Boiler tube exports may reach a peak of 200 million tons.

As the peak season for the steel market, "Golden September and Silver October," approaches, terminal demand is expected to significantly rebound, prompting steel prices to bottom out and recover. Moreover, with targeted stimulus measures being implemented throughout the second half of the year, there is potential for a phased recovery in steel prices and the industry, which in turn could improve profitability. Therefore, considering the trends in mineral and steel prices for the second half of the year, the situation of improved profitability in the boiler tube industry is likely to continue in the short term. However, due to the long-term constraints on steel prices from severe overcapacity, steel companies' main business may continue to operate at a loss, and the profit margins for boiler tubes still face the threat of compression. Overall, with the downstream industry being unprofitable and the traditional off-season in full swing, the demand for boiler tubes remains low, and the market is characterized by a strong atmosphere of caution. Meanwhile, the weak and volatile situation of raw material prices remains unchanged, making it difficult for steel prices to find support, and the pressure to move forward remains substantial.