치열해진 율곡 인수전…본입찰 일주일 연기

The fierce bidding competition for aerospace supplier Ulcoc by multiple private equity firms underscores the strategic value of specialized suppliers in tight aviation supply chains. Post-pandemic aircraft demand and years of confirmed orders have transformed this high-barrier industry into an attractive consolidation target. This M&A activity reflects how supply chain scarcity elevates valuations for established manufacturers with stable, long-term contracts.