{"slug":"arianegroup","name":"아리안그룹","name_en":"ArianeGroup","ticker":null,"updated_at":"2026-07-12T03:54:59.471+00:00","canonical":"https://valuechain.wiki/arianegroup","citable":"밸류체인 그래프 기준 아리안그룹의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 2·투자 1)이고, 사슬을 2차까지 넓히면 18곳에 닿는다. 링크의 근거 출처는 12건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, ArianeGroup is directly linked to 3 companies (1 supply, 2 revenue, 1 investment relationships) and reaches 18 companies within two hops; the links are backed by 12 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"발사체 · 유럽 우주 접근권","kicker_en":"Launch vehicles · Europe's access to space","lead":"에어버스와 사프란이 50%씩 출자한 유럽 발사체 회사다. 유럽 대형 발사체 아리안 6의 주계약자이자 발사 서비스 자회사 아리안스페이스의 모회사이고, 프랑스 해상 핵억지력의 축인 M51 잠수함발사탄도미사일 사업도 총괄한다. 2025년 연결 매출 26억 유로, 프랑스와 독일에서 약 8,700명이 일한다.","lead_en":"ArianeGroup is Europe's launch vehicle company, owned 50/50 by Airbus and Safran. It is lead contractor for the Ariane 6 heavy launcher, parent of launch service provider Arianespace, and prime contractor for the M51 submarine-launched ballistic missile at the core of France's sea-based nuclear deterrent. It posted consolidated revenues of EUR 2.6 billion in 2025 with about 8,700 employees in France and Germany.","segments":{"parts":[{"name":"민수 발사체 (아리안 6 · 아리안스페이스)","share":"비중 비공개"},{"name":"방산 (M51 전략미사일 · 프랑스 핵억지)","share":"비중 비공개"}],"total":"EUR 2.6B (2025 연결, 2024년 EUR 2.5B)","concentration":"비상장 50:50 JV라 세그먼트 미공시. 매출은 ESA·EU 기관 발사, Amazon Kuiper 상용 백로그, 프랑스 국방부(M51) 세 축에 집중"},"segments_en":{"parts":[{"name":"Civil launchers (Ariane 6, Arianespace)","share":"split not disclosed"},{"name":"Defense (M51 strategic missile)","share":"split not disclosed"}],"total":"EUR 2.6B (2025 consolidated; EUR 2.5B in 2024)","concentration":"Unlisted 50:50 JV, no segment reporting. Revenue concentrates on ESA/EU institutional demand, the Amazon Kuiper backlog, and the French MoD (M51)"},"returns_yearly":null,"return_asof":null,"value_chain":{"leading":[{"slug":"textron","name":"텍스트론","name_en":"Textron","tier":3,"returns_yearly":{"2021":59.9,"2022":-8.2,"2023":13.7,"2024":-4.8,"2025":14.1,"2026":4.3}},{"slug":"airbus","name":"에어버스","name_en":"Airbus","tier":3,"returns_yearly":{"2021":34.8,"2022":3.9,"2023":30.5,"2024":15,"2025":18.3,"2026":3.9}},{"slug":"boeing","name":"보잉","name_en":"Boeing","tier":3,"returns_yearly":{"2021":-6,"2022":-5.4,"2023":36.8,"2024":-32.1,"2025":22.7,"2026":2.4}},{"slug":"tempus-ai","name":"Tempus AI","name_en":"Tempus AI","tier":3,"returns_yearly":{"2025":74.9,"2026":-1.4}},{"slug":"leonardo","name":"Leonardo","name_en":"Leonardo S.p.A.","tier":3,"returns_yearly":{"2021":11.3,"2022":50.3,"2023":73.6,"2024":89.1,"2025":88.1,"2026":-6.8}},{"slug":"shopify","name":"Shopify","name_en":"Shopify","tier":3,"returns_yearly":{"2021":21.7,"2022":-74.8,"2023":124.4,"2024":36.5,"2025":51.4,"2026":-23.9}},{"slug":"datadog","name":"Datadog","name_en":"Datadog","tier":2,"returns_yearly":{"2021":80.9,"2022":-58.7,"2023":65.1,"2024":17.7,"2025":-4.8,"2026":89.4}},{"slug":"palo-alto-networks","name":"팔로알토 네트웍스","name_en":"Palo Alto Networks","tier":2,"returns_yearly":{"2021":56.7,"2022":-24.8,"2023":111.3,"2024":23.4,"2025":1.2,"2026":76.9}},{"slug":"crowdstrike","name":"CrowdStrike","name_en":"CrowdStrike","tier":2,"returns_yearly":{"2021":-3.3,"2022":-48.6,"2023":142.5,"2024":34,"2025":37,"2026":59.7}},{"slug":"illumina","name":"Illumina","name_en":"Illumina","tier":2,"returns_yearly":{"2021":2.8,"2022":-46.9,"2023":-31.1,"2024":-1.3,"2025":-1.8,"2026":45}},{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":2,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":19.2}},{"slug":"airbnb","name":"Airbnb Inc","name_en":"Airbnb Inc","tier":2,"returns_yearly":{"2022":-48.6,"2023":59.2,"2024":-3.5,"2025":3.3,"2026":9.5}},{"slug":"rtx","name":"RTX","name_en":"RTX","tier":2,"returns_yearly":{"2021":23.3,"2022":20,"2023":-14.4,"2024":40.8,"2025":61.4,"2026":7.6}},{"slug":"schrodinger","name":"Schrödinger","name_en":"Schrodinger","tier":2,"returns_yearly":{"2021":-56,"2022":-46.3,"2023":91.5,"2024":-46.1,"2025":-7.3,"2026":-7.8}},{"slug":"mercadolibre","name":"MercadoLibre","name_en":"MercadoLibre, Inc.","tier":2,"returns_yearly":{"2021":-19.5,"2022":-37.2,"2023":85.7,"2024":8.2,"2025":18.5,"2026":-8}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":2,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-8.8}},{"slug":"disney","name":"Disney","name_en":"The Walt Disney Company","tier":2,"returns_yearly":{"2021":-14.5,"2022":-43.9,"2023":4.3,"2024":24.4,"2025":3.3,"2026":-15.3}},{"slug":"coupang","name":"Coupang","name_en":"Coupang","tier":2,"returns_yearly":{"2022":-49.9,"2023":10.1,"2024":35.8,"2025":7.3,"2026":-20.3}},{"slug":"netflix","name":"Netflix","name_en":"Netflix","tier":2,"returns_yearly":{"2021":11.4,"2022":-51.1,"2023":65.1,"2024":83.1,"2025":5.2,"2026":-21.7}},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":2,"returns_yearly":null},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":1,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":6.3}},{"slug":"avio","name":"아비오","name_en":"Avio","tier":1,"returns_yearly":{"2021":-9.9,"2022":-4.7,"2023":-17.1,"2024":98.4,"2025":117,"2026":-10.8}}],"benefiting":[{"slug":"avio","name":"아비오","name_en":"Avio","tier":1,"returns_yearly":{"2021":-9.9,"2022":-4.7,"2023":-17.1,"2024":98.4,"2025":117,"2026":-10.8}},{"slug":"leonardo","name":"Leonardo","name_en":"Leonardo S.p.A.","tier":2,"returns_yearly":{"2021":11.3,"2022":50.3,"2023":73.6,"2024":89.1,"2025":88.1,"2026":-6.8}},{"slug":"ge-aerospace","name":"GE 에어로스페이스","name_en":"GE Aerospace","tier":3,"returns_yearly":{"2021":9.7,"2022":-10.9,"2023":95.7,"2024":64.8,"2025":85.7,"2026":17}},{"slug":"rtx","name":"RTX","name_en":"RTX","tier":3,"returns_yearly":{"2021":23.3,"2022":20,"2023":-14.4,"2024":40.8,"2025":61.4,"2026":7.6}},{"slug":"airbus","name":"에어버스","name_en":"Airbus","tier":3,"returns_yearly":{"2021":34.8,"2022":3.9,"2023":30.5,"2024":15,"2025":18.3,"2026":3.9}},{"slug":"thales","name":"Thales","name_en":"Thales","tier":3,"returns_yearly":{"2021":12.5,"2022":52.5,"2023":14,"2024":17.8,"2025":66.6,"2026":-11.6}}],"analysis":"에어버스·사프란이 50%씩 출자한 유럽 발사체 기업으로, 대형 발사체 아리안 6의 주계약자이자 발사서비스 자회사 아리안스페이스의 모회사이며 프랑스 해상 핵억지의 축인 M51 SLBM 주계약자다 — 유럽의 '자율적 우주 접근권'을 상징하는 준공적 자산이다. 매출(2025년 26억 유로)은 ESA 기관 발사(연 4회 보장·최대 연 3.4억 유로 지원), 아마존 카이퍼 상용 백로그(아리안 6 18회, 사상 최대), 프랑스 국방부 M51(2025년 8월 M51.4 수주) 세 축에 집중된다. 비상장 50:50 JV라 세그먼트는 미공시되고, 실적은 아리안 6 발사 램프업 속도와 카이퍼 물량 소화에 달렸다. 그래프상 상류는 아비오(P120C 부스터)·MT에어로스페이스(탱크)·에어버스(구조물)이고, 하류는 ESA·EU·아마존·프랑스군이다.","analysis_en":"A European launch-vehicle company owned 50/50 by Airbus and Safran — lead contractor for the Ariane 6 heavy launcher, parent of launch provider Arianespace, and prime for the M51 SLBM at the core of France's sea-based deterrent — a quasi-public asset symbolizing Europe's autonomous access to space. Revenue (EUR 2.6B in 2025) concentrates on three axes: ESA institutional launches (four guaranteed per year, up to EUR 340M/yr support), the Amazon Kuiper commercial backlog (18 Ariane 6 flights, its largest-ever contract), and the French MoD's M51 (M51.4 awarded Aug 2025). As an unlisted 50:50 JV it reports no segments, and results hinge on the Ariane 6 launch ramp and Kuiper backlog burn-down. Upstream on the graph are Avio (P120C boosters), MT Aerospace (tanks) and Airbus (structures); downstream are ESA, the EU, Amazon and the French armed forces.","analysis_asof":null},"edges":[{"direction":"revenue","counterparty":"ESA·유럽 정부 (기관 발사·운용 지원)","counterparty_slug":null,"confidence":"high","metric":{"type":"subsidy","unit":"EUR M/년","as_of":"2023-11-07","value":340,"period":"2027-"},"note":"ESA 회원국이 아리안 6 기관 발사 연 4회를 보장하고, 2023년 11월 세비야 각료이사회가 16~42호기 생산비 보전으로 연 최대 3억4천만 유로 지원을 결의. 유럽 자율적 우주 접근권을 위한 준공적 매출 축.","note_en":"ESA member states guarantee ~4 institutional Ariane 6 launches per year, and the Nov 2023 Seville ministerial approved up to EUR 340M/yr support covering flights 16-42. A quasi-public revenue pillar for Europe's autonomous access to space.","sources":[{"stance":"confirms","publisher":"아비오","publisher_en":"Avio","kind":"ir","lang":"en","published_at":"2023-11-07","url":"https://www.avio.com/press-release/esa-ministerial-council-important-decisions-regarding-ariane-6-vega-c-and-vega","title":"ESA 각료이사회, 아리안 6·베가 C 주요 결정","title_en":"ESA Ministerial Council: decisions on Ariane 6, Vega C","excerpt":"아리안 6에 연 최대 3억4천만 유로, 베가 C에 연 최대 2,100만 유로 지원을 승인하고 기관 발사 최소 물량(아리안 6 연 4회)을 설정했다.","excerpt_en":"Approved up to EUR 340M/yr for Ariane 6 and EUR 21M/yr for Vega C, with minimum guaranteed institutional launches of 4 Ariane 6 flights annually."},{"stance":"confirms","publisher":"유럽우주국","publisher_en":"European Space Agency","kind":"ir","lang":"en","published_at":"2021-09-03","url":"https://www.esa.int/Enabling_Support/Space_Transportation/ESA_Council_agrees_resolution_on_Ariane_6_and_Vega-C_exploitation_and_future_space_transportation","title":"ESA 이사회, 아리안 6·베가 C 운용 결의","title_en":"ESA Council agrees resolution on Ariane 6 and Vega-C exploitation","excerpt":"회원국은 연평균 아리안 6 4기(A62 3기·A64 1기) 발사 물량을 약속하는 안정 운용 체제에 합의했다.","excerpt_en":"Member states committed to four Ariane 6 vehicles annually (three A62, one A64) on average."}]},{"direction":"cost","counterparty":"아비오 (P120C/P160C 부스터·터보펌프)","counterparty_slug":"avio","confidence":"high","metric":{"type":"supply_contract","unit":"EUR M","as_of":"2025-11-17","value":200,"period":"2025-2029","qualifier":"avio_order_intake"},"note":"아리안 6 고체 부스터 P120C·P160C는 아리안그룹·아비오 50:50 합작 유로프로퓔시옹이 통합 공급, 모터는 콜레페로 아비오 공장 제작. 2025년 11월 2029년까지 안정 생산기 계약(아비오 몫 2억 유로+). 아비오는 뷜캥 엔진용 산소 터보펌프도 공급.","note_en":"Ariane 6's P120C/P160C solid boosters are integrated by Europropulsion, the 50:50 ArianeGroup-Avio JV, with motors built at Avio's Colleferro plant. A Nov 2025 stabilised-production contract runs to 2029 (EUR 200M+ for Avio), which also supplies Vulcain oxygen turbopumps.","sources":[{"stance":"confirms","publisher":"유럽우주국","publisher_en":"European Space Agency","kind":"ir","lang":"en","published_at":"2025-11-21","url":"https://www.esa.int/Enabling_Support/Space_Transportation/Ariane/Ariane_6_made_in_Italy","title":"아리안 6, 메이드 인 이탈리아","title_en":"Ariane 6 - made in Italy","excerpt":"유로프로퓔시옹이 P120C·P160C 고체모터를 개발하며 콜레페로의 아비오 시설에서 제작된다.","excerpt_en":"Europropulsion develops the P120C and P160C solid motors, manufactured at Avio's Colleferro facility."},{"stance":"confirms","publisher":"아비오","publisher_en":"Avio","kind":"ir","lang":"en","published_at":"2025-11-17","url":"https://www.avio.com/press-release/avio-and-arianegroup-sign-contract-ariane-6-stabilized-production-phase-valued-over","title":"아비오·아리안그룹, 아리안 6 안정 생산기 계약(2억 유로+)","title_en":"Avio and ArianeGroup sign Ariane 6 stabilized production contract valued over 200M EUR","excerpt":"2029년까지 P120/P160 부스터와 산소 터보펌프 생산을 커버, 아비오 수주액 2억 유로 초과.","excerpt_en":"Covers production of P120/P160 boosters and oxygen turbopumps to 2029; order intake for Avio exceeds EUR 200M."}]},{"direction":"investor","counterparty":"에어버스 (지분 50%)","counterparty_slug":"airbus","confidence":"high","metric":{"type":"equity_stake","unit":"%","as_of":"2016-06-30","value":50,"period":"2016-"},"note":"2016년 완성된 50:50 합작(2017년 아리안그룹 개명)의 절반을 보유. 지분 외 공급 관계도 있어 스페인 헤타페 공장에서 아리안 6용 대형 탄소섬유 구조물(발사체당 최대 4개)을 납품한다.","note_en":"Airbus holds half of the 50:50 JV finalised in 2016 (renamed ArianeGroup in 2017), and is also a supplier: its Getafe plant delivers large carbon-fibre structures for Ariane 6 (up to four per launcher).","sources":[{"stance":"confirms","publisher":"에어버스","publisher_en":"Airbus","kind":"ir","lang":"en","published_at":"2022-11-21","url":"https://www.airbus.com/en/newsroom/press-releases/2022-11-airbus-and-arianegroup-sign-ariane-6-transition-batch-contract-in","title":"에어버스·아리안그룹, 아리안 6 구조물 계약","title_en":"Airbus and ArianeGroup sign Ariane 6 transition batch contract in Spain","excerpt":"에어버스가 향후 14기 아리안 6용 대형 경량 탄소섬유 구조물을 헤타페에서 제작·공급한다.","excerpt_en":"Airbus will supply large carbon-fibre structures for the next fourteen Ariane 6 launchers from Getafe."},{"stance":"confirms","publisher":"아리안그룹","publisher_en":"ArianeGroup","kind":"ir","lang":"en","published_at":"2016-06-30","url":"https://www.ariane.group/en/news/airbus-safran-launchers-jv-finalised-europes-new-space-industry-champion-fully-operational/","title":"에어버스 사프란 론처스 JV 완성","title_en":"Airbus Safran Launchers JV finalised","excerpt":"에어버스그룹과 사프란이 각각 50%를 보유하는 합작으로 양사 발사체 사업과 자회사 11개(아리안스페이스 포함)를 통합.","excerpt_en":"Airbus Group and Safran each own 50%, combining both companies' launcher activities and 11 subsidiaries including Arianespace."}]},{"direction":"investor","counterparty":"사프란 (지분 50%)","counterparty_slug":null,"confidence":"high","metric":{"type":"equity_stake","unit":"%","as_of":"2016-06-30","value":50,"period":"2016-"},"note":"사프란은 2016년 합작 완성 시 경제적 균등화 대금 7억5천만 유로를 지급하고 50% 지분 확보. 아리안그룹은 사프란 연결 재무제표에 지분법으로 반영되며, 사프란 토리노는 뱅시·뷜캥 엔진용 밸브도 공급.","note_en":"Safran paid a EUR 750M equalisation at the 2016 closing for its 50% stake; ArianeGroup is equity-accounted in Safran's consolidated accounts, and Safran's Turin site supplies valves for the Vinci and Vulcain engines.","sources":[{"stance":"confirms","publisher":"아리안그룹","publisher_en":"ArianeGroup","kind":"ir","lang":"en","published_at":"2026-07-08","url":"https://press.ariane.group/arianegroup-and-beyond-gravity-sign-major-contract-securing-the-long-term-supply-of-ariane-6-payload-fairings","title":"아리안그룹·비욘드 그래비티 페어링 장기 공급 계약","title_en":"ArianeGroup and Beyond Gravity sign fairing supply contract","excerpt":"아리안그룹은 에어버스와 사프란이 균등 보유하며 2025년 연결 매출 26억 유로, 약 8,700명 고용.","excerpt_en":"ArianeGroup is equally owned by Airbus and Safran, with EUR 2.6bn 2025 revenues and ~8,700 staff."},{"stance":"confirms","publisher":"아리안그룹","publisher_en":"ArianeGroup","kind":"ir","lang":"en","published_at":"2016-06-30","url":"https://www.ariane.group/en/news/airbus-safran-launchers-jv-finalised-europes-new-space-industry-champion-fully-operational/","title":"에어버스 사프란 론처스 JV 완성","title_en":"Airbus Safran Launchers JV finalised","excerpt":"사프란은 균등 지분 확보를 위해 7억5천만 유로의 경제적 균등화 대금을 지급했다.","excerpt_en":"Safran paid a EUR 750 million economic equalisation to obtain an equal stake."}]},{"direction":"revenue","counterparty":"아마존 (프로젝트 카이퍼)","counterparty_slug":"amazon","confidence":"high","metric":{"type":"launch_contract","unit":"회","as_of":"2022-04-05","value":18,"period":"2022-2028","qualifier":"largest_contract_value_undisclosed"},"note":"2022년 4월 자회사 아리안스페이스가 아마존 카이퍼 배치용 아리안 6 18회 발사 계약 체결(사상 최대). 16회는 강화형 아리안 64, 2026년 2월 첫 발사로 Leo 위성 32기 배치. 금액 비공개.","note_en":"In April 2022 Arianespace signed 18 Ariane 6 launches for Amazon's Kuiper constellation, its largest contract ever; 16 use the uprated Ariane 64, with the first flight lofting 32 Leo satellites in February 2026. Value undisclosed.","sources":[{"stance":"confirms","publisher":"전자신문","publisher_en":"ET News","kind":"news","lang":"ko","published_at":"2022-04-06","url":"https://www.etnews.com/20220406000203","title":"아마존, 5년간 인공위성 83회 발사…스페이스X와 격돌","title_en":"Amazon secures 83 satellite launches over 5 years","excerpt":"아마존이 카이퍼 실현을 위해 ULA 38회, 아리안스페이스 18회, 블루오리진 12회 등 총 83회 발사를 확보했다.","excerpt_en":"Amazon secured 83 launches for Kuiper: 38 with ULA, 18 with Arianespace on Ariane 6, 12 with Blue Origin."},{"stance":"confirms","publisher":"아리안스페이스","publisher_en":"Arianespace","kind":"ir","lang":"en","published_at":"2022-04-05","url":"https://newsroom.arianespace.com/arianespace-signs-unprecedented-contract-with-amazon-for-18-ariane-6-launches-to-deploy-project-kuiper-constellation","title":"아리안스페이스, 아마존 카이퍼용 아리안 6 18회 발사 계약","title_en":"Arianespace signs unprecedented contract with Amazon for 18 Ariane 6 launches","excerpt":"이 계약은 우리가 체결한 것 중 최대 규모로, 아리안스페이스 역사에 남을 순간이다. 18회 중 16회는 아리안 64로 수행.","excerpt_en":"This contract, the largest we've ever signed, is a great moment in Arianespace's history; 16 of the 18 launches use the Ariane 64."}]},{"direction":"revenue","counterparty":"프랑스 국방부 (DGA · M51)","counterparty_slug":null,"confidence":"high","metric":{"type":"defense_contract","unit":null,"as_of":"2025-08-28","value":null,"period":"2025-","qualifier":"confirmed_no_disclosed_value"},"note":"2000년부터 프랑스 해상 핵억지력 M51 SLBM의 산업 주계약자로 전 수명주기 담당. 2025년 8월 28일 DGA로부터 4세대 M51.4 설계·생산 계약 수주, M51.3은 2025년 10월 실전 배치. 금액 비공개.","note_en":"Prime industrial contractor since 2000 for the M51 SLBM of France's sea-based deterrent, across the full lifecycle. On 28 Aug 2025 the DGA awarded the M51.4 design-and-production contract; M51.3 entered service in Oct 2025. Value undisclosed.","sources":[{"stance":"confirms","publisher":"아리안그룹","publisher_en":"ArianeGroup","kind":"ir","lang":"en","published_at":"2025-09-12","url":"https://www.ariane.group/en/news/arianegroup-will-develop-the-m51-4-strategic-missile-for-the-french-defense-procurement-and-technology-agency/","title":"아리안그룹, DGA로부터 M51.4 개발 수주","title_en":"ArianeGroup will develop the M51.4 strategic missile for the DGA","excerpt":"DGA는 2025년 8월 28일 M51.4 설계·생산 계약을 아리안그룹에 부여했다. 2000년부터 M51 산업 주계약자.","excerpt_en":"The DGA awarded ArianeGroup the M51.4 design and production contract on 28 August 2025; prime contractor for the M51 since 2000."},{"stance":"confirms","publisher":"프랑스 군사부","publisher_en":"French Ministry of Armed Forces","kind":"filing","lang":"en","published_at":"2025-09-12","url":"https://www.defense.gouv.fr/sites/default/files/ministere-armees/20250912%20Press%20release_A_The%20DGA%20orders%20the%20development%20of%20the%20M51.4%20strategic%20ballistic%20missile%20to%20ArianeGroup%20vdef.pdf","title":"DGA, M51.4 전략탄도미사일 개발 발주","title_en":"The DGA orders the development of the M51.4 to ArianeGroup","excerpt":"M51.4의 사거리·정밀도·관통 능력 강화는 프랑스 해양 핵억지력의 신뢰성을 강화한다.","excerpt_en":"The M51.4's enhanced range, precision and penetration reinforce the credibility of France's oceanic deterrent."}]},{"direction":"cost","counterparty":"MT 에어로스페이스 (탱크·구조물)","counterparty_slug":null,"confidence":"high","metric":{"type":"supply_contract","unit":null,"as_of":"2025-09-25","value":null,"period":"FM16-42","qualifier":"confirmed_no_disclosed_value"},"note":"독일 OHB 자회사 MT 에어로스페이스가 아리안 6 상단·코어단 탱크와 주요 구조물 공급. 2025년 9월 25일 16~42호기분 공급 계약 체결로 램프업 물량 확정. 금액 비공개.","note_en":"MT Aerospace, an OHB subsidiary, supplies tanks and major structures for Ariane 6 upper and core stages; the 25 Sep 2025 contract covers flight models 16-42, locking in ramp-up volumes. Value undisclosed.","sources":[{"stance":"confirms","publisher":"아리안그룹","publisher_en":"ArianeGroup","kind":"ir","lang":"en","published_at":"2025-09-26","url":"https://www.ariane.group/en/news/arianegroup-and-mt-aerospace-ag-sign-major-ariane-6-supplier-contract/","title":"아리안그룹·MT 에어로스페이스 아리안 6 공급 계약","title_en":"ArianeGroup and MT Aerospace AG sign major Ariane 6 supplier contract","excerpt":"MT 에어로스페이스가 아리안 6 16~42호기의 상단·코어단 탱크와 주요 구조물을 공급한다.","excerpt_en":"MT Aerospace will provide tanks and major structural components for Ariane 6 flight models 16 through 42."}]},{"direction":"revenue","counterparty":"아비오 (베가 C 부품)","counterparty_slug":"avio","confidence":"high","metric":{"type":"component_supply","unit":null,"as_of":"2025-11-17","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"역방향 흐름: 아리안그룹은 베가 C용 부품을 아비오에 공급한다(양사 상호 공급 구조 — 아비오는 아리안 6 부스터를, 아리안그룹은 베가 C 부품을).","note_en":"Reverse flow: ArianeGroup supplies Vega C components to Avio (mutual supply: Avio provides Ariane 6 boosters, ArianeGroup provides Vega C parts).","sources":[{"stance":"confirms","publisher":"아비오","publisher_en":"Avio","kind":"ir","lang":"en","published_at":"2025-11-17","url":"https://www.avio.com/press-release/avio-and-arianegroup-sign-contract-ariane-6-stabilized-production-phase-valued-over","title":"아비오·아리안그룹, 아리안 6 안정 생산기 계약(2억 유로+)","title_en":"Avio and ArianeGroup sign Ariane 6 stabilized production contract valued over 200M EUR","excerpt":"같은 계약 체계에서 아리안그룹은 베가 C 프로그램용 품목을 아비오에 공급한다(상호 공급).","excerpt_en":"Under the same contractual framework, ArianeGroup supplies items for the Vega C programme to Avio (mutual supply)."}]}]}