保时捷，重大调整！

Core Viewpoint - Porsche is making significant adjustments to its product strategy in response to long-term sales decline and increasing profitability pressures, delaying the launch of some electric vehicle models while refocusing on internal combustion and hybrid models [1][3]. Group 1: Strategic Adjustments - The decision to add new internal combustion engine models aims to create a more balanced product portfolio, enhancing flexibility and market position amid a volatile market environment [2]. - A new high-end SUV series, initially planned to be fully electric, will now offer fuel and hybrid versions at launch due to current market conditions [2][3]. - Porsche's previous aggressive electrification strategy aimed for 80% electric vehicle sales by 2030, but has shifted to a parallel approach of internal combustion, hybrid, and electric powertrains [3]. Group 2: Financial Performance - Porsche's net profit for the first half of the year plummeted to €718 million, a 66.6% year-on-year decline, with a revised profit margin expectation of only 2% for the year [4]. - The company has lowered its 2025 profit forecast, attributing this to product launch delays and other issues [4]. - The parent company, Volkswagen Group, is expected to face a €5.1 billion loss, prompting Porsche to rely on internal combustion models to recover financially [6]. Group 3: Market Reactions - Market reactions to Porsche's strategic shift are mixed, with some investors concerned about missing the electrification wave and its impact on brand luxury positioning, while others believe the adjustment will stabilize short-term performance [3]. - Traditional luxury brands like Mercedes-Benz and Audi are also adjusting their electrification timelines, focusing more on hybrid and efficient internal combustion technologies [6].