New Channel Observation: Porsche's delivery volume in the Chinese market from January to February 2025 was only 5,545 units, a year-on-year decline of 41%.

According to the insurance data compiled by new channel observations, from January to February 2025, Porsche's deliveries in the Chinese market were only 5,545 units, a year-on-year decline of 41%, and a 59% drop compared to the same period in 2023!

Such data is truly shocking. Porsche, which was once so prosperous, now seems to be facing unprecedented difficulties in China.

The situation is even more serious when it comes to specific models. The sales of the Cayenne, the main sales model, have shrunk significantly. In the first two months of 2025, the sales of the Cayenne were only 2,243 units, almost halved compared to the same period in 2023.

The sales of another pillar model, Macan, were even worse. In the first two months of 2025, its sales were only 893 units, less than one-third of the same period in 2023.

The higher-end models such as 718, 911 and Taycan were also not spared and suffered a huge impact. Their sales are only 1/3 or even 1/8 of the same period in 2023.

These models have always been the symbol of the Porsche brand, representing high performance, high quality and unique design. However, in today's market environment, their halo seems to be no longer so dazzling.

Car blogger Han Lu said that Porsche's flagship model Cayenne is facing severe impact from new-age SUVs such as Ideal and Wenjie, and the only thing left is the brand moat.

As for the emotional value cars such as 911, 718, and Taycan, they now have the powerful impact of the 500,000 yuan 1,548 horsepower SU7 Ultra. After Xiaomi's delivery volume increases, the impact will continue to increase.

Porsche is not easy to deal with. There is only one way, and the only way: to significantly reduce the price.

Zikuai Technology