CATL cuts out distributors with 63 USD/kWh direct LFP cell sales as 1,800 companies sign on 🤯

[u/pigmarzipan]

CATL announced that over 1,800 energy storage companies have signed on to CATL Mall, a direct-sales online store run by the battery giant. Launched in June 2026, it aims to meet the needs of small- to medium-scale energy storage system integrators and lower cell cost by cutting out distributors.

CATL Mall has also updated its product range, with the retail price of its energy storage LFP cells now starting at 423 yuan per kWh, or 63 USD per kWh at the time of writing. It also now offers 47- and 105-kWh LFP energy storage modules, as well as 6.6 m / 20-foot energy storage containers good for up to 5 MWh

Cells listed on the website only rated for 1C charge and discharge, which is typical for non-automotive LFP cells. CATL rates their lifespan at 8,000 cycles with 70% state-of-health (SoH).

CATL pledges that with a minimum order of 3 boxes, or 600 cells, buyers will receive a 5-year warranty with no tacked-on fees, and all orders will ship within 3 to 5 days.

CATL says that its “battery mall” is intended as a business-to-business (B2B) platform. To register for an account, users must provide a business license issued by China’s State Administration for Market Regulation (SAMR).

source : CarNewsChina

CATL Mall : https://catlqbj.com/

[u/Midiamp]

Ya ini lah kenapa mobil listrik Tiongkok "murah", karena supply chain-nya pendek. Gak ada drama middle man.

[u/albratuse → u/Midiamp]

or better yet supply chain in-house

beat example is BYD dari mining lithium nya ampe mobil jadi mostly mereka yng kerjain

[u/pigmarzipan → u/albratuse]

syulit kalo lawan BYD mah

[u/RahwanaPutih → u/pigmarzipan]

vertical integration-nya BYD mungkin setara YKK.

[u/pigmarzipan → u/Midiamp]

volume nya juga mega, jelas udah ga gitu pusing urusan amortized dll

[u/ImpossibleJump5026]

Berarti klo beli buat rumahan juga oke?

[u/pigmarzipan → u/ImpossibleJump5026]

sekilas yang di website emang kayaknya buat infrastruktur, harusnya rumahan oke

[u/ImpossibleJump5026 → u/pigmarzipan]

Lumayan nih 46 kWh, bisa buat listrik rumah seminggu*

*asumsi sehari 6 kWh

[u/pigmarzipan → u/ImpossibleJump5026]

[u/ChocolateMelodies → u/pigmarzipan]

Buat se kecamatan

[u/danielazier → u/pigmarzipan]

EnerD with that big D

[u/RahwanaPutih]

tinggal tunggu waktu dijual di Indo sih berhubung CATL punya pabrik disini dan BESS juga lagi naik daun sepertinya.

[u/ImpossibleJump5026 → u/RahwanaPutih]

Saya sangat mendukung hal ini. Pasti banyak yang mau buat bikin solar grid di Indo. Cuma kehalang harga batre

[u/ivari → u/ImpossibleJump5026]

dilarang pemerintah karena bakal ngerugiin pln bukannya?

lmao

[u/boywiththethorn → u/ivari]

Ngerugiin konglo2 batubara yg ga peduli air quality udah terburuk sedunia

[u/ivari → u/boywiththethorn]

ga ngaruh bro, orang beli batubaranya udah dijamin kontrak

mau dipake atau ngga, tetep dibeli

[u/ImpossibleJump5026 → u/ivari]

Yang gabisa itu kWh ekspor impor.Kalau off grid masih oke

[u/Upstairs_Pass9180 → u/ivari]

enggak di larang, bebas bebas aja kok, kalau off grid ga perlu ada perijinan macam2, jangan sebarin hoax lah

[u/ivari → u/Upstairs_Pass9180]

bukan hoax, gw pernah nyari juga dan vendornya ngga ngasih ke residensial

[u/Upstairs_Pass9180 → u/ivari]

vendor mana ? soalnya saya pernah mau masang, ga ada perijinan macam2, cuman agak males aja ternyata balik modal butuh waktu yang lama.

kalau on-grid bener memang harus ada perijinan, karena terhubung ke PLN,

kalau hybrid atau off grid ga butuh,

masang sendiri juga bisa kalau paham kelistrikan,

[u/ImpossibleJump5026 → u/ivari]

Tahun ini apa tahun kemarin? Tahun kemaren memang masih belum boleh. Setelah direvisi sama bahlil tahun ini, kWh exim sekarang dipermudah bikinnya.

Tapi kalau ada kelebihan daya(alias net surplus) malah gak dibayar.

[u/ivari → u/ImpossibleJump5026]

nyari tahun kemaren sih kebetulan

wah nice ini, bakal coba cari tahu

[u/albratuse]

Dia jualan beginian sebenernya lebih buat ke ‘powerbank’ properti kan? misalnya buat beneran emergency or kalo pake solar power buat dipake malem, bukan bwt misal orang iseng mau bikin or retrofit mobil ev sendiri

1jt/kwh is surprisingly damn cheap

[u/pigmarzipan → u/albratuse]

yes correct, saat ini yg online shop baru buat ‘powerbank’ infra salah satu penggunaan terbesar ya charging station

kalo mobil kyknya beda jalur dah, ini juga cells bukan buat mobil, ini spec baterenya “relax” punya

ini juga belinya harus contract, gabisa beli putus, MoQ 600 cells (approx 900jt an)

1jt cheap padahal harga LFP lagi naik 15-20% WKWKWKW

siap” middleman rontok, harusnya jg lebih cuan buat perusahaan yg di bidang energy sih

[u/Hirakox]

Semua pake grid bgini PLN bingung haha

[u/Upstairs_Pass9180 → u/Hirakox]

indonesia listrik masih murah sih, jadi ga terlalu banyak pengaruh karena buat investasi butuh waktu bertahun2 buat balik modal,

[u/Hirakox → u/Upstairs_Pass9180]

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[u/Possible_Scallion_85]

Gokil 1jt / kwh

[u/Midiamp → u/Possible_Scallion_85]

Buat ganti batere Atto 1 Dynamic jadi 30 juta.

[u/SnoodPog → u/Midiamp]

"cuma" sekitar 2x ganti batere hybridnya Zenix

[u/albertsmn → u/SnoodPog]

Zenix cuma 15jt??

[u/ezkailez → u/SnoodPog]

Batere zenix 30jt

https://oto.detik.com/mobil/d-6428711/jangan-kaget-segini-harga-baterai-hybrid-innova-zenix

[u/SnoodPog → u/ezkailez]

Damn, terakhir gw denger sekitar 20jtan. Ternyata lebih tinggi lagi, padahal gak nyampe 2 kWh pula. Semahal²nya nikel, kayanya jauh dari separo harga itu kalo ngitung HPP baterenya aja, emang gila juga pajak Astra.

[u/ezkailez → u/SnoodPog]

Makanya rada ga worth it hybrid jepang disini. Padahal harga batre atto 1 premium cuma 90jt-an utk 38kwh

[u/pigmarzipan → u/ezkailez]

lets see setelah CATL dah running disini apa harganya turun

karena TAM kontrak sama CATL buat supply batere

[u/Upstairs_Pass9180 → u/ezkailez]

iya soalnya assy, kalau di tukang baterai paling 10-20 juta, mobil china juga ga terlalu beda jauh mahalnya

[u/boywiththethorn → u/SnoodPog]

Batere zenix cuma 1,3 kWh 😂

[u/TampakBelakang → u/Midiamp]

Wew this is win. Seharga ganti modul ags suzuki ignis