Alcoa Corporation

AAsupplier

Alcoa is a global aluminum producer spanning the full upstream value chain from bauxite mining to primary aluminum production. It is a major supplier of aluminum to aerospace, automotive, and packaging industries. Aluminum prices and energy costs are the primary drivers of financial performance.

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產品與營收

產品營收佔比

營收結構 ($10.6B)

靜態數據（加載即時財務…）

Aluminum (48%)

Alumina (32%)

Bauxite (12%)

Other (8%)

業務部門構成與主要客戶

產品詳情

Aluminum Smelting (Primary)48%

Primary aluminum production from alumina. Alcoa operates smelters in the US, Canada, Brazil, Australia, and Europe.

Alumina Refining32%

Alumina (aluminum oxide) refined from bauxite — the feedstock for aluminum smelters. Alcoa is one of the world's largest alumina producers.

Bauxite Mining12%

Bauxite ore mining in Australia, Guinea, and Brazil. Upstream raw material for the alumina-to-aluminum chain.

Rolled Products / Fabrication8%

Flat-rolled aluminum for packaging, automotive, and aerospace applications.

供應鏈關係

主要客戶

Ford Motor Company

Automotive aluminum sheet for F-150 body

影響: Significant automotive customer

Aerospace-grade aluminum alloys

影響: Aircraft structural materials

競爭對手

Freeport-McMoRan Inc.

Base metals mining

影響: Competes in metals supply chain

宏觀與市場背景

소재行業新聞

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

近期催化劑

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

AI 分析

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企業資訊

總部

Pittsburgh, Pennsylvania, USA

成立時間

1888

員工人數

18,000+

官網

alcoa.com

行業概況 — 소재

行業新聞