In that case I think it is important to contextualize that the overall discussion was specifically about longer term procurement of aircraft and CAC's ability to sustain high rates of production to meet PLA 5th gen demands while preserving their own organizational health and other project commitments.
I don't think anyone would challenge the idea that CAC could have a year or two where they build significantly more than 100 J-20 airframes in a year. 140 sure, or even 150.
But what matters isn't one off production peaks, but sustained production rate averages over a decade or so.
Right, I think PLA's long term procurement from CAC in general and J-20 program is also dependent on what else it wants to buy from there. If there is a lot of demand for CCA from CAC, then J-20 production probably can't sustain more than current level. But I don't think there is proof that raising overall production to say 150 a year would be harmful for CAC's long term health.
Remember 3 years ago, you thought CAC would basically average around 50 J-20s a year and I thought they would get to 70. It turned out both of us were really underestimating things.
At the end of the day, PLA has a fixed budget. It's also incentivized to make sure SAC is doing well and productive long term. So, SAC's J-35 production is also likely dependent on whether its CCA program gets more orders and also how many export orders it gets.