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Third, it leverages dual brands and format synergies. “Yuanji Yunjiao + Yuanji Weixiang” integrates dining and retail, with store formats including “raw-and-cooked integrated” outlets to meet diverse needs such as dine-in, delivery, and take-away of uncooked products. In the first three quarters of 2025, delivery GMV reached RMB 2.136 billion, with its share rising to 44.6%, indicating continued optimization of the business mix. In addition, capital backing fueled expansion: from 2023 to 2025, the company completed multiple financing rounds, reaching a post-money valuation of RMB 3.5 billion, and brought in strategic investors such as Yihai Kerry to create synergies across the supply chain and channel resources.
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当时，三星、SK海力士、美光三大存储巨头经历了有史以来最严重的需求下滑，被迫实施严格的减产和资本支出控制。这一轮产能收缩，为后来的涨价埋下了伏笔。