Core Viewpoint - The significant price reductions of Porsche vehicles, particularly the Cayenne and Panamera, reflect a broader transformation in the luxury car market under the pressure of electric vehicles, challenging the long-standing price stability of traditional luxury brands [1][4]. Group 1: Price Adjustments - Porsche has implemented substantial price cuts across various models, with discounts reaching as low as 35% in regions like Shenzhen, where the 2025 Cayenne can be purchased for approximately 75 million yuan after financing [2][3]. - Other luxury brands such as Mercedes-Benz, BMW, and Audi are also adjusting their prices, with notable discounts on models like the Mercedes GLB and BMW i3, indicating a widespread trend in the luxury car market [5][6]. Group 2: Sales Performance - Porsche's sales in China have been declining since peaking at 95,700 units in 2021, dropping to 79,300 units in 2023, and projected to fall to 56,900 units in 2024, with a staggering 42% year-on-year decline in Q1 2025 [5][6]. - Other luxury brands are experiencing similar downturns, with Mercedes-Benz's sales down 10% in China and both BMW and Audi also reporting declines [6]. Group 3: Consumer Reactions - Consumer responses to Porsche's price cuts are mixed, with some viewing it as an opportunity to purchase luxury vehicles at lower prices, while others express concerns about potential impacts on brand image and product quality [3][4]. - The price adjustments may create a temporary surge in sales, but analysts suggest that this is not a sustainable long-term strategy for luxury brands [4][6]. Group 4: Market Dynamics - The luxury car market is undergoing a value system reconstruction as traditional luxury brands face competition from domestic electric vehicles that offer advanced technology and performance [4][6]. - Analysts emphasize the need for luxury brands to accelerate their electric vehicle offerings and enhance technological features to remain competitive in an evolving market landscape [6].

Core Insights - Tesla's car sales in multiple European markets have significantly declined for five consecutive months, attributed to CEO Elon Musk's political activities and an aging vehicle lineup [1][3] Sales Performance - In Sweden, Tesla's new car sales dropped by 53.7% year-on-year in May, while Portugal saw a decline of 68%. Notably, overall electric vehicle sales in these markets grew by nearly 25% [3] - Sales in Denmark decreased by 30.5%, in the Netherlands by 36%, in Spain by 19%, and in France by 67% [3] - Conversely, Norway showed a positive trend with Tesla's Model Y sales increasing from 690 units to 2,346 units, marking a 213% rise [3] Competitive Landscape - Since 2020, Tesla has not launched new mainstream models, facing intensified competition from traditional automakers and Chinese rivals like BYD entering the European market [4] - In Sweden, the Volkswagen ID.7 outsold the Model Y nearly twofold, and Tesla's Model 3 sales lagged behind models from Porsche, BYD, and Xpeng [4] - The founder of FairCharge noted that while Tesla's price cuts have stimulated sales, the brand's future outlook appears bleak due to limited popular models [4] Market Strategy - Tesla is offering financial incentives in Sweden, Germany, the UK, and France to stimulate demand, and is providing interest-free loans for the new Model Y in Norway [3] - The new Model Y is expected to start deliveries in Germany, the UK, France, and Italy, which may not yet be reflected in sales data [3]

Core Viewpoint - The luxury car market, particularly for traditional brands like Rolls-Royce, is facing challenges as younger consumers redefine luxury through social media and internet culture, leading to a phenomenon where the Cullinan SUV has become a symbol of status among internet celebrities and influencers [2][3][41]. Group 1 - The sales of luxury cars in China have significantly declined, with Maserati's sales dropping by 79% in the first three quarters and the price of Porsche Macan falling below 400,000 [2][4]. - The Cullinan, launched in 2018 with a starting price of 6.91 million, is characterized by its extensive customization options, making it a high-end luxury item [9][11]. - Despite its high price, the Cullinan has gained popularity among internet celebrities, with an estimated annual sales of over 1,000 units in China, yet the online presence of Cullinan owners appears to exceed this number [15][41]. Group 2 - The Cullinan has transformed from a luxury vehicle to a cultural symbol, representing success in the influencer economy, where owning or showcasing the car is seen as a milestone [24][31]. - The average age of Rolls-Royce customers in China has decreased to 39, with 20% of buyers being under 20, indicating a shift in the brand's consumer demographic towards younger, more flamboyant buyers [41][42]. - Rolls-Royce has embraced this trend by engaging with influencers and integrating the Cullinan into their marketing strategies, leading to record sales in recent years, including 1,600 units sold in 2023 [50][51].

作者：风暴眼 王迪 来源： 凤凰网财经（ID：finance_ifeng) 从年初保时捷经销商群起"逼宫"，曾经风光无两的德系跨国豪车品牌开始步入在华的"渡劫"时刻。 近日，不仅市场传出保时捷经销商祭出跌破40万的价格，亦有网友向《风暴眼》爆料称，保时捷个别 城市经销商门店关闭及展厅被其他车企品牌替换的现象。调整市场策略及价格，成为经销商们艰难卖 车的选择。 至于保时捷售价再创新低，《风暴眼》咨询了北京、上海、西安、青岛等多个城市的保时捷4S门 店，销售均表示目前存在优惠活动，但是所有车型没有跌破40万大关。 01 " 说闭店就闭店 " ，后续还会关店吗？ 作为红极一时的德系豪车品牌，保时捷在燃油车时代大杀四方。小米等国内车企一度是保时捷的拥 趸。但是，面对电动化转型，"被模仿者"似乎进入了瓶颈期。 "尊敬的保时捷车主：我们很遗憾地通知您，由于业务调整，鄂尔多斯保时捷中心即将于10月31日正 式闭店，由此造成的用车不便，我们深表歉意！"当李明收到这条短信，他随后在个人社交平台上感 慨道："说闭店就闭店"。多位内蒙古保时捷车主告诉《风暴眼》收到了闭店的短信通知。 这并不是保时捷第一次被爆出闭店的消息。今年年初， ...