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中央发文加强全国碳市场建设,相关概念股今年以来最高涨幅超160%
Mei Ri Jing Ji Xin Wen· 2025-08-26 12:23
Core Viewpoint - The document outlines the Chinese government's plan to enhance the national carbon market, aiming for comprehensive coverage of major industrial sectors by 2027 and the establishment of a voluntary greenhouse gas reduction trading market in key areas [1][2]. Group 1: Carbon Market Development - The "Opinions" propose two main goals: achieving basic coverage of major emission industries in the national carbon market by 2027 and full coverage of key areas in the voluntary greenhouse gas reduction trading market [1]. - The document includes 17 specific reform measures focusing on information disclosure, quota allocation, and financial product innovation to enhance the carbon market's effectiveness and international influence [1][2]. Group 2: Quota Allocation - The document emphasizes a mixed approach to carbon quota allocation, combining free and paid quotas while gradually increasing the paid quota ratio [2]. - Different industries will have tailored quota allocation standards, with lower paid allocation ratios for industries facing international competition, such as steel and cement, to protect their competitiveness [2][3]. Group 3: Information Disclosure - The "Opinions" call for improved information disclosure, requiring timely public access to emissions, compliance, trading, and pledge information to enhance social oversight [3]. - Key information to be disclosed includes verified annual emissions, quota allocation, compliance rates, and third-party verification details [3]. Group 4: Financial Market Participation - The document encourages the participation of more financial institutions in carbon trading, promoting the development of green financial products related to carbon emissions [5]. - It highlights the importance of establishing policies for carbon pledges and repurchases to expand corporate carbon asset management channels [5]. Group 5: Market Regulation - The "Opinions" stress the need for strict regulation of market activities to prevent manipulation and ensure the stability of carbon financial activities [5]. - It calls for enhanced supervision of carbon financial activities, ensuring compliance with market-oriented and legal principles to avoid systemic financial risks [5][6]. Group 6: Market Performance - As of now, 15 brokerage firms are involved in carbon trading, with products including green bonds and carbon quota repurchases [7]. - The carbon trading concept has gained significant attention in the capital market, with 129 related stocks in the A-share market, showing a median increase of 20.49% this year [7][8].