⑷ 波兰11月12日拍卖216.25万吨配额，价格81.5欧元，覆盖比率为1.70倍。 ⑸ 当前碳价稳定在80欧元以上区间，反映欧盟碳排放交易体系保持良好运行状态。 ⑹ 连续三次拍卖覆盖比率均高于1.5倍，表明机构对碳配额资产的配置需求持续存在。 ⑺ 碳价在80欧元上方的稳固走势，为欧洲绿色转型项目提供了明确的价格信号。 ⑻ 市场参与者正密切关注后续配额发放节奏，任何政策调整都可能影响碳价运行区间 来源：市场资讯 （来源：易碳家） ⑴ 欧盟周四在EEX交易所成功拍卖326.8万吨现货碳配额，成交价格为每吨81.16欧元。 ⑵ 此次拍卖覆盖比率达到1.68倍，显示市场对碳配额保持稳定需求。 ⑶ 与近期历史拍卖相比，德国11月14日拍卖169.1万吨配额，价格80.9欧元，覆盖比率2.17倍。 来源：汇通财经 (易碳家) ...

Group 1 - The European chemical and petrochemical industry is facing a "multiple crisis" due to weak domestic demand and significant new capacities being built overseas [1] - The market is shrinking as a result of a large influx of imported products, with only a 4% reduction in ethylene capacity announced, which is insufficient to address the underlying issues [1] - Consumer demand recovery is crucial, as purchasing behavior has changed, necessitating the industry to adapt quickly and improve production agility and efficiency [1] Group 2 - EU policymakers need to take decisive action, as current legislation, particularly the Carbon Border Adjustment Mechanism (CBAM) and the European Green Deal, does not adequately support the chemical industry [1] - The existing CBAM mechanism is not suitable for complex value chains like polymers, contradicting its original intent [1] - The EU Emissions Trading System (EU ETS) is seen as promoting deindustrialization rather than decarbonization, and without foundational support for decarbonization, it becomes merely a cost burden [1] Group 3 - The U.S. government demonstrates greater synergy with the industry regarding regulatory goals compared to the EU, which needs to reach consensus on "goal setting" and "implementation pathways" [2] - China is noted to be ahead of Europe in certain sustainable development areas, particularly in electrification and having a surplus of green energy, indicating that Europe needs to scale up its decarbonization efforts [2]