多家电池龙头企业加速竞逐全固态电池赛道。 近日，亿纬锂能、国轩高科等相继宣布全固态电池产线下线/贯通，标志着固态电池技术从实验室正式走向规模化生产。 此次下线的"龙泉二号"为10Ah全固态电池，能量密度高达300Wh/kg、体积能量密度为700Wh/L，主要面向人形机器人、低空飞行器以及AI等高端装备应 用领域。 亿纬锂能董事长刘金成博士表示，为实现2025年固态电池达成能量密度400Wh/kg、1000Wh/L的关键指标，公司将在资金、设备和研发资源上全力投入， 加速推进全固态电池的产业化进程。 ▋ 国轩高科 ： 首条全固态电池中试线贯通 9月2日，国轩高科在投资者电话交流会表示，公司首条全固态中试线已正式贯通，金石全固态电池目前处于中试量产阶段，良品率已达90%。目前，公司已 正式启动第一代全固态电池2GWh量产线的设计工作。 据了解，国轩高科 推出了金石全固态电池和G垣准固态电池，2025年8月就建成0.2GWh全固态电池中试线，样品能量密度达350Wh/kg，已经启动装车路 测，商业化进度领先。 储能领域，国轩高科携手巴斯夫构建合作体系， ToC端的便携式移动储能设备在海外也很受欢迎，多业务协同发力。 ...

Core Insights - The article highlights significant investments in energy storage projects in Guizhou and Gansu provinces, indicating a growing focus on energy storage infrastructure in China [1][5]. Guizhou Province - Guizhou has announced 16 energy storage projects with a total investment of approximately 9.93523 billion yuan [2]. - The projects include five capacity-related initiatives, such as a 20GWh sodium battery production line and a vanadium flow battery production base [2][3]. - The application projects total 1.75GW/3.5GWh, with most being new constructions, except for one ongoing project [3]. Specific Projects in Guizhou - The largest investment is in the Guizhou Tongren Wanshan Wind Power Intelligent Manufacturing Base, with a total investment of 2.5 billion yuan [4]. - Other notable projects include a 100MW/200MWh energy storage project in Xifeng County and a 400MW/800MWh project in Tongren City [4]. Gansu Province - Gansu has listed energy storage projects totaling 3.7GW/12.2GWh, including five large-scale electrochemical storage projects and one compressed air storage project [5]. - The Gansu projects reflect a broader trend in the region towards enhancing energy storage capabilities to support renewable energy integration [5].