I was trying to figure that out. I am not entirely sure - but I do believe that they must be related. Even if the terms are different in timeframe, they can be canceled anytime. Not sure they just kept the mfg agreement going longer to ensure any "backlog" or inventory build after ATJ agreement expires. Almost like, well, order it up and lets see - this allows Yihao to keep mfg.. just a thought. Timing is interesting for it not to be related..
News 
Market Data 
Discover 
