利润暴跌99%，保时捷怎么了？

Core Viewpoint - Porsche reported a significant loss of €966 million (approximately ¥8 billion) in Q3, leading to a 99% year-on-year decline in sales profit for the first three quarters of the year [4][11]. Financial Performance - In the first nine months of the year, Porsche's sales profit dropped from €4 billion in the same period last year to only €40 million, marking a 99% decrease [11]. - The company anticipates customs duties to reach €700 million this year, prompting plans to adjust pricing strategies in 2025 and 2026 to maintain profit margins [11]. Market Challenges - Porsche's global deliveries totaled 213,000 units in the first three quarters, a 6% decline year-on-year, with the Chinese market experiencing the largest drop of 26% [12]. - The sales of the Taycan model plummeted by 49% in 2024, reflecting a lack of consumer interest in pure electric supercars [12]. Safety Concerns - A recent fire incident involving a Taycan vehicle raised safety concerns, as it was reported to have caught fire while driving, leaving only the frame intact [4][6]. - This incident is part of a troubling trend, with three electric vehicle fire incidents occurring within three days, highlighting ongoing safety issues in the industry [6][8]. Strategic Adjustments - Porsche has shifted its strategy, postponing the release of certain electric models and introducing new internal combustion engine models to balance its product lineup [12]. - The company previously announced plans to develop solid-state batteries but canceled these due to insufficient profitability, opting instead to rely on external battery manufacturers [7][11]. Leadership Changes - The current CEO, Oliver Blume, is set to step down, with Michael Leiters taking over in January 2026, amid concerns about potential conflicts of interest during a critical transition period for the company [11].