Summary of rumours and speculation:
- Over on CDF someone is positing 10 093Bs launched to date (also 039C production stopped at 6 boats pending introduction of 041 - 1 launched to date).
- Chinese Wiki PLAN ship list also lists 10 093Bs launched to date.
- We had (from POP3/Patch?) claim that 14FYP included 8 x 093B, 2 x 094B and 1 x 095.
- Subsequently there was a claim a further 8 093B ordered in 2nd batch.
- A poster here claimed to have seen something 096 sized in the Eastern hall in SAR imagery.
Personally I think if an 096 is indeed so far along then there's little merit in building 094Bs.
6-8 09IIIBs is a more reasonable estimate at this stage, which I agree with para80.
The prospect of a 09IVB is similar to the rationale of 09IIIB production alongside 09V production for a period -- risk mitigation while seeking continually enhanced iterative capabilities, while awaiting a more significant capability uplift with the much more sophisticated design (09VI, presumably). A relatively short run of hulls (2-4) could be reasonable while they spin up initial 09VI production.
We did see a "09IVB" model alongside the original 09IIIB model a few years ago (when it had 6 rows rather than 8 rows of VLS), which featured some characteristics of 09IIIB like a more blended sail and also a pumpjet.
Whether this model is representative of something real, and whether they're actually building it and how far along they are whole other matters.
What have US government reports said about Chinese sub production? If they were pumping out nuclear subs they would probably be making a big deal out of it to get more money for sub construction.
Sometimes/often there is a delay between what the US government knows based on their own military/strategic assets versus what they are willing to publicly share.