【一周车话】保时捷CEO，不好当

Core Viewpoint - Porsche's current CEO, Oliver Blume, will step down, with Michael Leiters, former CEO of McLaren, taking over from January 1, 2026, amid pressures from investors and declining performance in the luxury electric vehicle market [1][3][6]. Group 1: Leadership Changes - Oliver Blume has been at the helm of Porsche since 2015 and took on the role of CEO of Volkswagen Group in 2022, leading to concerns about the dual CEO structure [3]. - The decision for Blume to resign comes after significant pressure from unions and investors due to declining performance and a need for focused leadership during a critical transformation period for Porsche [3][5]. - Michael Leiters is expected to guide Porsche into the electric era, leveraging his experience from McLaren and Ferrari to shape a viable future direction for the brand [6]. Group 2: Financial Performance - Since its IPO in 2022, Porsche has lost about half of its market value and is facing challenges in the transition to electric vehicles [5]. - In the first three quarters of this year, Porsche delivered 213,000 vehicles globally, a 6% decline year-on-year, with the most significant drop occurring in the Chinese market, which saw a 26% decrease [8]. - The company has adjusted its profit expectations, with profit margins dropping to 2%, a stark contrast to maintaining double-digit margins during the 2008-2009 financial crisis [10]. Group 3: Strategic Challenges - Porsche aims for over 50% of new vehicles to be electric by 2025 and over 80% by 2030, but only 27% of deliveries in 2024 are expected to be electric [5]. - The new CEO will need to balance the production of fuel-powered models with electric vehicles, a significant challenge as consumer interest in electric supercars remains low [11]. - Reviving sales in China, which has historically contributed over 30% of Porsche's global sales, is critical, especially after a decline exceeding 30% in the Chinese market since last year [11][13].