保时捷表示，K1将改为提供燃油和插混版本，具体上市时间尚未公布。奥博穆说："高端纯电动车 的需求出现明显下滑，我们必须作出应对。"他还指出，中国奢侈品消费骤降和美国上调进口车关税也 影响了盈利。除了战略调整，保时捷也在改造产品线：发动机排量缩小、加入涡轮增压、底盘优化，试 图让718 Boxster继续成为驾驶爱好者青睐的敞篷跑车。奥博穆表示，这种多动力组合的策略让保时捷更 有竞争力，能同时满足燃油车、插混和纯电车用户的需求。他补充说，公司依然会推进电动化，因为纯 电车型吸引的是一个正在快速增长的客户群。接下来，保时捷将推出基于大众集团800V PPE架构的纯 电卡宴。 保时捷调整电动化战略，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、定位高于卡宴的大型纯电SUV"K1"。CEO奥博穆表示，保时捷将大幅升级卡宴和Panamera 的燃油及插混车型，使其生命周期至少延续到2030年代。这一战略调整让保时捷付出了18亿欧元的代 价，因为公司决定停止开发大众集团SSP 61"Sport"平台。该平台原本计划用于K1、Panamera和Taycan 的纯电继任车型。奥博 ...

Core Viewpoint - Porsche is adjusting its electric vehicle (EV) strategy due to slowing demand in the luxury car segment, indicating that the ambitious goal of launching over 80% electric sports cars by 2030 may not be realistic given current market trends [3][5][7]. Group 1: Strategic Adjustments - The company plans to balance its production strategy between fuel vehicles, hybrid vehicles, and electric sports cars, acknowledging that the transition to electric vehicles may take longer than initially expected [3][7]. - Porsche's strategic shift is expected to result in an additional loss of €1.3 billion in the fiscal year 2025, alongside a plan to cut approximately 3,900 jobs by 2029 [7][9]. - The CEO highlighted the need for a flexible approach to production in response to market developments, emphasizing that the company is currently restructuring around a target of 250,000 units per year [5][9]. Group 2: Market Challenges - Porsche's first-quarter 2025 revenue was €8.86 billion, a 1.7% year-over-year decline, with a significant drop in sales profit by 40.6% to €760 million [9]. - The company faced a 42% decline in deliveries in the Chinese market, which is its largest market, while European markets also saw declines of 10% and 34% [9][11]. - The CEO acknowledged the challenges posed by tariffs in the U.S. and a significant downturn in the Chinese market, describing the current situation as a "fierce storm" [11][28]. Group 3: Product Development - Porsche is expanding its product line to include more models equipped with fuel and plug-in hybrid systems alongside electric models, with plans for a new SUV series expected to launch by the end of the decade [16][18]. - The electric versions of the 718 models have faced delays, now expected to launch in 2027 due to supply chain issues with high-performance batteries [20][22]. - The Cayenne series will see both fuel and electric versions available, with the electric version set to launch later this year [18][24]. Group 4: Leadership and Governance - The dual role of the CEO, managing both Porsche and its parent company Volkswagen, has come under scrutiny from investors, who are concerned about the impact on independent management [26][28]. - Investors are urging the CEO to focus on one company amid pressures from declining stock prices and challenges in key markets [28].