保时捷启动CEO继任程序 布鲁姆将逐步退出专注大众转型

Core Viewpoint - Porsche has initiated the succession process for CEO Oliver Blume, who will gradually step down to focus on challenges faced by the parent company, Volkswagen Group [1][2] Group 1: Management Changes - The supervisory board of Volkswagen, along with union representatives and the Piech family, is engaged in discussions regarding management adjustments [1] - The new CEO is expected to be appointed in the fall of this year, with the official handover anticipated in early 2026, including candidates from both internal executives and external managers [1] Group 2: Business Challenges - Porsche is currently facing multiple operational pressures, including weak demand in the Chinese market affecting sports car sales, slower-than-expected progress in its electrification strategy, and the impact of U.S. tariff adjustments on imported vehicles [2] - The latest financial report indicates a staggering 91.2% year-on-year drop in profit for the second quarter, marking the worst performance since its IPO [2] Group 3: Market Reactions - Concerns regarding management distraction have intensified in the capital markets, with Porsche's stock price having fallen 45% from its peak in 2022, despite an initial valuation that surpassed Volkswagen Group [2] - Investors have repeatedly urged Blume to separate his roles as CEO of Porsche, citing that his divided attention has negatively impacted the strategic execution of both companies [2]