CCCC South America Regional Company

Yu Yong Chief Investment Officer

INDEX

1 – CCCC INTRODUCTION

2 – CCCC SOUTH AMERICA INTRODUCTION

3 – PORT SAO LUIS INTRODUCTION

4 – SUGGESTIONS IN INFRASTRUCTURE INVESTMENT

HISTORY

• 1897 established

• 2005 merger

• Now

60 subsidiaries

230 offices in 150 countries and regions

• Infrastructure Contractor

• Real Estate

• Urban Operator

• Infra. Investor

• Heavy Industry Manufacturer

• Contract Value

170 bn US$

• Revenue

80 bn US$

• Profit

4 bn US$

• Fortune Global

2018 91th

• ENR 250

China No.1

World No.3

Portion 30%

BUSINESS FINANCE RANK

3 Steps

INTERGRATION

LOCALIZATION

CONCESSION

3 Platforms

Management

platform

Operation

platform

Investment

platform

3 Positions

Regional business manager

Share holder

Investor

3 Abilities

Attract

employees

Risk control

Marketing and

developing

3 Bottom Lines

Aligned with strategy

and core business

Long-term partnership

with local companies

Not involved the projects

with serious legal, financial,

corruption issue

◇ TUP Porto Sao Luis

- Strategic location

- Connected to the new Grain frontier

- Well connected with railway and BR135

-Nature draft up to 22m, being the only

port for agricultural commodities in

Brazil to receive ships up to 180,000 DWT.

◇ Equity: CCCC 51%,

◇ EPC Contractor: Rota Nordeste

◇ Grain (180,000DWT)、Fertilizer (45000DWT),

Oil product (90000DWT),

◇ CAPEX: around 190 MM R$；

◇ Local employment: currently 250 jobs, future 3000 jobs.

◇ Children's day Commemoration at local junior school.

◇ Free dental treatment for local communities.

◇ Free Ophthalmology consultation, etc.

CCCC will fulfill more corporate social responsibilities, just like what we had done in other

countries and regions.

Children's Day Community Activities on Cajueiro neiborhood

Community charity activities

Community Road UpgradeJob Opportunities

● Suitable for Mature Asset , Brown-field infrastructure

● Predictable cost, constant cash flow, Controllable risks

● Low risk for investor

● Essence - Risk Share Mechanism

● Green field – Uncertainty, Risky

● Public sector & Private sector respective responsibility

◇ Legislation warranty for project model

◇ Tax deduction and exemption

◇ Risk of government changing

◇ Public - basic demand, expropriation, FX risk, operation rebalance , force

majeure compensate (Archeology, earthquake, policy, war … …)

◇ Private- financing, EPC completion, operation, social responsibility,

environmental risk (license, protection, restoration … … )

THANKS!