奥博穆卸任后反思：保时捷第二代Macan全面转型纯电动车是个错误决定

Core Viewpoint - The former CEO of Porsche, Oliver Blume, publicly acknowledged significant strategic mistakes during his tenure, particularly regarding the decision to transition the Macan model to an all-electric version, which he now admits was a misjudgment [1][3][6]. Group 1: Strategic Missteps - Blume recognized that since Porsche's IPO three years ago, shareholders have suffered losses, and he accepted this criticism [3]. - The decision to design the second-generation Macan as a fully electric vehicle was deemed a mistake due to the inflexibility of the product portfolio at that time [3][6]. - The Macan model has been a crucial revenue pillar for Porsche, achieving a production milestone of one million units in just 12 years, making it the third model in Porsche's history to reach this sales figure [3][5]. Group 2: Market Response and Adjustments - Porsche plans to correct its strategic errors by increasing the production of fuel and hybrid vehicles, acknowledging strong market demand for these models [3][8]. - The first-generation Macan will cease production in mid-2026, leading to a product gap until a new fuel-powered crossover is expected to launch in 2028 [7][8]. - The new fuel-powered crossover will be developed using the Volkswagen Group's Premium Platform Combustion (PPC) platform, which may impact Porsche's brand identity [8]. Group 3: Financial and Operational Challenges - Porsche is facing significant financial pressure due to a sharp decline in the Chinese luxury car market and high tariffs in the U.S., which account for over 50% of its total sales [10][12]. - The company has adjusted its sales expectations in China, reducing its dealer network from 154 to 100 by the end of 2026 to improve operational efficiency [12][13]. - A global cost-cutting plan includes laying off 1,900 permanent positions and not renewing contracts for 2,000 temporary workers [14]. Group 4: Future Strategy - Porsche's future strategy focuses on high-end fuel and hybrid sports cars, as the company believes there will still be a market for fuel vehicles in China for the next 10 to 15 years [15]. - The leadership transition to new CEO Michael Leiters will be crucial in navigating the product gap and reversing market decline [16].