金吾财讯 | 中信证券表示，“十五五”是实现“碳达峰”目标的关键时期，2025年中央经济工作会议明确强调“坚持‘双碳’引领”“深入推进重点行业节能降碳改造”，凸显政策层面重视程度之高。综合考虑，该机构预期未来五年碳减排目标设定或将延续18%及以上水平，折合年化3.89%。并通过以市场化为核心、行政监管为保障、激励型工具为补充的多元化政策体系达成目标。在碳减排目标之下，各行业需通过技术改造、产能去化、碳汇技术等路径加以应对。目标对钢铁、水泥等传统产业或存在较大的产能去化压力，对下游制成品行业影响有限。
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