金吾财讯 | 据《金融时报》引述知情人士消息报道，全球消费品巨头联合利华(UL)目前正在评估竞购美国知名大健康及保健品制造商 Thorne 的可行性。据悉，此次潜在交易对 Thorne 的估值最高可达40亿美元。市场普遍认为，对于联合利华而言，此举正值其全面重塑品牌组合、加速向高增长领域转型的关键时期：此项潜在交易延续了联合利华近期在大健康领域的激进扩张战略。此前在 2026 年 4 月，该公司刚刚完成了对补充剂品牌 Grüns 的收购。目前，联合利华、Thorne 及 L Catterton 均未对此项竞购传闻进行正面回应。分析人士指出，尽管最终交易能否达成仍存在不确定性，但该消息已显著引发了华尔街对消费品及医疗保健板块并购复苏的乐观预期。面对传统快消品业务增速放缓的压力，通过高溢价收购切入高毛利的专业膳食营养与抗衰老科技领域，已成为跨国巨头寻找“第二增长曲线”的行业共识。截至本文发稿，联合利华美股盘前股价小幅走高，涨0.61%，最新报60.91美元，最新市值约为1312亿美元。
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