






The reporter has learned from many sources that the national carbon emissions trading market, which will be launched by the end of June, will mainly include two parts. Among them, the trading center will be located in Shanghai, and the carbon quota registration system will be located in Wuhan, Hubei Province. Coincidentally, Hang Seng Electronic official WeChat also announced on March 17 that as a vital infrastructure in the construction of the national carbon market, the national carbon emissions trading system and registration system were all assisted by Hang Seng. Among them, the Shanghai United property Rights Exchange is responsible for trading, and Hubei carbon emissions Trading Center is responsible for registration.
Tianfeng Securities pointed out that the national unified carbon market is about to land, and the scale of carbon trading is expected to enter a doubling stage. Prior to this, the carbon market covered more than 20 industries, including steel and electric power, and 3000 enterprises in seven pilot provinces and cities across the country, with a cumulative turnover of more than 400 million tons and a turnover of more than 9 billion yuan. This year, the first batch of power generation enterprises included in the quota allocation plan and the list of key emission units reached 2225. In the next step, iron and steel, chemical industry, electrolytic aluminum and other industries will also be included, and the coverage of enterprises will be even broader.
According to the analysis of Guorong Securities, according to the current design scale, the market capitalization of the national carbon emissions quota trading market could reach 150 billion yuan, and if futures and other derivatives are taken into account, the trading volume could reach 600 billion yuan.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Changyuan Power holds a 9.09% stake in Hubei carbon emissions Trading Center.
The State Inspection Group holds a 9.09% stake in Hubei carbon emissions Trading Center.
For queries, please contact Lemon Zhao at lemonzhao@smm.cn
For more information on how to access our research reports, please email service.en@smm.cn