Workflow
718 Cayman
icon
Search documents
保时捷闭店、关停充电桩,在中国开始降本求生
3 6 Ke· 2025-12-31 01:00
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, ...
保时捷变招,大力发展混动车型而非纯电动汽车
汽车商业评论· 2025-05-22 13:23
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].