雀巢全球召回部分婴幼儿奶粉 原料供应商嘉必优今日开盘大跌

Group 1 - Jia Bi You Biotechnology (Wuhan) Co., Ltd. (stock code 688089.SH) is involved in Nestlé's global preventive recall of infant formula due to quality risks associated with ARA supplied by the company, leading to a stock price drop of over 13% [2] - Nestlé announced a recall of certain batches of infant formula in 31 countries, including China, due to the detection of Cereulide in ARA oil, which is produced by Bacillus cereus and can cause foodborne illness [2] - The affected products in China include four brands: Lidojing, Platinum Neng'en, Shuyi Neng'en, and Wyeth's Shaner Children's Growth Formula, totaling 30 batches, while other Nestlé products are not impacted by the recall [2] Group 2 - ARA (Arachidonic Acid) is a widely used Omega-6 polyunsaturated fatty acid in infant formula and dietary supplements, drawing significant consumer attention due to the incident [3] - Major ARA producers include DSM, Jia Bi You, and Runke Biotechnology, but Nestlé did not disclose the specific supplier involved in the issue [3] - Jia Bi You reported an ARA business revenue of 390 million yuan for 2024, a year-on-year increase of 29.2%, indicating that ARA is a core business for the company [3]