2025年中国碳排放权交易市场发展与"十五五"展望OACHSSCD
Development of China's carbon emission trading market in 2025 and its prospect
2025年中国碳排放权交易市场建设进入机制深化与范围拓展的关键阶段,呈现出顶层设计明确未来发展方向、全国碳排放配额量价走势分化、地方碳市场交易活跃度有所下降、国家核证自愿减排量价格短期倒挂、碳核算与碳足迹已成为重要抓手、碳期货等碳金融产品研发加速推进等新特点.展望"十五五"时期,多重因素为中长期碳价上涨提供强力支撑,碳市场覆盖范围不断扩大,国家核证自愿减排量有望与国际信用标准接轨,以碳核算与碳足迹推动绿色转型深入发展.建议宏观层面深化碳市场机制改革,强化配套政策与数据基础设施,推动多市场协同与高水平国际接轨;企业层面要将碳资产管理提升至公司战略高度,加强内部能力与技术支持体系建设,加快复合型碳领域专业人才的储备与培养等.
In 2025,China's national carbon emission trading market(CET)entered a critical phase of deepening institutional mechanisms and expanding coverage,marked by the following new characteristics as clear future directions set by top-level design,divergent trends in national carbon allowance trading volume and prices,declining trading activity in some local carbon markets,a short-term price inversion of CCER relative to allowances,carbon accounting and carbon footprints becoming key leverage points,and accelerated development of carbon financial products including carbon futures.Looking ahead to the 15th Five-Year Plan period,it is expected that multiple factors will strongly support rising carbon prices in China's carbon market,market coverage will continue to expand,CCER will align with international credit standards,and carbon accounting and carbon footprints will drive deeper green transformation and development.It proposes that China should deepen reforms of the carbon market mechanism,strengthen supporting policies and data infrastructure,and promote multi-market synergy and high-level international integration at the macro level and companies should elevate carbon asset management to a strategic priority,enhance internal capabilities and technical support systems,and accelerate the cultivation and retention of interdisciplinary carbon professionals at the corporate perspective.
周新媛;徐东;张庆辰;李爽
中国石油规划总院中国石油规划总院中国石油规划总院中国石油西南油气田公司
管理科学
碳排放权交易市场碳排放权交易碳价国家核证自愿减排量(CCER)碳核算与碳足迹
carbon emission trading marketcarbon emission tradingcarbon priceCCERcarbon accounting and carbon footprint
《国际石油经济》 2026 (4)
54-63,10
中国石油天然气股份有限公司项目《我国碳定价及预测模型研究(2025)》
评论