节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
3月23日，华能2026年逆变器框架协议采购招标（标段二）中标结果公示，中标企业包括阳光电源股份有限公司、北京科锐集团股份有限公司、特变电工新疆新能源股份有限公司、株洲中车时代电气股份有限公司。目前，该项目3个标段中标结果已全部确定，中标主体与上述一致。
根据招标公告，本次框架协议预估采购容量达10GW，最终采购量以框架有效期内实际需求为准。项目分3个标段，标段1为3.125MW及以上（直流1500V）集中式逆变器（含直流汇流...标段2为300kW≤功率<400kW的组串式逆变器，采购规模6GW；标段3为功率≥400kW的组串式逆变器，采购规模3GW。
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