CABIO(SH:688089) Xin Lang Cai Jing·2026-01-12 05:37Core Viewpoint - The incident involving the recall of infant formula by Nestlé has significantly impacted its supplier, Jia Bi You Biotechnology, leading to regulatory scrutiny and a sharp decline in its stock price [1][2][3] Group 1: Company Response and Actions - Jia Bi You received a regulatory notice from the Shanghai Stock Exchange, urging the company to respond promptly and fulfill its information disclosure obligations [1] - The company is currently in contact with relevant testing agencies and regulatory bodies to conduct product testing, with results pending [1] - Nestlé has initiated a precautionary recall of infant formula products in multiple countries, including China, due to potential contamination with Bacillus cereus from the ARA oil supplied by Jia Bi You [1][2] Group 2: Market Reaction - Following the announcement of the recall, Jia Bi You's stock price fell over 12% at one point, closing down 11.91% at 21.15 yuan per share, resulting in a market capitalization decrease to 3.56 billion yuan [3] - As of January 12, the stock price remained stable at 20.45 yuan per share, with a market capitalization of 3.442 billion yuan [3] Group 3: Industry Impact - Several dairy companies, including Danone and Mengniu, have distanced themselves from the incident, confirming that they do not use ARA raw materials from the affected supplier [2] - Jia Bi You, established in 2004 and listed on the STAR Market in 2019, is a key supplier of ARA and DHA, essential nutrients in infant formula, and collaborates with major dairy companies [2]