雀巢奶粉原料中测出致病风险物质

Core Viewpoint - The incident involving the recall of infant formula by Nestlé due to quality risks associated with ARA supplied by Jia Bi You has led to a significant drop in Jia Bi You's stock price, highlighting potential risks in the supply chain and consumer confidence in the company [2]. Group 1: Incident Overview - Nestlé announced a global preventive recall of certain batches of infant formula in 31 countries due to quality risks linked to ARA supplied by Jia Bi You [2]. - The recall affects four brands in the Chinese market, totaling 30 batches, while other Nestlé products remain unaffected [2]. - The substance Cereulide, potentially harmful and produced by Bacillus cereus, was detected in the ARA oil provided by the supplier [2]. Group 2: Company Impact - Jia Bi You's stock price fell over 13% following the announcement of the recall [2]. - The company's ARA business generated revenue of 390 million yuan in 2024, marking a year-on-year increase of 29.2%, indicating its significance to the company's core operations [3]. - Jia Bi You has stated that its ARA products have passed certifications in Europe and the U.S. and are supplied to various dairy companies [3]. Group 3: Industry Response - Other dairy companies are monitoring the situation closely, with some clarifying that they do not use the implicated ARA from Jia Bi You [3][4]. - The supply chain for infant formula ingredients is generally concentrated, which may affect the industry dynamics depending on the outcome of the investigation [4].