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.
产品与营收
产品营收占比
营收构成 ($6.2B)
静态数据（加载实时财务…）
业务板块构成与主要客户
产品详情
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
供应链关系
宏观与市场背景
리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
近期催化剂
供应链问题
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.
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| 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↑ |
机构持股情况
13F基准 · Q4 2025| 机构 | 变动 | 持股比例 | 上季度 | 持股数 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Point72 | 新建仓 | 6.80% | — | 7.9M股 | $480M | 13F |
| Millennium | 增持 | 4.60% | — | 5.3M股 | $320M | 13F |
| Citadel | 增持 | 2.90% | — | 3.3M股 | $200M | 13F |
| Dragoneer | 新建仓 | 2.10% | — | 2.5M股 | $150M | 13F |
最新新闻
AI 分析
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相关宏观主题
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企业信息
新闻盲区评分
机构活动
92
媒体评分
8
连锁位置
连锁中的角色
late mover
典型延迟
3-7 trading days
Lithium miners react with a lag as the market reassesses battery-cell production rates and upstream material demand.
查看完整连锁分析行业概况 — EV / 배터리
行业新闻리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
核心主题
- •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
近期催化剂
- ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
- ◆Tesla 배터리 데이 2026