本报告导读:上周CEA 周成交220 万吨,周成交均价67 元/吨。地方碳配额周成交7.37 万吨,周成交均价 41元/吨。全国 CCER周成交 1,300吨。投资要点:周度投资观点 :新增地方政府债务限额化解存量隐形债务推进中,关注化债带来的环保公司资产负债表修复的投资机会。2018 年以来,已缓解地方政府存量隐性债务风险。目标2028 年底前全部化解地方隐性债务,增加6 万亿元地方政府债务限额...
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