Albemarle Corporation
ALBsupplierAlbemarle is the world's largest lithium producer, operating brine extraction in Chile and hard-rock mines in Australia. As the upstream foundation of the entire EV battery supply chain, its production capacity and pricing directly impact the cost and availability of electric vehicles globally.
製品と売上
製品別売上シェア
売上内訳 ($6.2B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
High-purity lithium hydroxide for NMC cathodes
Lithium carbonate for LFP cathodes and other chemistries
Flame retardants and industrial bromine compounds
Refinery catalysts for petroleum processing
Lithium for glass, ceramics, and grease applications
サプライチェーン関係
マクロ・市場概況
리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
次の主要イベント
サプライチェーン問題
탄산리튬 $11/kg 근방에서 BlackRock·Vanguard 비중 확대 13F 신규 포착. 2026H2 반등 기대.
환경 규제 강화로 칠레 정부 추출 허가 조건 강화. 2026년 생산 목표치 10% 하향 조정.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| BlackRock | accumulating | $25M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $455K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $27M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $111M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $322M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $257M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $13M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $37M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $19M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $20M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $77M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $585K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $14K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $13M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $35M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $93M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $4M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $12M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $1.9B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $807M | 2025.12 | 2026-02-13↑ |
| Wellington Management | reducing | $2M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $1M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $6M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $5M | 2025.12 | 2026-02-17↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Point72 | 新規取得 | 6.80% | — | 7.9M株 | $480M | 13F |
| Millennium | 増加 | 4.60% | — | 5.3M株 | $320M | 13F |
| Citadel | 増加 | 2.90% | — | 3.3M株 | $200M | 13F |
| Dragoneer | 新規取得 | 2.10% | — | 2.5M株 | $150M | 13F |
最新ニュース
AI分析
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企業情報
ニュースギャップスコア
機関活動
92
メディアスコア
8
カスケードポジション
カスケード内の役割
late mover
典型的な遅延
3-7 trading days
Lithium miners react with a lag as the market reassesses battery-cell production rates and upstream material demand.
完全なカスケードを見るセクター概況 — EV / 배터리
セクターニュース리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
主要テーマ
- •리튬 가격 52주 저점 — 과잉공급에도 기관은 ALB 집중 매집
- •BYD 가격 전쟁 → 서방 완성차 원가 압박 심화
- •ESS(에너지 저장장치) 수요 급증으로 리튬 중기 회복 전망
次の主要イベント
- ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
- ◆Tesla 배터리 데이 2026