全国碳排放权交易市场第二个履约周期运行情况及相关政策建议OACHSSCDCSTPCD
Operation of the second implementation period of national carbon market and policy suggestion
全国碳市场第二个履约周期为两年,控排企业须于2023年12月31日前完成2021、2022年度配额清缴.受履约工作安排、市场供求关系等因素影响,全国碳市场第二个履约周期碳排放配额价格、成交量均呈现先平稳后上涨的趋势.在第二个履约周期,全国碳市场建设稳步推进,碳市场发展态势整体向好,市场运行情况基本符合碳市场建设初期的阶段性特征,但仍存在配额分配及时性有待提升、配额结转机制有待明确、市场结构单一、尚未与绿色电力市场有效衔接等问题.建议在国家层面尽早明确配额分配和结转机制,有效引导市场预期;增加碳市场交易主体和交易品种,提升市场活跃度;加强环境权益市场联动,增强政策工具协同性.同时在企业层面加强碳排放数据管理,为参与碳市场提供数据支撑;加强碳市场交易管理,高质量完成碳市场履约要求;加强碳资产开发管理,实现企业碳资产的保值增值.
Since the second implementation period of the national carbon market lasts for two years,emission control enterprises need to complete the payment of 2021 and 2022 quotas by December 31,2023.Influenced by the implementation work arrangement and market supply&demand,the price and turnover of carbon emission allowances in the second implementation period of the national carbon market showed a stable and then rising trend.In the period,the construction of the national carbon market has been steadily advancing,the development of the carbon market as a whole has been improved,and the market operation is basically in line with the phased characteristics of the initial stage of the construction of the carbon market.But there are still such problems as untimely carbon quota allocation,unclear quota carry-over mechanism,single market structure,and ineffective connection with the green power market.It is recommended to clarify quota allocation and carry-over mechanism as soon as possible to effectively guide market expectations,increase the number of carbon market trading entities and trading varieties to enhance market activity,strengthen the linkage between environmental rights and market to enhance the synergy of policy tools at the national level.At the same time,it is also recommended to strengthen the management of carbon emission data to provide data support for participation in the carbon market,strengthen the management of carbon market transactions to complete the carbon market compliance requirements with high quality,and strengthen the development management of carbon assets to achieve the preservation and appreciation of the value of corporate carbon assets at the enterprise level.
孙文娟;门秀杰;张胜军
中国海油集团能源经济研究院发展战略与管理研究中心
碳排放权交易全国碳市场第二个履约周期碳价成交量配额碳资产
carbon emission tradingnational carbon marketthe second implementation periodcarbon priceturnoverquotacarbon assets
《国际石油经济》 2024 (003)
55-61 / 7
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