??????“??”?

??

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

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

?????????

???????????“??”??????

????????