Flowvium

公司比較

並排比較供應鏈位置、機構信號和新聞間隙評分。

VS

市值區間

中型vs大型

鏈條角色

suppliervssupplier

間隙評分

95vs71

IB活動

92vs80

營收結構比較

ALB
FCX
ALB

Albemarle Corporation

ALB · ev-battery

supplier中型 ($1B+)
完整資料

簡介

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.

成立時間

1887

員工人數

9,000+

總部

Charlotte, North Carolina, USA

營收

$6.2B

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

新聞缺口信號

間隙評分（沉默=信號）95
IB活動評分92
媒體覆蓋評分8

IB活動: HIGH

機構信號

accumulating$25M

BlackRock

2024-08-13

reducing$10M

BlackRock

2024-08-13

reducing$8M

BlackRock

2024-08-13

級聯模式

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)

關鍵關係

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+)
完整資料

簡介

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.

成立時間

1912

員工人數

27,000+

總部

Phoenix, Arizona, USA

營收

$23.9B

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

新聞缺口信號

間隙評分（沉默=信號）71
IB活動評分80
媒體覆蓋評分26

IB活動: HIGH

機構信號

accumulating$94M

BlackRock

2024-08-13

accumulating$54M

BlackRock

2024-08-13

accumulating$79M

BlackRock

2024-08-13

級聯模式

Materials / Critical Minerals

角色: first follower· 1-3 trading days

關鍵關係

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

熱門比較

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