J-Star’s LITZMO Introduces ER-01: The Brand’s First Carbon Fiber Fat-Tire E‑Assist Bicycle

Rhea-AI Summary

J-Star (Nasdaq: YMAT) on Dec 23, 2025 introduced LITZMO ER-01, a carbon fiber fat-tire electric-assist bicycle targeting urban riders.

The ER-01 is claimed to weigh 27 kg, feature full carbon-fiber construction for frame, fork and handlebar, offer up to 100 km range, a maximum assisted speed of 25 km/h, a removable battery, hub motor, SMART Z App connectivity, anti-theft tracking, and three finishes: Ink Green, Pure Black, and Drift Blue.

Key Figures

1H 2025 revenue $10.6 million Six months ended June 30, 2025; vs $8.1 million in 1H 2024

Revenue growth 30.7% Increase in operating revenue for 1H 2025 vs 1H 2024

Gross margin 26.9% 1H 2025 gross margin vs 30.2% in 1H 2024

Profit after tax $5,000 1H 2025 profit after tax vs $479,269 a year earlier

IPO proceeds $5.0 million IPO completed in July 2025

Cash and equivalents $909,995 Balance as of June 30, 2025

ER-01 weight 27 kg Total weight of the ER-01 e-bike

ER-01 range 100 km Maximum assisted range per charge

Market Reality Check

$0.5963 Last Close

Volume Volume 237,881 is 2.07x the 20-day average of 114,677, showing elevated trading before this news. high

Technical Shares traded below the 200-day MA, at $0.5963 versus a 200-day MA of $1.77, and sat 90.76% under the 52-week high.

Peers on Argus 1 Up

While YMAT was down 7.82%, peers in Specialty Chemicals were mixed: CNEY up 5.67%, while SNES, BON, BSLK, and BGLC declined between roughly 1.7% and 9.3%, pointing to stock-specific pressure rather than a clear sector trend.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 18	Interim earnings update	Neutral	+6.2%	Reported 1H 2025 revenue growth with sharply weaker profitability post-IPO.
Dec 16	Nasdaq deficiency notice	Negative	-9.6%	Nasdaq notified YMAT of sub-$1 bid price and granted 180-day cure period.
Dec 09	Dual-class approval	Neutral	+9.1%	Shareholders approved dual-class structure and higher authorized share capital.
Nov 17	AGM announcement	Neutral	+1.1%	Announced general meeting to vote on share reorganisation and governance changes.
Nov 03	Product approval	Positive	-2.3%	USAPA approved Supernova pickleball paddle for sanctioned play.

Pattern Detected

YMAT often showed aligned reactions to corporate and regulatory updates, with only one recent divergence where product approval news coincided with a price decline.

Recent Company History

Over the last few months, J-Star reported unaudited 1H 2025 results with revenue of $10.6 million and much weaker profitability, soon after completing a $5.0 million IPO. Governance changes included a dual-class share structure and increased authorized capital approved on December 9, 2025. The company also faced a Nasdaq minimum bid-price deficiency notice with a 180-day cure period. Product-wise, it secured USAPA approval for its Supernova pickleball paddle. Today’s LITZMO ER‑01 e-bike launch fits into this pattern of leveraging carbon fiber technology for new products alongside significant corporate structuring.

Market Pulse Summary

This announcement showcases J-Star’s push into urban mobility via LITZMO’s ER‑01, a fully carbon fiber fat-tire e-assist bicycle weighing 27 kg and targeting up to 100 km of assisted range. It follows earlier initiatives such as USAPA-approved pickleball paddles and recent governance changes, including a dual-class share structure. At the same time, interim 1H 2025 results showed much weaker profitability. Investors may monitor future updates on ER‑01 adoption, margins, and progress addressing the Nasdaq bid-price deficiency.

Key Terms

carbon fiber technical

"a leading provider of innovative carbon fiber and composite solutions"

Carbon fiber is a material made from very thin strands of carbon woven together and bonded with resin to create a lightweight, extremely strong composite. Think of it as a high-strength fabric that replaces heavier metals: it improves fuel efficiency, performance and durability in products from vehicles to wind turbines, so its cost, availability and technological advances directly affect manufacturers’ production costs, product competitiveness and profit margins—key factors for investors.

AI-generated analysis. Not financial advice.

TAICHUNG CITY, Taiwan, Dec. 23, 2025 (GLOBE NEWSWIRE) -- J-Star Holding Co., Ltd. (Nasdaq: YMAT) (“J-Star” or the “Company”), a leading provider of innovative carbon fiber and composite solutions serving diverse applications including personal sports equipment, healthcare products, automobile parts, resin systems, and research and development services, today announced that its premium urban mobility brand, LITZMO, has unveiled what is believed to be one of the world’s first carbon fiber fat-tire electric assist bicycles, ER‑01. The ER-01 joins a growing line-up of LITZMO e-bikes, including the EM-05, EM-05 Pro, EM-05 EVO and EV-01.

Designed to redefine urban mobility, ER‑01 combines lightweight carbon fiber construction with intuitive electric assistance, offering a refined riding experience tailored for modern city life. The ER-01 achieves a total weight of just 27 kg, making it one of the lightest complete E-bikes in its class. It is also the only model in the industry to feature a fully carbon-fiber construction across the frame, fork, and handlebar, significantly improving agility and overall riding comfort.

Sam Van, Chief Executive Officer of J-Star, commented, “J-Star continues to leverage our advanced carbon fiber technology to create innovative solutions, and LITZMO’s exciting ER-01 smart, electric bike is the latest example. With light-weight carbon fiber throughout, making the ER-01 remarkably light, riders can easily navigate city streets, enjoying the comfort of fat tires, the mobility of an e-bike, supported by smart features to improve convenience and safety.”

Key features of the ER-01 include:

• Redefining Fat‑Tire Urban Mobility: Fat tires provide unmatched stability, yet traditionally add significant weight. The ER‑01 addresses this challenge by utilizing carbon fiber for the frame, fork, and handlebar, dramatically reducing weight while preserving ride confidence. This allows riders to lift, push, and park the bike with ease—an essential consideration for urban environments.
• Design & Color Expression: ER‑01 features a seamless one‑piece carbon fiber silhouette, emphasizing clean lines and structural purity. The model is offered in three signature finishes: Ink Green, reflecting exploration and street culture; Pure Black, delivering minimalist strength through a matte finish; and Drift Blue, balancing calm and motion.
• Smart Features for Everyday Life: The ER‑01 comes equipped with the SMART Z App, enabling riders to locate their bike at any time, monitor battery status, review riding records, activate anti-theft tracking, and receive motion alerts. It also features a signature welcome light, a lower storage basket, and a rear seat storage bag.
• Performance Highlights: Powered by a dedicated hub motor and a removable battery, the ER‑01 offers up to 100 km of range, a maximum assisted speed of 25 km/h, and a responsive riding experience suited for urban travel. The lightweight carbon structure ensures natural handling and comfort across city streets.

More information can be found on LITZMO’s website, YouTube channel and Instagram.

About J-Star Holding Co., Ltd.

J-Star (NASDAQ: YMAT) is a holding company with operations conducted through subsidiaries in Taiwan, Hong Kong, and Samoa with its headquarters in Taiwan. J-Star’s predecessor group was established in 1970, and has accumulated over 50 years of know-how in material composites industry. J-Star develops and commercializes the technology on carbon reinforcement and resin systems. With decades of experience and knowledge in composites and materials, J-Star is able to apply its expertise and technology to design and manufacture a great variety of lightweight, high-performance carbon composite products, ranging from key structural parts of electric bicycles and sports bicycles, rackets, automobile parts to healthcare products. Visit j-starholding.com and ymacorp.com to learn more.

About LITZMO

LITZMO is a light‑mobility brand focused on redefining urban transportation through design, materials, and technology. By combining carbon fiber engineering with smart connectivity, LITZMO creates mobility solutions that integrate seamlessly into everyday city life. Backed by J-Star’s deep expertise and unmatched technical capabilities, LITZMO is dedicated to advancing the use of carbon fiber to create a new world where premium quality of life and sustainable development coexist.

Forward Looking-Statements

Certain statements contained in this press release about future expectations, plans and prospects, as well as any other statements regarding matters that are not historical facts, may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements relating to the expected trading commencement and closing dates. The words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including: the uncertainties related to market conditions and other factors discussed in the “Risk Factors” section of the final prospectus filed with the SEC. For these reasons, among others, investors are cautioned not to place undue reliance upon any forward-looking statements in this press release. Any forward-looking statements contained in this press release speak only as of the date hereof, and J-Star specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by law.

Contact:
Matt Chesler, CFA
FNK IR
646-809-2183
investor@j-starholding.com

FAQ

What are the key specifications of LITZMO ER-01 from J-Star (YMAT)?

ER-01 weighs 27 kg, offers up to 100 km range, a removable battery, hub motor, and a 25 km/h maximum assisted speed.

How is the ER-01 unique in construction compared with other fat-tire e-bikes?

ER-01 is presented as a fully carbon-fiber build across the frame, fork, and handlebar, claimed to reduce weight while keeping fat-tire stability.

What smart features does the ER-01 include and how do they help riders?

It includes the SMART Z App for bike location, battery monitoring, ride records, anti-theft tracking, and motion alerts, plus a welcome light and storage options.

Which finishes and design cues are available for the LITZMO ER-01?

The ER-01 is offered in three finishes: Ink Green, Pure Black, and Drift Blue, featuring a one-piece carbon silhouette and clean lines.

Where can I find more information or media about the ER-01 from J-Star (YMAT)?

More information and media are available on LITZMO's website, YouTube channel, and Instagram as noted by the company.

Who announced the ER-01 and what did management highlight about the product?

J-Star announced the ER-01 and CEO Sam Van highlighted use of advanced carbon fiber to make a light, agile fat-tire e-bike with smart convenience and safety features.