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欧盟碳边境调节机制扩围对中国石化产业的影响研判及对策建议

解宁 王进 侯亮 于惊洲 刘晓洁

国际石油经济2026,Vol.34Issue(1):65-72,8.
国际石油经济2026,Vol.34Issue(1):65-72,8.DOI:10.3969/j.issn.1004-7298.2026.01.014

欧盟碳边境调节机制扩围对中国石化产业的影响研判及对策建议

Impacts and strategic responses for China's petrochemical industry due to the EU CBAM expansion

解宁 1王进 2侯亮 3于惊洲 2刘晓洁1

作者信息

  • 1. 中国石油天然气股份有限公司规划总院
  • 2. 中国石油国际事业有限公司
  • 3. 中国石油集团综合管理部
  • 折叠

摘要

Abstract

In 2025,during the transition period of the Carbon Border Adjustment Mechanism(CBAM),the European Union continued to refine its rules by alleviating the compliance burden through legislative measures,adapting the implementation timeline,and improving technical details to ensure the final implementation in 2026 as scheduled.Motivated by the dual objectives of protecting domestic industrial security and maintaining climate policy consistency,the EU has strong incentives to expand the coverage of CBAM,incorporating sectors with high carbon leakage risks,such as petrochemicals,into the levy framework,in order to establish a"carbon emission barrier"that serves both environmental legitimacy and trade protection purposes.Faced with the trend of regulatory expansion and policy uncertainty under the EU CBAM,China's petrochemical industry must actively engage in the reshaping of global rules,utilize the policy window before CBAM's scope is finalized,promote the simultaneous optimization of international rules and domestic systems,and systematically enhance the industry's resilience and green competitiveness.

关键词

碳边境调节机制/石化产业/国际贸易/绿色转型/欧盟

Key words

Carbon Border Adjustment Mechanism(CBAM)/petrochemical industry/international trade/green transformation/the European Union

分类

管理科学

引用本文复制引用

解宁,王进,侯亮,于惊洲,刘晓洁..欧盟碳边境调节机制扩围对中国石化产业的影响研判及对策建议[J].国际石油经济,2026,34(1):65-72,8.

国际石油经济

OACHSSCD

1004-7298

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