Some quick background; in March, the commander of the PLAN, Shen Jinlong, visited HDZH, leading to immediate rumours of a major contract being signed. Various big shrimps within the industry including fzgfzy and pop3 strongly indicated that something big had happened. Here are pop3's personal guesses on what occurred, detailed in a post from March 27, remember the date because it's important:
In short, he believed with high confidence that the 075 contract was signed. He reached this conclusion based on multiple inferences, starting from
(a) a contract was most likely signed,
(b) the 075's development was faster than 054B's,
(c) therefore the contract was likely for 075. He does put a disclaimer that this is his personal guess, albeit a guess of high confidence, and that the visit
could have just been a routine visit by a newly appointed CO to a premiere naval shipbuilder.
On May 29, two months after he made his guess, pop3 unequivocally stated that he made an error in his March 27 prediction;
He was then asked to confirm whether he now means the 054B contract was signed instead of the 075 contract. Pop3 responded that neither project's contract had been signed.
On another forum post, he stated that delays in shipbuilding projects are routine as the navy refuses to settle on warship designs that don't have everything ironed out. It's just that in the digital age, details about naval procurement that used to be confined to a small group of individuals now spread everywhere due to speed of communication.
An interesting tidbit about the 075 project is that there
was a 48k tonne normal displacement design that got passed over in favour of the current lighter configuration. To anyone who doubted the PLAN's ability to design a large LHD, this piece of info indicates it wasn't lack of ability to design a 40-50k tonne LHD but the lack of such a design's suitability to PLAN doctrine that resulted in the PLAN's opting for a smaller LHD.
In summary, I suppose we'll have to re-evaluate the LHD timeline that was established when the flood of rumours appeared in March.