【导读】国务院食安办、市场监管总局督促雀巢（中国）有限公司做好相关批次婴幼儿配方乳粉召回工作 此前消息： 中国基金报 晨曦 综合整理 雀巢召回婴幼儿配方奶粉一事，持续发酵！ 据国家市场监督管理总局官微1月8日消息，国务院食安办、市场监管总局督促雀巢（中国）有限公司做好相关批次婴幼儿配方乳粉召回工作。 近日，雀巢公司在欧洲部分国家预防性召回特定批次婴幼儿配方乳粉产品。国务院食安办、市场监管总局对此高度重视，第一时间督促雀巢（中国） 有限公司认真落实企业主体责任，召回在中国境内销售的相关批次产品，切实维护消费者合法权益。雀巢（中国）有限公司已按要求实施召回。国务 院食安办、市场监管总局将持续强化监管，做好相关工作，全力保障婴幼儿配方乳粉质量安全。 据央视新闻报道，总部位于瑞士的雀巢公司1月6日表示，已在全球31个国家和地区发布针对部分批次婴幼儿配方奶粉产品的召回通知。 雀巢当天在官网发文称，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。雀巢解释称，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。 雀巢 ...

2026年开年，深圳的消费者梁女士向北京商报记者表示，在本地配送平台鲜颂佳预订的羊奶已经停摆数周，数千元预付款也没了下文。1月1日，深圳的数百 位消费者收到通知，鲜颂佳的母公司因资金链断裂而关门，预存的羊奶均被暂停配送，涉及飞天、皇氏水牛、妙羊E家、首府等品牌。1月8日，不少消费者 收到由红星美羚旗下新公司配送的试饮装羊奶，让这场"断奶"风波有了一丝平息的迹象。不过，红星美羚的救场能否解决断供危机仍存诸多未知。 超4.9万盒羊奶"不翼而飞" 2025年12月中旬，梁女士发现，鲜颂佳的配送员连续多天没有将羊奶放在家门口，打开小程序才注意到433盒已被锁定，暂时无法配送。 梁女士向北京商报记者提供的一张转账记录和一张发票显示，收款商户为"深圳市龙岗区晋鹏鲜奶配送中心"（以下简称"深圳晋鹏"），销售方为"深圳市品 鼎供应链管理有限公司"（以下简称"深圳品鼎"）。 像梁女士这样的案例不在少数。在一个名为"鲜颂佳羊奶集结"的微信群内，据北京商报记者不完全统计，截至今年1月4日，有来自深圳市、广州市、东莞 市、佛山市、韶关市等地的超过250名消费者进行了缺货登记，鲜颂佳拖欠数量超过4.9万盒。最多的一位消费者花费1280 ...

经济观察网 据央视新闻客户端消息，近日，雀巢公司在欧洲部分国家预防性召回特定批次婴幼儿配方 乳粉产品。国务院食安办、市场监管总局对此高度重视，第一时间督促雀巢（中国）有限公司认真落实 企业主体责任，召回在中国境内销售的相关批次产品，切实维护消费者合法权益。雀巢（中国）有限公 司已按要求实施召回。国务院食安办、市场监管总局将持续强化监管，做好相关工作，全力保障婴幼儿 配方乳粉质量安全。 ...

近日，雀巢公司在欧洲部分国家预防性召回特定批次婴幼儿配方乳粉产品。国务院食安办、市场监管总 局对此高度重视，第一时间督促雀巢（中国）有限公司认真落实企业主体责任，召回在中国境内销售的 相关批次产品，切实维护消费者合法权益。雀巢（中国）有限公司已按要求实施召回。国务院食安办、 市场监管总局将持续强化监管，做好相关工作，全力保障婴幼儿配方乳粉质量安全。 （文章来源：央视新闻客户端） ...

Core Viewpoint - Nestlé has initiated a precautionary recall of infant formula in 45 countries due to quality issues with raw materials from a supplier, although no adverse health reports have been received so far [1][4]. Group 1: Company Actions - Nestlé announced the recall of affected infant formula products in China, the UK, Germany, and other countries, emphasizing that its registered special medical infant formula products in China are not affected [1][4]. - The supplier of the problematic Arachidonic Acid (ARA) raw material has not been officially identified, but speculation points to a biotechnology company in Wuhan, Jia Bi You [1][4]. - Jia Bi You's stock fell over 13% following the news, closing down 11.91% at 21.15 yuan on January 8 [3]. Group 2: Industry Impact - ARA is a crucial component for infant brain and nervous system development, making it a key ingredient in infant formula [4]. - The quality issue involves a toxin from Bacillus cereus, which can cause gastrointestinal problems, although such occurrences are rare [4]. - Several dairy companies, including Danone and FrieslandCampina, have publicly stated that they do not use ARA from the implicated supplier, reinforcing their product safety [9][10]. Group 3: Supplier Dynamics - Jia Bi You is the largest ARA supplier in China and a significant player internationally, with established relationships with major infant formula brands [5][11]. - The company’s ARA business generated 390 million yuan, accounting for 70.27% of its total revenue, highlighting its reliance on this segment [11]. - The incident may negatively impact Jia Bi You's competitiveness and future market expansion, as other companies may have alternative ARA suppliers [11].

在网上看到雀巢奶粉召回消息的宝妈楚楚，感觉"天都塌了"。楚楚家有个六个半月大的女婴，从出生起就给她喂食雀巢贝巴至尊（Nestlé BEBA Supreme） 奶粉。她所食用的奶粉版本和批次，正在本次雀巢召回的名单中。 日前，雀巢在全球超过30个国家和地区召回数批次婴儿奶粉。《每日经济新闻》记者查询雀巢集团官网了解到，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。官网婴儿配方奶粉产品咨询中并未直接指出原料中存在可能引起疾病的细菌，但说明中的第一项就解释了何为"蜡样芽孢杆 菌"。知情人士透露，雀巢在自检时发现问题，再回头去查供应链，最后发现问题出在供应商原料上。 1月6日，我国香港特区的香港食物环境卫生署在公开信中表示：雀巢公司在欧洲自愿回收部分批次的雀巢婴儿配方奶粉，因为怀疑个别产品可能受到蜡样芽 孢杆菌污染。公开信中还解释蜡样芽孢杆菌普遍存在于环境中，如制作或贮存食品的过程欠缺卫生，可引致该菌繁殖。致吐毒素是由一些蜡样芽孢杆菌菌株 在食物中产生的耐热毒素。进食含过量蜡样芽孢杆菌或其耐热毒素的食物，可能引致肠胃不适，例如呕吐及腹泻。雀巢香港将在港销售的21个批次产品主动 召回。 | | | ...

Core Viewpoint - Nestlé's recall of infant formula due to potential contamination from ARA raw material supplier has raised concerns in the industry, prompting responses from companies like Junlebao and supplier Jia Bi You [1] Group 1: Company Responses - Junlebao confirmed that its ARA raw material suppliers are Roget and Runke Biotechnology, distancing itself from the issues surrounding Jia Bi You [1] - Jia Bi You stated on January 7 that the affected raw materials are undergoing product testing, with results pending and will be announced promptly once available [1]

港股三大指数继续昨日下跌行情，为连续2日走低，自开年以来短短的5个交易日指数走出过山车行情。 截止收盘，恒生科技指数午后曾一度跌至2.16%，最终收跌1.05%，恒生指数、国企指数分别下跌1.17% 及1.09%。盘面上，大型科技股、大金融股(银行、保险、券商)以及中字头等权重皆表现低迷大市承压 十分明显，然后先前开年指数上扬得益于金融和科技的推升，个股方面，美团、百度跌超3%，中国银 河、招商证券、中国太平、新华保险等纷纷走低；铜、铝等有色金属股多数弱势，濠赌股持续走低，其 中，新濠国际发展、金沙中国、永利澳门、澳博控股均刷新阶段低位；乳制品股、啤酒股、餐饮股等消 费类股亦集体走低，光伏股、家电股、汽车股、石油股纷纷走低。另一方面，美国猛增军费预算，军工 股逆势拉升，中国据报要求科技企业暂停订购H200芯片，半导体芯片股普遍上涨，煤炭股、纸业股多 数活跃。此外，三只新股今日上市，天数智芯涨8.44%，精锋医疗-B涨30.9%，"中国版OpenAI"智谱涨 13.17%。(格隆汇) ...

Group 1 - Nestlé is recalling multiple batches of infant formula in 45 countries, including China, the UK, and Germany, due to quality issues with a supplier's raw materials [1][4][11] - The recall affects 71 batches of products under brands such as Wyeth, Lactogen, and NAN in mainland China [4] - The issue is linked to a bacterial toxin (cereulide) potentially found in arachidonic acid (ARA) oil used in some infant formulas [4][11] Group 2 - Jia Bi You, a biotechnology company from Wuhan, is identified as a potential supplier involved in the issue and is cooperating with regulatory authorities for product testing [1][5][8] - Following the news, Jia Bi You's stock price dropped over 14%, trading at 20.90 yuan per share, a decrease of 12.95% [1] - Jia Bi You reported a 25% year-on-year revenue increase to 556 million yuan, with ARA products contributing 70% of its revenue [9] Group 3 - Other dairy companies, including Danone, Junlebao, and Arla, have confirmed they do not use raw materials from the implicated supplier and assured consumers of product safety [3][10] - Danone stated that all its imported infant formula products are produced to high standards and do not involve the affected supplier [10] - Arla conducted a thorough review of its products and confirmed that its ARA oil suppliers are not linked to the recall [10] Group 4 - Nestlé emphasized that the recalled batches represent less than 0.5% of its annual sales, indicating a limited financial impact from the recall [11] - The company is working closely with the implicated supplier, which is conducting a comprehensive root cause analysis [11] - No disease cases related to the recalled products have been confirmed so far [11]

Core Viewpoint - The Nestlé infant formula recall has led to significant market disruptions, affecting not only Nestlé but also other brands and suppliers in the industry, with potential long-term impacts on consumer trust and brand reputation [2][3][4]. Group 1: Recall Details - On January 6, Nestlé announced a recall of certain batches of infant formula across 31 countries due to quality issues with ARA oil, which may contain Bacillus cereus, a bacteria that can cause foodborne illness [3][4]. - The recall involves 71 batches of products from Nestlé and Wyeth, covering at least 15 series of infant formula and one series of children's growth formula [3][4]. - Nestlé stated that the affected batches represent less than 0.5% of its annual sales, indicating a limited financial impact on the company [4]. Group 2: Market Reactions - Following the recall announcement, there has been a surge in irrational returns from customers, with some retailers reporting significant increases in return requests, regardless of whether the products were part of the affected batches [2][5]. - Competitors have begun to capitalize on the situation, with some brands actively promoting their products as safe alternatives [5]. - The recall has raised concerns about consumer sensitivity to quality issues in infant formula, which could lead to a more significant impact on Nestlé's market share in China compared to other regions [5]. Group 3: Impact on Suppliers - The recall has also affected multiple suppliers, with companies like Danone and HiPP clarifying that they do not use the implicated ARA supplier [7][8]. - DSM-Firmenich, the largest ARA supplier, confirmed that the problematic ARA was not produced by them, leading to increased demand for their ARA products [9][12]. - The A-share listed company, Jia Bi You, has been identified as a potential supplier of the problematic ARA, with its stock price dropping over 10% following the news [2][12][13]. Group 4: Financial Implications - In 2024, despite gaining market share, Nestlé's infant nutrition business in Greater China is projected to show negative growth, with an organic growth rate of -6.1% reported for the first three quarters of 2025 [6]. - Market data indicates that Nestlé and Wyeth hold a combined market share of approximately 9.3% in China's infant formula market, trailing behind competitors like Feihe and Danone [6].