Porsche China to Shut Down Approximately 200 Proprietary Charging Stations Starting in 2026

[Infrastructure] Porsche China announced it will gradually shut down its proprietary 'Exclusive Charging' network starting March 1, 2026, affecting approximately 200 high-power DC charging stations.

⚡ Key Development: Heavy-Asset Model Unsustainable, Shift Toward Third-Party Partnerships

Porsche confirmed it will only discontinue operations of its self-built high-power DC charging stations. Charging services at Porsche Centers, destination locations, and third-party partner stations will remain fully operational. The company stated this move responds to evolving market dynamics and user behavior, and that it will now focus on deepening collaboration with leading charging operators to optimize the energy replenishment experience.

💡 Industry Impact: Luxury Brands Retrench Proprietary Infrastructure, Accelerating Ecosystem Consolidation

Proprietary charging networks require heavy asset investment, yet Porsche’s limited EV sales volume has resulted in insufficient station utilization and persistent losses. This strategic adjustment reflects how premium automakers, after initial trials during the early electrification phase, are now rationally shifting toward asset-light operations—a trend that may prompt more brands to follow suit.