节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
12月22日，中国华能集团有限公司2026年光伏组件框架协议采购招标公告发布。因采购方案调整，原“中国华能集团有限公司2025年光伏组件框架协议采购”项目重新招标，框架协议有效期变更为2026年12月31日，项目名称相应调整为“中国华能集团有限公司2026年光伏组件框架协议采购”。
具体标段调整内容显示，取消原标段一低效组件；标段二中效组件（规格短边1134±1mm）预估采购容量由2GW调整为1.8GW；标段三中效组件（规格短边1303±1mm）预估采购容量由1GW调...标段四高效组件预估采购容量由2.5GW上调至3.5GW。调整后各标段容量分配向高效组件倾斜，低效组件被完全剔除，中效组件容量有所压缩。
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