从伊利股份获悉，公司目前奶粉产品中ARA(花生四烯酸)没有问题，生产经营一切正常。近期，雀巢因 供应商提供的ARA(花生四烯酸)油脂检出微量Cereulide(蜡样芽孢杆菌呕吐毒素)，决定在全球31个国家 和地区"预防性自愿召回"部分批次婴幼儿配方奶粉。雀巢ARA供应商之一嘉必优表示，公司目前正在排 查。（智通财经） ...

Group 1 - Jia Bi You Biotechnology (Wuhan) Co., Ltd. (stock code 688089.SH) is involved in Nestlé's global preventive recall of infant formula due to quality risks associated with ARA supplied by the company, leading to a stock price drop of over 13% [2] - Nestlé announced a recall of certain batches of infant formula in 31 countries, including China, due to the detection of Cereulide in ARA oil, which is produced by Bacillus cereus and can cause foodborne illness [2] - The affected products in China include four brands: Lidojing, Platinum Neng'en, Shuyi Neng'en, and Wyeth's Shaner Children's Growth Formula, totaling 30 batches, while other Nestlé products are not impacted by the recall [2] Group 2 - ARA (Arachidonic Acid) is a widely used Omega-6 polyunsaturated fatty acid in infant formula and dietary supplements, drawing significant consumer attention due to the incident [3] - Major ARA producers include DSM, Jia Bi You, and Runke Biotechnology, but Nestlé did not disclose the specific supplier involved in the issue [3] - Jia Bi You reported an ARA business revenue of 390 million yuan for 2024, a year-on-year increase of 29.2%, indicating that ARA is a core business for the company [3]

Core Viewpoint - The incident involving the recall of infant formula by Nestlé due to quality concerns related to ARA supplied by Jia Bi You has led to a significant drop in the company's stock price, highlighting potential risks in the supply chain and consumer confidence [1][2]. Group 1: Company Impact - Jia Bi You Biotechnology (Wuhan) Co., Ltd. has seen its stock price drop over 13% following the announcement of the recall by Nestlé [1]. - The company has stated that it has sent its products for testing and will release an announcement once the results are available [2]. - Jia Bi You's ARA business revenue for 2024 is projected to be 390 million yuan, reflecting a year-on-year growth of 29.2%, indicating that ARA is a core business for the company [2]. Group 2: Industry Context - The recall involves ARA, a widely used Omega-6 fatty acid in infant formula, which has raised consumer concerns in China [2]. - Major producers of ARA include companies like DSM, Jia Bi You, and Runke Biotechnology, with Nestlé not disclosing the specific supplier involved in the issue [2]. - Some dairy companies have distanced themselves from the incident, stating they do not use the implicated ARA raw materials, while others are monitoring the situation closely [2][3].

Core Viewpoint - The announcement details a share reduction plan by the chairman and president of Inner Mongolia Yili Industrial Group Co., Ltd., Mr. Pan Gang, who will reduce his holdings to repay financing loans related to stock pledges, while expressing confidence in the company's future [2][7]. Group 1: Shareholding Information - As of the announcement date, Mr. Pan Gang holds 286,746,628 shares, representing 4.53% of the company's total share capital [2]. - The planned reduction will not exceed 62,000,000 shares, which is 0.98% of the total share capital and does not exceed 25% of his total holdings [2]. Group 2: Reduction Plan Details - The funds from the share reduction will be used solely for repaying stock pledge financing loans and cannot be used for personal expenses [2]. - The reduction plan will commence 15 trading days after the announcement and will last for three months, with specific methods including block trades and centralized bidding [2][4]. - If there are any changes in the company's shares, such as stock dividends or capital increases, the number of shares to be reduced will be adjusted accordingly [2]. Group 3: Additional Information - There are no concerted actions among the shareholders involved in the reduction [3]. - The company will continue to monitor the reduction situation and fulfill its information disclosure obligations during the implementation period [7].

Core Viewpoint - Nestlé has initiated a voluntary recall of certain batches of infant formula in multiple European countries due to quality issues identified in a supplier's raw material, which may contain cereulide toxin, a substance that can cause gastrointestinal problems [2][3]. Group 1: Recall Announcement - On January 5, Nestlé announced the recall in the UK, Germany, France, and Ireland, citing quality issues with a supplier's raw material [2]. - The following day, Nestlé China announced a voluntary recall of specific batches of infant formula sold in mainland China as a precautionary measure [2]. - Nestlé China confirmed that only a small number of products might be affected and emphasized that all other registered products in the mainland market remain safe for consumption [2][3]. Group 2: Product Details - The recall in Europe involves different brand names across countries, such as BEBA and ALFAMINO in Germany, and SMA in the UK [3]. - In China, the recall includes 30 batches of products under the brands of力多精, 能恩, and 惠氏, all with expiration dates extending to 2027 [3]. - Nestlé has stated that no illnesses or symptoms related to the consumption of the affected products have been confirmed to date [3].

Core Viewpoint - Nestlé has initiated a precautionary recall of infant formula in several European countries due to quality issues with a supplier's ingredient, raising concerns about product safety and quality standards in the global food industry [1][4][5]. Group 1: Recall Announcement - On January 5, 2026, Nestlé announced a recall of a batch of infant formula in Germany, Austria, Denmark, Italy, and Sweden due to a "quality issue" with a specific ingredient [1]. - The company stated that it has conducted tests on potentially affected products and has not received any reports of illness related to the consumption of the recalled formula [1]. - Nestlé China confirmed that some products in the Chinese market may be affected and has also initiated a recall of specific batches as a precautionary measure [4]. Group 2: Market Position and Brand Strategy - Nestlé is a significant player in the global infant formula market, controlling a substantial market share in various regions, including 20% in Africa through brands like Cerelac and Nido [7]. - The company has adapted its product formulations in response to new national standards, such as increasing the types or amounts of certain beneficial oils in its products [6]. - Nestlé sells different brands in various countries, indicating a tailored approach to meet local market demands [6]. Group 3: Quality Concerns and Historical Context - Nestlé has faced multiple quality issues in recent years, including recalls due to high mineral content and potential contamination with Cronobacter [10][11]. - A report by a Swiss NGO highlighted discrepancies in sugar content in infant products sold in poorer countries compared to those in Europe, raising ethical concerns about product formulations [7]. - The company has been criticized for adding non-essential nutrients to attract children, which may lead to dependency on their products [9]. Group 4: Financial Performance and Market Challenges - Nestlé's infant nutrition business has shown fluctuations in performance, with sales in China experiencing a decline due to increased competition from local brands and changing market dynamics [13][14]. - In 2022, Nestlé reported a total revenue of 94.4 billion Swiss francs, with a slight growth in its infant nutrition segment, but faced challenges in maintaining market share [13]. - By 2025, the company reported a decline in total sales in the Greater China region, highlighting the pressures from local competitors and a decreasing birth rate [14][15].

21独家｜嘉必优回应雀巢奶粉召回：相关原料检测中，尚未出结果 21世纪经济报道记者贺泓源、实习生韦怡琦 雀巢多国召回婴儿配方奶粉事件有了进展。 2026年1月7日，雀巢的花生四烯酸油(ARA)产品供应商嘉必优向21世纪经济报道记者透露，相关原料检测中，尚未出结果。"我们正联系相关的检测机构， 包括监管部门，来做产品检测，现在尚未出结果，所以暂时并未公告。结果出来以后我们会及时进行公告。"嘉必优证券部相关负责人称。 作为对比，同天，帝斯曼-芬美意发布声明强调，涉事问题ARA原料并非由帝斯曼-芬美意供应。"因以上事件影响，帝斯曼-芬美意ARA原料需求激增，我们 将全力协调产能，满足市场需求。"该公司表示。 1月7日，雀巢中国向21世纪经济报道记者透露，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，雀巢中国对此高度重视，中国市场少数产 品可能受到影响。作为预防性举措，雀巢中国已经对部分特定批次的婴幼儿配方奶粉进行了回收。"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。"雀巢中国称。 此次雀巢多国召回 ...

格隆汇1月7日丨新乳业(002946.SZ)公布2025年半年度权益分派实施公告,以公司实施权益分派股权登记 日登记的总股本为基数，向全体股东每10股派0.70元人民币现金(含税；扣税后，通过深股通持有股份 的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券投资基金每10股派0.63元) 本次利润分配股权登记日为：2026年1月15日，除权除息日为：2026年1月16日。 ...

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].

本次利润分配股权登记日为：2026年1月15日，除权除息日为：2026年1月16日。 格隆汇1月7日丨新乳业(002946.SZ)公布2025年半年度权益分派实施公告,以公司实施权益分派股权登记 日登记的总股本为基数，向全体股东每10股派0.70元人民币现金(含税；扣税后，通过深股通持有股份 的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券投资基金每10股派0.63元) ...