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Korea Aerospace Industries (KAI, KRX: 047810) is South Korea's sole full-line aerospace prime, formed in 1999 from a merger of Daewoo, Samsung, and Hyundai's aerospace units.
No GLEIF record found for Korea Aerospace Industries under any tried name variant (checked 2026-08-27). State-run Export-Import Bank of Korea is the largest shareholder; Hanwha Group has been rapidly building a stake through 2026 (4.99% in March -> 9.04% by June -> 15.89% by August), crossing the 15% threshold that triggers a Fair Trade Commission business-combination review. As of the most recent reporting, the Korean government 'has yet to decide whether to pursue the privatization of KAI' — the ownership structure is actively in flux, not settled; treat the percentages above as current-as-of-source rather than stable.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
KAI is a Tier-1 aerostructures subcontractor to Boeing across B737/747/767/777/787 programs. FlightGlobal (2024-12-10, replacing a dead koreaaero.com citation, 2026-09-27) reports a six-year Boeing 737 MAX empennage contract extension worth KRW1.13tn/$788m for 2027-2032, following an existing 2022-2026 empennage contract. Contract value is scale, not a share of KAI revenue, so not recorded as share_pct.
$340m contract to supply wing ribs for the Airbus A350 (both A350-900 and A350-1000), running 2032-2034, following a $657.9m 2020 deal covering the same programs through 2029. Source replaces a dead UPI URL (2026-09-27). Contract value is not a share of KAI revenue, so no share_pct.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇰🇷 KR accounts for 100% of severity-weighted pressure.