监管政策
CBAM 碳边境调节机制
缩写：: Carbon Border Adjustment Mechanism
摘要
欧盟对进口商品嵌入碳排放征收碳税，通过铝边框和钢支架影响光伏进口。
详细解释
CBAM (Carbon Border Adjustment Mechanism) is the EU's policy to prevent carbon leakage. It places a carbon price on imports matching what EU domestic producers pay via ETS. CBAM currently covers: cement, iron/steel, aluminum, fertilizers, hydrogen, electricity. Solar modules are not directly covered but their aluminum frames and steel mounting ARE. Transitional reporting phase ran Oct 2023 - Dec 2025. Financial obligation started Jan 2026, with full ETS-equivalent pricing by 2034. Estimated 2026 cost impact on solar: $0.001-0.003/W; by 2034: $0.006-0.010/W.