{
  "updated": "2026-09-27",
  "note": "ILUME 结构化市场情报库 · 全部数据来自官方公开来源，可溯源",
  "carbon": {
    "source": "生态环境部《全国碳市场发展报告(2026)》、复旦碳价指数 2026-09",
    "cea_price_per_ton": {"latest_close": 97.90, "as_of": "2026-08底", "yoy_vs_2025_end": "+31.18%", "2025_end_close": 74.63},
    "ccer": {"avg_price_2026": 86.51, "range": "80-90元/吨", "cum_volume_tons": 21706800, "cum_value_cny": 1737000000, "registered_projects": 41, "registered_volume_tons": 24233500},
    "national_market": {"cum_volume_tons": 961000000, "cum_value_cny": 65699000000, "covered_entities_2026": 3680, "covered_sectors": ["发电", "钢铁", "水泥", "铝冶炼"], "coverage_of_national_emissions": "65%+"},
    "gec_green_certificate": {"centralized_2026": 5.72, "distributed_2026": 5.73, "biomass_2026": 5.18, "unit": "元/个"},
    "roadmap": {"2027": "基本覆盖工业主要排放行业", "2030": "建成与国际接轨的碳市场体系"}
  },
  "ports": {
    "source": "交通运输部（2026-08 发布）、港口公开统计",
    "china_top10_cargo_2025": [
      {"port": "宁波舟山港", "cargo_yi_ton": 14.32, "teu_wan": 4300, "note": "货物吞吐量连续17年全球第一；集装箱全球前三"},
      {"port": "上海港", "cargo_yi_ton": 8.0, "teu_wan": 5506, "note": "集装箱连续16年世界第一；国际航线近350条"},
      {"port": "唐山港", "cargo_yi_ton": 8.0, "teu_wan": null},
      {"port": "青岛港", "cargo_yi_ton": 7.0, "teu_wan": null},
      {"port": "广州港", "cargo_yi_ton": 6.0, "teu_wan": null},
      {"port": "日照港", "cargo_yi_ton": 6.0, "teu_wan": null},
      {"port": "苏州港", "cargo_yi_ton": 6.0, "teu_wan": 1021, "note": "内河港；太仓港区年出口汽车80万辆"},
      {"port": "天津港", "cargo_yi_ton": 5.0, "teu_wan": null},
      {"port": "烟台港", "cargo_yi_ton": 5.0, "teu_wan": null},
      {"port": "北部湾港", "cargo_yi_ton": 4.86, "teu_wan": 1006}
    ],
    "national_total_2025": {"cargo_yi_ton": 183.4, "growth": "+4.2%", "coastal_yi_ton": 116.3, "inland_yi_ton": 67.1},
    "connectivity": {"ningbo_zhoushan_routes": 309, "shanghai_routes": 350, "countries_covered": 200, "ports_covered": 700}
  },
  "newenergy": {
    "source": "国家能源局《2025年可再生能源并网运行情况》（2026-02 发布）",
    "wind_2025": {"new_gw": 120, "new_growth": "+51%", "cum_gw": 640, "offshore_cum_gw": 47, "generation_twh": 1130, "utilization": "94%"},
    "solar_2025": {"new_gw": 317, "new_growth": "+14%", "cum_gw": 1200, "distributed_new_gw": 153, "generation_twh": 1170, "utilization": "95%"},
    "wind_solar_combined": {"cum_gw": 1840, "share_of_capacity": "47.3%", "milestone": "历史性超过火电", "generation_share": "22%"},
    "biomass_cum_gw": 47.43,
    "csp_concentrated_solar": {"cum_gw": 1.82, "growth": "+107%"},
    "ccer_prices": {"offshore_wind_avg": 69.27, "csp_avg": 81.58, "unit": "元/吨"}
  },
  "trade": {
    "source": "各省统计公报、公开报道",
    "zhejiang_2025": {"import_export_trillion_cny": 5.55, "growth": "+5.4%", "export_trillion_cny": 4.19, "export_growth": "+7.2%"},
    "hot_demand": [
      "出口企业欧盟碳关税(CBAM)应对与碳达标报告",
      "新能源装备（光伏组件/储能/风机）海外采购对接",
      "大宗散货港口中转与物流撮合",
      "林业碳汇/红树林项目开发与 CCER 交易"
    ]
  }
}