When will the National Carbon Exchange go online?
The national carbon trading market was officially launched on July 6, 20021,16. Although carbon trading is mainly carried out between enterprises, there are many trading subjects in the carbon trading market, which can be divided into five categories: government, enterprises, investment institutions, social organizations, groups and individuals. As one of the trading subjects in the carbon trading market, we can also participate in carbon emission quota trading. In other words, in addition to investment and wealth management products such as stocks and funds, there is a new way to make money.
As for the specific trading time, it is mentioned in the Announcement on Matters Related to National Carbon Emissions Trading issued by Shanghai Energy Exchange that 1 is traded by listing agreement: every Monday to Friday from 9: 30 am to 1 1: 30 pm and from 13:00 pm to1. 2. Transactions in the form of bulk agreements: from Monday to Friday 13:00 to 15:00.
At present, there are two basic products in the carbon trading market, the 1 carbon emission quota allocated by the government to enterprises, but the real emission of enterprises is less than this quota, and the rest is sold; 2 voluntary emission reduction certification (CCER). The carbon market gives CCER a carbon emission quota instead of 1: 1, that is, 1 CCER equals 1 quota, which can offset the emission of 1 ton of carbon dioxide equivalent.
What are the investment opportunities after the launch of the National Carbon Exchange?
Because carbon trading involves a large amount of money and requires high account opening, we can look at the stock market and see which stocks are favorable after the launch of the national carbon exchange.
1 Related industries: Starting from the power generation industry, the national carbon trading market will gradually expand, eventually covering petrochemical, chemical, building materials, steel, non-ferrous metals, paper making and domestic civil aviation. Therefore, carbon trading involves eight industries and a wide range of fields. According to wind statistics, there are only 90 A-share "carbon neutral" concept stocks, mainly distributed in sub-sectors such as electric power, new energy, photovoltaic and wind power.
2 Leading advantages: With the increase of concentration of high-carbon tail gas industry, the leading advantages are accelerated. It is suggested to pay attention to the head enterprises in steel, metal non-metallic new materials, industrial metals, chemicals, decoration and other building materials.
3 Green Advantage: Combined with the possible impacts of carbon trading on various industries, there are many investment opportunities such as carbon detection, zero carbon emission, new trams, carbon consumption and green buildings, especially new energy sources, which have attracted great attention. Photovoltaic, wind power, nuclear power and hydropower are also good sub-sectors, and environmental protection projects such as forestry and garbage disposal have also benefited.
Since 20021,59 * * of the "carbon neutral" concept stocks, including Contemporary Amp Technology Co., Ltd. and En Jie, have all increased by more than 100%. Seven stocks, including Longji, Ganfeng Lithium, BYD, Sunshine Power, Foster and Yiwei Lithium Energy, have increased by more than 30%.
In short, the two goals of carbon neutrality and peak carbon dioxide emissions, as well as the launch of the national carbon exchange, can be seen that there is a great impetus in environmental protection, energy conservation and emission reduction, and it also brings us many investment opportunities. None of the above constitutes investment advice, and various investigations are still needed to choose the investment target that suits you.