??????“??”?

??

???????????2025.1.20????1173???????«?????????????»????

??????????:???????????

????????????????????????,??15%,????“?????”???????????????

???????????8?????????????????,????????????????,??????“????????”?????????,???,???

?????,??????????,??????????

2024??????????,???????????????????????(????????“????”)??????????????429??,??????50.3%???,?,??????

??????????????????????,???????????????

2024???8?????,???????????????????«????????????»,????????????????2015??????????2021??5???,????????

?????????,???????,??????????????????,??????,???????????????,2024??80%?????????????????????“?????????????????”,??????????8??

????????????????????(?????????????“????”)???????????????????????,2024???2025?????????????????8.63?????????8.5?????????????????,?????????????4.4%?1.5%?2020????????????????,??9.95???,???????????????????????????????10????,?????????????“???”???????,??????????,??????????????????,???????????????????13??14????

?????????????“??????????”????????????,????????????????2035??????,???????????,?????????????????????,?????????????????,????????????????????,?????“?????”????????????

“2015??,??????????????,?????????”??«??????????????????»?

“2024????????????8???????????????????,??????,????????,?????????”???

??????????,?????????????????????,????2035?????????,????????2030?,??30%?

?????????“?????????-???”???????????????,????????,????,????????,???????????,?????????????????,????????????

??????????“?????-????”??,?????????,????????,?????1.5??????????????,??“???-????????????????????”??????????????,??,??????????????????“??????????-???”,?????????75%?

????????????,?????“?????-????????????”??????????,????????2001?????????????,?????????????,?????37%??????????2022????50%,????????????????13?????????????2022??????????????,??«??»(??«?»)??,?2025???????????,??????????????????,????????????????15%??????????????,???2025???????????

??????????:“????,??,??????????,?????????”

????,????????????????????,???????

????????????????????????

??????,2024??????????4.58???????,?????????????,????????8.6%??????????????,??????????,????????????

“??‘?????’????,??,????,??????????????????,??????????????????,?????????????,??????,??????????‘????’?” ???

????????????????2024??,????3100???????????????,??????????????????,???????????????,2024?????????????????????????5750???????????????????

“?????????????,??????????????????????,??????????,??,????????”?????????(????????????)??«??»?

?,??(CBAM)???,?????????????,?????????????????????

“CBAM??,?????????????2026??????,?,????????????,????”????,??,CBAM????????????,??????????,??????????????

????,???????????????????????????????????????????????????,?????????????????????32%,??22%,??????????????????????28%?

“??????????,???,????,????????????????????????????,????,?????????????????????????????????,???”???????

?????,“??-????”????30%,???????????????(??)??????????????,?????????????????????????,???????????????????????????,????????????????,?40%??????,????

2024???12???,??????????,??150?????????????????????,?????????“????-??”????,?70%????????????

???«??»:“?????????????,??,?????????????????,?,????,????????????????,???????????????????????????,???????????”

“??????????????”???????????????????

????????????“?????”??,????,???????????????

“?????????????????,??????????????????????,?????????,???????,?????????,????‘????????’,????????”?????????????

?????????????,???“????????????”?

“????????,??????????????5000????????,?‘??’????????,????????????,????5????????????????”??,?????????,??,??????????????????????100?????????????,?,???

?????????????????????????????????????????????????????“????????????-???????????????”??????????“??-????????????”??????????,????????????????????,2021?????18.9?????????,???????100?????????????????,???????????????????????????2%???????,????????????????????????“???????????-???????”??,????????????945?????????

????????????????«??????????????»,?????????????????????30????????????50??“????????????????????????????????????????,???‘258??’,?????????????,??????????????????????????????????,?????,???”

?????????????,?????????,????????,?,?-?????????,???????2?,??,??“???????????????????????????-???????”????????????????2035?????

???????,????????????????16%,??????10%???????????????????????,????????????????????,???????????????????????30%?

“???????????????,??????????????????,???,«???????????????????????»???????2022???????????200?????????????????????????????300???????????”????????????

???????????,??,????????????????????70%???????????

“2016?,??????????????????‘??????’,???,?????????????????????????????,????”???????????,???,???,??,????

????????:“????????,??????,?????????????????????????????????????????????,?????,??,???????????????,????????300???????????????400??/??????,???????,????????????”

“?????????????,?????????10???????????,?????????,??,?????????????????????,?????????????????????,?????????????,???????????” ????????,«?????»??????????????????“?????????”,???????????

2024???????,?????????????????????????????,?2030????????????,??????,?“????????”???????????????,?????????

????????“???????????”?

??,??????,????????????????,??????,?????16???????????,???????23?????

??????????:“???????,??????????????????????????,???????????,??,???”

??????????????????,????,????????????????????

“??????????,??,?????????????,??????????????,????????,???????????????,??????????????????????????,??,????????”??,?????????????????????,?????

????,????2025???????2020??????????25%??????????????,???????????????????,??????????????“??2025???????100%????20%????30%??????????25%??????????”,?????

“??,??????????????????????,?????????????????,????????????????????”?????????????????????

??????????,????????????????

??«??????????????????????????»(????«??????»)?????????,??,??????????????,?????

??????????9???,??«???????????????????(???????????)»???????,?,???????????????,???????????,??????????????“??”?

«???????»???????????,??,???????????????????,??

2024??7???????????????,??,????????120??????????

“????????????????????????,?CBAM?????????????,??????????,?????????????????????????????????????????,?????????”???????????????????

«??????»2025????????3????

?????????????????:??«??»??????? ??????:????????????????????

?????????

???????????“??”??????

????????