本报讯 工信部网站昨日消息，为加快产业结构调整，加强环境保护，综合利用资源，规范钼行业投资行为，制止盲目投资和低水平重复建设，促进钼工业健康发展，依据国家有关法律法规和产业政策，工信部同有关部门制定了《钼行业准入条件》。

Report from our correspondent work department web site news letter yesterday，In order to speed up the adjustment of industrial structure，To strengthen environmental protection，Comprehensive utilization of resources，Standard molybdenum industry investment behavior，Stop blind investment and low level repeated construction，To promote the healthy development of molybdenum industry，According to relevant state laws and regulations and policies，Work with the relevant departments, formulate the letter《Molybdenum industry access conditions》。

　　根据准入条件，新建、改扩建冶炼生产企业工业氧化钼（含钼不低于51%）年生产能力不得低于20000吨；现有冶炼生产企业工业氧化钼（含钼不低于51%）年生产能力不得低于10000吨。禁止建设单一钼铁生产企业。

According to access requirements，new、Industrial production enterprise expansion smelting molybdenum oxide（Containing molybdenum no lower than 51%）Annual production capacity is not less than 20000 tons；Existing smelting production enterprise industrial molybdenum oxide（Containing molybdenum no lower than 51%）Annual production capacity is not less than 10000 tons。It is forbidden to construct a single molybdenum iron production enterprise。

　　钼矿概念股受上述消息影响，昨日盘中快速走强，金钼股份(601958,股吧)劲升3%以上，万好万家(600576,股吧)直线拉涨4.5%，宏达股份(600331,股吧)亦反弹翻红。

The news from the concept molybdenum influence，Yesterday rallied fast going strong，Gold molybdenum shares(601958,Shares it)Price more than 3%，All good(600576,Shares it)Pull straight up 4.5%，HTC shares(600331,Shares it)Also rebound turn red。

　　“有关钼行业的政策消息虽然不多，但是几乎每出一条都是非常有力度的，都能引起相关概念股或多或少的波动。”德邦证券某位不愿具名的研究员昨日对《大众证券报》表示。

“The policy of molybdenum industry news though not much，But almost every out a is very dynamics，Can cause some the concept of more or less volatility。”DeBang securities a anonymous researchers to yesterday《Public stock certificate report》said。

　　“一直以来，从整个行业来看，钼价一直处于比较低迷的状态，这制约了整个行业本身的发展，相关概念龙头公司也一度被钼价低迷拖累业绩。不过，从年初开始，相关政策的扶持效应已然开始显现。首先，年初钼资源税上调，直接增加了钼行业整体的生产成本，有利于提升钼行业的集中度，利好于行业的龙头企业。其次，本次工信部制定行业准入条件，有利于行业实行资源整合，鼓励大企业做大做强更加有利于钼价的企稳。”上述研究员认为，个股方面还是建议关注行业龙头金钼股份。

“Has been，From the whole industry，Molybdenum price has always been on the low state，This restricts the development of the industry itself，Related concept having been leading company molybdenum down low price performance。but，From the beginning of the，Relevant policy to the support of the effect has begun to show。first，Molybdenum resources tax rise early，Directly increase in molybdenum industry overall cost of production，Help to promote the concentration degree of the molybdenum industry，Good in industry leading enterprises。second，The work of letter formulate industry access conditions，For the industry resources integration，Encourage large enterprise bigger and stronger more conducive to the stabilising molybdenum price。”The researchers say，In individual stocks still suggest attention industry leading gold molybdenum shares。

　　招商证券(600999,股吧)对整个钼行业分析认为，中国钼供应过剩的格局将改变。一方面是由于中国稀有金属保护性政策将进一步加强，另一方面则是钼需求将长期看好，中国从粗钢向合金钢、特种钢的转变将会长期提升钼需求。招商证券也较看好金钼股份，认为虽然金钼股份目前估值较高，但考虑到钼行业整合对钼价的持续推动，对公司是长期利好。 记者 夏明月

Merchants securities(600999,Shares it)To the molybdenum industry analysis think，China molybdenum oversupply pattern will change。On the one hand is due to China's rare metal protective policy will further strengthen，On the other hand is molybdenum long-term demand，China from coarse to steel alloy steel、Special steel transition will be long ascension molybdenum demand。Merchants securities also tend to see gold molybdenum shares，Think that although gold shares higher valuations molybdenum at present，But considering the molybdenum industry integration of molybdenum price continue to promote，The company is good for long。 Reporter XiaMingYue