Chinese graphite products industry
2026-03-19 18:23:14
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The Chinese graphite products industry has accelerated its overseas expansion in
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The Chinese graphite products industry has accelerated its overseas expansion in the past decade, shifting from exporting raw materials to a global layout of 'technology+production capacity+standards'. With artificial graphite negative electrode material as the core, the shipment volume will reach 2.67 million tons by 2025, accounting for 92.7% of the global negative electrode market and becoming the 'invisible pillar' of the new energy battery supply chain. Leading companies such as Zhongshi Technology have established a multi product overseas base covering North America, Samsung and other customers in Thailand. Qingdao Hengsheng has partnered with Canadian companies to establish a 25000 ton coated spherical graphite factory in Morocco. Star Graphite has won a $44.33 million graphite equipment order from India's Adani Group, forming a 'materials equipment system' collaborative overseas model. Faced with the US imposing over 160% double anti-dumping tariffs (anti-dumping 93.5% -102.72%+anti subsidy 66.82% -66.86%) on graphite from China in February 2026, China, with over 80% of the world's battery grade graphite refining capacity and a complete industrial chain, still dominates 68% of the US's artificial graphite imports, making it difficult to achieve domestic substitution in the short term. At the same time, China has implemented export controls on high-purity (>99.9%) and high-strength synthetic graphite, in response to technological blockades. The enterprise has fully passed international certifications such as IEC 62619, REACH, RoHS, etc. Zhongshi Technology has completed factory audits for Samsung and Nokia, and Zhongke HaiNa has obtained T Ü V Rheinland IEC 62619 certification, achieving compliance with international standards. The industry is moving from being 'cost driven' to being a 'standard setter', building an irreplaceable global graphite supply chain discourse power.
Author：
shanghai caite international trade co.,ltd
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