4S店大瘦身、油车重回C位，保时捷中国打响突围战

Core Viewpoint - Porsche China is set to terminate sales operations at the Beijing Shijingshan Porsche Center and plans to reduce its sales outlets in China to around 80 by 2026, while refocusing on internal combustion engine vehicles amid increasing competition in the electric vehicle market and pressure on performance in China [1][3][5]. Channel Reduction - The Beijing Shijingshan Porsche Center will close next year, with current discounts on the electric Taycan model reflecting the impending closure. The dealership will continue to provide after-sales services and customers can access free maintenance at other Porsche locations [2][3]. - Porsche is actively planning a new retail network blueprint in Beijing to enhance operational efficiency and customer experience, with a reduction in sales outlets from 150 to 120 by the end of this year and further down to around 80 by 2026 [3]. Refocusing on Internal Combustion Vehicles - Porsche has decided to slow down its electric vehicle strategy and prioritize internal combustion engine models due to the rapid emergence of competitive electric vehicles in various price segments. The company aims to strengthen brand loyalty and customer retention rather than merely returning to previous sales volumes [5][10]. - The upcoming large SUV will initially launch with an internal combustion engine, and Porsche plans to introduce models with internal combustion and plug-in hybrid systems in the B-segment SUV market [5]. Accelerating Localization - Porsche is accelerating its localization efforts by establishing a research and development center in Shanghai to focus on solutions tailored for the Chinese market, including new infotainment systems for various models [9]. - The company faces challenges from local brands that have improved product capabilities and pricing strategies, prompting a need to optimize its retail network and focus resources on profitable core dealers [9][10]. - To successfully implement its "Win Back China" strategy, Porsche must undergo a comprehensive localization transformation, enhancing its in-car systems and smart experiences to meet the high expectations of Chinese consumers [10].