Are any of those reports in English? Or are they all Chinese-language?
That's true. If Lexus starts with a single model, you give it to one and anger the other. And setting up both FAW and GAC for Lexus-caliber quality and production processes doubles Toyota's expenses.
The next NX is expected to move to the Camry/Avalon GA-K platform, as its fraternal Toyota twin RAV4 just did for its 5th generation.
Interesting. Here in the U.S., Camry, Avalon and Lexus ES are all built in different sections of the same Georgetown, Kentucky plant. With both FAW and GAC building (TN)GA-K models, a theoretical Chinese ES could go either way (although FAW might have the upper hand since ES is closer to Avalon than to Camry).