????:1???????????:????98

2?cc????????

3?????wx

4??????

5?????qq

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

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