Global Autos Daily: Market Update

研报英文原文证据摘录

Global Autos Daily: Market Update

Deutsche Bank

Research

Europe Strategy Date

6 July 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

Porsche AG reorganisation, Ferrari Special Series model, Head of European Equity Research

June Class 8 orders & German production, NIO Tax reform

impact, Horizon Robotics SoC update, Chinese OEMs' May Christoph Laskawi

Research Analyst

European, Philippines, Mexico, Turkiye & Israel sales, MI/EE

Sector Valuation sense check, Germany Blog - fiscal Nicolai Kempf

expansion & investments, Focus Europe - Push and pull Research Analyst

Edison Yu

INVITES: Ferrari Expert call (7/9), Truck'n'Roll - Truck IAA Research Analyst

Field trip (9/15-16) Bin Wang

Porsche AG - Organisational simplification continues (Wiegratz) Nikita Papaccio

According to Handelsblatt, Porsche is simplifying its sales organisation by reducing Research Analyst

sales regions from five to three, combining Germany and Europe, and removing the

Winnie Dong

standalone status of both the overseas & growth markets region and the luxury/

exclusivity programmes unit. The changes result in several senior management

departures and effectively reverse parts of the sales organisation structure Laura Li

introduced by Sales Chief Matthias Becker only a year ago. The article also Research Associate

highlights that Porsche is preparing a further cost-cutting round, with up to 4,000 James Mulholland, CFA

additional job cuts under consideration on top of the 3,900 positions already Research Associate

agreed, while around 30% of development capacity at Weissach is reportedly under Wei Huang

review. The measures come as Porsche continues to face weaker demand in China, Research Associate

challenges in its EV business and the impact of US tariffs. In our view, the

Mira Wiegratz