保时捷中国销量缩水近三成，总裁独家回应

Core Viewpoint - Porsche's global sales for 2025 are projected to decline by 10% to 279,400 units, with a significant drop of 26.28% in the Chinese market, reflecting broader challenges in the luxury car sector [1][2]. Group 1: Sales Performance - Porsche's sales in China have decreased for four consecutive years, with figures of 93,300 units in 2022, 79,300 units in 2023, and 56,900 units in 2024, showing year-on-year declines of 2.5%, 15%, and 28% respectively [1]. - The company aims to adjust its sales network from 120 outlets at the end of 2025 to approximately 80 by the end of 2026, based on market potential analysis [4]. Group 2: Strategic Adjustments - Porsche is focusing on maintaining a healthy supply-demand relationship and a stable value system, emphasizing quality over quantity in its sales strategy [1]. - The introduction of China-exclusive models like the Cayenne and Macan has received positive market feedback, indicating initial success from strategic adjustments [2]. Group 3: Market Challenges - The luxury car market in China is facing structural challenges, particularly from the rapid rise of domestic electric vehicle brands, which poses a common issue for traditional luxury brands [2]. - The upcoming changes in luxury car consumption tax policy in 2026 are expected to have a significant impact, leading to a cautious outlook for that year [3]. Group 4: Future Plans - Porsche plans to continue executing its "Win Back China" strategy, focusing on enhancing brand strength and customer loyalty rather than merely returning to previous sales levels [3]. - The company is committed to investing in local R&D, brand experience, and dealer network improvements to ensure sustainable profitability [3][5]. Group 5: Dealer Support - Porsche is working to enhance dealer profitability by reducing cost pressures and providing marketing support, including financial assistance for wholesale financing and optional configurations [5]. - The company emphasizes a value-driven sales approach rather than just volume growth, believing that maintaining brand value and channel health will lead to high-quality growth [5].