In 2026, the European Union's landmark Critical Raw Materials Act was fully implemented across all member states. The policy clearly lists graphite as one of the 34 most critical strategic raw materials supporting European industrial development, and puts forward clear industrial development goals: by 2030, the EU's local processing capacity of graphite raw materials will account for 40% of regional consumption, the recycling capacity will cover 15% of market demand, and the single external supplier's supply proportion will not exceed 65%. The introduction of this policy aims to reduce the European region's long-term dependence on imported strategic raw materials, ensure the supply security of raw materials for new energy, high-end manufacturing and other core industries, and build an independent and controllable local industrial supply chain system.
The implementation of the new policy has brought profound changes to the European graphite market. On the one hand, European member states have increased investment in local graphite processing and recycling projects, and local graphite deep-processing capacity is gradually released. On the other hand, European downstream enterprises such as new energy equipment, chemical equipment and mechanical manufacturing have adjusted their procurement mechanisms, increased the review standards for imported graphite suppliers, and prioritized cooperating with suppliers who meet EU green environmental protection standards, sustainable production specifications and supply chain traceability requirements. Traditional low-price and low-quality graphite products are gradually excluded from the European market.
For global graphite export enterprises, the EU new policy brings both challenges and opportunities. The policy's strict green production and supply chain traceability requirements have raised the market access threshold, eliminating a large number of informal small and medium-sized suppliers. However, the European market still has a large supply gap in high-end deep-processing graphite products and customized functional graphite components, and local capacity cannot meet the demand in the short term. For standardized, green and compliant high-end graphite suppliers, the European market still has huge development potential.
In response to the changes in the European market policy environment, Jincheng Graphite has taken the initiative to adjust its European market operation strategy and fully adapt to the EU critical raw material supervision and procurement standards. The enterprise has completed the whole-process green production certification and supply chain traceability system construction in accordance with EU regulations, sorted out the full life-cycle production data of all export products, and can provide complete raw material source traceability, energy consumption assessment and environmental protection production certification documents required by European customers.
In terms of product adaptation, Jincheng Graphite has optimized product environmental protection indicators and processing standards in accordance with EU industrial specifications, reduced carbon emission intensity in the production process, and improved the environmental protection performance of products. Aiming at the European market's demand for high-end customized graphite components, the enterprise has launched targeted product solution packages for European new energy equipment, industrial heat treatment and environmental protection equipment scenarios, focusing on supplying high-value-added deep-processing graphite products that local European enterprises cannot mass produce.
In terms of market cooperation, Jincheng Graphite has established long-term cooperative relations with multiple local European engineering companies and equipment manufacturers, actively participating in local industrial supporting projects. The enterprise strictly abides by the EU's supplier management regulations, standardizes order delivery, after-sales service and technical support processes, and has become a qualified designated supplier for many European industrial enterprises. At present, Jincheng Graphite's market share in the European high-end graphite market continues to grow, forming a stable and sustainable cooperative layout.
Industry insiders said that with the continuous implementation of the EU Critical Raw Materials Act, the European graphite market will be more standardized and high-end, and the industry's competitive focus will shift from price competition to quality, green production and service competition. Jincheng Graphite will continue to optimize its green production system and European market service system, actively adapt to policy iteration, and continuously expand the high-end market share in Europe.
