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

2?????3??????

3?????wx

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???

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