嘉必优回应雀巢奶粉召回：相关原料检测中，尚未出结果

Core Viewpoint - The recall of infant formula by Nestlé is linked to quality issues with Arachidonic Acid (ARA) supplied by its vendor, Jia Bi You, which is currently undergoing testing for the affected raw materials [1][2][4]. Group 1: Nestlé's Recall Actions - Nestlé has initiated a recall of infant formula products in multiple countries due to potential contamination with Bacillus cereus from ARA raw materials [4]. - The company has conducted tests on all ARA and related oil mixtures used in the production of potentially affected infant formula products, with no reports of illness from consumers so far [4][5]. - The recall affects various brands and products across multiple regions, although no confirmed cases of illness have been reported [4][5]. Group 2: Jia Bi You's Response and Market Position - Jia Bi You is currently the largest ARA supplier in China and a significant player in the international ARA market, reporting a revenue increase of 10.56% to 428 million yuan and a net profit increase of 54.18% to 129 million yuan in the first three quarters [7]. - The company is actively expanding its international customer base and enhancing its overseas sales capabilities, aiming to integrate its products into the supply chains of major multinational infant formula companies [7]. - Jia Bi You has established stable partnerships with well-known infant formula brands such as Nestlé, Danone, and others, ensuring a solid foundation in the market [8]. Group 3: Industry Implications - The incident has led to increased demand for ARA raw materials from other suppliers, such as DSM-Firmenich, which has stated its commitment to meet market needs amid the recall [1][4]. - The safety and quality standards for infant formula production are emphasized by companies like Danone, which claims to adhere to over 300 stringent tests before product release [9].