一年一度的"东方之约"步入第八个年头，全球目光再度聚焦第八届中国国际进口博览会（进博会）。 作为连续八届参展的全球食品饮料企业，雀巢携旗下多个业务单元亮相，带来覆盖全球12个国家的百余种精选商品，全方位展现其在营养健康升级、产 品创新迭代与"创造共享价值"领域的最新突破，持续为中国消费者传递"优质食品，美好生活"的核心价值。 在宠物经济飞速发展的今天，雀巢宠物护理展区吸引了众多目光。缓解人对猫毛过敏的冠能畅抚猫粮在宠物食用后21天便可起效，能够显著减少过敏 原；专为犬猫设计的高效肠道调理产品冠能活益菌适用于腹泻、肠胀气、应激反应、免疫力低下等多种场景，助力宠物在疾病期恢复食欲。 雀巢健康科学作为全球医学营养领域专家，业务包括医学营养和消费者保健。在此次进博会上，雀巢健康科学展区也展出了丰富的产品，以满足不同人 群的健康需求。其中，儿科过敏线带来具有前沿深度水解技术的肽敏舒、蔼儿舒以及进阶氨基酸配方恩敏舒；儿科医学营养线展示了个性化的营养解决方案 产品，包括小佰太能、小佳膳系列和针对罕见病领域的品牌Vitaflo；成人营养产品线覆盖速熠素、速愈素、佰态能、佳立畅与佳膳悠选，贯穿患者从治疗到 康复的营养管理路径， ...

Core Viewpoint - The China International Import Expo (CIIE) is significantly accelerating the speed at which innovative drugs enter the Chinese market, transforming the landscape for multinational pharmaceutical companies and benefiting countless patients [3][8]. Group 1: Innovative Drug Launches - A groundbreaking drug for delaying the progression of type 1 diabetes, Trelagliptin, made its Asian debut at the CIIE and received approval for market entry in September [10]. - Sanofi's innovative cardiovascular drugs and Gilead Sciences' long-acting HIV prevention drug, Lenacapavir, were showcased at the CIIE, indicating a trend of faster access to top-tier medications for Chinese patients [6][18]. - The "CIIE speed" is exemplified by Sanofi's drug Dupixent, which received approval in China ahead of the U.S. FDA, showcasing a record time for innovative drugs to benefit Chinese patients [11]. Group 2: Market Strategy and Investment - Multinational pharmaceutical companies are shifting from merely introducing products to deeper, full-industry chain strategies in China, with Sanofi establishing China as an independent strategic market unit [20][22]. - Novartis has conducted over 100 clinical trials in China and aims for 90% of new drug registrations to align with global timelines within the next two years [28]. - Gilead Sciences is focusing on synchronizing its research and development projects in China with global efforts, emphasizing the importance of the Chinese market [23][26]. Group 3: CIIE's Spillover Effect - The CIIE is not only expediting drug launches but also creating a "spillover effect" that enhances the overall healthcare landscape in China, allowing for broader access to innovative treatments [15][17]. - Since its inception, Novartis has had over 40 innovative drugs and indications approved in China, accounting for 40% of its total approvals in the country since 1987 [15]. - The CIIE serves as a high-level open platform that fosters consensus, innovation, and collaboration among pharmaceutical companies, ultimately changing the lives of Chinese patients [17].

进博会自2018年创办以来，已从单一展会平台成长为推动全球贸易融通、践行开放型世界经济的重要载 体，更成为外资企业共享中国发展机遇的"黄金窗口"。对于雀巢而言，这一平台既是集中展示全球创新 实力与全品类优势的前沿阵地，更是深化植根中国战略的核心纽带。 雀巢大中华区董事长兼首席执行官马凯思（Kais Marzouki）表示："从首届进博会至今，我们有幸以连 续八届参展者的身份，深度参与并见证中国高质量发展与高水平开放的进程。中国是雀巢全球第二大市 场，宠物经济、银发经济与健康需求升级等新趋势，为我们带来了增长机遇。雀巢对中国市场的投入不 会停歇，我们将持续链接全球资源，把更多创新产品与服务带入中国，与中国经济同频共振。" 本次展会中，雀巢婴儿营养、惠氏营养品、奈斯派索、进口水、宠物护理、奶品、健康科学均带来重磅 展品，通过多元化矩阵覆盖家庭饮食与健康护理的全场景需求。 11月5日，第八届中国国际进口博览会（进博会）在上海如期启幕，全球目光再度聚焦这座开放枢纽。 作为连续八届参展的全球食品饮料领军企业，雀巢携旗下多个业务单元重磅亮相，带来覆盖全球12个国 家的百余种精选商品，全方位展现其在营养健康升级、产品创新迭 ...

北京商报讯（记者 孔文燮）11月6日，第八届中国国际进口博览会（以下简称"进博会"）期间，作为连 续八届参展的食品饮料企业，雀巢带来覆盖全球12个国家的百余种商品，全方位展现其在营养健康升 级、产品创新迭代与"创造共享价值"领域的最新突破。雀巢大中华区董事长兼首席执行官马凯思（Kais Marzouki）表示，"对于雀巢而言，（进博会）这一平台既是集中展示全球创新实力与全品类优势的前 沿阵地，更是深化植根中国战略的核心纽带。此次进博会，雀巢通过可持续发展成果展示和传递与中国 同频的决心"。 本次展会中，雀巢婴儿营养、惠氏营养品、奈斯派索、进口水、宠物护理、奶品、健康科学均带来重磅 展品，通过多元化矩阵覆盖家庭饮食与健康护理的全场景需求。 公开数据显示，2024年集团营业额为914亿瑞士法郎，雀巢大中华区的净销售额折合人民币445亿元。 2025年前9个月，雀巢集团总销售额为659亿瑞士法郎。2020年以来，雀巢在华新增投资超过人民币50亿 元，以进一步扩大在华业务，尤其聚焦在高技术、高创新的婴儿配方奶粉及宠物食品等领域。 ...

在宠物经济飞速发展的今天，雀巢宠物护理展区吸引了众多目光。缓解人对猫毛过敏的冠能畅抚猫粮在宠物食用后21天便可起效，能够显著减少过敏 原；专为犬猫设计的高效肠道调理产品冠能活益菌适用于腹泻、肠胀气、应激反应、免疫力低下等多种场景，助力宠物在疾病期恢复食欲。 在本届进博会中，"创造共享价值"理念贯穿始终，成为雀巢展区的一大亮点。从通过更健康的饮食选择推动营养事业发展，到采用再生农业实践助力地 球保护；从改善供应链从业者的生计，到推动减少浪费与水资源管理领域的创新——雀巢正成为变革的促进因素。 11月5日，第八届中国国际进口博览会（进博会）在上海开幕。雀巢携旗下多个业务单元亮相，带来覆盖全球12个国家的百余种精选商品，全方位展现 其在营养健康升级、产品创新迭代与"创造共享价值"领域的最新突破，持续为中国消费者传递"优质食品，美好生活"的核心价值。 雀巢大中华区董事长兼首席执行官马凯思（Kais Marzouki）表示："从首届进博会至今，我们有幸以连续八届参展者的身份，深度参与并见证中国高质 量发展与高水平开放的进程。中国是雀巢全球第二大市场，宠物经济、银发经济与健康需求升级等新趋势，为我们带来了增长机遇。雀巢对 ...

责任编辑：宋雅芳 11月6日上午消息，11月5日，第八届中国国际进口博览会（以下简称"进博会"）在上海开幕，雀巢连续八届参展，并在本届进博会期间携旗下多个业务单元 亮相，覆盖全球12个国家的百余种精选商品，全方位展现其在营养健康升级、产品创新迭代与"创造共享价值"领域的最新突破，持续为中国消费者传递"优 质食品，美好生活"的核心价值。 雀巢大中华区董事长兼首席执行官马凯思（Kais Marzouki）表示："从首届进博会至今，我们有幸以连续八届参展者的身份，深度参与并见证中国高质量发 展与高水平开放的进程。中国是雀巢全球第二大市场，宠物经济、银发经济与健康需求升级等新趋势，为我们带来了增长机遇。雀巢对中国市场的投入不会 停歇，我们将持续链接全球资源，把更多创新产品与服务带入中国，与中国经济同频共振。" ...

这一系列市场变化，正是马凯思上任后要面对的主要课题。在刚刚公布的雀巢三季报中，今年前9月，雀巢集团实现收入约659亿瑞士法郎，同比增长了 3.3%，但中国市场营收出现了6.1%的同比下降。 值得注意的是，今年雀巢集团管理层出现了较大的调整，更换了CEO和董事长，新管理层仍视中国市场为重中之重，并希望其成为集团业绩增长的新引 擎。 中国消费者一方面精打细算，一方面追求情绪价值。 履新4个月后，雀巢集团执行副总裁、雀巢中国首席执行官马凯思（Kais Marzouki）在第八届中国国际进口博览会上（下称"进博会"）首次接受媒体采 访。马凯思认为，没人能阻挡中国的发展，中国市场对雀巢集团而言也是重中之重，但中国消费市场也在发生巨变，新增长正在从推动分销转向创造需 求，"Labubu"们所代表的情绪经济的兴起，正是这种巨变的最佳注脚。 今年7月1日，马凯思正式接任雀巢中国CEO。经过调研，马凯思告诉记者，中国消费市场和消费者与疫情前已大不相同。一方面，消费者的健康意识显 著提升，同时追求更高性价比的产品，对便利性也有更高的要求，消费行为变得更加务实、理性；但另一方面，消费者在追求性价比的同时，同样渴 望"情绪价值"。无 ...

格隆汇11月3日｜贝伦贝格：将雀巢的目标价从83.10瑞士法郎上调至92.00瑞士法郎，上调雀巢评级 至"买入"。 ...

Core Insights - The current job market is experiencing significant challenges, with many companies adopting a "hiring freeze" while also not laying off employees, leading to a stagnation in job creation [2] - Rising operational costs, including new tariffs and shifts in consumer spending, are cited as reasons for this trend, alongside broader corporate restructuring efforts [2] - The shift towards investment in artificial intelligence is seen as a factor that may lead to job losses, as companies prioritize infrastructure over hiring [2] Employment Market Dynamics - Federal employees face increased uncertainty due to job cuts and government shutdowns, impacting overall worker sentiment in the job market [3] - The government has paused official hiring data releases during the shutdown, but a survey indicated a surprising loss of 32,000 private sector jobs in September [4] Company-Specific Layoffs - Amazon announced a reduction of approximately 14,000 corporate positions, nearly 4% of its total workforce, as it shifts focus towards AI investments [5] - UPS has cut around 34,000 jobs as part of its business turnaround efforts, exceeding earlier predictions of 20,000 layoffs [6] - Target plans to eliminate about 1,800 corporate positions, representing 8% of its global corporate workforce, to streamline operations [7] - Nestlé is set to cut 16,000 jobs globally over the next two years as part of a cost-cutting initiative amid rising commodity costs [8] - Lufthansa Group plans to reduce 4,000 jobs by 2030, primarily in administrative roles, despite strong demand for air travel [9] - Novo Nordisk announced a layoff of 9,000 employees, about 11% of its workforce, as part of a broader restructuring effort [10] - ConocoPhillips plans to cut up to 25% of its workforce, affecting approximately 2,600 to 3,250 employees by the end of 2025 [11] - Intel is reducing thousands of jobs as it seeks to revitalize its business, with a target of reducing its core workforce to 75,000 by year-end [12][13] - Microsoft initiated layoffs affecting 15,000 employees, marking its largest job cuts in over two years, as it undergoes organizational changes [14][15] - Procter & Gamble plans to cut up to 7,000 jobs, about 6% of its global workforce, as part of a restructuring amid tariff pressures [16]

Core Insights - Nestlé's MSCI ESG rating has been upgraded from A to AA as of October 28, 2025 [1] Group 1 - The upgrade reflects an improvement in Nestlé's environmental, social, and governance practices [1]