Update:
It does sound like batches 2+3 will be coming shortly. Their SMT machine was held in customs between japan and china, so that explains why they were delayed there.
I was also there at the conference.
One thing that hasn't been mentioned is that Yifu stated they can produce about 50 Avalons a day once their new line is running and calibrated.
Seems strange that they imported their own SMT machine especially & then announce there will be no batch 4. Or maybe they already have the SMT lined up for sale after batch 3 is finished.