EnjoyTime享刻智能

About

EnjoyTime was founded in Beijing in 2023 by Chen Zhen, a serial entrepreneur born in the 1990s. It is the first Chinese company to scale embodied AI for foodservice into mass production and successfully expand overseas. Its core product, the LAVA robot, specializes in high-temperature deep-frying stations in commercial kitchens; in September 2024 it obtained Beijing's first food business license for an embodied intelligence robot, becoming China's first licensed AI chef. It has run continuously for 190 days and completed over 100,000 fault-free frying cycles, and has passed CE and Korean KC certification with 100+ unit-class deliveries underway in Korea. Backed by four A-share listed shareholders — Ninebot, Joyoung, Zhenbang Intelligent and Meinian Health — it covers 7,000 hotels and nearly 2,000 restaurants in China, with 2025 revenue over RMB 40M. In April 2026 it closed a RMB 150M Series A strategically led by Ninebot and released the world's first whole-scenario embodied intelligence solution for foodservice.

Technical Approach

Scenario-first philosophy: good general-purpose capability must grow out of one or a few specialized scenarios — no chasing humanoid robots, no showing off. Four core technologies: self-developed robotic-arm joint modules (60+ robotic-arm patents), full-environment mobility on the Ninebot platform, a bionic dexterous-hand joint R&D platform co-built with Tsinghua, and a 10B-parameter on-device embodied VLA model (18 TB of scenario data) in a cerebellum-plus-brain architecture — it learns only the kitchen, not Go.

Commercialization（5）

• ◆Three-step go-global strategy: ideas go global first → products → localized sales networks; about 5,000 terminals operating overseas (including the Ninebot system), covering Korea, Japan, Thailand, Singapore and parts of the Middle East, via direct supply plus agents
• ◆Overseas markets: LAVA started 100+ unit-class volume delivery in Korea and has completed nearly 20,000 fried chicken/nugget orders; thousand-unit-class orders signed with overseas chains; overseas revenue about 30% of total, targeting 50%+ within 2-3 years
• ◆Domestic market: covers 7,000 hotel customers plus nearly 2,000 restaurant customers (No. 3 in China hotel delivery robot share, 18%); pilot rollouts with two leading Chinese Western-style fast-food chains starting in H2 2026
• ◆Revenue: over RMB 40M in 2025
• ◆Industrial ecosystem: four A-share listed companies in concert — Ninebot (mobile base + global channels), Joyoung (kitchen appliances), Zhenbang Intelligent (OEM for the first 50 LAVA units) and Meinian Health (medical/health scenarios) — building a scenario + manufacturing + channel closed loop

Position & Strengths（6）

• ◆China's first player to scale embodied AI for foodservice into mass production and overseas expansion: 100+ unit-class LAVA deliveries abroad
• ◆China's first licensed AI chef: compliance lead (food business license, CE, KC certification)
• ◆High reliability: 190 days of fault-free operation and 100,000+ fault-free frying cycles, commercial-grade stability
• ◆Synergy of four A-share listed companies: Ninebot, Joyoung, Zhenbang and Meinian forming a scenario + manufacturing + channel closed loop
• ◆Precise scenario focus: entering from standardized scenarios such as high-temperature frying, then gradually expanding to whole-scenario foodservice
• ◆Differentiated path: no chasing humanoid form factors or technical showing-off, with scenario landing at the core (in contrast to the industry's generality-first route); risks: the foodservice ceiling needs assessment, high overseas operational complexity, and strong dependence on the deep Ninebot relationship