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Why Porsche Is No Longer a ‘Premium’ Sports Car in China
为什么保时捷不再是中国的“高级”跑车
After decades of dominating China’s market for high-performance cars with precision engineering, German automakers are losing out to Chinese rivals that have shifted the definition of a high-end car to one that is electric, smart and affordable.
数十年来，德国汽车制造商凭借精湛的工艺主导了中国高性能汽车市场，但现在这些制造商正输给中国竞争对手，后者将高端汽车的定义转变为电动、智能，而且价格实惠。
Many new Chinese vehicles resemble their German rivals, like the wildly popular Xiaomi SU7, which mimics Porsche’s Taycan. The SU7 rivals the Taycan in power and braking, but it also includes integrated artificial intelligence that can, for instance, help with parking and greet drivers with their favorite song.
许多中国新款汽车与德国汽车外形相似，例如超受欢迎的小米SU7和保时捷Taycan看起来很像。SU7在动力性能和刹车制动方面可与Taycan相媲美，但它还包含集成人工智能，比如人工智能系统可以帮助停车，并用驾驶者最喜欢的歌曲来迎接他们。
The cherry on top: It sells for roughly half the price of a Taycan.
而且锦上添花的是，SU7的售价大约只有Taycan的一半。
As a result, the German automakers that for decades commanded China’s premium car market are now seeing their sales dwindle, while Xiaomi — a leading Chinese smartphone manufacturer — last year sold more than 100,000 models of the SU7. Among the hardest hit has been Porsche, which reported last month that its deliveries in China plunged 28 percent in 2024.
结果就是，几十年来一直主导中国高端汽车市场的德国汽车制造商现在看到自己的销量日渐减少，而小米（中国领先的智能手机制造商）去年售出了超过10万辆SU7。其中最受打击之一是保时捷，该公司上个月报告称，2024年在中国的交付量暴跌28%。
For years, German automakers relied on the Chinese market to make up for weaker demand elsewhere, leading them to ignore deeper structural problems at home. Chief among them was a reluctance to adopt the technology that has come to define driving in China: electric vehicles equipped with sophisticated software and, increasingly, artificial intelligence.
多年来，德国汽车制造商一直依赖中国市场来弥补其他地区的疲弱需求，导致他们忽视了国内更深层次的结构性问题。其中的首要问题是不愿意采用新科技，而在中国科技已经定义了驾驶：电动汽车要配备精密软件，而且还越来越多地配备了人工智能。
Market experts said advances in software and features such as automated driving and remote control had become standard in Chinese electric cars, pressuring European automakers used to cashing in on their brand names to step up their game.
市场专家表示，软件升级和自动驾驶、远程控制等特色功能已成为中国电动汽车的标配，这给那些习惯了靠品牌来赚钱的欧洲汽车制造商带来了压力，迫使他们升级玩法。
“I think Chinese consumers right now are ready to accept that Chinese companies can produce cars that are considered as premium to them,” said Gary Ng, an economist with Natixis Corporate & Investment Banking.
“我认为，中国消费者现在已经做好准备，认为中国公司也能生产出他们认为是高端的汽车。”法国外贸银行企业和投资银行部的经济学家吴卓殷表示。
The SU7 is not yet available for export, but a few models have reached the United States. James D. Farley Jr., the chief executive of Ford Motor, said he had one shipped from Shanghai to Chicago to drive for six months and “didn’t want to give it up.”
SU7车型目前尚未出口，但已有少量车型抵达美国。福特汽车CEO小詹姆斯·D. 法利表示，他从上海运了一辆SU7到芝加哥，已经开了六个月，而且“还想继续开”。
