格隆汇2月26日丨国投中鲁(600962.SH)公布，为提升主业核心竞争力，进一步推进国内产能优化布局， 公司拟通过购买股权并增资的一揽子交易方式，现金出资7,487.4473万元取得洛川领鲜公司70%股权。 国投中鲁的现金出资中，3,111.0300万元用于购买洛川县发展改革科技局持有的洛川领鲜公司股权， 4,376.4173万元用于增资洛川领鲜公司。 原料采购成本对浓缩苹果汁生产成本具有重要影响。陕西省延安市洛川县苹果种植面积全国领先、产量 稳定、品质优良，公司在此进行产能优化布局，有利于降低浓缩苹果汁加工成本、提升产品质量，从而 提升公司浓缩果蔬汁业务的核心竞争力，切实维护公司及全体股东的长期利益。 ...

Core Viewpoint - The primary task for JinkoSolar this year is to accelerate the upgrade and optimization of production capacity to over 650W, which is seen as a critical threshold for high-performance products in the photovoltaic industry [1][2]. Group 1: Industry Trends - The photovoltaic industry is undergoing unprecedented changes and challenges, with intensified competition and efforts to eliminate inefficient production capacity [2]. - Since the second half of last year, various stakeholders have been working to accelerate the clearing of low-efficiency capacity, leading to strict control over new capacity additions [2]. - The transition to high-efficiency production capacity is essential for companies to navigate the current cycle [2]. Group 2: Company Strategy - JinkoSolar aims to complete the upgrade of 40GW-50GW of high-performance product capacity by the end of the year [2]. - The company has established a global presence, with overseas sales expected to account for nearly 70% of its component sales by 2024, indicating significant success in expanding into high-margin markets [2]. - JinkoSolar has set up 10GW of N-type integrated capacity in Vietnam and operates 2GW of capacity in the U.S. at full production [2]. Group 3: Market Opportunities - The company is collaborating with the Public Investment Fund and Saudi Energy Equipment Company on a high-efficiency battery and component project in Saudi Arabia, enhancing its competitiveness in the Middle East market [2]. - The trend of global supply chain fragmentation necessitates smart upgrades in manufacturing and diversified ecological chains, which are crucial for building new competitive advantages [3]. - JinkoSolar is adopting a "local manufacturing, local supply" strategy to leverage product competitiveness in rapidly growing markets like Southeast Asia and the Middle East, where high electricity prices create significant market opportunities [3].