Traces of a toxin that can cause nausea and vomiting were found in two types of infant formula recalled by France's Danone earlier this month, Swiss authorities said on Wednesday. ...

Nestle, Danone face scrutiny over baby formula recalls | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A view of the logo during the Annual General Meeting of Nestle in Ecublens near Lausanne, Switzerland, April 18, 2024. REUTERS/Denis Balibouse/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- France has launched investigations into handling of recalls- Investors, analysts expecting clarity on the financia ...

2月11日，法国卫生部发布通报称，已有三名婴儿因食用被召回的婴幼儿配方奶粉死亡。各地区卫生局共收到约50起相关报告，其中14起 病例因疑似食用被召回的婴幼儿配方奶粉而住院治疗。 截至目前，据界面新闻查询公开报道，我国未发现因食用婴幼儿配方乳粉导致蜡样芽胞杆菌呕吐毒素中毒的确诊病例。 市场监管总局已部署各地强化婴幼儿配方乳粉质量安全管控，督促所有生产企业开展相关毒素检测，严格原料验收和产品出厂把关。 海关总署进出口食品安全局提醒消费者，请密切关注相关召回公告及后续进展，核对个人通过跨境电商、携带、代购等渠道可能保有的相 关产品信息，安全理性作出消费选择。 法国巴黎检察官办公室在欧洲中部时间2月13日发布声明称，已针对雀巢公司、达能集团、拉克塔利斯集团等5家公司分销可能受污染的婴 儿配方奶粉展开调查。 上述调查可能涉及"以危害人类健康的商品进行欺骗"的指控，相关主体最高可被判处7年监禁和375万欧元（约合3075万人民币）罚款。 近期全球多起婴幼儿奶粉召回事件引发乳制品行业关注，原因均与产品可能含有蜡样芽孢杆菌毒素有关。涉及品牌包括多美滋、伴宝乐、 新安琪儿等。 达能已宣布，将对特定市场的极少量婴幼儿配方奶粉批次 ...

格隆汇2月14日｜法国首都巴黎检察官办公室已针对雀巢公司、达能集团、拉克塔利斯集团及其他两家 公司分销可能受污染的婴儿配方奶粉展开调查。此次调查可能涉及"以危害人类健康的商品进行欺骗"的 指控，最高可判处七年监禁和375万欧元（近562万新元）的罚款。此次调查由检察官办公室公共卫生部 门牵头，旨在查明相关公司是否因违反安全规定、未能召回受污染产品及其他违规行为而对危及生命负 有责任。 ...

华泰证券在2026年2月12日的研报中指出，食品饮料板块旺季景气度延续，建议关注基本面改善的优质 龙头，间接提振达能等跨国食品企业市场情绪。欧洲股市分化中食品板块防御性凸显，资金向稳健标的 倾斜。 以上内容基于公开资料整理，不构成投资建议。 2026年2月5日，奥地利食品安全部门宣布召回部分批次爱他美和米路米牌婴儿配方奶粉；2月6日，达能 在荷兰召回部分婴幼儿配方奶粉。2月11日，法国卫生部通报三名婴儿因食用问题奶粉死亡并立案调 查，但达能此前已声明其官方进口奶粉未使用涉事供应商ARA原料，以缓解市场担忧。事件引发全球 多国监管关注，原因均与产品可能含蜡样芽孢杆菌毒素风险相关。 机构观点 经济观察网2026年2月12日，达能(DANOY.PS)股价单日上涨4.09%至17.06美元，成交额激增至1332.55 万美元(较前一日增长65.1%)，表现优于当日下跌的美股大盘(道指跌1.34%)及包装食品板块(涨0.55%)。 2月13日股价进一步微涨0.18%至17.09美元，近5日累计涨幅达4.90%。上涨主要受中国业务增长强劲及 对安全事件的及时澄清支撑。 近期事件 ...

欧洲正在进行更大规模的婴儿配方奶产品召回，大家耳熟能详的欧洲大牌，从瑞士雀巢，法国达能，到法国拉克塔利 斯乳品集团都被卷入其中。 最新的新闻来自法国媒体的报道，报道称已出现多个婴儿死亡的案例，均怀疑和"被污染的婴儿配方奶粉"有关。目前 官方还未确定婴儿的死亡与涉事产品的直接因果联系，真相仍待调查。 此前雀巢似乎对该事件信心满满，其在中国官网上通告的大标题是："预防性自愿回收婴幼儿配方奶粉""此举措完全出 于预防考虑"。其一，标题中特意强调"预防""自愿"，其二，当时还没有任何因为食用配方奶粉而导致患病的报告。 自年初雀巢决定在德国、奥地利、丹麦、意大利、瑞典以及法国等欧洲核心国家实施召回之后，法国卫生部门已经对 婴儿奶粉事件展开了调查。法国市场召回的奶粉品牌包括Guigoz和Nidal。当时召回的原因，是这些产品可能含有蜡样 芽孢杆菌，这种细菌会导致腹泻、呕吐等消化问题，有时甚至会引发严重的并发症。 上个月，第一例婴儿死亡事件出现，法国卫生总局收到的报告显示情况严重，需要进行流行病学和食品安全的调查。 目前，婴儿生病以及死亡事件，都没有确认和被召回的奶粉之间存在明确因果关系。当时雀巢的发言人也表示，"现 阶段 ...

股票近期走势 虽然法国卫生部于2月11日通报有三名婴儿因食用问题奶粉死亡，并展开调查，但达能已在此前明确表 示，其所有婴幼儿配方奶粉均严格按照高标准生产，官方进口产品未使用涉事供应商的ARA原料。这 一及时澄清有效缓解了市场担忧，避免了股价受负面事件拖累。 经济观察网截至2026年2月12日收盘，达能(DANOY)股价报收16.99美元，单日上涨3.65%，表现优于所 属包装食品板块及美股大盘。 达能中国饮料业务2025年前三季度销售额同比增长6.9%至6.96亿欧元，其中脉动品牌在功能性瓶装水饮 细分市场占有率稳居第一。公司预计2026年营收目标剑指80亿元，并计划通过湖北无菌饮料生产线扩建 强化新品布局，进一步支撑增长预期。 行业政策与环境 欧洲股市2月12日表现分化，但食品板块防御属性凸显。华泰证券同日研报指出，食品饮料板块旺季景 气度延续，建议关注基本面改善的优质龙头，这一观点可能间接提振达能等跨国食品企业市场情绪。 以上内容基于公开资料整理，不构成投资建议。 经营状况 ...

Market Performance - The steel sector declined by 3.02% this week, underperforming the broader market, with the Shanghai-Shenzhen 300 index down by 1.33% to 4643.60 [7][70] - Sub-sectors such as special steel, long products, and plate steel saw declines of 2.10%, 1.88%, and 3.84% respectively [8][71] Supply Situation - As of February 6, the capacity utilization rate of blast furnaces in sampled steel companies was 85.7%, an increase of 0.22 percentage points week-on-week [14][66] - Electric furnace capacity utilization was 48.1%, down by 7.59 percentage points week-on-week [14][66] - The production of five major steel products totaled 720.8 million tons, a decrease of 1.55 million tons week-on-week [14][66] Demand Situation - The consumption of five major steel products was 760.7 million tons, down by 41.08 million tons week-on-week, a decline of 5.12% [20][82] - The transaction volume of construction steel by mainstream traders was 3.5 million tons, down by 3.25 million tons week-on-week, a significant drop of 48.24% [20][83] Inventory Situation - Social inventory of five major steel products reached 940.4 million tons, an increase of 49.68 million tons week-on-week, up by 5.58% [25][88] - Factory inventory of five major steel products was 397.3 million tons, an increase of 9.56 million tons week-on-week, up by 2.47% [25][88] Price & Profit Situation - The comprehensive index for ordinary steel was 3414.2 yuan/ton, down by 13.31 yuan/ton week-on-week, a decrease of 0.39% [66][94] - The comprehensive index for special steel was 6582.0 yuan/ton, down by 2.28 yuan/ton week-on-week, a decrease of 0.03% [66][94] - The profit for rebar from blast furnaces was 65 yuan/ton, an increase of 14.0 yuan/ton week-on-week, up by 27.45% [66][35] - The profit for construction steel from electric furnaces was -76 yuan/ton, an increase of 4.0 yuan/ton week-on-week, up by 5.00% [66][35] Raw Material Situation - The spot price index for Australian iron ore (62% Fe) at Rizhao Port was 764 yuan/ton, down by 29.0 yuan/ton week-on-week, a decrease of 3.66% [67][50] - The price of primary metallurgical coke was 1770 yuan/ton, unchanged week-on-week [67][50] Investment Recommendations - The steel sector is expected to have strong "anti-involution" characteristics and significant profit recovery potential, with high-quality steel companies showing upward elasticity in performance [69] - Key companies to focus on include regional leaders with advanced equipment and environmental standards, as well as those benefiting from the new energy cycle [69]

Core Viewpoint - The Dutch food safety authority announced that Danone has recalled certain batches of infant formula in the Netherlands due to the EU's recent reduction of the allowable limit for Bacillus cereus toxins in baby food [1] Group 1: Company Actions - Danone coordinated with Dutch authorities to recall multiple batches of its Nutrilon brand products [1] Group 2: Regulatory Changes - The recall is a response to the European Union's recent decision to lower the toxin limit in infant food products [1]

Core Viewpoint - Danone S.A. is under investigation for potential securities fraud and unlawful business practices following a contamination scare involving its infant milk formula products [1]. Group 1: Contamination Incident - On January 21, 2026, Danone recalled and blocked batches of its infant milk formula due to the detection of cereulide, a potent cytotoxin, in its Thai-origin Dumex Dulac 1 [2]. - Following this news, Danone's American Depositary Receipt (ADR) price dropped by $1.37, or 7.95%, closing at $15.87 per ADR on the same day [2]. - On January 23, 2026, Danone issued a press release announcing a recall of select batches of its infant formula to comply with updated guidance, resulting in an additional ADR price decline of $0.43, or 2.7%, to close at $15.55 per ADR [3]. Group 2: Legal Investigation - Pomerantz LLP is investigating claims on behalf of Danone investors regarding possible securities fraud or other unlawful business practices by the company and its officers and/or directors [1].