J‑Star Holding Co., Ltd. (NASDAQ: YMAT) introduced the LITZMO ER‑01, a carbon‑fiber fat‑tire electric‑assist bicycle that weighs 27 kg. The launch, announced on December 23, 2025, positions the ER‑01 as one of the lightest e‑bikes in its class and is described by the company as a “premium urban mobility solution” that blends the stability of fat tires with the lightweight performance of carbon fiber.
The ER‑01’s introduction is part of J‑Star’s broader strategy to move from a traditional OEM model toward branded, high‑margin composite products. In the first half of 2025, the company reported revenue of $10.6 million, up 30.7% from $8.1 million in the same period a year earlier, driven largely by a 500% surge in its rackets and technical services businesses. However, net profit after tax fell sharply to $5,000 from $479,000 in H1 2024, reflecting higher administrative and R&D costs associated with the IPO, U.S. manufacturing expansion, and the launch of new brands such as LITZMO.
The e‑bike market is expanding rapidly, with sustainability and urbanization fueling demand for lightweight, high‑performance models. Carbon‑fiber frames are a key differentiator, and the ER‑01’s fully carbon‑fiber frame, fork, and handlebar set it apart from competitors that still rely on aluminum or steel components. While the company has not disclosed a retail price, the ER‑01 is expected to compete with premium e‑bike offerings in the $2,500–$3,500 range, targeting urban commuters who value durability and efficiency.
J‑Star’s Nasdaq listing status remains a risk, as the company received a minimum bid‑price deficiency notice on December 12, 2025. The announcement of the ER‑01 launch coincides with the company’s efforts to strengthen its U.S. manufacturing footprint, which management believes will reduce transportation costs and improve inventory management for its growing pickleball and e‑bike lines. CEO Sam Van emphasized that the company’s “early‑stage growth journey” is supported by “innovative carbon‑fiber solutions” that are “embraced by champions for over six decades.”
The ER‑01 launch signals J‑Star’s commitment to capturing a niche segment of urban riders who demand both durability and efficiency. While the company’s profitability remains under pressure, the new product line offers a potential revenue engine that could offset cost challenges if the market responds positively to the premium positioning and the brand’s reputation for high‑quality composite components.
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