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。 【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 英国食品标准局1月6日在一份食品安全警报中介绍，蜡样芽孢杆菌具有高度热稳定性，因 此，在烹饪、使用沸水或冲调婴儿奶粉的过程中不太可能被灭活或破坏。这种细菌可能引发 食物中毒，且症状可能迅速出现，包括恶心、呕吐、胃部痉挛等。 1月7日，雀巢（中国）方面回应称，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，中国市场少数产品可能受到影响。作为预防性举措，已经对部分特定批次的婴幼 儿配方奶粉进行了回收。 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 ...

【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].

Core Viewpoint - Nestlé has initiated a voluntary recall of several batches of infant formula across more than 30 countries due to potential contamination with Bacillus cereus, a bacterium that can cause gastrointestinal issues in infants [1][3][12]. Group 1: Recall Details - The recall affects various products, including Nestlé BEBA Supreme, with specific batches identified as potentially contaminated [1][6]. - In Hong Kong, the Food and Environmental Hygiene Department confirmed the recall, citing concerns over Bacillus cereus contamination [3]. - A total of 41 batches of infant formula sold through cross-border e-commerce in mainland China are included in the recall, with brands such as Nan and Wyeth being affected [6][12]. Group 2: Consumer Reactions - Parents are expressing significant concern and anxiety over the recall, with many checking their products against the recall list and considering switching formulas [7][8]. - Some parents have reported adverse reactions in their children, such as vomiting and diarrhea, which they suspect may be linked to the affected formula [8][9]. - Despite the lack of reported adverse health effects related to the recalled products, parents remain apprehensive about potential long-term health impacts [7][9]. Group 3: Company Response and Market Impact - Nestlé has stated that the recall is a precautionary measure and has not received any reports of adverse effects related to the affected products [7][14]. - The company indicated that the affected batches represent less than 0.5% of its annual sales, suggesting minimal financial impact from the recall [12]. - The recall comes at a challenging time for Nestlé's Greater China region, which has recently merged its infant nutrition and Wyeth nutrition businesses, aiming for improved operational efficiency [14][15].

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]

Market Performance - The Hong Kong stock market indices continued to decline for the second consecutive day, with significant volatility observed in just five trading days since the beginning of the year [1] - The Hang Seng Tech Index dropped by 1.05%, while the Hang Seng Index and the China Enterprises Index fell by 1.17% and 1.09% respectively [1] Sector Performance - Major sectors such as large technology stocks, financials (including banks, insurance, and brokerage firms), and state-owned enterprises showed weak performance, contributing to market pressure [1] - Notable declines were seen in individual stocks, with Meituan and Baidu both falling over 3%, and other financial stocks like China Silver Group, China Merchants Securities, China Taiping, and Xinhua Insurance also declining [1] Commodity and Other Stocks - The performance of non-ferrous metal stocks, including copper and aluminum, was generally weak, while gaming stocks continued to decline, with Sands China, Wynn Macau, and others hitting new lows [1] - Consumer stocks, including dairy, beer, and dining sectors, also experienced collective declines, alongside drops in solar, home appliance, automotive, and oil stocks [1] Contrasting Trends - In contrast, military stocks surged due to a significant increase in the U.S. military budget, while semiconductor stocks rose as China reportedly requested tech companies to pause orders for H200 chips [1] - Active trading was noted in coal and paper stocks, indicating some sector resilience [1] New Listings - Three new stocks were listed today, with Tian Shuo Zhi Xin rising by 8.44%, Jingfeng Medical-B increasing by 30.9%, and "China's version of OpenAI" Zhipu gaining 13.17% [1]

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]