保时捷中国自建充电站将停止运营 总计约200家

Core Viewpoint - Porsche China announced the gradual cessation of its self-built charging network, including approximately 200 charging stations, starting from March 1, 2026, as part of an optimization of its high-power charging services to better align with current market demands and user habits [1][3]. Group 1: Charging Network Changes - Porsche China will stop operating its self-built charging network, which includes all high-power DC charging stations, and these services will be removed from the Porsche App and WeChat mini-program [3]. - The adjustment only affects the Porsche Enjoy Charging scenario, while other charging options, such as those at Porsche centers and third-party charging stations integrated into the Porsche charging map, will continue to operate normally [3]. Group 2: Market Context and Financial Performance - Analysts suggest that building self-owned charging stations represents a "heavy asset" investment, and if utilization is insufficient, it can lead to financial pressure for car manufacturers [4]. - Porsche's financial data indicates a revenue of €26.86 billion for the first three quarters of 2025, a year-on-year decline of 6%, and a net profit of €4 million, a dramatic drop of 99%, with an operating profit margin of only 0.2%, down 12.1 percentage points year-on-year [4]. Group 3: Commitment to Electric Vehicles - Despite the cessation of the self-built charging network, Porsche China remains committed to advancing its electric vehicle strategy, with plans to accelerate the introduction of localized digital solutions and the upcoming launch of a new all-electric Cayenne model [3].