1. MEXICO, OPORTUNIDADES DE INVERSION MEXICO INVESTMENT OPORTUNITIES

2. ¿ What has mean the car in my life ? ¿ How important is the car today ? ¿ What development have had the cars ? ¿ How will be the car in the future ?

3. 2021 Sales Forecast 86 89

4. Light Vehicle Sales Forecast www.automotive.ihs.com

5. 2014 Annual sales by country / region

6. Change 2014 vs 2015 (Forecast) 1 % www.automotive.ihs.com

7. Output (Millions)

8. North America Vehicle Exports by Region North American Vehicle Exports (Millions) North American Vehicle Exports by Region 0.83 0.78 0.97 1.17 0.96 1.46 1.51 1.56 1.61 1.67 Greater use of global platforms allows for more “export ready” product 40+ Free Trade Agreements drive Mexican output Expansion of luxury segment capability across the region into Mexico EU crisis tempered EU exports; relief is in sight helping offset South America weakness 1.78 Source: IHS Automotive Light Vehicle Forecast

9. Free Trade Agreements with Mexico Preference access to 13 FTA and 45 Countries 9 America del Norte: EU y Canada (TLCAN ) CENTROAMERICA: Nicaragua Costa Rica El Salvador Guatemala Honduras Nicaragua Panamá G2 Colombia Bolivia Chile (ACE 41) Uruguay ACUERDOS DE COMPLEMENTACION ECONOMICA: Argentina Brasil Perú (ACE 67) Uruguay (ACE 60) Paraguay Ecuador ASOCIACION EUROPEA DE LIBRE DE COMERCIO: Noruega, Liechtenstein, Suiza UNION EUROPEA JAPON ISRAEL Cuba ACE 51 Due to Free Trade Agreements Mexico contributes with the 68% participation in the international market (GGDP)

11. Top 10 vehicles Manufacturing Countries (MILLION UNITS) 1 OICA 20092010201120132014 1China13.8China18.2China18.8China20.8China22 2Japan7.9Japan9.6USA8.6USA11.3USA11 3USA5.7USA7.7Japan8.3Japan9.3Japan9.6 4Germany5.2Germany5.9Germany6.3Germany5.7Germany5.7 5S. Korea3.5S. Korea4.2S. Korea4.6S. Korea4.6S. Korea4.5 6India3.2India3.5India3.9India4.0India3.8 7Brazil2.6Brazil3.3Brazil3.4Brazil3.7México3.2 8Spain2.1Spain2.3México2.6México3.1Brazil3.0 9France2.0México2.3Spain2.3Thailand2.6Thailand2.5 10México1.6France2.2France2.2Canada2.4Canada2.3

12. Top Ten Production Automotive (Millions) 2015 Volume2017Volume 2019 Volume 2021 Volume 1 China23,5 China26,7 China29,1 China31,2 2 United States11,8 United States12,1 United States12,3 United States12,1 3 Japan8,7 Japan8,6 Japan8,5 Japan8,3 4 Germany5,9 Germany5,8 Germany5,9 India6,5 5 South Korea4,5 India4,7 India5,6 Germany5,9 6 India3,8 South Korea4,4 México5 5,1 7 México3,3 México4,2 South Korea4,1 South Korea4,1 8 Spain2,7 Spain2,7 Brazil2,9 Brazil3,2 9 Brazil2,5 Brazil2,6 Spain2,8 Spain2,9 10 Canada2,3 Canada2,2 Thailand2,5 Thailand2,8 Source: IHS Automotive Light Vehicle Production Forecast

13. 13 2015 – 2022 +1,802,000 CAGR = 6.4% Source: IHS Automotive Light Vehicle Production Forecast 2014 México exports = 81.3% of total production Mexico Light Vehicle Production

14. Light Vehicle Production Mexico * In process investments Guanajuato Apaseo el Grande

15. 戦略的な立地と物流インフラ STRATEGIC LOCATION & LOGISTIC INFRASTRUCTURE Within a 400 kilometers Radius 80 % of Mexican Market 70 % of Industrial Establishments 70 % of the Mexican Automotive Industry 60 % of the Mexican Total Population Northern Border (Laredo): 1 day trucking Pacific Ocean (Manzanillo): 1 day trucking Gulf of Mexico (Tampico): 1 day trucking Main Federal Highways Guanajuato is strategically located in the middle of Mexico

16. AUTOMOTIVE HIGHLIGHTS Jobs and Investment 24 German companies Established in the state of Guanajuato 2,003MDD Investment 10,699New jobs Total 85 Japanese companies Established in the state of Guanajuato 3, 910MDD Investment 25,544 New jobs Total 198 Investments $ 11 billion (75% of Total) 72 thousand new direct jobs (70% of Total) Investments in the last 7 years in the Automotive and Auto Parts Sector

17. We are a non profit Civil Association, made by automotive corporations, academic institutions and Guanajuato Government dependencies working together with the purpose to increase the Automotive sector competitiveness. www.claugto.org Cluster Automotriz de Guanajuato AC IntegrationCompetitivenessCollaboration Growth

18. 6 Universidades y Centros de Investigación Entidades Gubernamentales y Entidades de Colaboración Desarrollo de Proveedores

19. Academy & Tech Centers The way we do it People Development Suppliers Integration Supply Chain c www.claugto.org Cluster Automotriz de Guanajuato AC Innovation & Technology Government Automotive Companies

20. Processes 1. Cold & hot forging parts11. External Plastic Chroming 2. Extrusion of polymers with metallic insertions12. High volume sintering 3. Flocking finishing13. Dies and mould carrier for body parts 4. Aluminum Die Casting higher to 450 tons14. Progressive dies 5. High Strength Steel15. Manufacturing of molds for plastics 6. Stainless Steel16. Manufacturing of molds for Die Casting 7. Steel Casting17. Fiberglass parts 8. Stainless Steel Casting18. Blow molding (with or without paint) 9. Precision Stamping19. Assembly or manufacture of sensors and electronic components 10. Deep Stamping Processes with low or non-existing production in the Mexican automotive supply chain  There are other specific industrial processes which are highly demanded by the automotive industry in Mexico. Other Investment opportunities in current processes lacking in the supply chain Source: ProMexico

21. *Level of demand not produced in Mexico Source: ProMexico with information from Global Trade Atlas 18.1 13.2 11.5 Top Ten 85% Market Value and Business opportunity in México

22. Actual Automotive Forging Sourcing Mexican Main Supplier 80 % of the demand is covered from external suppliers. USA, Brazil, Europe, Asia main forging suppliers base. Forging; High weight / Low Value Added, HIGH affectation on supply chain basis and transportation

23. Vehicle Forging Components Where Used 8-10% Of a car are Forgings

24. MEXICO INVESTMENT OPORTUNITIES

25. Fidel Otake H. fotake@claugto.org www.claugto.org