眼看到了元旦前最后一周，保时捷在中国却过得并不太平： 利润奶牛保时捷，如今在中国也得降本求生，一分钱掰成两半花了？ 先是官宣裁撤国内所有自建尊享充电桩，又接连被曝出几家门店闭店，一夜之间人去楼空…… 有没有搞错？ 这些操作，在车圈大洗牌阶段可能并不少见，但这可是已经有90多年历史，进入中国24年的豪车保时捷啊？！ 保时捷在中国降本求生 最近的保时捷中国，大概称得上"焦头烂额"。 关于"降本"的多重动作，都已在这段时间内被外界捕捉到，热度四起。 目前已经板上钉钉、被官方实锤的是关于充电网络的消息： 保时捷中国向车主发布了通知，已确认将会从2026年3月1日起，逐步裁撤其自建充电网络。 不过这并不是说保时捷不再提供充电服务，官方强调的充电网络只针对尊享充电服务，大约覆盖200座充电站。 其他的充电场景依然正常使用，车主还可以选择经销商店内的充电站、目的地充电站，以及保时捷充电地图提及的三方充电站。 网传通知截图 至于裁撤的原因，保时捷方面给出的解释是： 想要借助覆盖广泛、高效便捷的第三方充电资源，打破场景的限制，提升充电服务的广度与灵活性。 继续琢磨其实也能理解另一层含义，就是这样能更好地节约成本。 我们都知道， ...

不止一家保时捷4S店出现经营异常。 同时，天眼查还显示，郑州中原保时捷中心隶属的郑州东保润汽车销售有限公司成立于2015年，同为东 安控股集团成员企业，注册资本6000万元。 就在当日早些时候，保时捷中国才刚刚为郑州保时捷门店疑似"跑路"事件道歉。 据中新经纬报道，保时捷中国25日回应称："我们高度关注保时捷授权经销商郑州中原保时捷中心出现 经营异常情况，目前与警方和相关部门在现场核查事实。" 此前，多位网友在社交平台发文称，无法与位于郑州市中原区大中原国际汽车城的郑州中原保时捷中心 工作人员取得联系，到店后发现该店展厅车辆几乎处于清空状态。 12月25日，智通财经记者从知情人士处获悉，贵阳孟关保时捷中心已经人去楼空。知情人士透露，有不 少购买了保养储值套餐包的车主无法兑现权益，并且也有车主支付了定金但尚未提车。还有在该门店购 买过储值套餐的车主表示，多位车主已就此事报警。 据央广网，通过天眼查信息，央广网记者尝试联系东安控股集团法定代表人贺小梅。对方回应称，自己 并不参与旗下两家保时捷门店的具体经营管理，并确认郑州中原保时捷中心、贵阳孟关保时捷中心均隶 属于东安控股集团，但对于两家门店突然闭店的具体原因，其 ...

近日，玛莎拉蒂"打骨折"降价至30多万元的消息火遍全网，经上海、长沙等多地销售证实，"此消息为真"。 原价65.08万元的燃油版格雷嘉直降20多万元，优惠后裸车价格38万多元；纯电版优惠更大，80.88万元直接砍到35.88万元，降幅高达54万元。上海一 销售直言表示"赔本赚吆喝，一开门就抢光了。" "原来这个价格我们考虑的是BBA等品牌，如今市场翻天覆地，似乎也能触摸到豪车的门槛了。"消费者刘先生闻此消息跃跃欲试。 一面是消费者的"狂欢"，一面是经销商的惨淡经营，面对日益激烈的竞争态势，即使如玛莎拉蒂这样的高端豪华品牌也坐不住了，此举更像是一种无 可奈何的"断臂求生"。 而在降价换销量的背后，"玛莎拉蒂"们更需要思考的是如何在品牌调性与市场份额中重塑自己的市场价值与生存空间。 这样的困境不只玛莎拉蒂在遭遇。 玛莎拉蒂与法拉利、保时捷、兰博基尼等可以说是广大消费者心中豪华品牌的代名词。 2023年，GrecaleFolgore（格雷嘉）作为玛莎拉蒂旗下首款纯电SUV首发亮相。从战略高度看，玛莎拉蒂曾经许下的豪言壮语预示着其全面向电动化 进发的勇气与决心。 然而几年过去，如今玛莎拉蒂的雄心壮志似乎成了一张空头支 ...

进口豪车干不过中国车了，价格打"骨折"！30多万元买玛莎拉蒂，六五折买阿斯顿·马丁！曾"高攀不 起"的进口豪车，找中国车企"求带" 记者｜孙桐桐 正值寒冬，进口豪车市场也在经历前所未有的"冰点"。 近日，30万元级玛莎拉蒂卖到"起飞"的消息冲上热搜。曾经售价近90万元的玛莎拉蒂Grecale格雷嘉纯电 SUV，如今裸车价低至35.88万元起，降幅超60%，库存车被一抢而空。玛莎拉蒂燃油版车型优惠力度 同样惊人。Grecale格雷嘉燃油版有20多万元的优惠，Levante终端优惠可达30多万元，落地价普遍降至 40万至50万元区间。 "您看到的35.88万元，多半是前期清库或特定条件下的网络传播价格，目前那个阶段已经结束了。现在 2023款格雷嘉GT能实际成交的方案是车价38.8万元加必要选配，落地大约48.8万元，包含车辆购置税和 保险，全国可提车。"一位武汉地区玛莎拉蒂4S店销售人员告诉《每日经济新闻》记者。 据其介绍，2023款格雷嘉GT的库存时间大概在2至3年，目前库存已经清得差不多了，2024款和2025款 格雷嘉GT都有现车，价格分别在50多万元和60多万元。 根据玛莎拉蒂官方信息，Grecale格 ...

每经记者｜孙桐桐 每经编辑｜金冥羽 裴健如 正值寒冬，进口豪车市场也在经历前所未有的"冰点"。 近日，30万元级玛莎拉蒂卖到"起飞"的消息冲上热搜。曾经售价近90万元的玛莎拉蒂Grecale格雷嘉纯电SUV，如今裸车价低至35.88万元起，降幅超 60%，库存车被一抢而空。玛莎拉蒂燃油版车型优惠力度同样惊人。Grecale格雷嘉燃油版有20多万元的优惠，Levante终端优惠可达30多万元，落地价普 遍降至40万至50万元区间。 | 图片来源：受访者供图 | | --- | "2024款4.0T V8的DBX优惠力度最大，全新现车，指导价是244.8万元，现在裸车在160万~170万元之间，算上选配、豪车税、车辆购置税等，落地价在 200万元左右，相当于打了六五折。"上海一家阿斯顿·马丁门店销售人员告诉记者。 另有上海某豪车中心的销售主播向记者表示，该门店的一款2024款阿斯顿·马丁DBX V8车型，全款裸车价在172万元左右，分期最多还能再优惠14万元。 "您看到的35.88万元，多半是前期清库或特定条件下的网络传播价格，目前那个阶段已经结束了。现在2023款格雷嘉GT能实际成交的方案是车价38.8万元 加 ...

"718现车直降7.5折，支持三年免息贷款，具体价格到店还可再谈。"北京一家保时捷门店销售人员对时代周报记者表示。 时代周报记者从上述销售人员处了解到，其口中的718当前价格为74.19万元，如果按照7.5折购入的话，直接优惠了18.55万元。 该销售进一步介绍，目前在售的保时捷718 Boxster Style Edition均为燃油版最新款，且因车型即将停产，已无法接受定制。 对于市场上盛传的"新一代纯电版718将于2026年发布"的消息，该销售回应："没收到相关通知。纯电版国内2026年应该上不了，最快也要等到2027年。" 事实上，关于下一代718系列动力形式的争议由来已久。其根源在于，保时捷电动化转型进程未达预期，迫使公司对部分车型规划作出了战略性调整。 718 Boxster（图源：保时捷官网） 今年9月，保时捷官方宣布，鉴于电动化进程放缓，部分纯电动车型的上市计划将会延后，原定于2030年代推出的电动平台将重新规划时间表，该平台将 与大众汽车集团旗下其他品牌协同进行技术重构。 彼时，就已经有媒体报道，下一代718 Boxster和Cayman的高性能版本将继续搭载燃油发动机，取消原定推出、定位高 ...

Core Viewpoint - The automotive industry is facing a significant shift towards software-related issues, with software defects now accounting for a substantial portion of vehicle recalls, indicating a systemic risk that must be addressed through enhanced cybersecurity measures and a holistic approach to safety [7][15][19]. Group 1: Software-Related Recalls - In 2024, the total number of vehicles recalled globally due to software issues is projected to reach 13.4 million, which is over four times the number from 2023, representing 46% of all recalls [7][15]. - The ratio of recalls due to software defects is now nearly equal to that of traditional mechanical design defects, highlighting the growing importance of software safety in the automotive sector [7][15]. Group 2: Cybersecurity and Systemic Risks - The transition towards "new four modernizations" in the automotive industry, including electrification and connectivity, has expanded the attack surface for vehicles, necessitating urgent exploration of cybersecurity measures [7][9]. - Experts emphasize the need for a comprehensive, system-wide approach to automotive cybersecurity, integrating security from the ground up in the development process rather than as an afterthought [10][12]. Group 3: AI and Future Challenges - AI is seen as both an enabler and a potential source of unforeseen challenges in automotive cybersecurity, with the rapid evolution of AI technologies posing risks that are not yet fully understood [18][19]. - The integration of AI into automotive systems requires a reevaluation of existing security frameworks, as traditional methods may not adequately address the complexities introduced by AI [54][56]. Group 4: OTA Security Measures - Companies are implementing various strategies to ensure the security of Over-The-Air (OTA) updates, including dual backup systems and real-time user feedback during the update process [40][44]. - The balance between user experience and safety is critical, with companies prioritizing safety over convenience when necessary [41][44]. Group 5: Collaboration and Testing - Collaboration with third-party security firms for testing and validation is common, as companies recognize the need for external expertise in identifying vulnerabilities [50][51]. - Continuous testing and updates are essential for maintaining security throughout the vehicle's lifecycle, akin to regular health check-ups for humans [55].

Core Insights - The second-hand luxury car market is experiencing significant price drops, with average transaction prices decreasing by over 16% year-on-year in the first nine months of the year, surpassing declines in domestic and joint venture brands [1][2] - The trend of "three years at half price" for second-hand luxury cars has become common, attracting younger buyers who are drawn to the affordability of high-end brands [2][3] - Despite the lower purchase prices, the high maintenance and operating costs of luxury vehicles have led to concerns about affordability, with many buyers finding they can afford the car but struggle with ongoing expenses [2][13] Market Trends - The proportion of 90s buyers in the second-hand luxury car market has increased from 23% in 2019 to 47% in 2024, indicating a growing interest among younger consumers [2] - Popular models like the Porsche Macan and Panamera are seeing significant price reductions, with some models selling for less than 30% of their original prices [3][4] - The competitive landscape has intensified, with dealers facing pressure to price vehicles competitively, leading to thin profit margins on popular models [4][5] Pricing Dynamics - The price of second-hand luxury cars is closely tied to the new car market, with significant discounts on new models leading to accelerated depreciation of used vehicles [7][14] - The highest resale value among luxury brands is held by Porsche, with a three-year depreciation rate of 33.8%, while brands like Infiniti have seen values drop to as low as 36.5% [6][12] - The market for second-hand electric luxury cars is volatile, with prices fluctuating rapidly due to brand perception and market sentiment [8][10] Consumer Behavior - High-net-worth individuals are still the primary buyers of high-end luxury cars, focusing on vehicle condition and rarity rather than ongoing costs [13] - There is a growing segment of consumers looking for affordable luxury options, with many second-hand luxury cars priced below 200,000 yuan, appealing to budget-conscious buyers [13][14] - The high operating costs associated with luxury vehicles, including fuel and maintenance, are becoming a significant concern for potential buyers [13][15]

Core Viewpoint - Porsche, once considered a luxury "money printing machine," is now facing a significant decline in sales and profits, with a 99% drop in operating profit in the first three quarters of the year compared to the previous year [2][5][7] Financial Performance - In the first three quarters of this year, Porsche's revenue decreased by 6% to €26.864 billion, while operating profit fell to €4 million from €4.035 billion in the same period last year [2][5] - The operating profit margin plummeted to 0.2%, down from 14.1% year-on-year [2][7] Sales Decline - Porsche's delivery volume peaked at 95,700 units in 2021 but is projected to drop to 56,900 units in 2024, representing a 28% year-on-year decline [5][10] - In China, Porsche's sales fell by 26% to 32,000 units, highlighting a significant shift in consumer preferences towards electric vehicles [10][11] Market Challenges - The luxury car market is experiencing a downturn, with competitors like BMW, Mercedes-Benz, and Audi also reporting declines in sales in China [10][11] - Porsche's struggles are attributed to several factors, including product strategy adjustments, challenging market conditions in China, one-time expenses related to battery activities, organizational changes, and increased import tariffs in the U.S. [7][11] Brand Perception and Strategy - Porsche's brand image is under threat as it resorts to discounting strategies, which contradicts its luxury positioning [13][15] - The company is facing a crisis of confidence among existing customers, as the brand's high-end status is compromised by significant price reductions [15][18] Electric Vehicle Transition - Porsche has been proactive in its electric vehicle strategy, launching the Taycan and aiming for 50% of its sales to come from electric and hybrid models by 2025, and over 80% by 2030 [18][19] - However, delays from its partner Volkswagen in developing electric vehicle architecture have hindered Porsche's ability to capitalize on the rapid growth of the electric vehicle market [18][19] Future Plans - Porsche is implementing a "Rui Jing Plan" to upgrade its dealership network and promote digital retail and services, aiming to regain market share in China by 2026 [24]

Core Insights - Porsche is facing unprecedented challenges, with a significant decline in profits and sales, particularly in the Chinese market [2][3][4] Financial Performance - In the first three quarters, Porsche's operating profit was only €40 million, a staggering 99% drop from €4.035 billion in the same period last year [2] - The third quarter alone saw a loss of €966 million [2] Market Challenges - The company is under pressure from €3.1 billion in strategic restructuring costs, a sharper-than-expected decline in the Chinese market, and high tariffs in North America [3] - Sales in China have plummeted from 96,000 units four years ago to 56,900 units last year, with a 26% year-on-year decline in the first three quarters of this year [4] Strategic Adjustments - Porsche has announced a restructuring of its battery subsidiary, Cellforce, and plans to introduce more fuel and hybrid models [3][10] - The company is shifting focus back to internal combustion engines while cautiously continuing its electric vehicle strategy [9][10] Competitive Landscape - The luxury car market in China has become increasingly competitive, with domestic brands like NIO and Zeekr entering the high-end segment, impacting Porsche's market share [6][8] - Porsche's entry-level Macan is facing competition from new entrants in the 500,000 yuan price range, which are offering advanced technology and electric capabilities [6] Future Plans - Porsche plans to reduce its dealer network to around 100 by 2026 and invest in first-tier cities to improve operational efficiency [11] - A new CEO, Michael Leiters, has been appointed to lead the company through this challenging period, focusing on addressing deep-rooted issues from its previous success [12]