Freeport-McMoRan Inc.
FCXsupplierFreeport-McMoRan is the world's largest publicly traded copper producer, operating major mines in Arizona, Peru, Chile, and Indonesia including the massive Grasberg underground mine.
产品与营收
产品营收占比
营收构成 ($23.9B)
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
Mined and refined copper from Grasberg, Morenci, and Cerro Verde
Gold production primarily from Grasberg underground mine
Molybdenum byproduct from copper mining operations
Silver, cobalt, and other byproducts
供应链关系
宏观与市场背景
구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
近期催化剂
供应链问题
미국 전력망 현대화 및 AI 데이터센터 구리 배선 수요로 구리 LME 가격 $10,500/톤 돌파. FCX Grasberg 추가 채굴 허가 신청.
Grasberg 지하 DMLZ·GBC 광구 풀 생산 돌입. 2026년 구리 생산 목표 39만 톤으로 +8% YoY 상향.
인도네시아 정부 FCX 현지 정련 의무 비율 상향 요구. 수출 면허 조건 강화 협상 장기화 시 단기 출하 차질 우려.
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $94M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $54M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $79M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $115M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $178M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $93M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $345M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $94M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $101M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $22M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $400M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $16M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $458M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $102K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $81M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $350K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $238K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $58M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $262K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $28M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $118M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $36M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $5.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $160M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $19K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $407M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $3.2B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $1.5B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $9M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $63M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $4M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $275K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $14M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $46M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $357M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $243M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $125M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $27M | 2025.12 | 2026-02-17↓ |
机构持股情况
13F基准 · Q1 2026| 机构 | 变动 | 持股比例 | 上季度 | 持股数 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Baupost Group | 新建仓 | 0.47% | — | 14.2M股 | $680M | 13F |
| BlackRock | 增持 | 2.90% | — | 87.4M股 | $4,200M | 13F |
| Vanguard | 维持 | 2.60% | — | 79.1M股 | $3,800M | 13F |
最新新闻
AI 分析
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企业信息
新闻盲区评分
机构活动
80
媒体评分
26
连锁位置
连锁中的角色
first follower
典型延迟
1-3 trading days
Copper is the broadest electrification metal — every EV, wind turbine, and data center cooling system requires it. FCX re-rates alongside lithium when the energy transition demand narrative strengthens, as both are driven by the same fundamental tailwinds.
查看完整连锁分析行业概况 — 소재
行业新闻구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
核心主题
- •구리 — EV 배선·AI 데이터센터·전력망 수요 3중 수혜 (FCX·SCCO)
- •희토류 — 중국 수출 통제 리스크 vs 미국 국내 채굴 보조금
- •리튬 가격 반등 신호 — 과잉공급 해소 후 2026H2 회복 전망
近期催化剂
- ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
- ◆중국 희토류 수출 쿼터 2026H1 발표