“鸡爪大王”做LP

Core Viewpoint - Youyou Food, known for its spicy chicken feet, has officially entered the venture capital space by investing 20 million yuan in the Wenrun Biological Manufacturing Venture Capital Fund, marking a strategic move to enhance resource allocation and explore new growth avenues [3][6][9]. Investment Announcement - Youyou Food's wholly-owned subsidiary, Youyou Manufacturing, announced its investment of 20 million yuan in the Wenrun Biological Manufacturing Venture Capital Fund, which has a total scale of 482.85 million yuan, with Youyou holding a 4.1421% stake [6]. - The fund includes other notable LPs such as Guangdong Wens Foodstuff Group and Yunnan Plateau Characteristic Agriculture Equity Investment Fund, creating a resource network across the agricultural and livestock industry [7]. Financial Performance - Youyou Food's half-year performance forecast indicated revenue between 746 million to 798 million yuan, a year-on-year increase of 40.91% to 50.77%, and a net profit attributable to shareholders of 105 million to 112 million yuan, reflecting a growth of 37.91% to 47.57% [6]. - According to Southwest Securities, Youyou's Q2 2025 revenue is expected to be between 363 million to 415 million yuan, with a year-on-year growth of 42.7% to 63.3% [8]. Industry Trends - The venture capital landscape is witnessing a shift, with consumer companies like Youyou Food becoming key players in the investment space, driven by stable cash flows and a desire for financial returns [11][12]. - The activity of industrial LPs has increased, with a 14% rise in contributions from non-listed companies, indicating a growing trend of consumer brands entering the private equity sector [11][12]. Market Environment - The venture capital market is showing signs of recovery, with a reported 8.15% increase in institutional LP contributions in June, alongside a year-on-year growth of 41.12% [15][16]. - The combination of favorable policies and technological changes is driving renewed enthusiasm in the primary market, attracting more LPs to participate [15][16].