Direct answer: The EU Machinery Regulation (Regulation (EU) 2023/1230) becomes mandatory on 20 January 2027, replacing Machinery Directive 2006/42/EC. A manufacturer's "EU Machinery Regulation / CE compliance page" cannot just show a CE logo or say "CE certified." It should state which products are in scope, the company's role, how the 2027 transition works, who prepares the technical file/risk assessment/DoC, how CE marking is affixed, whether instructions can be digital, when a notified body is required, and which data customers receive. Otherwise, when an EU customer asks "does the DoC cite the new regulation or the old directive, where is the technical file, which operating conditions does the risk assessment cover, who is the authorised representative," the answer becomes an ad-hoc explanation.

This guide is for equipment, robotics, automation, component and industrial-supply manufacturers in Changzhou and nearby areas. It explains how to write and accept an EU Machinery Regulation compliance page. Information is current to 2026-11-03. It is a review of public rules and project practice, not EU legal, machinery-safety, CE-certification or notified-body advice; the specific scope, classification, risk assessment and conformity route depend on the regulation, European Commission guidance, the notified body and the competent authority.

Three things to remember

From 20 January 2027, machinery newly placed on the EU market must follow 2023/1230 for conformity assessment, technical documentation, DoC and CE marking; there is no old/new parallel transition. CE is not a "certificate" issued by a body—it is a marking affixed after conformity assessment, and "CE certificates/voluntary certificates" from non-notified bodies are not recognised. The technical file, risk assessment and instructions are the core evidence; digital instructions are allowed, subject to conditions and a paper copy on request.

How does the machinery page relate to the directive, CE marking, instructions and PPWR?

The manual/labels/language page answers "how to write instructions and in which language"; the PPWR page answers "how packaging complies"; the machinery page answers "which regulation governs conformity assessment, CE marking, the DoC and the technical file." Machinery Directive 2006/42/EC is the old law; from 20 January 2027 the Machinery Regulation replaces it. CE marking is the result, not a purchasable certificate. They are not interchangeable.

The usual breakpoints: copying an old-directive DoC template for 2027; treating a "CE certificate" as a mandatory document; not knowing some high-risk machinery needs a notified body; having only an instruction manual as the technical file, with no risk assessment/drawings/standards list; supplying digital-only instructions without meeting the access/paper-copy conditions; changing a safety function without assessing "substantial modification"; claiming "all products comply with 2023/1230" without distinguishing model/configuration. A page that states scope, role, timeline, documents, procedures and red lines gives export, R&D and quality one playbook.

Page/topicAnswersCoversCannot replace
Machinery Regulation 2023/1230How machinery complies; CE/DoC/technical fileMachinery and related productsPackaging/instructions
Machinery Directive 2006/42/ECOld framework before 2027Placed before 2027-01-19New placements after 2027
CE markingMarket-access mark after assessmentProducts under applicable lawA third-party "certificate"
Manual/labelsInstructions/language/warningsUse informationTechnical file/risk assessment
PPWRPackaging and packaging wastePackagingMachinery safety/CE

This page map is editorial; machinery scope and procedures follow Regulation (EU) 2023/1230 and the European Commission machinery page.

Which products are in scope?

The regulation covers machinery and "related products": interchangeable equipment, safety components (including software), lifting accessories, chains/ropes/webbing, removable mechanical transmission devices, and partly completed machinery. The test is whether the product is placed on the EU market/put into service and whether it meets the legal definition—not what it is called. Robots, automation lines and safety-related software/control systems can be in scope. Whether a component integrated into machinery is itself machinery depends on the definition and function.

Common misjudgements: excluding all "components/supplied parts"; assuming export-only parts need no CE; ignoring software/safety controllers; assuming "the customer does the whole-machine CE, so we have no document duty"; mixing products covered by household/low-voltage/other laws with machinery. Scope must be decided per model/configuration/function, not by industry or customs code. The page can explain how the company supports the machine builder, but must not classify the customer's whole machine.

CategoryWhat it isTypical documentsCommon misjudgement
MachineryComplete machine/assemblyDoC, CE, technical fileName-based judgement
Partly completedIncomplete machine for integrationDeclaration of incorporation/assembly instructionsSold as complete
Safety componentPart performing a safety function (incl. software)DoC/CE/technical fileIgnoring software
Interchangeable equip.Interchangeable equipmentDoC/CETreated as ordinary part
Lifting accessoriesLifting gear/slings/chains/webbingDoC/CEMaterial standard only
Transmission deviceRemovable transmission deviceDoC/CEAssessment skipped

This scope split is editorial; definitions, exclusions and the related-product list follow Article 2 and the annexes.

What is the company's role?

The role determines the obligations: the manufacturer (designs/makes or markets under its own name) handles conformity assessment, technical file, DoC, CE marking and instructions; the importer verifies the manufacturer's work, keeps documents and shows its name/address; the distributor checks CE/documents if it does not modify the product, and modification can make it a manufacturer; a person making a "substantial modification" (physical or digital, introducing a new hazard or increasing risk) may be treated as the manufacturer of the new machine; a non-EU manufacturer may appoint an authorised representative in writing, but Regulation (EU) 2019/1020 also requires an EU economic operator—usually the importer or the authorised representative, and required when selling directly.

Typical Chinese factory cases: supplying parts/components to an EU machine builder, where the builder does the whole-machine CE and the factory provides component declarations/technical data; exporting a complete machine under its own brand, where the factory is the manufacturer; selling through an EU importer, where the importer carries importer duties; selling DAP/DDP or via e-commerce, where the factory may need an authorised representative/EU operator. The contract should state who prepares which document, who keeps the technical file, and who handles CE marking and instruction languages.

RoleWhoMain obligationsTypical Chinese factory case
ManufacturerDesigns/makes or owns the brandAssessment, technical file, DoC, CE, instructionsOwn-brand complete machine export
Authorised rep.Written mandate, EU-establishedKeep documents, cooperate with authoritiesDirect sales/no importer
ImporterEU importerVerify compliance, mark details, retain recordsCustomer is importer
DistributorEU distributorCheck CE/documents, do not break complianceDistribution/OEM-branded
ModifierSubstantial modifierMay become the new manufacturerRetrofit/safety upgrade

This role split is editorial; specific duties follow Articles 10–13, Article 4 of Regulation (EU) 2019/1020 and Commission guidance.

How does the 2027 transition work?

From 20 January 2027 the Machinery Regulation applies and Machinery Directive 2006/42/EC is repealed; machinery newly placed on the market/put into service from that date must comply with the new regulation, with no old/new parallel transition. Individual machines placed on the market before 20 January 2027 under the old directive may continue to be made available; EC type-examination certificates issued under the old directive remain valid until expiry (subject to the transitional provisions). Before 2027, a manufacturer may state on the DoC that the machine also conforms to the new regulation where applicable, but old-directive compliance does not cover new placements after 2027.

Manage by "placing date/individual unit", not by "model" alone: stock placed before 2027 and units newly produced after 2027 may follow different rules for the same model; retrofit/modification/software upgrades may constitute a new placement or substantial modification. The website timeline should distinguish "already placed", "new placement" and "retrofit/refurbishment", not just "switch everything in 2027".

DateRuleApplies toWhat the page should state
2023-06-29Regulation publishedAllPublished ≠ applies
2023-07-19Regulation enters into forceAllIn force ≠ mandatory
2024-07-20A few provisions apply earlyDelegation/notificationDaily duties not yet
2027-01-19Old directive still appliesMachinery placedOld DoC/certificates
2027-01-20New regulation mandatory; directive repealedNew placement/serviceNo parallel period
AfterPlaced units may continue to be made availableIndividual unitsNot a model-wide exemption
Certificate expiryOld EC type-examination certificates valid until expiryCovered productsCannot cover new placements

This timeline is editorial; specific transition, certificate and placement rules follow Articles 51/52/54 and Commission guidance.

What goes into the DoC and technical file?

The technical file (Annex IV) must demonstrate conformity with the essential health and safety requirements: product description/drawings/circuit diagrams/control logic, risk assessment, applicable legislation and harmonised standards, calculations/test reports, instructions, series/model/serial numbers, and assembly instructions for partly completed machinery. The DoC (Annex V) states the manufacturer/authorised representative, product identification, applicable legislation, harmonised standards/partial application, place/date/signatory; partly completed machinery uses a declaration of incorporation, not a complete-machine DoC. Keep the technical file and DoC for at least 10 years (subject to the regulation).

Common gaps: a technical file with a table of contents but no content; a risk assessment saying only "meets the standard"; a DoC citing the old directive or expired standards; no model/serial number; standards listed without version/partial application; instructions not in the target Member State language; a component supplier declaration treated as the whole-machine DoC; the technical file living on a sales engineer's laptop and unavailable to authorities. The website can say "DoC/technical-file summary available on request", but must not publish a customer's/model's specific file.

Document/itemWhat to stateEvidenceCommon gap
Product IDModel/series/serial/functionDrawing/nameplateBroad category only
Risk assessmentHazards/conditions/measures/residual riskAssessment sheet"Complies" only
Law/standardsApplicable articles/standard versionsListOld directive/expired
Calculations/testsSafety function/strength/noise etc.ReportsMissing tests
InstructionsLanguage/warnings/limitsVersionWrong language
DoCManufacturer/representative/signatureSigned copySales signs
Incorporation declarationPartly completed machineryAnnex VTreated as machine DoC
RetentionAt least 10 yearsArchiveLost with staff

This document split is editorial; specific content, format and retention follow Article 10, Annexes IV/V and Commission guidance.

How should risk assessment and essential health and safety requirements be handled?

Risk assessment must cover the whole lifecycle and foreseeable misuse: hazard identification (mechanical/electrical/thermal/noise/vibration/radiation/material/ergonomics/environment), risk estimation (severity/probability), risk reduction (inherently safe design → guards/interlocks → warnings/training), and residual-risk documentation. The essential health and safety requirements are in Annex III; harmonised standards give a presumption of conformity but must be cited with version and scope. Safety functions (including AI/software) must also consider functional safety, cyber-safety and tampering/failure scenarios.

What customers/notified bodies ask most: does the risk assessment cover all modes/maintenance/cleaning/changeover; can guards be bypassed; what PL/SIL level applies to a safety function (where relevant); do software/network connections introduce new hazards; are residual risks in the instructions; was the assessment redone after changes. The website can say "risk assessment against Annex III/harmonised standards", but must not say "zero risk/absolutely safe".

StepWhat to doEvidenceCommon gap
ScopeLifecycle/conditions/misuseAssessment planNormal use only
Hazard IDMechanical/electrical/thermal/noiseHazard listMaintenance/changeover missed
EstimationSeverity/probabilityMatrixGuessed
ReductionDesign → guards → warningsDrawings/interlocksTraining only
StandardsVersion/scopeListExpired standards
Software/networkSafety function/tamperingArchitecture/testsIgnored
Residual riskInstructions/warningsManualNot stated

This risk-assessment split is editorial; methods, Annex III requirements and standard applicability are confirmed by the manufacturer/notified body per product.

Which machinery requires a notified body?

Most machinery can be self-assessed by the manufacturer (internal production control) with a DoC and CE marking; high-risk machinery categories listed in Annex I require a notified body (for example, EU type-examination) and cannot rely on self-declaration alone. The test is whether the product falls within a specific Annex I category/use, not its price or complexity; configurations within one series may differ. The body must be notified for that category (NANDO), and a voluntary "CE certificate" does not count.

Common risks: treating "having a CE certificate" as compliance when the issuer is not a notified body/not notified for the category; self-declaring an Annex I product; mapping the old directive's Annex IV categories directly onto the new Annex I; a certificate whose scope does not cover the actual model/configuration; expired/suspended certificates; treating a component certificate as a whole-machine certificate. The website can say "product X was EU type-examined by body Y", but must state the body name/number, certificate number/scope/validity—not just a CE logo.

CaseConformity routeEvidenceCommon misjudgement
General machineryInternal production control/self-assessmentTechnical file/DoCThinks certification is mandatory
Annex I high-riskNotified body involvement (e.g. type-examination)Certificate/reportSelf-declaration only
Partly completedDeclaration of incorporation/assembly instructionsAnnex VCE as complete machine
Substantial modificationRe-assess as new machineryChange assessmentMinor repair only
Voluntary certificateDoes not replace legal procedure—Treated as CE certificate

This route split is editorial; Annex I categories, notified-body scope and procedures follow Annexes I/VI–IX, NANDO and the notified body.

How should instructions, language and retention be accepted?

Instructions must be understandable to users in the target Member State, normally in that Member State's language; the regulation allows digital instructions under conditions (including an online address/machine-readable code), but the manufacturer must still provide a paper copy on request, and the digital version must remain accessible for the product's lifetime and at least 10 years (subject to Article 10). Instructions must cover intended use, limits, residual risks, installation/commissioning/maintenance/cleaning/changeover, troubleshooting and training; a quick guide or QR code alone is not enough.

Acceptance checks: language versions cover the sales countries; paper/electronic access is stated; QR/link remains valid; version/date/model match; warning symbols/pictograms are clear; translation is accurate (especially "prohibited/must/danger"); spare-parts/service information is complete; instructions match the technical file/DoC. The website can offer PDF download/request, but must state version/language/applicable model to avoid customers downloading an old edition.

ItemRequirementEvidenceCommon gap
LanguageTarget Member State languageVersion listEnglish only
DigitalOnline address/code/conditionsLink/testBroken QR
Paper copyOn requestProcessNot offered
Access periodAt least 10 yearsArchive/hostingLost on redesign
ContentUse/limits/residual riskManualSteps only
VersionDate/model/revisionVersion tableMixed editions
TranslationAccurate/consistent termsProof recordUnedited machine translation

This instructions split is editorial; specific language, digital conditions and retention follow Article 10, Annex III and Member State requirements.

Which compliance data will customers ask suppliers for?

EU customers/importers typically ask for: model/serial/configuration; applicable legislation (2023/1230 or the old directive); DoC/declaration of incorporation; technical-file summary/risk assessment; harmonised standards list; notified-body certificate (where applicable); CE marking location/nameplate photo; instruction language/version; manufacturer/authorised representative/importer details; change notification for safety-related changes; and component/software safety-function declarations. The data must map to a specific model/batch, not a company-wide "CE statement".

Deliver a "machinery compliance data pack": cover (manufacturer/date/version/contact) + product list + DoC + technical-file index + risk-assessment summary + standards list + certificates (if any) + instructions + nameplate/CE photo + change log. What customers fear most is "the model does not match, the DoC cites the old directive, the certificate body cannot be found, and the manual is English-only". Define versioning and update triggers (design/software/supplier/safety-function changes).

Data itemContent/formatOwnerUse
Model/configSeries/serial/optionsR&D/salesScope check
Applicable law2023/1230 or directiveComplianceDoC consistency
DoCSigned/versionedManufacturerMarket access
Technical fileIndex/summaryR&D/qualityAuthority/customer
Risk assessmentHazards/measures/residualSafety engineerDesign verification
StandardsNumber/version/partsR&DPresumption of conformity
CertificatesBody/number/scopeComplianceHigh-risk category
InstructionsLanguage/versionTechnical documentationUser information
Change noticeSafety-related changesQuality/R&DOngoing compliance

This data list is editorial; specific fields/formats follow the customer contract, regulation and notified-body requirements.

How should the website machinery/CE compliance page be written?

A public page should include: product scope and models; manufacturer/authorised representative/importer role; the 2027-01-20 timeline and transition; the conformity route (self-assessment/notified body); how DoC/technical file/risk assessment are provided; CE marking/nameplate; instruction languages/digital access; change notification; and a contact. Write verifiably: regulation number, model scope, body name/number (where applicable), version/date; do not just show a CE logo or "CE certified".

Separate "company statement" from "customer documents": the website explains capability and process, while specific DoCs/technical files/certificates are supplied per customer/contract, avoiding disclosure of customer information or the full technical file. If the company only supplies a machine builder, state that it supports the builder with component/safety-function data and do not claim the whole machine is CE-marked. If products were placed under the old directive before 2027, state "old directive/new regulation" conditions; do not use one line "complies with the EU Machinery Regulation" for all stock and new machines.

SectionWhat to writeEvidenceAvoid
ScopeProducts/models/configurationsProduct list"All products"
RoleManufacturer/representative/importerContract/mandateDeclaring for customers
Timeline2027/old-directive transitionLegal articles"All switched"
RouteSelf-assessment/notified bodyDoC/certificate"All have CE certificates"
DocumentsDoC/technical file/risk assessmentNumber/versionLogo only
InstructionsLanguage/digital/paperVersion/linkEnglish PDF only
ChangesSafety-change notificationProcessNo updates
ContactRequest data packForm/emailNo entry

This page structure is editorial; external claims must be truthful and verifiable, per the regulation, customer contract and notified-body documents.

What must not be written?

High-risk claims: "CE certified/obtained a CE certificate" (CE is a marking after conformity assessment, not a certificate; voluntary certificates from non-notified bodies are not recognised); "all products comply with 2023/1230" (models/placing dates are not distinguished); "no need to worry before 2027" (no transition for new placements); "with a certificate you do not need a technical file/risk assessment"; "the notified-body certificate covers all models"; "digital-only instructions are enough" (conditions and paper copy apply); "zero risk/absolutely safe". These are inaccurate or misstate the responsibility boundary.

Safer wording: "conformity assessed under 2023/1230 with a DoC issued"; "Annex I category EU type-examined by body X (number)"; "technical file/risk assessment available on request"; "new placements from 20 January 2027 follow the new regulation; units placed earlier under the old directive may continue to be made available". External promotion must also comply with advertising/fair-competition law; customer names/cases need authorisation.

Page wordingProblemSuggested wordingBasis
"CE certificate"CE is not a certificateAssessment + DoC + CERegulation/CE page
"Voluntary certificate = CE"Not recognisedNotified body/legal routeCommission warning
"All comply with new law"No model/date splitState scope/placing dateTransition articles
"Nothing to do before 2027"No transition for new placementsDistinguish by placing dateArticle 54
"Certificate is enough"Missing technical fileFile + assessment + certificateArticle 10/Annex IV
"Certificate covers all"Scope/category mismatchState body/number/scopeNANDO
"Digital instructions only"Conditions/paper copyDigital + paper processArticle 10

These red lines are editorial; whether a claim is false advertising/non-compliant is determined by regulators and the customer contract, and this is not legal advice.

Go-live acceptance checklist

Ten checks: scope/models, role, timeline/transition, DoC/technical file, risk assessment, notified-body route, CE/nameplate, instructions/language, customer data pack, and page wording/version. Each needs an owner, evidence and review date. The pass condition is not "the page has a CE logo", but that a customer can see which regulation the model relies on, who is responsible, how 2027 is handled, and which documents are supplied.

Before go-live, run one real model through: scope decision → risk assessment → standards list → technical file → DoC → CE/nameplate → instructions → customer data pack → page wording. Any step that fails is a gap in the page or the process.

CheckPass conditionEvidenceIf it fails
Scope/modelsCategory/model/configurationProduct listRe-assess
RoleManufacturer/representative/importerContract/mandateAppoint
Timeline2027/old directive/placed unitsLegal articlesFix wording
DoCNew law/model/signatureSigned copyRedo
Technical fileAnnex IV completeFile packComplete
Risk assessmentConditions/hazards/measuresAssessmentRe-assess
Notified bodyCategory/certificate/scopeCertificateAssess
CE/nameplateLocation/info/modelPhotoCorrect
InstructionsLanguage/version/paperManualAdd version
WordingNo "certified/all/zero risk"Page testRemove

This checklist is editorial; specific compliance requirements follow the regulation, Commission guidance, the notified body and the competent authority.

Who should read this, who should not, and what decisions does it support?

It suits manufacturers in Changzhou and nearby areas that export machinery, robots, automation lines, safety components or related products to the EU—especially equipment, automotive production lines, packaging/rubber and plastics/woodworking/logistics machinery. It also suits export, R&D, quality, compliance, marketing and website teams assessing a machinery/CE page. It does not suit businesses that do not sell to the EU, only make non-machinery products, or want one page to replace the technical file/risk assessment/notified-body assessment.

Read it if EU customers are pressing you for DoC/technical file/risk assessment; you are preparing for 20 January 2027; you are building or revising a website machinery compliance page; or you need to separate the old directive, CE marking, voluntary certificates and notified bodies. Skip it if you sell CE as a certificate, use a non-notified-body certificate as compliance, or mix pre-2027 stock with new placements. It supports self-review of scope, role, timeline, documents, risk assessment, notified-body route, data pack and page wording.

FAQ

Can we still ship under the old directive before 2027?

Yes. Machinery placed on the EU market by 19 January 2027 complies with Machinery Directive 2006/42/EC; from 20 January 2027, machinery newly placed on the market/put into service must comply with 2023/1230, with no parallel transition. Individual units placed earlier may continue to be made available, and old EC type-examination certificates remain valid until expiry; but old-directive compliance cannot cover new placements after 2027.

Is CE a "certificate", and why are some certificates not recognised?

CE marking is a market-access mark affixed after conformity assessment under the applicable law, not a single "CE certificate". General machinery is self-assessed by the manufacturer with a DoC; only Annex I high-risk categories require a notified body. Voluntary/CE certificates from non-notified bodies are not recognised proof for authorities/customs, and certificates must not bear the CE marking.

Must a non-EU manufacturer appoint an EU authorised representative?

Article 12 allows the manufacturer to appoint an authorised representative in writing; Regulation (EU) 2019/1020 Article 4 also requires an EU economic operator. When selling through an EU importer, the importer usually fills that role; when selling directly with no importer, an authorised representative is usually needed. It depends on the sales model, Member State enforcement and the customer contract—an overseas address on the DoC is not enough.

How long is the technical file kept, and can instructions be digital-only?

The technical file and DoC are generally kept for at least 10 years (subject to the regulation). Instructions may be digital where the conditions are met (online address/machine-readable code), but they must remain accessible for the product's lifetime and at least 10 years, with a paper copy on request; a QR code that expires or an English-only PDF is not enough.

Which machinery requires a notified body?

High-risk machinery categories listed in Annex I require notified-body involvement (e.g. EU type-examination) and cannot rely on self-declaration alone; most other machinery can be self-assessed. The test is the specific Annex I category/use and configuration, and the body must be notified for that category (NANDO) with a certificate scope covering the actual model.

Can old certificates/models still be sold after 2027?

Individual units placed under the old directive by 19 January 2027 may continue to be made available, and old EC type-examination certificates remain valid until expiry; but the same model newly produced/placed from 20 January 2027 must be assessed under the new regulation. Stock, prototypes, retrofit/modification and software upgrades are judged per unit by placing date/substantial modification, not by model alone.

One-sentence takeaway

A Changzhou manufacturer's EU Machinery Regulation compliance page should not be "a CE logo". It should turn scope/models, role, the 2027 transition, DoC/technical file, risk assessment, notified-body route, CE/nameplate, instruction languages and the customer data pack into a verifiable checklist—so a customer can see which law the model relies on, who is responsible, and what is supplied now and after 2027.

Method and limitations

This is a review of public rules and project practice, not an audit or legal opinion on any company's machinery, CE marking, technical file, risk assessment or notified-body procedure. No undisclosed customer technical files, risk assessments or certificates were used. The timeline, document list and acceptance items are editorial suggestions, not legal/compliance conclusions. Specific scope, classification, risk assessment, notified body, language and transition depend on the regulation, Commission guidance, the notified body and the competent authority.

Sources and scope

Information is current to 2026-11-03. The following are EU official/legal pages; their articles, annexes and dates control.

  1. Regulation (EU) 2023/1230 on machinery, adopted 14 June 2023, OJ L 165, published 29 June 2023: EUR-Lex. Scope, roles, technical file, DoC, CE marking, notified bodies and transition.
  2. European Commission, Machinery topic page: European Commission. Application from 20 January 2027, old-directive transition, AI safety functions/cyber-safety, digital instructions, notified bodies and the "unregulated certificates" warning.
  3. Regulation (EU) 2019/1020 on market surveillance and compliance of products: EUR-Lex. EU economic-operator/authorised-representative requirements.
  4. European Commission, CE marking topic page: European Commission. The nature of CE marking, conformity assessment and the boundary with certificates.
About the author

Lingyi Information Official (delivery team) supports requirements, proposals, and acceptance for enterprise websites, brand and brochure design, smart manufacturing, and AI projects. This article is public research and project practice, not EU legal, machinery-safety, CE-certification or notified-body advice; specific projects follow the regulation, customer contract and competent-authority requirements.

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