保时捷闭店、关停充电桩，在中国开始降本求生

Core Viewpoint - Porsche is undergoing significant cost-cutting measures in China, including the withdrawal of its self-built charging network and the closure of several dealerships, amid a sharp decline in profits and sales in the region [1][6][10]. Group 1: Cost-Cutting Measures - Porsche has announced the gradual dismantling of its self-built charging network in China, effective from March 1, 2026, while still providing access to third-party charging resources [1][3]. - The company has reportedly closed several dealerships, including the Zhengzhou and Guiyang centers, with concerns raised about customer deposits and service packages [6][8]. - Plans are in place to reduce the number of sales outlets in China from 150 to 80 by 2024, indicating a significant contraction in its operational footprint [8]. Group 2: Financial Performance - Porsche's operating profit plummeted from €4.035 billion (approximately ¥33.395 billion) in the same period last year to just €40 million (around ¥331 million), marking a 99% year-on-year decline [10][11]. - The company reported a net profit drop of 95.9% to €114 million (about ¥943 million) for the first three quarters, with a net loss of €600 million (approximately ¥4.97 billion) in the third quarter alone [10][11]. - Total cash and cash equivalents decreased by €1.591 billion (around ¥13.14 billion) to €5.531 billion (approximately ¥45.7 billion) [11]. Group 3: Sales and Market Dynamics - Global deliveries for Porsche fell by 6% year-on-year, with the Chinese market experiencing a 26% decline, dropping from being the largest market to the third largest [12]. - Despite the downturn, Porsche is not abandoning the Chinese market; instead, it is adjusting its strategy to regain market share, including the establishment of a strategic R&D center in Shanghai [12][15]. - The R&D center aims to develop market-specific technologies, such as infotainment systems and driver assistance solutions, with a focus on accelerating development cycles [15]. Group 4: Strategic Adjustments - Porsche is shifting its approach to electric vehicle production, with plans to modify its electric platform to accommodate internal combustion engine models, indicating a potential return to fuel-powered vehicles [16].