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.
I thought that too. However, they need the machine to make batch 2 and 3. The reason they are buying their own equipment is to cut out the middle man. The only way that they were able to (sort of) meet their batch #1 timelines was to circumvent the traditional manufacturing process. They bought their own CNC machine because it would have taken two weeks to go the traditional route of putting their order in a queue. Having their own SMT machine should allow them to cut a bunch of time out of the manufacturing process.
Also, even if they are not making batch #4 gen 1 machines doesn't mean they will not make gen 2 machines...yifu did not commit to making gen 2 machines.