节点：铁矿石位置：上游情绪：利空参考度：10/10
钢价是否要大涨？唐山钢企环保限产跟踪：执行强影响大7月5日对唐山地区钢铁企业环保限产情况展开跟踪调研。唐山地区钢铁企业普遍收到7月限产通知，均承诺0005;格执行。此次限产主要针对烧结机和高炉生产 。
限产通知覆盖范围广，措施逐步落地。唐山几乎所有重点钢企都收到通知，要求烧结机限产30%左右。部分企业已执行，方式包括烧结机部分停产或间歇性检修、高炉闷炉检修或减少送风等，其余企业也在积极落实，表明政策执行力度强、覆盖广且推进有序，企业执行积极 。
预计影响铁水及烧结矿产量。初步测算，本轮限产对唐山铁水产量影响大，多家企业反馈限产可能使日均铁水产量..
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那钢价是不是真要大涨呀？这限产影响这么大，钢材价格不得跟着猛涨喽？
那这钢价是不是真得跟着大涨啦？唐山钢企限产影响这么大呢。