Directly from Mr. CEO - "China (or mainland China as the video is subtitled) is going to have 90 million more pax per year within the next 4 years. We're not going to buy any new aircraft to capture that exciting rapidly expanding market, instead we will repaint the aircraft and maybe stick some sharklets on the minibuses to magically get all those pax to fly with us).
I don't know whats going on with the guys on the 5th floor but changing the paint job is not a major announcement. They seemed very excited about it though. Mr CEO said 4 or 5 times that he hoped everybody was happy with the announcement. Buying some new reliable aircraft which don't cause cancelled flights and loss of brand confidence would make people (staff and passengers) happier and be cause for a big announcement.
On another note, both CEO's seemed very nervous of 'KA Secrets' and 'CX Secrets' whatever that may be. It got mentioned several times. Seems the cabin crew scare the management a lot more than the pilots...but we already knew that.