Core Viewpoint - Porsche has reported a significant financial loss in Q3, with a loss of €966 million (approximately ¥8 billion), leading to a 99% year-on-year decline in sales profit for the first three quarters of the year [3][11]. Financial Performance - In the first nine months of the year, Porsche's sales profit dropped from €4 billion in 2024 to only €40 million, marking a 99% decrease [11]. - The company anticipates customs duties to reach €700 million this year, prompting plans to enhance pricing strategies in 2025 and 2026 to maintain profit margins [11]. Market Challenges - Porsche's electric vehicle (EV) sales have been underwhelming, with only 27% of total deliveries being EVs in 2024, despite a target of over 50% by 2025 [12]. - The company has experienced a 6% decline in global deliveries, with the Chinese market seeing a 26% drop [12]. Product Strategy and Safety Concerns - Recent incidents of EV fires, including a Porsche Taycan, have raised safety concerns, with three fire incidents reported within three days [6][9]. - Porsche has shifted its strategy, postponing the release of certain EV models and introducing new internal combustion engine models to balance its product lineup [12]. Leadership Changes - Current CEO Oliver Blume will step down, with Michael Leiters set to take over in January 2026, amid concerns about potential conflicts of interest due to Blume's dual role as CEO of Volkswagen Group [11][12].

文 | 《次世代车研所》栏目 刘丽丽 当地时间24日，德国大众集团旗下保时捷汽车公司发布的最新数据显示，公司第三季度亏损达9.66亿欧元、约合人民币80亿元，受 此影响，今年前三季度其销售利润同比大幅下滑99%。 而在北京时间24日，保时捷在陕西西安发生了一起起火事故，引发大众对该品牌安全性的质疑。据现场视频，一辆Taycan车身被大火 完全吞没，最终只剩框架，据悉车辆是在行驶过程中突然起火，所幸无人员伤亡。事故原因正在调查中。 保时捷曾宣布取消自主研发电池计划 另据媒体报道，过去六年有企业报告的新能源汽车火灾事故分布，历年6至8月均为火灾明显高发期，起火时段分布较为平均，每天7 时至9时、13时至18时起火数量相对较多且集中，而从车辆外部见到明火到驾驶室起火平均间隔时间仅有64秒。 （保时捷现任 CEO 奥博穆） 值得注意的是，这已是近3天内第3起新能源车燃爆事故。 第一起发生在23日早间，一辆上汽大众途观L插混在高架上自燃，车内人员安全逃生，但车辆被烧成空壳。第二起发生在23日晚间， 一辆理想MEGA经过十字路口起伏路面后车底爆出火花，车内两名驾乘人员停车后顺利开门逃生，车辆也被烧成空架。第三起则为保时捷 ...