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2025年7月以来绿证价格和碳价呈现明显的正相关性
2025年7月以来绿证价格和碳价呈现明显的正相关性
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所属报告:
公用环保行业碳排放与绿电系列专题Ⅰ:从能源安全与减排约束看绿电价值重估-260324(20页).pdf
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行业数据
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房地产及产业链各指标相关性
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产业链
2026-06-26
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2023-2025年货币市场利率抬升与10Y国债利率快速下行相关性很高
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行业数据
2026-06-25
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美国核心CPI同比增长率与布伦特原油价格存在明显正相关性
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行业数据
2026-06-25
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2008年之前,国内利率与CPI走势密切相关,之后相关性明显下降
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行业数据
2026-06-25
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2023-2025年货币市场利率抬升与人民币兑美元汇率贬值相关性很高
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行业数据
2026-06-25
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2000年以来美元指数和港股,负相关性失效案例及原因
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行业数据
2026-06-02
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图38、美国通胀与油价有较高的相关性
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行业数据
2026-05-19
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图表76经济修复期间,债市走势与货币政策相关性相对更高
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政策法规
2026-05-19
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图23、2025Q4-2026Q1,人民币脱离美元走强,二者相关性显著下滑
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行业数据
2026-05-19
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2025年7月以来绿证价格和碳价呈现明显的正相关性
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行业数据
2026-05-06
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场成为绿证定价的“锚”。2025 年全国碳市场均价 62.3 元/吨,年底收盘价 75.9 元/吨,年内最高触及 97.01 元/吨。根据我们的测算模型,在 CCER 与绿证替代关系下,当碳价为 60元/吨时,绿证理论价值为 4.5-5.5 元/个;当碳价升至 100 元/吨时,绿证理论价值有望升至12-15 元/个。
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公用环保行业碳排放与绿电系列专题Ⅰ:从能源安全与减排约束看绿电价值重估-260324(20页).pdf
2026年绿电行业报告:NDC硬约束托底需求,绿证价格有望翻倍增长
公用环保行业碳排放与绿电系列专题Ⅰ:从能源安全与减排约束看绿电价值重估-260324
2015-2035年碳排放量:运输、仓储、邮电服务业
2015-2035年碳排放量:非金属矿产加工业
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