另据雀巢官网近期发布的婴配粉产品咨询问答录，公司正与相关国家的相关部门保持联系，确保采取必 要措施。雀巢向家长和照顾者保证，正在采取适当措施，帮助确保家庭及其婴儿的健康与福祉。同时， 公司也在努力尽量减少潜在的供应中断。 其进一步介绍，Cereulide会引起食源性疾病，由某些菌株--蜡样芽孢杆菌(Bacilus cereus)产生。油品中 存在相关物质非常罕见，雀巢正与油品供应商合作，进行全面的原因分析。 刚刚迎来在华业务合并的惠氏营养品业务和雀巢婴儿营养品业务，于2026年开年遭遇内部冲击。由于供 应商提供的油脂原料存在质量问题，在全球多地销售的相关批次婴幼儿配方奶粉将召回，而中国大陆市 场亦位列其中。 近日，雀巢发布针对部分批次婴幼儿配方奶粉产品的召回通知。称公司对用于生产可能受影响的婴幼儿 配方奶粉产品的所有花生四烯酸油及相关油脂混合物进行了检测，发现供应商提供的这种油脂原料存在 质量问题，相关批次婴幼儿配方奶粉中可能存在蜡样芽孢杆菌，这种细菌可能引起食源性疾病。 根据雀巢中国官网公布的两份自愿回收婴幼儿配方奶粉公告。其中一份提到，所有在中国大陆市场注册 并销售的雀巢特殊医学用途婴儿配方食品、超启能恩 ...

Group 1 - Mobileye is set to acquire robotics company Mentee Robotics for $900 million [2] - AMD's CEO Lisa Su stated that global computing power is currently insufficient and needs to increase by 100 times over the next five years [2] - Amazon AWS is collaborating with German automotive hardware supplier Aumovio to support AI-driven autonomous vehicle development [2] Group 2 - Micron is reportedly planning to increase its monthly production capacity of HBM4 chips to 15,000 units, accounting for nearly 30% of total HBM capacity [2] - Eli Lilly is in advanced talks to acquire biopharmaceutical company Ventyx Biosciences for over $1 billion [2] - Baidu's AI chip division Kunlun is reportedly planning to raise up to $2 billion through a Hong Kong IPO [2] Group 3 - United Microelectronics Corporation (UMC) reported a consolidated revenue of NT$237.55 billion for the full year 2025, representing a year-on-year increase of 2.26%, marking a new historical high [2]

Group 1 - Nestlé has initiated a recall of infant formula products across multiple countries due to quality issues with Arachidonic Acid (ARA) raw materials supplied by a vendor, which may contain Bacillus cereus, a bacteria that can cause foodborne illness [3][4] - The UK Food Standards Agency has warned that Bacillus cereus is highly heat-stable, making it difficult to eliminate through cooking or boiling, and can lead to symptoms such as nausea, vomiting, and abdominal cramps [3] - As a precautionary measure, Nestlé China has recalled specific batches of infant formula, although it has not received any reports of illness related to the affected products [4] Group 2 - Jia Bi You, the largest domestic supplier of ARA products, reported a revenue increase of 10.56% year-on-year to 428 million yuan and a net profit increase of 54.18% to 129 million yuan in the first three quarters [6] - The company is 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 [6][7] - Jia Bi You has established long-term partnerships with well-known infant formula companies such as Nestlé, Danone, and Cargill, ensuring a stable foundation for its operations [7] Group 3 - ARA is an essential fatty acid for infant growth and development, crucial for brain and retinal development, and is widely used in infant formula [5] - The maximum allowable addition of ARA in infant formula is 19.1 mg/100 kJ, consistent with standards in the EU, Australia, and New Zealand [5] - As of January 7, Jia Bi You's stock price was 24.01 yuan per share, with a market capitalization of 4.041 billion yuan [8]

Core Viewpoint - Nestlé is recalling infant formula products in multiple countries due to quality issues with Arachidonic Acid (ARA) supplied by a vendor, which may contain Bacillus cereus, a bacteria that can cause foodborne illness [3][4]. Group 1: Recall Details - Nestlé has conducted tests on all ARA and related oil mixtures used in potentially affected infant formula products, identifying quality issues with the supplied oil [3]. - The recall affects multiple countries and brands, although no reports of illness from consumers have been received so far [3][4]. - The UK Food Standards Agency has warned that Bacillus cereus is highly heat-stable, making it difficult to eliminate through cooking or boiling [3]. Group 2: Supplier Information - The supplier of the problematic ARA, Jia Bi You, is currently in contact with testing agencies and regulatory bodies to assess the situation [1]. - DSM-Firmenich has clarified that the problematic ARA was not supplied by them and is working to meet the increased demand for ARA due to this incident [1][3]. Group 3: Market Impact - Jia Bi You reported a revenue increase of 10.56% year-on-year to 428 million yuan and a net profit increase of 54.18% to 129 million yuan in the first three quarters [5]. - The company is the largest ARA supplier in China and a significant player in the international market [5][6]. - The stock price of Jia Bi You was reported at 24.01 yuan per share, with a market capitalization of 4.041 billion yuan [6].

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].

Core Viewpoint - Nestlé is recalling infant formula products in multiple countries due to quality issues with Arachidonic Acid (ARA) supplied by a vendor, which may contain Bacillus cereus, a bacteria that can cause foodborne illness [4][5]. Group 1: Company Actions - Nestlé has conducted tests on all ARA and related oil mixtures used in potentially affected infant formula products, finding quality issues with the supplied ARA [4]. - As a precautionary measure, Nestlé China has initiated a voluntary recall of specific batches of infant formula, although no adverse health reports have been received so far [5]. - The company emphasizes that all registered and sold special medical infant formula products in mainland China are unaffected by this issue [5]. Group 2: Supplier Information - The supplier of the problematic ARA, Jia Bi You, has reported a 10.56% year-on-year revenue increase to 428 million yuan and a 54.18% increase in net profit to 129 million yuan [7]. - Jia Bi You is the largest ARA supplier in China and is expanding its international market presence, having established stable relationships with major infant formula companies like Nestlé and Danone [7]. - DSM-Firmenich has clarified that the ARA raw material in question was not supplied by them, and they are working to meet the increased demand for ARA [2][4]. Group 3: Health and Safety Concerns - Bacillus cereus is highly heat-stable, making it difficult to eliminate through cooking or boiling, which raises concerns about food safety [4]. - Symptoms of foodborne illness from Bacillus cereus can appear rapidly, including nausea, vomiting, and abdominal cramps [4]. Group 4: Market Impact - As of January 7, Jia Bi You's stock price was 24.01 yuan per share, with a market capitalization of 4.041 billion yuan [9].

Core Viewpoint - Nestlé's recall of infant formula in multiple countries is linked to quality issues with arachidonic acid (ARA) raw materials supplied by the company Jia Bi You, which is currently undergoing testing for the affected products [1] Group 1 - Jia Bi You has stated that the results of the raw material testing are not yet available and they are in contact with relevant testing institutions and regulatory bodies [1] - The company has committed to making timely announcements once the testing results are released [1]

伯恩斯坦：将雀巢目标价从79瑞郎下调至74瑞郎。 ...

每经记者｜范芊芊 每经编辑｜何小桃 魏文艺 日前，雀巢在欧洲多国召回数批次婴儿奶粉，涉及德国、奥地利、丹麦、瑞典及法国。据悉，此次召回的原因是调查发现从某大型供应商处采购的一种原 料存在质量问题，可能存在源自蜡样芽孢杆菌的细菌源性物质，导致消化系统不适（腹泻和呕吐）。 《每日经济新闻》记者注意到，1月6日，雀巢中国在其官网也发布了预防性自愿回收婴幼儿配方奶粉的公告。公告称，雀巢中国自愿回收在中国大陆销售 的特定批次婴幼儿配方奶粉，受影响产品涉及力多精、铂初能恩、舒宜能恩、惠氏多批次产品。另外，雀巢中国也自愿回收所有此次涉事的进口自欧洲、 在中国大陆跨境电商渠道销售的婴幼儿配方奶粉。 校对|段炼 封面图片来源：雀巢官网 图片来源：雀巢中国官网 雀巢中国强调称，本次回收范围之外的所有其他雀巢产品及同类产品的其他批次均可安全食用。所有在中国大陆市场注册并销售的雀巢特殊医学用途婴儿 配方食品、超启能恩、启赋、S26铂臻等不受影响，所有在中国大陆跨境电商销售的雀巢能恩全护6HMO、NAN Supreme、S26金装等不受影响。 1月7日，雀巢中国方面向《每日经济新闻》记者表示："雀巢中国对此高度重视，中国市场少数产品可 ...

对此，雀巢中国方面向北京商报记者回应称，"雀巢中国对此高度重视，中国市场少数产品可能受到影 响，截至目前，我们尚未收到与相关产品有关的任何不适报告。所有在中国大陆市场注册并销售的雀巢 特殊医学用途婴儿配方食品、超启能恩、启赋、S26铂臻等不受影响"。 北京商报讯(记者孔文燮)1月7日，北京商报记者注意到，日前雀巢中国官网发布"预防性自愿回收婴幼 儿配方奶粉"的公告，其中提到"出于高度谨慎考虑，雀巢中国自愿回收所有此次涉事的进口自欧洲、在 中国大陆跨境电商渠道销售的婴幼儿配方奶粉。所有在中国大陆跨境电商销售的雀巢能恩全护6HMO、 NAN Supreme、S26金装等不受影响，敬请放心食用"。此前，雀巢欧洲部分市场对婴幼儿配方奶粉产品 启动了预防性回收措施。 ...