Cie Automotive Sa Ord (CUOTF) Q4 2025 Earnings Call

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WEBVTT 00:00:01.482 -- 00:00:02.843 Buenos dias a todos y bienvenidos a la conferencia. 00:00:02.843 -- 00:00:08.549 Good morning everyone and welcome to CIE Automotive's fourth quarter 2025 00:00:08.549 -- 00:00:13.874 results. Today we have Quasimodo Herrera, CEO, and Lorea Licizabal, Director for Corporate 00:00:13.874 -- 00:00:18.858 Development. At the end of presentation there will be a Q&A and the questions can only 00:00:18.858 -- 00:00:22.562 be asked in writing via the tool provided in the webcast. 00:00:22.562 -- 00:00:26.806 And now I'll hand over to Lorea. Go ahead, please. 00:00:26.806 -- 00:00:29.667 Hello. Good morning, everyone. 00:00:29.832 -- 00:00:34.619 We're going to start talking about what's happening in our industry, and we're going 00:00:34.619 -- 00:00:39.867 to review in detail three of the major current issues, the Chinese 00:00:39.867 -- 00:00:42.651 OEMs, the tariffs, electrification. 00:00:42.651 -- 00:00:47.918 We think that this helps to put our performance into context. 00:00:47.918 -- 00:00:53.206 On the one hand, and talking about the Chinese OEMs that you ask a lot of questions about, 00:00:53.206 -- 00:00:58.494 they have continued to make headway during 2025, both in the domestic market 00:00:58.494 -- 00:01:03.790 and internationally. Domestically, they have continued to gain market share. 00:01:03.790 -- 00:01:08.535 They're at 65% of vehicle sales in China 00:01:08.535 -- 00:01:12.918 versus 60% the previous year. 00:01:13.782 -- 00:01:18.968 China's exports have continued to grow by over 20% 00:01:18.968 -- 00:01:24.655 during the year. They've gone from 6 to 7 million exported vehicles, which means exporting 00:01:24.655 -- 00:01:28.085 20% of the Chinese production. 00:01:28.085 -- 00:01:33.409 And a highlight is an incre...