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Overview KPMG Brazil produced around 2 million vehicles in 2020, which represents around 2.5% of the world production of vehicles and places the country in ninth position in the world production ranking in the sector. In the Brazilian market, according to data from ANFAVEA (National Association of Automotive Vehicle Manufacturers), Brazil ended 2020 with 1.84 million licensed vehicles, which represented a drop of 25.8% compared to the result obtained in 2019. Due to COVID-19, the year 2020 was suffocated in relation to expected growth. ANFAVEA estimates for this year growth of 15% in sales, 25% in production and 9% in exports. Despite all the difficulties caused by the second wave of the pandemic in Brazil and the production bottlenecks, the automobile industry has managed to maintain a good pace of activity. Vehicle production in April 2021 was 190.9 thousand units, 4.7% below March, but in a month that had three working days less than the previous one. Exports, in turn, grew by 34.7% accumulated in the year. In all, 33.9 thousand vehicles were exported in April and 129.6 thousand in the year. Shipments increased for most of the market, especially to Colombia. It is important to note that the automotive industry went through a long process during COVID-19 that impacted the world economy. The transformation of the digital environment and services, such as car rental, began to become a trend, as the customer started to seek comfort/safety added to the avoidance of high costs from vehicles. Another relevant factor is the increase in sales of used cars. According to CNN, the problems of lack of parts faced by automakers during the pandemic and the consequent rise in prices of new vehicles ended up pushing Brazilians to purchase already-run cars, with some of them resorting to the so-called "change for change" in search of some financial relief in the crisis. Source: ANFAVEA © 2021 KPMG Auditores Independentes Ltda., a Brazilian limited liability company and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. BD210890 Página | 21

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