If true, this has ramification. China is shifting to strategic offense starting 2025. Let me explain.Speaking of which, post moved here to avoid derailing the original thread.
According to the latest paid podcast of the Guancha Trios (which, unfortunately, I have no access to - Courtesy of @vincent for the news):
1. China is indeed building two proper aircraft carriers simultaneously right now (not including the currently-under-sea-trials CV-18 Fujian);
2. One carrier is conventionally-powered (presumably CV-19), while the other is nuclear-powered (presumably CVN-20); and
3. The CVN-20 will be much bigger in order to accommodate the operations of future 6th-gen carrier-based fighters (presumably naval variant of J-XDS).
(Phrases of my own are in Italic)
Given the above development, the CV-19 is likely to be built at Jiangnan, whereas CVN-20 is likely to be built at Dalian's Dagushan (not exactly brand-new developments per se).
As for the CVN-20 - Much bigger relative to Fujian or Ford? I don't think we can know for sure, for the time being...
First we see China build a conventional and nuclear. This is unusual pattern breaks the usual "try stuff out slowly and expand production when satisfied". Why not wait for nuclear? China is rushing the carrier program.
Second, China is expanding carrier quantity faster than expected. All my 2031 eatimation nneds to revise upward.
Third, Chinese 005 nuclear is no long just a bigger nuclear 003. It will be integrated with 6th gen. We can expect naval 6th gen ready up by the time 005 is ready. Maybe as short as 4 year.
In summary China is rushing carrier program to exoand quantity, and soon to equip naval 6th gen. Why so hurry? I think it all ties back to the estimated 2030s Taiwan conflict. If China do start 2 ships a batch today, they have time to get another batch done by early 2030s. So a carrier force of 7.
I believe PLA is aiming to have the upper hand in carriers by 2030s. China will no longer prepare to win the fight around home. They are gearing to win it anywhere around the world. You might ask if 7 carriers can really match USN, my answer is it is entirely possible, if China leads carrier fighter by 1 gen. If China deploy 6th gen in 5 carriers, it is entirely possible to keep up with 11 carriers using 5th gen, possibly having some advantage. If it were 7 carriers using 6th gen, then the advantage becomes reliable.
From US's perspective, NGAD is vital. They need it and they need it fast. If they do not finish it fast, they will lose both naval and air dominance. Which in turn cripple their nuclear deterrance because they rely on submarines for it. Which together would force it on diplomatic weakness and give concessions.
Conversely, because US need NGAD so bad, it become prone to mistakes. If US committ to an immature NGAD as quick as it can, it would concede its future potential. China can then arm race a better plane to overmatch that, delay the fight. So as tempting as it is to save face, US must be very careful to not blow its trump card. Or it will be on backfoot rest of the match.