CBAM被市場稱為”碳關(guān)稅”，盡管嚴(yán)格來說CBAM并不是關(guān)稅，但可以借用這個(gè)概念來理解和討論CBAM。中國出口企業(yè)應(yīng)該如何看待CBAM，并調(diào)整其低碳行動以應(yīng)對這一挑戰(zhàn)？

The European Parliament and Council of the European Union passed the CBAM regulation on April 18 and April 25, 2023 respectively, aiming to help the EU achieve its 2030 climate goals and prevent carbon leakage. CBAM is one of the key legislations under the Fit for 55 package.

CBAMs core logic determines the number of CBAM certificates required based on the embedded emissions of imported goods. Each ton of embedded emissions corresponds to one CBAM certificate. CBAM certificate prices are calculated by the European Commission based on average carbon allowance auction platform prices.

The total CBAM payment can be calculated as: Total CBAM payment = Embedded emissions (tons) × CBAM certificate price. However, companies can make adjustments based on paid carbon costs and EU free allowances to reduce the total CBAM payment.

CBAM and similar policies in other countries indicate carbon tariffs may become important factors affecting international trade. Chinese exporters may face increased costs and reduced competitiveness without countermeasures. However, CBAM and CCA provide a window for Chinese exporters to understand and adapt to future international carbon markets and trade changes.

Chinese exporters should thoroughly understand CBAMs system and calculation logic, taking corresponding low-carbon actions to reduce emissions and prepare for potential carbon tariff policies. Companies can reduce CBAM costs by deducting carbon allowances and paid carbon costs, while finding EU-recognized methods to prove carbon cost payments. Understanding and responding to CBAM will provide Chinese exporters important opportunities to maintain competitive advantages in future international trade.