Of course it could be subterfuge, and such an assumption is perfectly understandable after all that's happened. But it could also be true. They don't have personnel in China available 24x7 for them to handle their shipments. I suppose the real fees for them are per batch shipped. So, with their financial capacity seemingly reduced to near zero, they need to ultimately reduce the number of batches in which they get shipped, and they also need to reduce number of undeliverable returns, as any such return will generate more costs.
Still, personally, I haven't seen any official calls to "conf