{"id":53708,"date":"2026-03-02T03:30:12","date_gmt":"2026-03-01T18:30:12","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=53708"},"modified":"2026-02-27T18:41:45","modified_gmt":"2026-02-27T09:41:45","slug":"%e4%bd%9b-%ed%95%ad%ea%b3%b5%ea%b8%b0-%ec%97%94%ec%a7%84-%ec%a0%9c%ec%a1%b0%ec%82%ac-%ed%9d%ac%ed%86%a0%eb%a5%98-%eb%8c%80%ec%b2%b4-%ea%b3%b5%ea%b8%89%ec%b2%98-%ed%99%95%eb%b3%b4-%eb%aa%a8%ec%83%89","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=53708","title":{"rendered":"\u4f5b \ud56d\uacf5\uae30 \uc5d4\uc9c4 \uc81c\uc870\uc0ac, \ud76c\ud1a0\ub958 \ub300\uccb4 \uacf5\uae09\ucc98 \ud655\ubcf4 \ubaa8\uc0c9"},"content":{"rendered":"<div class=\"flex flex-col text-sm pb-25\">\n<article class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&amp;:has([data-writing-block])&gt;*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-WEB:3cbcec64-607d-4a33-b728-9980ee1f0425-16\" data-testid=\"conversation-turn-34\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] @w-sm\/main:[--thread-content-margin:--spacing(6)] @w-lg\/main:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-1\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"6705888d-9ff4-4aac-bb9b-941bb989c07b\" data-message-model-slug=\"gpt-5-2-instant\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[1px]\">\n<div class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\">\n<p data-start=\"0\" data-end=\"173\">\ud504\ub791\uc2a4 \ud56d\uacf5\uae30 \uc5d4\uc9c4 \uc81c\uc870\uc5c5\uccb4 \uc0ac\ud504\ub780(Safran)\uc774 \ud76c\ud1a0\ub958 \uacf5\uae09 \ubd88\uc548\uc5d0 \ub300\ube44\ud574 \uc7ac\uace0\ub97c \ub298\ub9ac\uace0 \ub300\uccb4 \uacf5\uae09\ucc98\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\ub2e4\uace0 13\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 <a href=\"https:\/\/www.wsj.com\/business\/earnings\/safran-lifts-2028-outlook-on-strong-civil-engines-aftermarket-defense-demand-7b7f4c72?mod=Searchresults&amp;pos=3&amp;page=1\">\ubcf4\ub3c4<\/a>\ud588\uc74c. \uc774\ub0a0 \uc62c\ub9ac\ube44\uc5d0 \uc559\ub4dc\ub9ac\uc5d0(Olivier Andri\u00e8s) \uc0ac\ud504\ub780 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 \uc77c\ubd80 \uad6d\uac00\uac00 \ud76c\ud1a0\ub958\ub97c \u2018\ubb34\uae30\ud654\u2019\ud558\uace0 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud558\uba74\uc11c, \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \ub192\uc544\uc9c0\ub294 \uc0c1\ud669\uc5d0\uc11c \uacf5\uae09\ub9dd \ud68c\ubcf5\ub825\uc744 \uac15\ud654\ud558\uaca0\ub2e4\uace0 \uc124\uba85\ud588\uc74c.<\/p>\n<p data-start=\"175\" data-end=\"302\">\ud76c\ud1a0\ub958\ub294 5\uc138\ub300 \uc804\ud22c\uae30, \uc7a0\uc218\ud568, \ub808\uc774\ub354, \uc804\uae30 \ubaa8\ud130 \ub4f1 \ucca8\ub2e8 \ubc29\uc0b0\u00b7\ud56d\uacf5 \uc81c\ud488\uc5d0 \ud544\uc218\uc801\uc778 \ud575\uc2ec \uc18c\uc7ac\uc784. \ucd5c\uadfc \ubbf8\uc911 \ubb34\uc5ed \uac08\ub4f1 \ub2f9\uc2dc \uc911\uad6d\uc774 \uc774\ub97c \ubb34\uae30\ud654\ud558\uace0, \uac01\uad6d \uac04 \uc548\ubcf4 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9c0\ub294 \uc0c1\ud669\uc5d0\uc11c \ud76c\ud1a0\ub958\uac00 \uc804\ub7b5 \uc790\uc6d0\uc73c\ub85c \ubd80\uac01\ub418\uba74\uc11c \ubc29\uc0b0\uc5c5\uccb4\ub4e4\uc758 \uacf5\uae09 \uc6b0\ub824\ub3c4 \ucee4\uc9c0\uace0 \uc788\uc74c.<\/p>\n<p data-start=\"304\" data-end=\"446\">\ud604\uc7ac \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ud76c\ud1a0\ub958 \uacf5\uae09\uc758 \uc57d 90%\ub97c \ucc28\uc9c0\ud55c \uc0c1\ud0dc\ub85c \uc0ac\uc2e4\uc0c1 \uc2dc\uc7a5\uc744 \uc644\uc804 \uc7a5\uc545\ud588\uc74c. \uc9c0\ub09c\ud574 \uc911\uad6d\uc740 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 &#8216;\uc0c1\ud638\uad00\uc138&#8217; \ubd80\uacfc\uc5d0 \ub9de\uc11c \ud76c\ud1a0\ub958 \uc218\ucd9c\uc744 \uc81c\ud55c\ud588\ub294\ub370, \uc774\ub85c \uc778\ud574 \ubbf8\uad6d\uacfc \uc720\ub7fd \ub4f1 \uc11c\ubc29\uc758 \ucca8\ub2e8 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ud070 \ud0c0\uaca9\uc744 \uc785\uc5c8\uc74c. \uc774\uc5d0 \ub530\ub77c \uc720\ub7fd\uacfc \ubbf8\uad6d \uae30\uc5c5\ub4e4\uc740 \ud2b9\uc815 \uad6d\uac00 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uae30 \uc704\ud55c \ub300\uc751\uc5d0 \ub098\uc11c\uace0 \uc788\uc74c.<\/p>\n<p data-start=\"448\" data-end=\"612\">\uc559\ub4dc\ub9ac\uc5d0 CEO\ub294 \uc0ac\ud504\ub780\uc774 \ud76c\ud1a0\ub958 \uc7ac\uace0\ub97c \ucd95\uc801\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc0c8\ub85c\uc6b4 \uacf5\uae09\ub9dd \uad6c\ucd95\uc744 \ucd94\uc9c4 \uc911\uc774\ub77c\uace0 \ubc1d\ud798. \uadf8\ub294 \uae30\uc5c5 \uacbd\uc7c1\ub825\ubfd0 \uc544\ub2c8\ub77c \uc704\uae30 \ub300\uc751 \ub2a5\ub825, \uc989 \u2018\ud68c\ubcf5\ub825\u2019\uc744 \ub192\uc774\ub294 \uac83\uc774 \uc911\uc694\ud558\ub2e4\uace0 \uac15\uc870\ud588\uc74c. \uc9c0\ub09c\ud574 \uc804\ubc18\uc801\uc73c\ub85c \uacf5\uae09\ub9dd \uc0c1\ud669\uc740 \uac1c\uc120\ub410\uc9c0\ub9cc, \uc544\uc9c1 \ud68c\uc0ac\uac00 \uc6d0\ud558\ub294 \uc218\uc900\uc5d0\ub294 \uc774\ub974\uc9c0 \ubabb\ud588\ub2e4\uace0 \ub367\ubd99\uc784.<\/p>\n<p data-start=\"614\" data-end=\"782\">\ud55c\ud3b8 \uc0ac\ud504\ub780\uc740 \ud56d\uacf5\uae30 \uc5d4\uc9c4 \uc11c\ube44\uc2a4\uc640 \ubb34\uae30 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 2028\ub144 \uc2e4\uc801 \uc804\ub9dd\uc744 \uc0c1\ud5a5 \uc870\uc815\ud588\uc74c. 2028\ub144 \uc870\uc815 \uc601\uc5c5\uc774\uc775 \ubaa9\ud45c\ub97c \uae30\uc874 60\uc5b5~65\uc5b5\uc720\ub85c(\uc57d 10~11\uc870\uc6d0)\uc5d0\uc11c 70\uc5b5~75\uc5b5\uc720\ub85c(\uc57d 11~12\uc870\uc6d0)\ub85c \ub192\uc600\uace0, \uc62c\ud574\ub3c4 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3c4\ub294 61\uc5b5~62\uc5b5\uc720\ub85c(\uc57d 10\uc8703000\uc5b5~10\uc8705000\uc5b5\uc6d0)\ub97c \uc804\ub9dd\ud588\uc74c. \uc774 \uac19\uc740 \ubc1c\ud45c\uc5d0 \uc8fc\uac00\ub294 \uc7a5\uc911 7% \uc774\uc0c1 \uae09\ub4f1\ud588\uc74c.<\/p>\n<p data-start=\"784\" data-end=\"946\">\ud56d\uacf5 \ubd80\ubb38\uc5d0\uc11c\ub294 \ud56d\uacf5 \uad50\ud1b5\ub7c9\uc774 \uc0ac\uc0c1 \ucd5c\uace0 \uc218\uc900\uc744 \uae30\ub85d\ud558\uace0, \uc2e0\uaddc \ud56d\uacf5\uae30 \uc0dd\uc0b0 \uc9c0\uc5f0\uc73c\ub85c \uae30\uc874 \uae30\uccb4 \uc720\uc9c0\u00b7\ubcf4\uc218 \uc218\uc694\uac00 \ub298\uba74\uc11c \uc218\ud61c\ub97c \ubcf4\uace0 \uc788\uc74c. \uc5d0\uc5b4\ubc84\uc2a4\uc640 \uacf5\ub3d9 \uc0dd\uc0b0\ud558\ub294 LEAP \uc5d4\uc9c4\uc740 2025\ub144 1802\ub300\uac00 \uc778\ub3c4\ub3fc \uc5ed\ub300 \ucd5c\ub300\ub97c \uae30\ub85d\ud588\ub294\ub370, \uc774\ub294 2028\ub144\uc5d0\ub294 \uc57d 2600\ub300\ub85c \ub298\uc5b4\ub0a0 \uc804\ub9dd\uc784.<\/p>\n<p data-start=\"948\" data-end=\"1116\" data-is-last-node=\"\" data-is-only-node=\"\">\uc6b0\ud06c\ub77c\uc774\ub098 \uc804\uc7c1\uacfc \uac01\uad6d\uc758 \uc7ac\ubb34\uc7a5 \uc6c0\uc9c1\uc784\ub3c4 \ubc29\uc0b0 \uc218\uc694\ub97c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\uc74c. \uc0ac\ud504\ub780\uc740 \ub77c\ud314 \uc804\ud22c\uae30\uc5d0 \uc7a5\ucc29\ub418\ub294 AASM \u2018\ud574\uba38(Hammer)\u2019 \uc720\ub3c4\ud3ed\ud0c4 \uc0dd\uc0b0\uc744 \ucd5c\uadfc 3\ub144\uac04 4\ubc30\ub85c \ub298\ub838\uace0, \ub178\ub974\uc6e8\uc774\ub85c\ubd80\ud130 \uc218\ubc31 \ubc1c\uc744 \uc8fc\ubb38\ubc1b\ub294 \ub4f1 \uc218\ucd9c\ub3c4 \ud655\ub300\ud558\uace0 \uc788\uc74c. \ub610\ud55c \ubbf8\uc0ac\uc77c \ud0d0\uc0c9\uae30\uc640 \ud56d\ubc95\u00b7\uc2dc\uac04 \ub3d9\uae30\ud654 \uc7a5\ube44 \uc218\uc694\ub3c4 \uc99d\uac00\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c.<\/p>\n<p data-start=\"948\" data-end=\"1116\" data-is-last-node=\"\" data-is-only-node=\"\">(1\uc720\ub85c=1693\uc6d0)<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\ud504\ub791\uc2a4 \ud56d\uacf5\uae30 \uc5d4\uc9c4 \uc81c\uc870\uc5c5\uccb4 \uc0ac\ud504\ub780(Safran)\uc774 \ud76c\ud1a0\ub958 \uacf5\uae09 \ubd88\uc548\uc5d0 \ub300\ube44\ud574 \uc7ac\uace0\ub97c \ub298\ub9ac\uace0 \ub300\uccb4 \uacf5\uae09\ucc98\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\ub2e4\uace0 13\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 \ubcf4\ub3c4\ud588\uc74c. \uc774\ub0a0 \uc62c\ub9ac\ube44\uc5d0 \uc559\ub4dc\ub9ac\uc5d0(Olivier Andri\u00e8s) \uc0ac\ud504\ub780 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 \uc77c\ubd80 \uad6d\uac00\uac00 \ud76c\ud1a0\ub958\ub97c \u2018\ubb34\uae30\ud654\u2019\ud558\uace0 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud558\uba74\uc11c, \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \ub192\uc544\uc9c0\ub294 \uc0c1\ud669\uc5d0\uc11c \uacf5\uae09\ub9dd \ud68c\ubcf5\ub825\uc744 \uac15\ud654\ud558\uaca0\ub2e4\uace0 \uc124\uba85\ud588\uc74c. \ud76c\ud1a0\ub958\ub294 5\uc138\ub300 \uc804\ud22c\uae30, \uc7a0\uc218\ud568, \ub808\uc774\ub354, \uc804\uae30 \ubaa8\ud130 \ub4f1 \ucca8\ub2e8 \ubc29\uc0b0\u00b7\ud56d\uacf5 \uc81c\ud488\uc5d0 \ud544\uc218\uc801\uc778 \ud575\uc2ec \uc18c\uc7ac\uc784. \ucd5c\uadfc \ubbf8\uc911 \ubb34\uc5ed 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