裁撤充电桩！销量遇“滑铁卢”后 保时捷中国降本求生

Core Viewpoint - Porsche is attempting to navigate a declining market share in China through strategic adjustments, including the cessation of its proprietary charging service network by March 1, 2026 [2][3] Group 1: Charging Service Changes - Porsche China announced the discontinuation of its "Porsche Enjoy Charging" service, which includes all self-built high-power charging stations, to better adapt to changing market conditions and user charging habits [3] - The decision affects approximately 200 charging stations, while other charging options, such as those at Porsche centers and third-party stations, will remain operational [5] - The move is seen as a cost-cutting measure, as the high operational costs of charging stations can reach millions, and the usage frequency of the proprietary network has been low [5] Group 2: Sales Performance and Market Position - In the first 11 months of the year, Porsche's sales in China totaled 37,200 units, a year-on-year decline of 22.89%, with electric vehicle sales at 2,585 units, down 21.83%, resulting in a penetration rate of only 7% [6] - Porsche's market share in China has significantly decreased, with sales dropping 15% in 2023 to 79,300 units, and further declining by 28% in 2024 to 56,900 units, leading to a market share of 18.31% [7] - The company is facing increasing pressure, with a 26% drop in sales in the first three quarters of 2025 compared to 2021, and a significant decline in global revenue and profit margins [7] Group 3: Strategic Reflections and Future Plans - The CEO of the Volkswagen Group, which owns Porsche, emphasized that the company will not exit the Chinese market and is considering launching exclusive models for Chinese buyers [7] - Porsche's recent performance has prompted a reflection on its production and export strategy, which has not adapted well to the structural changes in the Chinese market [10] - The company is exploring local production to reduce costs and improve competitiveness, potentially leveraging local technology from companies like XPeng to enhance its electric vehicle offerings [12]