included in the carbon market should focus on preparing for future compliance by enhancing their reporting and verification capabilities [6]. - It is recommended that these companies establish carbon asset management departments and develop carbon reduction plans to ensure readiness for future inclusion in the carbon market [6].

Market Overview - The national carbon market opened and closed at a price of 78.70 yuan/ton, remaining unchanged from the previous day [1][4] - There were no listed agreement transactions today; however, the bulk agreement transaction volume was 500,000 tons, with a transaction value of 32,370,000 yuan [1][5] Transaction Data - The total transaction volume of carbon emission allowances from January 1, 2026, to February 12, 2026, reached 13,453,905 tons, with a total transaction value of 986,094,251.80 yuan [1] - As of February 12, 2026, the cumulative transaction volume of carbon emission allowances in the national market was 878,320,425 tons, with a cumulative transaction value of 58,648,712,483.37 yuan [1]

Group 1: Report Information - Report Title: National Carbon Market Market Briefing (Issue 26, 2026) [1] - Release Date: February 10, 2026 [3] Group 2: Investment Rating - Not provided Group 3: Core Views - CEA price fluctuates in a narrow range, with shrinking trading volume and turnover, and reduced participation. The price is above the short - and medium - term moving averages, showing a strong trend [4] - CCER price is stable and slightly strong, with a decline in trading volume. Recently, some sellers plan to sign large - scale long - term contracts [5] - The Ministry of Ecology and Environment issued the "Notice on Doing a Good Job in the Relevant Work of the National Carbon Emission Trading Market in 2026", determining the time points for the pre - allocation and verification of quotas for the existing four major industries [5] Group 4: Market Quotes CEA - Today, the listed volume is 33,000 tons, and the bulk volume is 400,000 tons. The average listed trading price is 80.54 yuan/ton (-0.10%) [4] - For different years' CEA, the closing prices range from 74.00 to 81.00 yuan/ton, with most having a 0.00% daily change except CEA25 with -0.07%. The total trading volume of CEA23 is 760,000 tons, CEA24 is 500,000 tons, and CEA25 is 4.2 million tons. The total trading amount of CEA23 is 33.05 million yuan, CEA24 is 620,000 yuan, and CEA25 is 400,000 yuan [7][8] CCER - The listed agreement trading volume is 10,000 tons, and the average trading price is 87.99 yuan/ton (1.28%) [4] - The trading volume is 10,000 tons, the average trading price is 87.99 yuan/ton, the trading amount is 881,700 yuan, the daily increase is 1.28%, and the premium rate is 9.25% [8]

今日全国碳市场综合价格行情为： 开盘价80元/吨，最高价82元/吨，最低价78元/吨，收盘价80.56元/ 吨，收盘价较前一日上涨5.81%。今日挂牌协议交易成交量13.17万吨，成交额1061.58万元；大宗协议 交易成交量40万吨，成交额3144万元；今日无单向竞价。今日全国碳排放配额 总成交量53.17万吨，总 成交额4205.58万元。2026年1月1日至2月9日，全国碳市场碳排放配额成交量1220.13万吨，成交额8.94 亿元。截至2026年2月9日，全国碳市场碳排放配额累计成交量8.77亿吨，累计成交额585.57亿元。 ...

Core Insights - The national carbon market opened and closed at a price of 78.74 yuan/ton, remaining unchanged from the previous day [1][2] - No listed agreement transactions occurred today, while bulk agreement transactions had a volume of 100,000 tons and a total transaction value of 7,850,000 yuan [1][3] - The total transaction volume of carbon emission allowances from January 1, 2026, to February 5, 2026, reached 11,136,949 tons, with a total transaction value of 810,649,520.80 yuan [1] - Cumulatively, as of February 5, 2026, the total transaction volume of carbon emission allowances in the national market was 876,003,469 tons, with a cumulative transaction value of 58,473,267,752.37 yuan [1] Market Performance - The opening price was 78.74 yuan/ton, with no recorded highest or lowest prices for the day [2] - The price change for the day was 0.00%, indicating stability in the market [2] - The daily transaction value was 7,850,000 yuan, with a total transaction volume of 100,000 tons [3] Historical Data - The cumulative transaction volume for carbon emission allowances has reached 876,003,469 tons, with a cumulative transaction value of 58,473,267,752.37 yuan as of February 5, 2026 [1] - The market has seen various transaction methods, including listed agreement transactions and bulk agreement transactions, contributing to the overall market dynamics [3]

今日全国碳市场综合价格行情为：开盘价81元/吨，最高价81元/吨，最低价79元/吨，收盘价81元/吨， 收盘价较前一日上涨2.53%。今日挂牌协议交易成交量19010吨，成交额153.98万元；今日无大宗协议交 易；今日无单向竞价。今日全国碳排放配额 总成交量19010吨，总成交额153.98万元。2026年1月1日至2 月2日，全国碳市场碳排放配额成交量1095.4万吨，成交额7.96亿元。截至2026年2月2日，全国碳市场碳 排放配额累计成交量8.76亿吨，累计成交额584.59亿元。 ...

| 名 称 | 价 格 | 单 位 | | --- | --- | --- | | 开 盘 | 79. 00 | 元/吨 | | 最 高 | 79. 00 | 元/吨 | | 最 低 | 79. 00 | 元/吨 | | 收 盘 | 79. 00 | 元/吨 | | 涨 幅 | 0.64% | | 截至2026年1月30日，全国碳市场碳排放配额累计成交量875,801,529吨，累计成交额58,457,348,473.37元。 新华财经北京1月30日电据微信公众号"全国碳交易"，1月30日全国碳市场综合价格行情为开盘价79.00元／吨，最高价79.00元／吨，最低价79.00元／吨， 收盘价79.00元／吨，收盘价较前一日上涨0.64%。 今日挂牌协议交易成交量100吨，成交额7,900.00元；大宗协议交易成交量100,000吨，成交额8,040,000.00元；今日无单向竞价。 今日全国碳排放配额总成交量100,100吨，总成交额8,047,900.00元。 2026年1月1日至1月30日，全国碳市场碳排放配额成交量10,935,009吨，成交额794,730,241.80元。 | 各年度 | | | 开 ...

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - CEA trading volume has recovered and prices remained stable, while CCER has returned to a "discount" state [4] - Sellers have a low willingness to sell, while buyers' procurement funds have gradually arrived and their procurement willingness has emerged [4] - For CEA, most transactions are internal knock - outs within groups, and the price reference is limited; for CCER, the number of deliverable spot goods is small and the quotes are high [5] 3. Summary by Related Catalogs CEA Market - **Trading Volume**: The listed trading volume is 148,000 tons, and the large - scale trading volume is 500,000 tons. The total trading volume of CEA24 is 200,500 tons, and that of CEA25 is 447,600 tons [4][7] - **Price**: The listed average transaction price is 78.57 yuan/ton, with a change of 0.12%. The closing prices of CEA19 - 20 to CEA25 range from 70.00 to 79.00 yuan/ton, and the large - scale average transaction prices of CEA24 and CEA25 are 81.00 yuan/ton and 75.79 yuan/ton respectively [4][7] - **Price Change**: The price changes of CEA19 - 20 to CEA23 are 0.00%, and those of CEA24 and CEA25 are 1.28% and 0.11% respectively [7] CCER Market - **Trading Volume**: The listed agreement trading volume is 20,000 tons [4] - **Price**: The average transaction price is 75.00 yuan/ton, with a change of 8.23% [4] - **Transaction Amount**: The transaction amount is 1.13 million yuan, and the premium rate is - 4.54% [8]

Core Viewpoint - The national carbon market in China has shown a price increase, with the closing price rising by 4.83% compared to the previous day, indicating a positive trend in carbon trading [1] Trading Data Summary - The opening price of carbon emissions allowances was 81 yuan per ton, with the highest and lowest prices also at 81 yuan per ton, and the closing price remaining at 81 yuan per ton [1] - The total trading volume for the day was 45.82 million tons, with a total transaction value of 36.7356 million yuan [1] - The agreement trading volume was 58,236 tons, generating a transaction value of 4.6356 million yuan, while bulk agreement trading accounted for 400,000 tons with a transaction value of 32.1 million yuan [1] Cumulative Trading Data - From January 1 to January 23, 2026, the total trading volume of carbon emissions allowances reached 10.0729 million tons, with a total transaction value of 72.7 million yuan [1] - As of January 23, 2026, the cumulative trading volume in the national carbon market has reached 875 million tons, with a cumulative transaction value of 58.39 billion yuan [1]