Since the beginning of 2026, the global graphite industry has ushered in a new round of policy adjustment cycles for export supervision. As the core producing region of global graphite products, Asian producing countries have further optimized and upgraded export control lists, clearly including high-purity synthetic graphite with carbon content higher than 99.9%, high-density isostatic graphite and ultra-fine particle special graphite materials in the key supervision catalog. The new policy requires that all high-end graphite export products must provide end-use certification, downstream industry application proof and third-party performance testing reports, and implement real-name filing management for export orders, effectively curbing the arbitrary export of strategic high-performance graphite materials.
At the same time, European and American countries have also introduced supporting industrial policies, listing graphite as a key strategic mineral raw material, encouraging local enterprises to build localized graphite processing capacity, and imposing import preference and restriction measures on graphite products from different regions. A series of policy adjustments have completely broken the loose cross-border trade pattern of the graphite industry in the past. The global supply of high-end graphite products has become more standardized and concentrated, and small and medium-sized trading enterprises without compliance qualifications have been forced to withdraw from the international market.
Policy changes have triggered obvious fluctuations in the global graphite market. In the first half of 2026, the international market price of high-purity industrial graphite rose by 12%-18% year-on-year, and the price of high-end isostatic graphite for semiconductor and vacuum equipment increased by more than 22%. Many overseas downstream enterprises have encountered procurement difficulties. On the one hand, the number of compliant suppliers in the market has decreased sharply, and the order delivery cycle has been significantly extended; on the other hand, the procurement cost of high-end graphite raw materials has increased comprehensively, squeezing the profit space of downstream new energy, semiconductor and chemical equipment manufacturing industries. Some European and American equipment manufacturers have to adjust their production plans and reduce product output due to insufficient supply of high-end graphite raw materials.
In order to cope with policy changes and supply chain risks, global downstream enterprises are accelerating the adjustment of procurement strategies. On the one hand, multinational manufacturing groups are gradually abandoning single-source procurement modes and building multi-region and multi-supplier diversified supply systems to avoid supply interruption risks caused by policy changes. On the other hand, buyers pay more attention to the compliance qualification, standardized production capacity and long-term supply stability of suppliers, and take enterprise compliance operation level as the core evaluation index of supplier cooperation.
Facing the new global export control policy environment, Jincheng Graphite has always adhered to standardized compliance operation and actively responded to policy changes and market adjustments. The enterprise has set up a special policy research and compliance management team, tracking the latest export control rules, tariff adjustment standards and certification requirements of major global trading regions in real time. The team sorts out product classification standards in strict accordance with national and international supervision regulations, completes standardized filing and certification for all export products, and ensures that every cross-border order meets the supervision requirements of exporting and importing countries.
In terms of order management, Jincheng Graphite strictly implements end-use verification procedures for high-end graphite products, standardizes customer qualification review and product use scenario confirmation, and establishes a complete order compliance file system to realize traceable and verifiable whole-process order supervision. Different from small and medium-sized manufacturers that are forced to adjust their business strategies due to policy changes, Jincheng Graphite has maintained stable export business rhythm with perfect compliance system, and its market share in the global high-end graphite trade has continued to rise.
In view of the global supply chain adjustment trend, Jincheng Graphite has further optimized its international market layout, launched targeted product supply solutions for European, American, Southeast Asian and Middle Eastern markets, and adjusted product certification systems and delivery processes according to regional policy differences. The enterprise actively communicates with overseas customers, assists customers in completing import qualification review and customs clearance procedures under the new policy, and effectively solves the procurement difficulties and policy adaptation problems faced by downstream enterprises.
Industry institutions predict that global graphite export supervision will continue to be standardized and strict in the next few years, and the industry's compliance entry threshold will be further improved. The standardized and compliant operation advantages of leading enterprises will become core competitive barriers. Jincheng Graphite will continue to optimize its compliance management system, keep pace with global policy changes, maintain stable and high-quality supply of international orders, and help global downstream enterprises build more secure graphite raw material supply chains.
