达能股价上涨受中国业务增长及市场情绪提振

Group 1: Stock Performance - As of February 12, 2026, Danone (DANOY) stock closed at $16.99, with a daily increase of 3.65%, outperforming the packaged food sector and the broader U.S. market [1] Group 2: Recent Developments - Following reports from the French Ministry of Health on February 11 regarding the deaths of three infants linked to problematic infant formula, Danone clarified that all its infant formula products are produced to high standards and do not use the implicated ARA ingredients from the supplier, alleviating market concerns and preventing stock price decline [2] Group 3: Business Performance - Danone's beverage business in China reported a sales increase of 6.9% year-on-year to €696 million in the first three quarters of 2025, with the "Pulse" brand maintaining the top market share in the functional bottled water segment. The company aims for revenue of 8 billion yuan in 2026 and plans to expand its sterile beverage production line in Hubei to support new product development and growth expectations [3] Group 4: Industry Environment - European stock markets showed mixed performance on February 12, but the defensive nature of the food sector was highlighted. Huatai Securities noted that the food and beverage sector continues to show seasonal strength, suggesting a focus on high-quality leaders with improving fundamentals, which may indirectly boost market sentiment for multinational food companies like Danone [4]