铝冶炼

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文字早评2025-09-26:宏观金融类-20250926
Wu Kuang Qi Huo· 2025-09-26 01:25
文字早评 2025/09/26 星期五 宏观金融类 股指 【行情资讯】 1、中国有色金属工业协会铜业分会表示,国家有关部门正在加快研究如何加强对铜冶炼产能建设规范 化管理具体措施,相信会很快有结果; 2、公募基金总规模突破 36 万亿,今年以来第五次创历史新高,其中 8 月股票基金规模增长超 6200 亿 元,混合基金规模增长超 3300 亿元,货币基金规模增长超 1900 亿元,而债券基金规模下降超 280 亿元; 3、中国外汇交易中心优化"互换通"运行机制 10 月 13 日起提高每日净限额至 450 亿元; 4、20CM 两连板上纬新材:多次触及股票交易异常波动及严重异常波动情形 明起停牌核查。 期指基差比例: IF 当月/下月/当季/隔季:-0.18%/-0.49%/-0.68%/-1.34%; IC 当月/下月/当季/隔季:-0.66%/-1.67%/-2.38%/-4.78%; IM 当月/下月/当季/隔季:-0.82%/-1.95%/-2.99%/-5.87%; IH 当月/下月/当季/隔季:0.04%/-0.04%/0.03%/-0.09%。 【策略观点】 经过前期持续上涨后,AI 等高位热点 ...
2025年中国碳市场大会 全国碳市场累计成交额突破490亿元
Yang Shi Xin Wen· 2025-09-26 01:11
Core Insights - The national carbon market in China has become the largest carbon trading market globally, covering a significant portion of greenhouse gas emissions [1][4] - The cumulative transaction volume of the carbon market has exceeded 49 billion yuan, with nearly 720 million tons of carbon allowances traded [2] - The market has expanded its coverage to include industries such as steel, cement, and aluminum, effectively managing over 60% of the country's carbon dioxide emissions [2] Group 1: Market Performance - The carbon market's trading scale reached a historical high since 2024, indicating increased market vitality [2] - The "waste-to-energy" system implemented in the cement industry can consume over 150,000 tons of solid waste annually, reducing carbon emissions by approximately 300,000 tons [2] Group 2: Policy and Strategic Development - A central document was issued in August to accelerate the construction of a unified national carbon market, outlining key tasks and action plans [3] - The national carbon market conference serves as a platform to share China's experiences with emerging economies, promoting the adoption of carbon market mechanisms for green development [3] Group 3: International Recognition - The achievements of China's carbon market have been recognized by international guests, highlighting its role in optimizing resource allocation and guiding industry emissions reductions [4] - The European Union has expressed admiration for China's leadership in green transformation and renewable energy deployment [5] - International organizations acknowledge China's positive experiences in green development, which inspire confidence in global emission reduction efforts [6]
我国宣布新一轮温室气体减排目标
Shang Hai Zheng Quan Bao· 2025-09-25 14:23
中国于24日在联合国气候变化峰会上正式宣布了新一轮国家自主贡献目标:到2035年,中国全经济范围 温室气体净排放量比峰值下降7%-10%,力争做得更好。非化石能源消费占能源消费总量的比重达到 30%以上,风电和太阳能发电总装机容量达到2020年的6倍以上、力争达到36亿千瓦,森林蓄积量达到 240亿立方米以上,新能源汽车成为新销售车辆的主流,全国碳排放权交易市场覆盖主要高排放行业, 气候适应型社会基本建成。 水电水利规划设计总院院长李昇撰文称,风电和太阳能发电作为清洁能源的主力,其装机目标与实施路 径将对实现整体气候目标起到关键支撑作用。我国已提前6年实现2030年风电和太阳能发电总装机目 标,为全球能源绿色发展提供了中国方案。新目标既是对国内"双碳"进程的战略接续,更是中国在全球 气候治理中承诺与担当的体现。 今年以来,我国碳市场治理范围加速扩容,已将钢铁、水泥和铝冶炼行业纳入,下一步还将延伸至石 化、化工、航空等行业。《中共中央办公厅国务院办公厅关于推进绿色低碳转型加强全国碳市场建设的 意见》明确,到2027年,全国碳市场基本覆盖工业领域主要排放行业。 (文章来源:上海证券报) 2020年9月,中国作出碳 ...
三行业超千家企业入场 全国碳市场扩容激活绿色新动能
Shang Hai Zheng Quan Bao· 2025-09-24 19:48
Core Insights - The national carbon market in China is experiencing significant growth, with over 1,300 new key emission units added, leading to an increase in total greenhouse gas emissions by approximately 3 billion tons, now covering over 60% of the national CO2 emissions [1] - As of August 2025, the cumulative trading volume in the national carbon market reached 696 million tons, with a total transaction value of 47.826 billion yuan [1] - The market is becoming more active, with a 44% increase in daily trading volume compared to the previous compliance cycle, and a total transaction value of 18 billion yuan in 2024, the highest since the market's inception [2] Market Activity - The inclusion of the steel, cement, and aluminum industries has led to 1,277 new trading accounts being opened by key emission units as of August 2025 [2] - The trading willingness among key emission units has increased, with total buy and sell orders in the market rising by 232% year-on-year [2] - The average closing price of carbon credits was 69.30 yuan per ton as of August 2025, maintaining a reasonable range despite a global decline in carbon prices [2] Green Transition - The carbon market has played a crucial role in reducing carbon intensity in the power sector, which decreased by 10.8% from 2018 to 2024 [3] - A total of 564 key emission units in the power sector have achieved surplus quotas, amounting to 58.25 million tons, translating to approximately 4 billion yuan in revenue based on the average closing price [3] Policy Support - The central government has issued a comprehensive policy document aimed at advancing the national carbon market, with goals to cover major industrial sectors by 2027 and establish a robust trading system by 2030 [4] - The People's Bank of China is enhancing the green finance system to support the transition to a low-carbon economy [4] Data Governance - The establishment of a refined management process is seen as a key indicator of the maturity of the carbon market's data governance system [5] - Recommendations include developing cross-border carbon trading management measures to support international trading [5]
绿金新闻 | 扩容后的全国碳市场有何变化?生态环境部最新披露!
Xin Lang Cai Jing· 2025-09-24 15:52
新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务,助力上市公司传播 ESG理念,提升ESG可持续发展表现。点击查看【ESG评级中心服务手册】 市场交易主体参与意愿增强。2024年,全国碳排放权交易市场参与交易的重点排放单位共计1471家,较 上一个履约周期增加1.38%。2024年每个交易日均有成交,全年成交笔数同比增长18%。市场供给逐步 提升,交易活力稳步释放,配额惜售现象得到缓解,2024年卖出配额的重点排放单位数量较上一个履约 周期增加11.24%。 2025年以来,重点排放单位交易意愿有所增强。截至8月底,挂牌协议交易的买入和卖出委托总量较去 年同比上涨232%。钢铁、水泥、铝冶炼行业纳入全国碳排放权交易市场后,三个行业重点排放单位积 极开立交易账户,截至2025年8月底,新纳入行业重点排放单位已开设交易账户1277家。 同时,交易产品和方式逐步丰富。全国碳排放权交易市场的交易产品为配额现货。2023年以来,生态环 境部对配额按照发放年份进行了标记,每个年份的配额作为独立交易标的在市场自由流通和交易。截至 2025年8月底,已发布"碳排放配额19-20""碳排放配额21" ...
累计成交量近7亿吨!
中国能源报· 2025-09-24 11:04
Group 1 - The national carbon market in China achieved a record high transaction value of approximately 48 billion RMB as of August 2024, marking the highest annual total since the market's launch in 2021 [1] - In 2024, the carbon emission trading market operated for 242 trading days, with an average daily transaction volume increasing by 43.55% compared to the previous compliance cycle, resulting in a total transaction volume of 1.89 million tons and a total transaction value of 18.114 billion RMB [1] - The carbon intensity of electricity generation in 2024 decreased by 10.8% compared to 2018, indicating the significant role of the carbon market in achieving emission reductions [1] Group 2 - The national voluntary greenhouse gas emission reduction trading market was launched as a key policy tool to support China's "dual carbon" goals, with the first batch of certified voluntary emission reductions starting trading in March 2025 [2] - As of August 2024, the cumulative transaction volume in the voluntary reduction market reached 2.7061 million tons, with a transaction value of 229 million RMB and average prices exceeding 100 RMB per ton [2] - The Ministry of Ecology and Environment plans to steadily expand the coverage of the carbon market, enrich trading varieties and methods, and enhance international cooperation in the carbon market sector [2]
聚焦重点行业绿色转型 “国家标准走基层”活动举行
Zhong Guo Xin Wen Wang· 2025-09-23 12:07
Group 1 - The "National Standards Going to the Grassroots" event was held in Gansu Province to promote the implementation of national carbon emission standards in key industries [1] - The event focused on five critical sectors: energy, chemicals, non-ferrous metals, new materials, and provided authoritative interpretations of the latest carbon emission standards [1] - Nearly 500 professionals from related enterprises, third-party verification agencies, and research institutions participated, enhancing carbon emission management capabilities [1] Group 2 - Gansu Province is leveraging national carbon emission standards to drive green and low-carbon transformation, helping enterprises clarify carbon accounting boundaries and reduction responsibilities [2] - Over 60 enterprises in the power generation, steel, cement, and aluminum smelting industries are included in the national carbon market, with power generation companies achieving 100% compliance in quota submissions for five consecutive years [2] - The carbon emission quota trading volume reached 15.02 million tons, with a transaction value of 0.925 billion yuan, and a provincial climate investment policy has mobilized approximately 16 billion yuan for green projects [2]
首次“国家标准走基层”活动在兰举行 聚焦五大重点行业助力绿色转型
Zhong Guo Jing Ji Wang· 2025-09-23 06:11
Group 1 - The "National Standards Going to the Grassroots" event in Gansu Province aims to promote the understanding and implementation of the latest national carbon emission standards among key industry enterprises [1] - The event featured authoritative interpretations of five newly released national standards, focusing on carbon emission quantification methods, monitoring specifications, reporting requirements, and verification points in critical sectors such as energy, chemicals, non-ferrous metals, and new materials [1] - Approximately 500 professional representatives from related enterprises, third-party verification agencies, and research institutions attended the event, enhancing their carbon emission management capabilities and solidifying the data foundation for achieving carbon neutrality goals [1] Group 2 - Since the introduction of the dual carbon goals in 2020, China has established a policy framework for carbon peak and carbon neutrality, resulting in a continuous decrease in carbon dioxide emission intensity [2] - Gansu Province has led the way in carbon emission standards, helping enterprises clarify carbon emission accounting boundaries and responsibilities, while actively optimizing energy structures and implementing energy-saving and carbon-reduction transformations [2] - Over 60 enterprises in the power generation, steel, cement, and aluminum smelting industries are included in the national carbon market, with key power generation enterprises achieving 100% compliance with quota submissions for five consecutive years [2] - The carbon emission quota trading volume reached 15.02 million tons, with a transaction value of 925 million yuan, and Gansu's first provincial climate investment and financing policy has mobilized approximately 16 billion yuan to support green projects [2] - Gansu Province has achieved a cumulative carbon intensity reduction of 56.3%, contributing significantly to the national carbon market expansion and climate investment innovation [2]
“十四五”以来 我国二氧化碳排放强度持续下降
Ren Min Ri Bao· 2025-09-19 21:46
Core Insights - China is actively promoting efforts to address climate change and achieve carbon peak and carbon neutrality goals, establishing the world's largest and fastest-growing renewable energy system [1] - The total installed capacity of wind and solar power has already met the 2030 national contribution target ahead of schedule [1] - Since the 14th Five-Year Plan, China's carbon dioxide emission intensity has been continuously declining [1] Carbon Market Development - The construction of the national carbon market is progressing positively, with the establishment of the largest carbon trading market globally covering greenhouse gas emissions [1] - This year, new sectors including steel, cement, and aluminum smelting have been included, effectively managing over 60% of the national carbon dioxide emissions [1] - As of September 18, the cumulative trading volume of carbon emission allowances in the national market reached 714 million tons, with a total transaction value of 48.961 billion yuan [1] - The standardization, accuracy, and timeliness of carbon emission data statistics and accounting have significantly improved [1]
生态环境部:全国碳排放权交易市场累计成交额达489.61亿元
Qi Huo Ri Bao Wang· 2025-09-19 08:48
期货日报网讯(记者 曲德辉 见习记者 肖佳煊)9月19日,国新办举行"高质量完成'十四五'规划"系列主 题新闻发布会,介绍以生态环境高水平保护推动高质量发展情况。生态环境部副部长李高在发布会上表 示,气候变化是国际社会普遍关注的重大全球性挑战,事关人类未来和各国发展。生态环境部深入贯彻 落实党中央决策部署,积极推进应对气候变化和碳达峰碳中和工作。 市场活力进一步激发,李高介绍,截至2025年9月18日,全国碳排放权交易市场的配额累计成交量达到 了7.14亿吨,累计成交额达到了489.61亿元。与此同时,碳排放数据统计核算的规范性、准确性、及时 性大幅提升。全国碳市场实现了稳起步、稳运行,已经成为实现碳达峰碳中和的有力举措,成为中国积 极应对气候变化的一张靓丽名片。 在积极推进全国碳市场建设方面,李高表示,生态环境部建成了全球覆盖温室气体排放量最大的碳排放 权交易市场,覆盖范围还在进一步扩大,今年新纳入钢铁、水泥、铝冶炼行业,实现了对全国60%以上 二氧化碳排放量的有效管控。还启动了全国温室气体自愿减排交易市场,推动出台《关于推进绿色低碳 转型 加强全国碳市场建设的意见》《碳排放权交易管理暂行条例》,先后制定3 ...