In July 2026, the European Union formally implemented the updated Critical Raw Materials Act (CRMA), officially classifying high-purity isostatic graphite, semiconductor-grade ultra-clean graphite and aerospace anti-ablation graphite as key strategic raw materials related to regional industrial security. This policy adjustment marks a comprehensive upgrade of the EU's graphite industry supervision and supply chain layout, completely changing the long-term pattern of relying on imported high-end graphite components from China. According to the latest industry data released by the European Raw Materials Alliance (ERMA), the EU's self-sufficiency rate of high-end graphite materials is less than 12%, and more than 88% of high-precision graphite components used in semiconductor manufacturing, aerospace equipment and new energy photovoltaic industries rely on overseas imports, resulting in obvious supply chain risks.
The new EU policy puts forward three core mandatory requirements for the graphite supply chain. First, by 2030, the local processing capacity of strategic graphite raw materials in the EU will reach 40% of regional demand, and the import dependence of high-end graphite components will be reduced to less than 50%. Second, all graphite products entering the EU high-end industrial supply chain must pass EU green environmental protection certification and carbon footprint testing, eliminating high-energy-consuming and high-pollution graphite processing products. Third, the EU will invest 1.2 billion euros to support the construction of local graphite deep processing bases, focusing on breaking through the technical bottlenecks of high-purity graphite purification and ultra-precision processing, and building a localized strategic material supply system.
The implementation of the new policy has triggered a comprehensive restructuring of the global graphite supply chain. In the past, the European graphite market was mainly dominated by low-end ordinary graphite products from Africa and Southeast Asia and high-end precision graphite components from China. With the launch of the EU localization support policy, European local enterprises have accelerated the construction of graphite deep processing projects. At present, two large-scale spherical graphite processing factories in Germany and France have started trial production, with a total designed annual capacity of 45,000 tons, mainly supplying the regional new energy battery and photovoltaic industries. However, restricted by technical thresholds and insufficient accumulation of high-end processing technology, European local products are still unable to meet the precision manufacturing needs of semiconductors and aerospace, and still need to rely on imported high-end graphite components.
In terms of trade supervision, the EU has added impurity content, processing precision and green production indicators to the graphite product import access standards. Graphite components with impurity content exceeding 10ppm, processing tolerance exceeding international precision standards and uncertified carbon footprint are prohibited from entering the EU high-end industrial market. This strict access threshold has eliminated a large number of low-end and non-standard graphite manufacturers in the global market, and further highlights the technical and quality advantages of professional Chinese high-end graphite deep-processing enterprises.
Industry analysts point out that the EU's strategic layout of graphite raw materials is essentially a regional industrial security layout for the new energy and high-end manufacturing industry chain. Graphite, as an irreplaceable core material for photovoltaics, semiconductors, aerospace and metallurgy, has become a key material contested by major global economies. While promoting localized production, the EU will still maintain long-term cooperative relations with high-quality Chinese graphite manufacturers with mature technology, green production and stable quality, forming a pattern of complementary advantages in the global graphite supply chain.
Huixian Jincheng Abrasive & Graphite Mold Factory, as a benchmark enterprise in China's high-end graphite deep-processing industry, has long laid out the European overseas market and fully adapted to the EU's new critical raw material policy requirements. All the company's high-end graphite products have passed EU CE certification, green supply chain certification and carbon footprint testing, fully meeting the EU's high-standard market access thresholds. Different from ordinary graphite manufacturers, Jincheng Graphite's products strictly comply with EU impurity control and precision processing standards, with the impurity content of semiconductor and aerospace-grade products stably controlled below 5ppm, and the processing precision fully matching European high-end equipment manufacturing requirements.
In response to the EU's supply chain localization trend, Jincheng Graphite has adjusted its overseas market layout strategy in a timely manner. On the basis of maintaining the supply of high-end precision graphite components that European local technology cannot cover, the company provides technical cooperation and process optimization services for European local graphite processing enterprises, helping them improve product purity and processing precision. At present, the company's N-type photovoltaic graphite thermal field components, semiconductor ultra-clean graphite parts and aerospace anti-ablation graphite components have stable long-term cooperative customers in Germany, France, Italy and other European countries, occupying a leading share in the EU high-end graphite market.
In terms of green production, Jincheng Graphite's full-closed dust-free processing workshop and waste recycling system fully meet EU environmental protection standards, and the product carbon emission index is far lower than the industry average. In the context of the EU's strict promotion of green supply chain construction, the company's green manufacturing advantages have become a core competitive barrier in the European market. Industry forecasts show that with the continuous upgrading of EU graphite industry standards, the market demand for high-precision, ultra-high-purity and green environmentally friendly graphite components will continue to grow, and Jincheng Graphite will further expand its market share in the European high-end graphite field.
Looking ahead, the global graphite supply chain will form a new pattern of regional coexistence and complementary advantages. The EU's localized production will mainly cover medium and low-end conventional graphite products, while high-end ultra-precision and ultra-high-purity graphite components will still rely on leading Chinese manufacturers represented by Jincheng Graphite. With its technical advantages, quality advantages and green manufacturing advantages, Jincheng Graphite will continue to deepen its layout in the European market and empower the high-quality development of the EU's high-end manufacturing industry chain.
