????:1????????:?????????

2???????????

3????????????

4?????????

5?????????

???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???

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