??????“??”?

??

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

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

?????????

???????????“??”??????

????????