Core Viewpoint - The issuance of the "Opinions on Promoting Green and Low-Carbon Transition and Strengthening National Carbon Market Construction" marks a significant step towards the comprehensive deepening and acceleration of the national carbon market, providing direction for institutional innovation and operational optimization, which is crucial for achieving carbon peak and carbon neutrality goals [1] Group 1: Carbon Market Structure - The national carbon trading market consists of a mandatory carbon trading market and a voluntary emission reduction market, which are interconnected through quota clearing and offset mechanisms, each with its own focus and independent operation [2] - The carbon pricing mechanism is central to the carbon trading market policy, with quota allocation being a key factor influencing carbon pricing [2] Group 2: Quota Allocation and Control - Currently, carbon quotas are primarily allocated for free, based on carbon emission intensity and actual production, to avoid limiting production and impacting economic growth [2] - As more carbon emitters are included in the market, the focus will gradually shift from controlling carbon intensity to controlling total carbon emissions, transitioning from free allocation to a combination of free and paid allocation methods [2] Group 3: Monitoring and Verification - A robust monitoring, reporting, and verification (MRV) system is essential for accurately determining historical carbon emissions and their changes over time, which supports the effective implementation of the carbon market [3] - Improving the quality of carbon emission data through comprehensive regulation and automated monitoring is a key direction for enhancing carbon accounting and reporting management [3] Group 4: Green Technology and Economic Transition - Companies can promote green technology research and application through low-carbon production methods, creating a virtuous cycle of emission reduction, revenue generation, and reinvestment in research [4] - The transition to low-carbon industries can be facilitated by eliminating outdated production capacity and fostering the development of clean energy, low-carbon equipment manufacturing, and carbon consulting [4] - The establishment of a comprehensive voluntary certification methodology for emission reduction projects will provide stronger momentum for achieving green and low-carbon goals in the future [4]

钢铁周报 20250608 焦煤价格反弹，关注淡季需求韧性 2025 年 06 月 08 日 ➢ 价格：本周钢材价格涨跌互现。截至 6 月 6 日，上海 20mm HRB400 材质 螺纹价格为 3140 元/吨，较上周升 10 元/吨。高线 8.0mm 价格为 3340 元/吨， 较上周降 10 元/吨。热轧 3.0mm 价格为 3260 元/吨，较上周升 60 元/吨。冷轧 1.0mm 价格为 3580 元/吨，较上周持平。普中板 20mm 价格为 3380 元/吨， 较上周降 40 元/吨。本周原材料中，国产矿市场价格稳中有跌，进口矿市场价格 下跌，废钢价格下跌。 ➢ 利润：本周长流程钢材利润上升。长流程方面，我们测算本周行业螺纹钢、 热轧和冷轧毛利分别环比前一周变化+20 元/吨，+29 元/吨和+8 元/吨。短流程 方面，本周电炉钢毛利环比前一周变化-5 元/吨。 ➢ 产量与库存：截至 6 月 6 日，五大钢材产量下降，总库存环比下降。产量方 面，本周五大钢材品种产量 880 万吨，环比降 0.47 万吨，其中建筑钢材产量周 环比减 5.91 万吨，板材产量周环比升 5.44 万吨，螺纹钢本周减产 ...

Core Viewpoint - The online discussion held by the China Iron and Steel Association aimed to gather feedback from steel enterprises regarding the carbon quota allocation scheme, which is crucial for the carbon market's operation and directly impacts production costs and strategic planning [1][2]. Group 1: Meeting Overview - The meeting was attended by over 120 representatives from major steel companies, including Shougang Group, Baowu Group, and others, indicating a significant industry participation [1]. - The discussion was led by Jiang Wei, the Deputy Secretary-General and Vice President of the Steel Association, highlighting the importance of the carbon quota allocation as a "lifeline" for the carbon market [2]. Group 2: Industry Implications - The participating companies accounted for 66% of the national crude steel output, suggesting that their feedback reflects the broader industry's needs [2]. - The carbon quota allocation scheme is seen as a mechanism to encourage companies to optimize energy structures and improve efficiency through a "reward and punishment" system [2]. Group 3: Future Actions - Steel enterprises are encouraged to utilize the three-year transition period to enhance their carbon asset management, improve data accuracy, and participate in carbon market trading [2]. - The Steel Association plans to compile and study the suggestions made by the companies and provide timely feedback to the Ministry of Ecology and Environment [2].