I can't help thinking about the 2 vs 3 AoA sensor thing. Strikes me that EASA/ChinaAA could well say, if MCAS is required to make the aircraft certifiable, and AoA sensors (evidently) have a high failure rate, then you need 3 of them, otherwise you have a single point of failure. I guess it's POSSIBLE to retrofit a third sensor, but not something you do in a couple of days per aircraft.
I also suspect that EASA could be persuaded to roll over on this one, but what about China? In the middle of a trade dispute and only too happy to rub egg into Trump/USA's face...? I even wonder whether Trump's sudden reversal on Huawei this week might not be connected.