{"id":6320,"date":"2026-02-26T17:00:00","date_gmt":"2026-02-26T09:00:00","guid":{"rendered":"https:\/\/chinaeucn.com\/?p=6320"},"modified":"2026-02-26T09:26:30","modified_gmt":"2026-02-26T01:26:30","slug":"eu-policy-updates-in-carbon-cost-compensation","status":"publish","type":"post","link":"https:\/\/chinaeucn.com\/zh\/eu-policy-updates-in-carbon-cost-compensation\/","title":{"rendered":"EU Policy Updates in Carbon Cost Compensation"},"content":{"rendered":"<p><strong>Key Changes to Address Carbon Leakage Risks in Energy-Intensive Industries<\/strong><br><strong>\u5e94\u5bf9\u9ad8\u80fd\u8017\u884c\u4e1a\u78b3\u6cc4\u6f0f\u98ce\u9669\u7684\u5173\u952e\u53d8\u5316<\/strong><\/p>\n\n\n\n<p><strong><u>Introduction<br><\/u><\/strong>On 23 December 2025, the European Commission adopted amendments to the Guidelines on certain State aid measures in the context of the post-2021 EU Emissions Trading System (ETS) (hereafter referred to as the ETS State Aid Guidelines). The revision comes against the backdrop of persistently high carbon prices under the EU ETS, which have significantly increased indirect emission costs\u2014particularly electricity-related costs\u2014for energy-intensive industries across the EU.<br>As carbon prices have risen, concerns over carbon leakage have intensified. Industries exposed to international competition face growing pressure that could undermine both industrial competitiveness and the effectiveness of EU climate policy. The updated guidelines aim to recalibrate existing compensation mechanisms, ensuring that they remain fit for purpose while continuing to incentivise decarbonisation and long-term emissions reductions.<br><strong><u>\u5f15\u8a00<\/u><\/strong><strong><u><br><\/u><\/strong>2025 \u5e74 12 \u6708 23 \u65e5\uff0c\u6b27\u6d32\u59d4\u5458\u4f1a\u901a\u8fc7\u4e86\u5bf9\u300a\u540e 2021 \u5e74\u6b27\u76df\u6392\u653e\u4ea4\u6613\u4f53\u7cfb\uff08ETS\uff09\u80cc\u666f\u4e0b\u67d0\u4e9b\u56fd\u5bb6\u63f4\u52a9\u63aa\u65bd\u6307\u5357\u300b\uff08\u4ee5\u4e0b\u7b80\u79f0\u201cETS \u56fd\u5bb6\u63f4\u52a9\u6307\u5357\u201d\uff09\u7684\u4fee\u8ba2\u3002\u6b64\u6b21\u4fee\u8ba2\u7684\u80cc\u666f\u662f\u6b27\u76df ETS \u4e0b\u78b3\u4ef7\u957f\u671f\u7ef4\u6301\u5728\u9ad8\u4f4d\uff0c\u663e\u8457\u63a8\u9ad8\u4e86\u95f4\u63a5\u6392\u653e\u6210\u672c\u2014\u2014\u5c24\u5176\u662f\u7535\u529b\u76f8\u5173\u6210\u672c\u2014\u2014\u5e76\u5bf9\u6b27\u76df\u8303\u56f4\u5185\u7684\u9ad8\u80fd\u8017\u884c\u4e1a\u4ea7\u751f\u4e86\u660e\u663e\u5f71\u54cd\u3002<br>\u968f\u7740\u78b3\u4ef7\u4e0d\u65ad\u4e0a\u5347\uff0c\u5bf9\u78b3\u6cc4\u6f0f\u7684\u62c5\u5fe7\u65e5\u76ca\u52a0\u5267\u3002\u66b4\u9732\u4e8e\u56fd\u9645\u7ade\u4e89\u4e2d\u7684\u884c\u4e1a\u6b63\u9762\u4e34\u4e0d\u65ad\u52a0\u5927\u7684\u538b\u529b\uff0c\u8fd9\u4e0d\u4ec5\u53ef\u80fd\u524a\u5f31\u5de5\u4e1a\u7ade\u4e89\u529b\uff0c\u4e5f\u53ef\u80fd\u5f71\u54cd\u6b27\u76df\u6c14\u5019\u653f\u7b56\u7684\u6709\u6548\u6027\u3002\u66f4\u65b0\u540e\u7684\u6307\u5357\u65e8\u5728\u5bf9\u73b0\u6709\u8865\u507f\u673a\u5236\u8fdb\u884c\u518d\u6821\u51c6\uff0c\u786e\u4fdd\u5176\u5728\u5f53\u524d\u73af\u5883\u4e0b\u4ecd\u7136\u9002\u7528\uff0c\u540c\u65f6\u7ee7\u7eed\u6fc0\u52b1\u8131\u78b3\u8fdb\u7a0b\u4e0e\u957f\u671f\u51cf\u6392\u76ee\u6807\u7684\u5b9e\u73b0\u3002<br><br><strong><u>Key Updates in the ETS State Aid Guidelines<br><\/u><\/strong>The revised ETS State Aid Guidelines introduce a series of targeted adjustments intended to reflect evolving market conditions and industrial risk profiles:<br><strong>Expanded sectoral eligibility<br><\/strong>The list of sectors eligible for compensation for indirect ETS costs has been broadened. Newly included sectors are those assessed as facing heightened carbon leakage risks due to increased electricity prices linked to carbon costs.<br>The expansion reflects changes in industrial structures and global trade exposure since the original post-2021 guidelines were adopted.<br><strong>Higher compensation intensity<br><\/strong>For sectors already covered, the maximum proportion of eligible indirect emission costs that Member States may compensate has been increased. This adjustment recognises that earlier compensation levels may no longer sufficiently address cost pressures under current ETS price levels.<br><strong>Increased flexibility for Member States<br><\/strong>Member States are permitted to notify additional sectors not explicitly listed in the guidelines. Such inclusion must be supported by evidence demonstrating a genuine and measurable risk of carbon leakage.<br>This approach allows national authorities to respond to sector-specific developments while remaining subject to Commission oversight.<br><strong>Stronger linkage to decarbonisation<br><\/strong>Large beneficiaries of ETS-related state aid are expected to contribute to the green transition.<br><u>This may include investments in:<\/u><\/p>\n<ul>\n<li>Energy-efficiency improvements<\/li>\n<li>Low-carbon or renewable electricity sourcing<\/li>\n<li>Emissions-reduction measures aligned with EU climate objectives<\/li>\n<\/ul>\n<p><strong>Updated technical parameters<br><\/strong>Emission factors and geographic data used in compensation calculations have been updated for the 2026\u20132030 period. These updates aim to better align compensation mechanisms with current electricity market conditions and emissions data.<br><strong><u>ETS <\/u><\/strong><strong><u>\u56fd\u5bb6\u63f4\u52a9\u6307\u5357\u7684\u5173\u952e\u66f4\u65b0<br><\/u><\/strong>\u4fee\u8ba2\u540e\u7684 ETS \u56fd\u5bb6\u63f4\u52a9\u6307\u5357\u5f15\u5165\u4e86\u4e00\u7cfb\u5217\u6709\u9488\u5bf9\u6027\u7684\u8c03\u6574\uff0c\u4ee5\u53cd\u6620\u4e0d\u65ad\u53d8\u5316\u7684\u5e02\u573a\u6761\u4ef6\u548c\u5de5\u4e1a\u98ce\u9669\u7279\u5f81\uff1a<br><strong>\u6269\u5927\u884c\u4e1a\u9002\u7528\u8303\u56f4<br><\/strong>\u7b26\u5408\u95f4\u63a5 ETS \u6210\u672c\u8865\u507f\u6761\u4ef6\u7684\u884c\u4e1a\u540d\u5355\u5df2\u88ab\u6269\u5927\u3002\u65b0\u589e\u7eb3\u5165\u7684\u884c\u4e1a\u88ab\u8bc4\u4f30\u4e3a\u7531\u4e8e\u4e0e\u78b3\u6210\u672c\u76f8\u5173\u7684\u7535\u529b\u4ef7\u683c\u4e0a\u6da8\u800c\u9762\u4e34\u66f4\u9ad8\u7684\u78b3\u6cc4\u6f0f\u98ce\u9669\u3002<br>\u6b64\u6b21\u6269\u5c55\u53cd\u6620\u4e86\u81ea\u539f\u540e 2021 \u5e74\u6307\u5357\u901a\u8fc7\u4ee5\u6765\uff0c\u4ea7\u4e1a\u7ed3\u6784\u548c\u5168\u7403\u8d38\u6613\u66b4\u9732\u7a0b\u5ea6\u6240\u53d1\u751f\u7684\u53d8\u5316\u3002<br><strong>\u63d0\u9ad8\u8865\u507f\u5f3a\u5ea6<br><\/strong>\u5bf9\u4e8e\u5df2\u88ab\u8986\u76d6\u7684\u884c\u4e1a\uff0c\u6210\u5458\u56fd\u53ef\u8865\u507f\u7684\u5408\u683c\u95f4\u63a5\u6392\u653e\u6210\u672c\u7684\u6700\u9ad8\u6bd4\u4f8b\u5df2\u88ab\u63d0\u9ad8\u3002\u8fd9\u4e00\u8c03\u6574\u8ba4\u53ef\u4e86\u5728\u5f53\u524d ETS \u4ef7\u683c\u6c34\u5e73\u4e0b\uff0c\u539f\u6709\u7684\u8865\u507f\u6c34\u5e73\u53ef\u80fd\u5df2\u4e0d\u8db3\u4ee5\u5e94\u5bf9\u6210\u672c\u538b\u529b\u3002<br><strong>\u63d0\u9ad8\u6210\u5458\u56fd\u7075\u6d3b\u6027<br><\/strong>\u6210\u5458\u56fd\u88ab\u5141\u8bb8\u7533\u62a5\u6307\u5357\u4e2d\u672a\u660e\u786e\u5217\u51fa\u7684\u5176\u4ed6\u884c\u4e1a\u3002\u6b64\u7c7b\u7eb3\u5165\u5fc5\u987b\u6709\u8bc1\u636e\u652f\u6301\uff0c\u8bc1\u660e\u5176\u9762\u4e34\u771f\u5b9e\u4e14\u53ef\u91cf\u5316\u7684\u78b3\u6cc4\u6f0f\u98ce\u9669\u3002<br>\u8fd9\u4e00\u505a\u6cd5\u4f7f\u56fd\u5bb6\u4e3b\u7ba1\u90e8\u95e8\u80fd\u591f\u9488\u5bf9\u5177\u4f53\u884c\u4e1a\u7684\u53d1\u5c55\u4f5c\u51fa\u56de\u5e94\uff0c\u540c\u65f6\u4ecd\u9700\u63a5\u53d7\u6b27\u76df\u59d4\u5458\u4f1a\u7684\u76d1\u7ba1\u3002<br><strong>\u52a0\u5f3a\u4e0e\u8131\u78b3\u7684\u8054\u52a8<br><\/strong>ETS \u76f8\u5173\u56fd\u5bb6\u63f4\u52a9\u7684\u4e3b\u8981\u53d7\u76ca\u65b9\u88ab\u671f\u671b\u4e3a\u7eff\u8272\u8f6c\u578b\u4f5c\u51fa\u8d21\u732e\u3002<br><u>\u8fd9\u53ef\u80fd\u5305\u62ec\u5bf9\u4ee5\u4e0b\u9886\u57df\u7684\u6295\u8d44\uff1a<\/u><\/p>\n<ul>\n<li>\u80fd\u6e90\u6548\u7387\u63d0\u5347<\/li>\n<li>\u4f4e\u78b3\u6216\u53ef\u518d\u751f\u7535\u529b\u6765\u6e90<\/li>\n<li>\u7b26\u5408\u6b27\u76df\u6c14\u5019\u76ee\u6807\u7684\u51cf\u6392\u63aa\u65bd<\/li>\n<\/ul>\n<p><strong>\u66f4\u65b0\u6280\u672f\u53c2\u6570<br><\/strong>\u7528\u4e8e\u8865\u507f\u8ba1\u7b97\u7684\u6392\u653e\u56e0\u5b50\u548c\u5730\u7406\u6570\u636e\u5df2\u9488\u5bf9 2026\u20132030 \u5e74\u5468\u671f\u8fdb\u884c\u4e86\u66f4\u65b0\u3002\u8fd9\u4e9b\u66f4\u65b0\u65e8\u5728\u4f7f\u8865\u507f\u673a\u5236\u66f4\u597d\u5730\u4e0e\u5f53\u524d\u7535\u529b\u5e02\u573a\u72b6\u51b5\u548c\u6392\u653e\u6570\u636e\u4fdd\u6301\u4e00\u81f4\u3002<br><br><strong><u>Policy Background and Rationale<br><\/u><\/strong>The EU ETS remains the cornerstone of the EU\u2019s climate policy framework, placing a cap on emissions while allowing market forces to determine the price of carbon. However, this mechanism also generates indirect costs for electricity-intensive industries, as carbon prices are partially passed through into power prices.<br><strong>Key policy drivers behind the guideline revision include:<\/strong><\/p>\n<ul>\n<li>Sustained increases in ETS allowance prices<\/li>\n<\/ul>\n<p>Carbon prices have remained at historically high levels in recent years. This has amplified cost pressures for electricity-intensive sectors beyond levels anticipated when the original post-2021 guidelines were designed.<\/p>\n<ul>\n<li>Rising carbon leakage concerns<\/li>\n<\/ul>\n<p>Energy-intensive industries exposed to global competition may struggle to pass increased costs on to customers. Without mitigation measures, there is a risk that production may shift outside the EU, weakening both economic resilience and environmental outcomes.<\/p>\n<ul>\n<li>Need to preserve climate ambition<\/li>\n<\/ul>\n<p>The Commission has emphasised that compensation mechanisms must not dilute incentives to reduce emissions. State aid is therefore positioned as a transitional support tool rather than a permanent offset to carbon pricing.<br><u>The revised ETS State Aid Guidelines reflect an effort to reconcile these competing objectives within a more challenging carbon price environment.<br><\/u><strong><u>\u653f\u7b56\u80cc\u666f\u4e0e\u4fee\u8ba2\u52a8\u56e0<\/u><\/strong><strong><u><br><\/u><\/strong>\u6b27\u76df ETS \u4ecd\u7136\u662f\u6b27\u76df\u6c14\u5019\u653f\u7b56\u6846\u67b6\u7684\u57fa\u77f3\uff0c\u5176\u901a\u8fc7\u8bbe\u5b9a\u6392\u653e\u4e0a\u9650\u5e76\u5141\u8bb8\u5e02\u573a\u529b\u91cf\u51b3\u5b9a\u78b3\u4ef7\u6765\u53d1\u6325\u4f5c\u7528\u3002\u7136\u800c\uff0c\u8be5\u673a\u5236\u4e5f\u4f1a\u4e3a\u7535\u529b\u5bc6\u96c6\u578b\u884c\u4e1a\u5e26\u6765\u95f4\u63a5\u6210\u672c\uff0c\u56e0\u4e3a\u78b3\u4ef7\u4f1a\u90e8\u5206\u4f20\u5bfc\u81f3\u7535\u529b\u4ef7\u683c\u4e4b\u4e2d\u3002<br><strong>\u63a8\u52a8\u6b64\u6b21\u6307\u5357\u4fee\u8ba2\u7684\u5173\u952e\u653f\u7b56\u56e0\u7d20\u5305\u62ec\uff1a<\/strong><\/p>\n<ul>\n<li>ETS \u914d\u989d\u4ef7\u683c\u6301\u7eed\u4e0a\u6da8<\/li>\n<\/ul>\n<p>\u8fd1\u5e74\u6765\uff0c\u78b3\u4ef7\u4e00\u76f4\u7ef4\u6301\u5728\u5386\u53f2\u9ad8\u4f4d\u3002\u8fd9\u4f7f\u7535\u529b\u5bc6\u96c6\u578b\u884c\u4e1a\u9762\u4e34\u7684\u6210\u672c\u538b\u529b\u8d85\u51fa\u4e86\u539f\u540e 2021 \u5e74\u6307\u5357\u5236\u5b9a\u65f6\u7684\u9884\u671f\u3002<\/p>\n<ul>\n<li>\u78b3\u6cc4\u6f0f\u98ce\u9669\u4e0a\u5347<\/li>\n<\/ul>\n<p>\u66b4\u9732\u4e8e\u5168\u7403\u7ade\u4e89\u4e2d\u7684\u9ad8\u80fd\u8017\u884c\u4e1a\u53ef\u80fd\u96be\u4ee5\u5c06\u589e\u52a0\u7684\u6210\u672c\u8f6c\u5ac1\u7ed9\u5ba2\u6237\u3002\u5728\u7f3a\u4e4f\u7f13\u89e3\u63aa\u65bd\u7684\u60c5\u51b5\u4e0b\uff0c\u5b58\u5728\u751f\u4ea7\u6d3b\u52a8\u5411\u6b27\u76df\u4ee5\u5916\u5730\u533a\u8f6c\u79fb\u7684\u98ce\u9669\uff0c\u4ece\u800c\u524a\u5f31\u7ecf\u6d4e\u97e7\u6027\u548c\u73af\u5883\u6210\u6548\u3002<\/p>\n<ul>\n<li>\u7ef4\u62a4\u6c14\u5019\u96c4\u5fc3\u7684\u9700\u8981<\/li>\n<\/ul>\n<p>\u6b27\u6d32\u59d4\u5458\u4f1a\u5f3a\u8c03\uff0c\u8865\u507f\u673a\u5236\u4e0d\u5f97\u524a\u5f31\u51cf\u6392\u6fc0\u52b1\u3002\u56e0\u6b64\uff0c\u56fd\u5bb6\u63f4\u52a9\u88ab\u5b9a\u4f4d\u4e3a\u4e00\u79cd\u8fc7\u6e21\u6027\u652f\u6301\u5de5\u5177\uff0c\u800c\u975e\u5bf9\u78b3\u5b9a\u4ef7\u7684\u6c38\u4e45\u6027\u62b5\u6d88\u3002<br><u>\u4fee\u8ba2\u540e\u7684<\/u><u> ETS <\/u><u>\u56fd\u5bb6\u63f4\u52a9\u6307\u5357\u4f53\u73b0\u4e86\u5728\u66f4\u52a0\u4e25\u5cfb\u7684\u78b3\u4ef7\u73af\u5883\u4e0b\uff0c\u534f\u8c03\u4e0a\u8ff0\u76f8\u4e92\u7ade\u4e89\u76ee\u6807\u7684\u52aa\u529b\u3002<\/u><\/p>\n<p><strong><u>Implications for Energy-Intensive Industries in the EU<br><\/u><\/strong>The updated guidelines are expected to shape how EU energy-intensive industries manage both short-term cost pressures and long-term decarbonisation strategies:<br><strong>Short-term cost stabilisation<\/strong><\/p>\n<ul>\n<li>Expanded eligibility and higher compensation ceilings may help reduce volatility in electricity-related costs.<\/li>\n<li>This can improve predictability for sectors operating with high energy intensity and thin margins.<\/li>\n<\/ul>\n<p><strong>Clearer expectations for transition<\/strong><\/p>\n<ul>\n<li>Compensation is increasingly linked to decarbonisation commitments.<\/li>\n<li>Beneficiary firms are expected to align cost relief with investments that support emissions reductions and energy-system transformation.<\/li>\n<\/ul>\n<p><strong>National implementation dynamics<\/strong><\/p>\n<ul>\n<li>Greater flexibility for Member States may result in differentiated compensation schemes across the EU.<\/li>\n<li>At the same time, Commission oversight seeks to ensure consistency with EU competition and climate policy principles.<\/li>\n<\/ul>\n<p>Overall, the revised framework reinforces the EU\u2019s intention to maintain carbon pricing as a central policy instrument while addressing legitimate competitiveness concerns<br><strong><u>\u5bf9\u6b27\u76df\u9ad8\u80fd\u8017\u884c\u4e1a\u7684\u5f71\u54cd<br><\/u><\/strong>\u66f4\u65b0\u540e\u7684\u6307\u5357\u9884\u8ba1\u5c06\u5f71\u54cd\u6b27\u76df\u9ad8\u80fd\u8017\u884c\u4e1a\u5e94\u5bf9\u77ed\u671f\u6210\u672c\u538b\u529b\u548c\u5236\u5b9a\u957f\u671f\u8131\u78b3\u6218\u7565\u7684\u65b9\u5f0f\uff1a<br><strong>\u77ed\u671f\u6210\u672c\u7a33\u5b9a<\/strong><\/p>\n<ul>\n<li>\u6269\u5927\u7684\u9002\u7528\u8303\u56f4\u548c\u66f4\u9ad8\u7684\u8865\u507f\u4e0a\u9650\u6709\u52a9\u4e8e\u964d\u4f4e\u7535\u529b\u76f8\u5173\u6210\u672c\u7684\u6ce2\u52a8\u6027\u3002<\/li>\n<li>\u8fd9\u5c06\u63d0\u5347\u9ad8\u80fd\u8017\u3001\u4f4e\u5229\u6da6\u7387\u884c\u4e1a\u7684\u53ef\u9884\u671f\u6027\u3002<\/li>\n<\/ul>\n<p><strong>\u66f4\u660e\u786e\u7684\u8f6c\u578b\u9884\u671f<\/strong><\/p>\n<ul>\n<li>\u8865\u507f\u673a\u5236\u65e5\u76ca\u4e0e\u8131\u78b3\u627f\u8bfa\u6302\u94a9\u3002<\/li>\n<li>\u53d7\u76ca\u4f01\u4e1a\u9700\u5c06\u6210\u672c\u7f13\u89e3\u4e0e\u652f\u6301\u51cf\u6392\u548c\u80fd\u6e90\u7cfb\u7edf\u8f6c\u578b\u7684\u6295\u8d44\u76f8\u7ed3\u5408\u3002<\/li>\n<\/ul>\n<p><strong>\u56fd\u5bb6\u5c42\u9762\u7684\u5b9e\u65bd\u5dee\u5f02<\/strong><\/p>\n<ul>\n<li>\u6210\u5458\u56fd\u66f4\u5927\u7684\u7075\u6d3b\u6027\u53ef\u80fd\u5bfc\u81f4\u6b27\u76df\u5185\u90e8\u8865\u507f\u65b9\u6848\u7684\u5dee\u5f02\u5316\u3002<\/li>\n<li>\u540c\u65f6\uff0c\u6b27\u76df\u59d4\u5458\u4f1a\u7684\u76d1\u7ba1\u65e8\u5728\u786e\u4fdd\u5176\u7b26\u5408\u6b27\u76df\u7ade\u4e89\u548c\u6c14\u5019\u653f\u7b56\u539f\u5219\u3002<\/li>\n<\/ul>\n<p>\u603b\u4f53\u800c\u8a00\uff0c\u4fee\u8ba2\u540e\u7684\u6846\u67b6\u5f3a\u5316\u4e86\u6b27\u76df\u5c06\u78b3\u5b9a\u4ef7\u4f5c\u4e3a\u6838\u5fc3\u653f\u7b56\u5de5\u5177\u7684\u7acb\u573a\uff0c\u540c\u65f6\u56de\u5e94\u4e86\u5408\u7406\u7684\u7ade\u4e89\u529b\u5173\u5207\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1000\" height=\"500\" src=\"https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-in-pic.jpg\" alt=\"\" class=\"wp-image-6321\" srcset=\"https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-in-pic.jpg 1000w, https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-in-pic-300x150.jpg 300w, https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-in-pic-768x384.jpg 768w, https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-in-pic-18x9.jpg 18w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<p><strong><u>Implications for China<br \/><\/u><\/strong>Although the ETS State Aid Guidelines are an internal EU policy instrument, their effects extend beyond Europe\u2014particularly for Chinese companies closely integrated into EU-oriented value chains:<br \/><strong>Changing competitive conditions<br \/><\/strong>Enhanced compensation for EU industries may partially offset carbon-related electricity costs. This could narrow cost differentials between EU producers and non-EU suppliers, including Chinese exporters.<br \/><strong>Stronger carbon signals along supply chains<br \/><\/strong>As compensation is increasingly tied to decarbonisation, <u>EU firms may impose higher requirements on suppliers regarding:<\/u><\/p>\n<ul>\n<li>Carbon transparency<\/li>\n<li>Emissions reporting<\/li>\n<li>Energy efficiency and low-carbon inputs<\/li>\n<\/ul>\n<p><strong>Interaction with the EU\u2019s broader climate policy framework<br \/><\/strong>While distinct from instruments such as the Carbon Border Adjustment Mechanism (CBAM), the revised guidelines reinforce the EU\u2019s integrated approach to carbon leakage. Together, these measures shape how carbon costs, competitiveness, and trade considerations interact.<br \/><strong>Implications for low-carbon technology demand<br \/><\/strong>EU firms encouraged to invest in efficiency and clean electricity may increase demand for low-carbon technologies and solutions. This may create opportunities for Chinese companies capable of demonstrating credible low-carbon performance.<br \/><strong>Policy reference value<br \/><\/strong>The EU\u2019s approach illustrates how carbon pricing can be combined with targeted, conditional industrial support. This may offer reference insights for China\u2019s own industrial decarbonisation and market-based policy design.<br \/><strong><u>\u5bf9\u4e2d\u56fd\u7684\u5f71\u54cd<br \/><\/u><\/strong>\u5c3d\u7ba1 ETS \u56fd\u5bb6\u63f4\u52a9\u6307\u5357\u5c5e\u4e8e\u6b27\u76df\u5185\u90e8\u653f\u7b56\u5de5\u5177\uff0c\u4f46\u5176\u5f71\u54cd\u5df2\u8d85\u51fa\u6b27\u6d32\u8303\u56f4\u2014\u2014\u5c24\u5176\u662f\u5bf9\u6df1\u5ea6\u5d4c\u5165\u6b27\u76df\u5bfc\u5411\u578b\u4ef7\u503c\u94fe\u7684\u4e2d\u56fd\u4f01\u4e1a\u800c\u8a00\uff1a<br \/><strong>\u7ade\u4e89\u6761\u4ef6\u7684\u53d8\u5316<br \/><\/strong>\u5bf9\u6b27\u76df\u4f01\u4e1a\u7684\u8865\u507f\u52a0\u5f3a\uff0c\u53ef\u80fd\u5728\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u62b5\u6d88\u4e0e\u78b3\u76f8\u5173\u7684\u7535\u529b\u6210\u672c\u3002\u8fd9\u53ef\u80fd\u7f29\u5c0f\u6b27\u76df\u751f\u4ea7\u5546\u4e0e\u975e\u6b27\u76df\u4f9b\u5e94\u5546\uff08\u5305\u62ec\u4e2d\u56fd\u51fa\u53e3\u5546\uff09\u4e4b\u95f4\u7684\u6210\u672c\u5dee\u8ddd\u3002<br \/><strong>\u4f9b\u5e94\u94fe\u4e2d\u7684\u66f4\u5f3a\u78b3\u4fe1\u53f7<br \/><\/strong>\u968f\u7740\u8865\u507f\u4e0e\u8131\u78b3\u8981\u6c42\u7684\u8054\u52a8\u589e\u5f3a\uff0c<u>\u6b27\u76df\u4f01\u4e1a\u53ef\u80fd\u5bf9\u4f9b\u5e94\u5546\u63d0\u51fa\u66f4\u9ad8\u8981\u6c42\uff0c\u5305\u62ec\uff1a<\/u><\/p>\n<ul>\n<li>\u78b3\u900f\u660e\u5ea6<\/li>\n<li>\u6392\u653e\u62a5\u544a<\/li>\n<li>\u80fd\u6e90\u6548\u7387\u548c\u4f4e\u78b3\u6295\u5165<\/li>\n<\/ul>\n<p><strong>\u4e0e\u6b27\u76df\u66f4\u5e7f\u6cdb\u6c14\u5019\u653f\u7b56\u6846\u67b6\u7684\u4e92\u52a8<br \/><\/strong>\u5c3d\u7ba1\u4e0e\u78b3\u8fb9\u5883\u8c03\u8282\u673a\u5236\uff08CBAM\uff09\u7b49\u5de5\u5177\u6709\u6240\u533a\u522b\uff0c\u4fee\u8ba2\u540e\u7684\u6307\u5357\u5f3a\u5316\u4e86\u6b27\u76df\u5e94\u5bf9\u78b3\u6cc4\u6f0f\u7684\u7efc\u5408\u653f\u7b56\u8def\u5f84\u3002\u8fd9\u4e9b\u63aa\u65bd\u5171\u540c\u5851\u9020\u4e86\u78b3\u6210\u672c\u3001\u7ade\u4e89\u529b\u548c\u8d38\u6613\u56e0\u7d20\u4e4b\u95f4\u7684\u4e92\u52a8\u65b9\u5f0f\u3002<br \/><strong>\u5bf9\u4f4e\u78b3\u6280\u672f\u9700\u6c42\u7684\u5f71\u54cd<br \/><\/strong>\u5728\u9f13\u52b1\u6548\u7387\u63d0\u5347\u548c\u6e05\u6d01\u7535\u529b\u6295\u8d44\u7684\u80cc\u666f\u4e0b\uff0c\u6b27\u76df\u4f01\u4e1a\u53ef\u80fd\u589e\u52a0\u5bf9\u4f4e\u78b3\u6280\u672f\u548c\u89e3\u51b3\u65b9\u6848\u7684\u9700\u6c42\u3002\u8fd9\u4e3a\u80fd\u591f\u8bc1\u660e\u5176\u4f4e\u78b3\u7ee9\u6548\u7684\u4e2d\u56fd\u4f01\u4e1a\u521b\u9020\u4e86\u6f5c\u5728\u673a\u9047\u3002<br \/><strong>\u653f\u7b56\u53c2\u8003\u4ef7\u503c<br \/><\/strong>\u6b27\u76df\u7684\u505a\u6cd5\u5c55\u793a\u4e86\u5982\u4f55\u5c06\u78b3\u5b9a\u4ef7\u4e0e\u6709\u9488\u5bf9\u6027\u3001\u9644\u5e26\u6761\u4ef6\u7684\u4ea7\u4e1a\u652f\u6301\u76f8\u7ed3\u5408\u3002\u8fd9\u53ef\u4e3a\u4e2d\u56fd\u81ea\u8eab\u7684\u4ea7\u4e1a\u8131\u78b3\u548c\u5e02\u573a\u5316\u653f\u7b56\u8bbe\u8ba1\u63d0\u4f9b\u53c2\u8003\u3002<\/p>\n<p><strong><u>Conclusion<br \/><\/u><\/strong>The European Commission\u2019s amendment of the ETS State Aid Guidelines reflects an evolving response to the challenges posed by sustained high carbon prices. By expanding sectoral coverage, increasing compensation intensity, and reinforcing decarbonisation conditions, the EU aims to mitigate carbon leakage risks while preserving the integrity of its climate policy framework.<br \/>For China and EU-linked supply chains, the revised guidelines underscore the growing interdependence between carbon policy, industrial competitiveness, and international trade. As climate regulation continues to shape global industrial dynamics, understanding such policy developments will be increasingly important for stakeholders engaged in economic and climate-related interactions with EU companies.<br \/><strong><u>\u7ed3\u8bba<br \/><\/u><\/strong>\u6b27\u6d32\u59d4\u5458\u4f1a\u5bf9 ETS \u56fd\u5bb6\u63f4\u52a9\u6307\u5357\u7684\u4fee\u8ba2\uff0c\u4f53\u73b0\u4e86\u5176\u5bf9\u957f\u671f\u9ad8\u78b3\u4ef7\u6240\u5e26\u6765\u6311\u6218\u7684\u52a8\u6001\u56de\u5e94\u3002\u901a\u8fc7\u6269\u5927\u884c\u4e1a\u8986\u76d6\u8303\u56f4\u3001\u63d0\u9ad8\u8865\u507f\u5f3a\u5ea6\u5e76\u5f3a\u5316\u8131\u78b3\u6761\u4ef6\uff0c\u6b27\u76df\u65e8\u5728\u964d\u4f4e\u78b3\u6cc4\u6f0f\u98ce\u9669\uff0c\u540c\u65f6\u7ef4\u62a4\u5176\u6c14\u5019\u653f\u7b56\u6846\u67b6\u7684\u5b8c\u6574\u6027\u3002<br \/>\u5bf9\u4e8e\u4e2d\u56fd\u53ca\u4e0e\u6b27\u76df\u76f8\u5173\u7684\u4f9b\u5e94\u94fe\u800c\u8a00\uff0c\u4fee\u8ba2\u540e\u7684\u6307\u5357\u51f8\u663e\u4e86\u78b3\u653f\u7b56\u3001\u4ea7\u4e1a\u7ade\u4e89\u529b\u4e0e\u56fd\u9645\u8d38\u6613\u4e4b\u95f4\u65e5\u76ca\u589e\u5f3a\u7684\u76f8\u4e92\u4f9d\u5b58\u5173\u7cfb\u3002\u968f\u7740\u6c14\u5019\u76d1\u7ba1\u6301\u7eed\u5851\u9020\u5168\u7403\u4ea7\u4e1a\u683c\u5c40\uff0c\u7406\u89e3\u6b64\u7c7b\u653f\u7b56\u53d1\u5c55\u5bf9\u53c2\u4e0e\u6b27\u76df\u76f8\u5173\u7ecf\u6d4e\u548c\u6c14\u5019\u4e92\u52a8\u7684\u5229\u76ca\u76f8\u5173\u65b9\u800c\u8a00\u5c06\u6108\u53d1\u91cd\u8981\u3002<\/p>","protected":false},"excerpt":{"rendered":"<p>Key Changes to Address Carbon Leakage Risks in Energy-Intensive Industries\u5e94\u5bf9\u9ad8\u80fd\u8017\u884c\u4e1a\u78b3\u6cc4\u6f0f\u98ce\u9669\u7684\u5173\u952e\u53d8\u5316 IntroductionOn 23 December 2025, the European Commission adopted amendments to the Guidelines on certain State aid measures in the context of the post-2021 EU Emissions Trading System (ETS) (hereafter referred to as the ETS State Aid Guidelines). The revision comes against the backdrop of persistently &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/chinaeucn.com\/zh\/eu-policy-updates-in-carbon-cost-compensation\/\"> <span class=\"screen-reader-text\">EU Policy Updates in Carbon Cost Compensation<\/span> \u67e5\u770b\u5168\u6587 &raquo;<\/a><\/p>","protected":false},"author":4,"featured_media":6324,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-6320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chinaeucn-news"],"rttpg_featured_image_url":{"full":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1.png",1061,500,false],"landscape":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1.png",1061,500,false],"portraits":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1.png",1061,500,false],"thumbnail":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1-150x150.png",150,150,true],"medium":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1-300x141.png",300,141,true],"large":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1-1024x483.png",1024,483,true],"1536x1536":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1.png",1061,500,false],"2048x2048":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1.png",1061,500,false],"trp-custom-language-flag":["https:\/\/chinaeucn.com\/wp-content\/uploads\/2026\/01\/182-cover-1-18x8.png",18,8,true]},"rttpg_author":{"display_name":"CNEUCN","author_link":"https:\/\/chinaeucn.com\/zh\/author\/chinaeucn-staff\/"},"rttpg_comment":0,"rttpg_category":"<a href=\"https:\/\/chinaeucn.com\/zh\/category\/chinaeucn-news\/\" rel=\"category tag\">ChinaEUCN News<\/a>","rttpg_excerpt":"Key Changes to Address Carbon Leakage Risks in Energy-Intensive Industries\u5e94\u5bf9\u9ad8\u80fd\u8017\u884c\u4e1a\u78b3\u6cc4\u6f0f\u98ce\u9669\u7684\u5173\u952e\u53d8\u5316 IntroductionOn 23 December 2025, the European Commission adopted amendments to the Guidelines on certain State aid measures in the context of the post-2021 EU Emissions Trading System (ETS) (hereafter referred to as the ETS State Aid Guidelines). The revision comes against the backdrop of persistently&hellip;","_links":{"self":[{"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/posts\/6320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/comments?post=6320"}],"version-history":[{"count":6,"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/posts\/6320\/revisions"}],"predecessor-version":[{"id":6470,"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/posts\/6320\/revisions\/6470"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/media\/6324"}],"wp:attachment":[{"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/media?parent=6320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/categories?post=6320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/chinaeucn.com\/zh\/wp-json\/wp\/v2\/tags?post=6320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}