Flowvium

公司比较

并排比较供应链位置、机构信号和新闻间隙评分。

VS

市值区间

中型vs大型

链条角色

suppliervssupplier

间隙评分

95vs71

IB活动

92vs80

营收结构比较

ALB
FCX
ALB

Albemarle Corporation

ALB · ev-battery

supplier中型 ($1B+)
完整资料

简介

Albemarle 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.

成立时间

1887

员工人数

9,000+

总部

Charlotte, North Carolina, USA

营收

$6.2B

Energy Storage (Lithium)68%
Specialties (Bromine)20%
Ketjen (Catalysts)12%

新闻缺口信号

间隙评分（沉默=信号）95
IB活动评分92
媒体覆盖评分8

IB活动: HIGH

机构信号

accumulating$25M

BlackRock

2024-08-13

reducing$10M

BlackRock

2024-08-13

reducing$8M

BlackRock

2024-08-13

级联模式

EV / Battery

角色: late mover· 3-7 trading days

Energy Transition

角色: late mover· 3-7 trading days

Materials / Critical Minerals

角色: leader· 0 (trigger)

关键关系

300750.SZ· CATL (Contemporary Amperex Technology)
customer
6752.T· Panasonic Energy (Panasonic Holdings)
customer
373220.KS· LG Energy Solution
customer
TSLA· Tesla, Inc.
customer
1211.HK· BYD Company
customer
FCX

Freeport-McMoRan Inc.

FCX · materials

supplier大型 ($10B+)
完整资料

简介

Freeport-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.

成立时间

1912

员工人数

27,000+

总部

Phoenix, Arizona, USA

营收

$23.9B

North America Copper30%
South America Copper18%
Indonesia (Grasberg)42%
Molybdenum & Other10%

新闻缺口信号

间隙评分（沉默=信号）71
IB活动评分80
媒体覆盖评分26

IB活动: HIGH

机构信号

accumulating$94M

BlackRock

2024-08-13

accumulating$54M

BlackRock

2024-08-13

accumulating$79M

BlackRock

2024-08-13

级联模式

Materials / Critical Minerals

角色: first follower· 1-3 trading days

关键关系

NEM· Newmont Corporation
competitor
NUE· Nucor Corporation
customer
APD· Air Products and Chemicals, Inc.
partner

热门比较

NVDA vs AMDTSLA vs RIVNV vs MAALB vs FCXLMT vs RTXLLY vs NVOMSFT vs GOOGLSMCI vs DELLMU vs KLACCOIN vs MSTR