It makes sense to concentrate the experience at one shipyard, a matter of industrial policy, and it doesn't make sense to produce a carrier once every year and a half, because that demands a huge peak in training effort. On the other hand JN is a new and large shipyard that might well be better suited than the yard that produces 071's. So LHA/D's might be built there. As China doesn't have the inhibitions wrt cats or ski ramps that's handicapping their US counter parts such ships might look like aircraft carriers. Indeed they might be as large as CdG.
So my arguments are practical. I have no alternative source of information.
I see.
Even if we ignore the rumours of the last few years (which are different to what you propose), there's no reason why HD cannot build 40k ton LHA/Ds.
The fact that JN is new and large does not mean there is any reason for them to build LHA/Ds over carriers.
And it actually makes some sense for the PLAN to have two competing shipyards as contractors for carriers, not only for the sake of competitiveness but also to have a greater pool of skilled workers.
I also don't think the PLAN will produce one carrier every year and a half even if both shipyards produce carriers. It will take a shipyard four years or so from being laid down to being launched, so at most, assuming eventual simultaneous production of carriers from both JN and DL it will be more like one carrier every two years. But obviously that won't happen, what's more likely is that each shipyard will have other contracts in between carriers as well.