作为全球最常见的非处方退烧药之一，有关泰诺（Tylenol）的安全争议再度被拉到聚光灯下。 9月22日，美国政府提出，自闭症与孕妇使用对乙酰氨基酚之间存在未经证实的关联。对乙酰氨基酚是泰诺的活性成分。 此举立即引发市场的剧烈震动，泰诺制造商科赴（Kenvue）的股价当天下挫7.47%，收盘跌至历史最低点。 在接受每日经济新闻记者（以下简称"每经记者"）采访时，科赴中国表示，在评估既有的科学证据后，该公司"依然坚信服用对乙酰氨基酚不会导致自闭 症"。 医学界专家也对特朗普政府的这一说法表示了强烈反驳。他们认为，白宫的声明"没有得到全部科学证据的支持"，并警告不治疗发烧本身可能对胎儿造成 危害。 特朗普：孕妇慎用泰诺，背后公司股价跌至历史最低 在9月22日的白宫新闻发布会上，美国总统特朗普警告孕妇避免服用泰诺，称其主要成分对乙酰氨基酚与自闭症存在未经证实的关联。他建议孕妇除非在 医学上绝对必需，否则应限制使用对乙酰氨基酚。 对乙酰氨基酚于20世纪50年代作为阿司匹林的处方替代品引入美国。到20世纪70年代，它已成为非处方药，并成为美国最常用的止痛退烧药之一。 根据2014年发表在《美国家庭医生》杂志上的一项研究， ...

每经记者｜兰素英 王嘉琦 每经编辑｜段炼 高涵 作为全球最常见的非处方退烧药之一，有关泰诺（Tylenol）的安全争议再度被拉到聚光灯下。 9月22日，美国政府提出，自闭症与孕妇使用对乙酰氨基酚之间存在未经证实的关联。对乙酰氨基酚是泰诺的活性成分。 此举立即引发市场的剧烈震动，泰诺制造商科赴（Kenvue）的股价当天下挫7.47%，收盘跌至历史最低点。 在接受每日经济新闻记者（以下简称"每经记者"）采访时，科赴中国表示，在评估既有的科学证据后，该公司"依然坚信服用对乙酰氨基酚不会导致自闭 症"。 医学界专家也对特朗普政府的这一说法表示了强烈反驳。他们认为，白宫的声明"没有得到全部科学证据的支持"，并警告不治疗发烧本身可能对胎儿造成 危害。 泰诺 对乙酰氨基酚于20世纪50年代作为阿司匹林的处方替代品引入美国。到20世纪70年代，它已成为非处方药，并成为美国最常用的止痛退烧药之一。 根据2014年发表在《美国家庭医生》杂志上的一项研究，40%至65%的女性在孕期会服用对乙酰氨基酚。 特朗普表示，自闭症病例的上升是一场"可怕的危机"，他对此"深感忧虑"。 据美国疾病控制与预防中心（CDC），自2000年以来，自闭 ...

Core Insights - Kenvue's CEO Thibaut Mongon is leaving the company as it continues its business restructuring efforts [1] - Kirk Perry has been appointed as the interim CEO following Mongon's departure [1] - Kenvue's stock price rose by 6.5% in pre-market trading after the announcement, although the stock has remained flat for the year [1] Company Developments - Kenvue, which was spun off from Johnson & Johnson, has faced pressure from activist investors to change its corporate structure and operations since its IPO in May 2023 [1] - The company appointed Jeffrey Smith, CEO of activist hedge fund Starboard Value, to its board earlier this year to avoid a proxy battle [1] - TOMS Capital Investment Management has also accumulated shares and urged the company to consider a full sale or asset divestiture [1] Strategic Evaluation - The board, led by Chairman Larry Merlo, is conducting a strategic review and considering various potential options, including simplifying the company's business portfolio and operational model [2] - Kenvue reported a 4% decline in net sales for the second quarter, which was worse than analysts' average expectation of a 1.4% decline [2] - Mongon's departure is not attributed to any specific cause, and he will receive severance compensation [2]

Group 1: Shanghai's Economic Environment - Shanghai has attracted over 70,000 multinational companies, contributing approximately 25% of the city's GDP and about 60% of its total foreign trade [1] - The city provides a vast market space that offers unlimited possibilities for multinational companies to develop and deepen their investment in China [1] Group 2: Kenvue's Development in China - Kenvue, a global consumer health company, has established two R&D centers, four factories, and ten logistics centers in China, employing around 1,600 people [2] - The company has been leveraging Shanghai's strong economic foundation and talent resources to drive high-quality development across its entire value chain [2][4] Group 3: Kenvue's Commitment to Shanghai - Kenvue's operations in China are closely aligned with Shanghai's economic and policy environment, benefiting from the city's market-oriented and international business climate [4] - The latest "Shanghai Business Environment Policy 8.0" has reinforced Kenvue's commitment to deepening its presence in the Chinese market [4] Group 4: Supply Chain and Production - Kenvue's supply chain plays a crucial role in both the Asia-Pacific and global supply chains, enhancing the quality, resilience, and flexibility of its operations [6] - The company plans to expand its over-the-counter drug production line in Shanghai, increasing capacity from 1 billion to 2 billion units annually [7] Group 5: ABB's AI Integration in Manufacturing - ABB is leveraging Shanghai as a hub to promote the integration of artificial intelligence (AI) with Chinese manufacturing, showcasing over 40 AI application solutions [8] - The introduction of AI has significantly improved the efficiency of robotic operations, such as increasing the success rate of screw fastening from 20% to nearly 100% [10][11] Group 6: Future Prospects for ABB - ABB is focusing on developing autonomous, multifunctional robots that can perform tasks similarly to humans, indicating a significant technological advancement [13] - The company has over 250 ongoing AI projects globally, with a strong emphasis on the Chinese market, which represents over 50% of the global robotics market [13]

Core Viewpoint - Kenvue, the company formerly known as Johnson & Johnson's consumer health division, continues to experience a decline in net sales across its three main business segments, indicating that recent restructuring efforts have not yielded significant improvements [1][3]. Financial Performance - In Q1 2025, Kenvue's net sales decreased by 3.9% year-over-year, with organic sales down by 1.2%. The gross margin was reported at 58%, slightly up from 57.6% in the same period last year, while the adjusted gross margin contracted by 20 basis points to 60% [3]. - The sales figures for Kenvue's three main business segments in Q1 2025 are as follows: Skin Health & Beauty at $977 million (down 7.3% year-over-year), Self Care at $1.667 billion (down 1.8%), and Essential Health at $1.097 billion (down 3.9%) [3]. - For the full year 2024, Kenvue reported net sales of $15.455 billion, a slight increase of 0.1% year-over-year, with a net profit of $1.03 billion, down 38% from the previous year [3][4]. Market Challenges - Kenvue's brand competitiveness has diminished since its spin-off from Johnson & Johnson, with significant brands like Listerine facing increased competition from emerging brands in the oral care market [5][6]. - The Skin Health & Beauty segment, which includes well-known brands, has seen the largest sales decline, indicating a struggle to maintain market share against competitors like L'Oréal and Estée Lauder [5][7]. Strategic Initiatives - Kenvue plans to increase advertising spending by 15% in 2024 and implement strategic measures aimed at improving organizational efficiency and positioning for future growth. This includes a 4% reduction in global workforce and an annual cost-saving target of approximately $350 million before tax [8][9]. - The company is investing $11 million to upgrade production facilities in China to enhance its manufacturing capabilities and better meet local consumer demands [8][9]. Leadership Changes - Kenvue has appointed Amit Banati as the Chief Financial Officer, effective May 12, 2025. He brings 30 years of experience in finance and management from globally recognized consumer goods companies [9].