2025.10. 09 本文字数：1488，阅读时长大约3分钟 作者 | 第一财经 武子晔 保时捷官方网站发布的前三季度销量信息显示，导致这一下降的主要原因仍是市场环境严峻，尤其是 在豪华车细分市场，以及中国市场竞争激烈。保时捷方面称，公司重点仍在于以价值为导向进行销 售。根据2024年财报会上披露的信息，2025年开始，保时捷启动了全面重组计划。对于中国市场， 保时捷将坚持"质大于量"的战略，主动优化经销商网络，并加速本地研发。 中国市场是德系豪华车企在全球最重要的市场之一。近两年来，问界、理想等中国汽车品牌凭借智能 化电动化优势，在30万元以上市场加速抢夺豪华车市场份额。业内普遍认为，豪华品牌过去依赖的 机械性能和品牌溢价，在智能电车时代不足以支撑其竞争力，面临市场竞争，BBA（奔驰、宝马、 奥迪）在终端价格豪华品牌终端价格已出现大幅跳水。 从电动车市场上来看，目前仅有宝马推出的电动车具有一定的声量，但与国内新能源车企销量仍存在 差距。而奔驰、奥迪和保时捷电动车市场表现较差。其中，今年第一季度，奔驰高层公开表示，EQ 系列将不再独立运作，回归到主流产品序列。近日，奔驰首席技术官Markus Schäfer ...

在经历了上半年销量滑坡后，德系豪华车企三季度在中国市场的表现并未改善。 销量下降27%，奔驰怎么混成了BBA中的差生？ 保时捷近年来在中国市场则持续在走下坡路。保时捷于2001年进入中国市场，此后销量不断攀升，2015 年中国成为保时捷全球最大的单一市场，在销量巅峰时期的2021年，保时捷在华销量逼近10万辆。2022 年，保时捷在中国市场的销量首次下降（同比下降2.5%），2023年开始销量承受较大压力，当年保时 捷在全球市场共交付32万辆新车，同比增长3.3%，北美、欧洲等多个区域市场实现销量同比提升，但 中国地区交付量为7.9万辆，同比下跌15%。2024年，保时捷在中国市场交付量仅为5.69万辆，同比下降 28%。今年前三季度，保时捷在中国市场销量为32.2万辆，同比下降26%。 保时捷官方网站发布的前三季度销量信息显示，导致这一下降的主要原因仍是市场环境严峻，尤其是在 豪华车细分市场，以及中国市场竞争激烈。保时捷方面称，公司重点仍在于以价值为导向进行销售。根 据2024年财报会上披露的信息，2025年开始，保时捷启动了全面重组计划。对于中国市场，保时捷将坚 持"质大于量"的战略，主动优化经销商网络， ...

Group 1: Event Overview - The 2025 Shanghai International Automobile Industry Exhibition attracted nearly 1,000 renowned automotive industry enterprises from 26 countries and regions, showcasing over 100 new car models [1][2][3] - The theme "Embrace Innovation, Win Together" highlights the global trend of open innovation and the attractiveness of the Chinese market to global enterprises [1][3] Group 2: Market Performance - In 2024, China's automobile production and sales reached 31.28 million and 31.43 million units respectively, maintaining its position as the world's largest market for the second consecutive year [2] - In the first quarter of 2025, cumulative automobile production and sales reached 7.561 million and 7.47 million units, representing year-on-year growth of 14.5% and 11.2% respectively [2] Group 3: Domestic Brands and Innovations - Domestic brands showcased luxury models at the exhibition, with vehicles like the Zeekr 9X and BYD's luxury model Yangwang U8L debuting, indicating a shift in focus from economy cars to high-end offerings [3] - Foreign and joint venture brands are also adapting to local market demands, with new high-end electric vehicle models being introduced [3][4] Group 4: Technological Advancements - The exhibition emphasized technological innovations, with companies like CATL unveiling sodium-ion batteries capable of operating at -40°C, and collaborations between Bosch and local tech firms for advanced driver assistance systems [4][5] - The automotive technology and supply chain exhibition area covered approximately 100,000 square meters, showcasing the importance of technology in transforming the automotive industry [5] Group 5: Investment Trends - Shanghai remains a favored investment destination for global automotive manufacturers, as evidenced by Toyota's announcement of a 14.6 billion yuan investment in a new electric vehicle and battery R&D facility [7][8] - The automotive supply chain is increasingly consolidating in China, with companies like BASF investing in local production capabilities to support the growing electric vehicle market [8][9] Group 6: Global Collaboration and Future Outlook - Global automakers are increasingly adopting Chinese technologies and collaborating with local suppliers for electric vehicle development [9] - The Chinese government is committed to creating a favorable environment for foreign investment, with plans to eliminate restrictions on foreign capital in the manufacturing sector by 2024 [9]