I have to point out the problems here of substantial disruptions to production while factories retool to produce a different model of aircraft, not to mention lowered productivity as factories have to learn how to efficiently build a new design.This occurs on September 24th 1942 when Halder is sacked. With the failure of the last offensive in Africa, the slowdown in Russia at the grain elevator in the Caucasus, the American counteroffensive in Guadalcanal, increased Allied bombing, that the ratio of strengths has changed against them and is unlikely to become favorable (perhaps Hitler believes the intelligence reports in this TL). Hitler decides on a defensive strategy to bleed the Soviets (hoping to have successes like the early 42 Volkhov and Kharkov and to repulse any Allied attempt to invade Europe.
The immediate consequences:
1) Suspension of HE111 production, cancellation of the HE177 program, increased production of fighters. Jet development focused on Bomber destruction.
And surrender access to food and vital raw materials from the Ukraine et al. This would be a crippling blow for Germany.What about completely withdrawing to the old German Soviet border? This would shorten the frontline by half approximately.