商务部网站昨日发布2013年度镁行业多个产品出口配额第一次公开招标的公告，镁产品主要包括：未煅烧的水镁石、轻重烧镁、含氧化镁70%以上的混合物、滑石块（粉）、其他氧化镁含量在70%（含70%）以上的矿产品，招标工作统一在2012年12月12日开始。

The ministry of commerce web site yesterday issued more than 2013 annual magnesium industry products export quota first open tender announcement,Magnesium products mainly include:Not calcined brucite/Weight burning magnesium/Magnesium containing more than 70% of the mixture/Talc lump(powder)/Other magnesium oxide content in 70%(Containing 70%)More minerals,The bidding work in unity on December 12, 2012 start.

　　目前上市公司中，涉及镁行业业务的有云海金属、盐湖股份、东方钽业等。盐湖股份综合利用盐湖资源，金属镁一体化项目成本优势明显。东方钽业与其他六家公司共同出资设立重庆盛镁镁业有限公司，来开拓镁合金材料业务。云海金属2008年前公司主要产品为镁合金，且有一半左右出口海外。

At present in the listed companies,Magnesium industry in business have a sea of clouds metal/Salt lake shares/Orient tantalum industry, etc.Comprehensive utilization of salt lake resources shares salt lake,Metal magnesium integration project cost advantages.Orient tantalum industry and other six companies jointly invest to set up a ChengMei chongqing magnesium industry co., LTD,To develop the business of magnesium alloy materials.2008 years ago, sea of clouds metal company main product is magnesium alloy,And about half export overseas.

　　华泰证券研究员刘敏达认为，镁行业产能过剩，而下游需求平稳增长，未来镁价上行动力不足将压缩镁合金产品的盈利空间。且云海金属只生产普通牌号的镁合金，并不具备跨越产品周期的能力，其镁合金业务的发展仍有待下游市场整体需求的恢复。

Huatai securities researcher LiuMinDa think,Magnesium industry overcapacity,And the downstream demand steady growth,The future magnesium price upward momentum inadequacy will be compressed magnesium alloy products profit space.And the sea of clouds metal production only ordinary brand of magnesium alloy,Don't have the ability to cross product cycle,The magnesium alloy business development remains to be the downstream market overall demand recovery.

　　“从四家公司涉足资源的基本面看，北京利尔收购矿资质明显高于其他三家。”海通证券有色金属行业分析师施毅也提醒，涉足矿业最大的风险在于矿品资质问题，即最终是否能够注入以及是否能够达产。记者 陈慧

"From the four companies involved in the fundamentals of resources to see,The acquisition of Beijing's ore qualification is obviously higher than that of the other three."Haitong securities non-ferrous metal industry analysts ShiYi also remind,The biggest risk is involved in mining mineral product qualification problem,Namely the final whether can injection and whether can DaChan.reporter Chen hui