NO.2 82岁爱马仕继承人被骗150亿美元细节曝光 近日，爱马仕第五代继承人尼古拉·皮埃什被骗150亿美元的惊人案件细节逐渐浮出水面。他公开指控 称，自己曾拥有的大量爱马仕股份已经"蒸发"，而他曾信任了长达25年的财富管理人埃里克·弗雷蒙德 是幕后"玩弄阴谋诡计"的罪魁祸首。 点评：对奢侈品板块，此案暴露了超高端财富管理中的信任风险与监管漏洞，将推动行业头部企业强化 股权锁定与内控机制。对于股市整体而言，这一极端案例为高净值人群资产配置敲响警钟，也让市场更 重视上市公司股权结构透明度与委托理财风险管控。 NO.3 美可卓蓝胖子回应假奶粉事件 近期，部分网上直播间及非正规渠道销售的"蓝胖子"奶粉涉嫌假冒伪劣，"假奶粉奶精加淀粉"相关话题 引发社会关注。12月1日，据报道，美可卓专卖店店铺工作人员对假奶粉报道回应称，Maxigenes美可卓 蓝胖子奶粉是100%澳大利亚原装进口的正规产品。为了确保消费者购买到100%正品，强烈建议通过美 可卓官方授权的渠道购买，并认准美可卓品牌。 ｜2025年12月2日星期二｜ NO.1惠氏营养品和雀巢婴儿营养品在中国市场将迎来合并 12月1日，据报道，根据最新安排，在大中华区 ...

Investment Dynamics - The coffee brand "Bixing Coffee" has completed a Series B financing round of several tens of millions, led exclusively by Suzhou Agricultural Development Industry Science and Technology Innovation Fund. The funds will be used for expanding offline stores and brand promotion [1][3] - The Snow League, a professional winter sports league founded by Shaun White, has raised $15 million in financing, with new investors including 359 Capital, BITKRAFT Ventures, and WISE Ventures. This funding will support the league's first season bonuses and athletes [5] - Zhejiang Ruiwei New Materials Technology Co., Ltd. has completed its third round of equity financing, with investment from the Beautiful Navigation Fund, co-established by L'Oréal and Tiantu Capital. The company focuses on biodegradable materials in the consumer sector [6][7] Brand Dynamics - Prada Group's acquisition of Versace is set to finalize on December 2, with a cash transaction based on a €1.25 billion valuation, which is only 1.33 times Versace's projected $1.03 billion revenue for FY2024, significantly lower than the typical luxury industry valuation of 3 to 5 times [8][10] - The founder of high-end sports fashion brand MooRER has repurchased a 25% stake from Joeone, regaining 100% ownership of the brand, which will now refocus on its high-end niche positioning [12][13] - Katjes Group is in talks to acquire Unilever's snack brand Graze for approximately £35 million, significantly lower than the £150 million Unilever paid in 2019 [14][16] - Nestlé plans to merge its infant nutrition business units in China, which is expected to create new growth opportunities by leveraging the strengths of both brands [18][19] - Beyond Meat has quietly closed its flagship stores on major e-commerce platforms in China, with its factory in Jiaxing ceasing production, primarily due to a small local vegetarian market and high product pricing [22] - Swire Group has laid off about 10% of its Hong Kong headquarters staff, affecting around 40 employees, as part of a restructuring to enhance efficiency [24] - Gao Xin Retail has appointed Li Weiping as the new CEO, marking the third CEO change in two years since the acquisition by Dehong [25][26]

内容概况：近年来，随着健康意识的提升和科学育儿观念的普及，消费者对于婴幼儿营养品的需求发生 了显著变化。现代家庭更加注重产品的安全性、科学性和功能性，愿意为高品质的产品和服务支付更高 的价格。消费者对婴幼儿营养品的需求从简单的营养补充向多元化、高品质转变，对产品的安全性、营 养价值和功能性提出了更高要求。数据显示，中国婴幼儿营养品行业市场规模从2015年的867亿元增长 至2023年的1567.8亿元，年复合增长率为7.69%，2024年中国婴幼儿营养品行业市场规模约为1688.3亿 元。未来，随着消费者需求的多样化和个性化，婴幼儿营养品行业将更加注重产品的科技创新和研发能 力，提升产品的营养价值和安全性。 相关上市企业：中国飞鹤（06186）、贝因美（002570）、伊利股份（600887）、英氏控股 （874431）、H&H国际控股（01112）、宏辉果蔬（603336）、冠农股份（600251）、隆平高科 （000998）、北大荒（600598）、荃银高科（300087）、康欣新材（600076）等。 相关企业：惠氏营养品（中国）有限公司、雀巢（中国）有限公司、达能（中国）食品饮料有限公司、 美赞臣营养 ...