I decided to start with this subject and sorta work back. ... I'm kinda surprised that you are the only one to talk about this:
http://www.hollywoodreporter.com/news/universal-studios-build-2-billion-686156 ... but I have never been able to figure out just what gets the fan community all hot and bothered (beyond myself wearing an Ariel two-piece at the Port Orleans pool, of course!)
I am cautious on how much attention I give the subject until the resort venture is officially announced by UNI, although I don't see it going the way of UNI-Dubailand. But everything I have heard suggests this is going to be big.
I don't believe it will have the impact on SDL that you are suggesting, however. China is a vast country with a growing middle class (that even as a relatively small number still equals HUGE numbers of people because of the population). The point being is that HKDL, SDL and UNI-Beijing can all co-exist and do huge numbers IF they provide a quality product that people want to see. For the most part, they will all attract different audiences.
I have pontificated plenty online about my love for HKDL, and I have visited multiple times and have been a local. It bothers me to hear American fanbois (most who would be afraid to cross over into Canada and will never visit China!) rip the place while clinging to their of WDW ... quick aside here, nothing makes me sicker than supposed EPCOT fans buying 'retro' merchandise. It's like 'let's give Disney our money for taking away what we loved and giving us this D23 Horizons Logo tee for $29.99' ... how repulsive, all around. Anyway, about the only person I know here to have visited HKDL is my pal
@WDWFigment so I'll respect his opinions ...
As for SDL and whatever UNI winds up doing, time will tell. But the folks in the Mainland don't view the SDL project as Disney's, so much as one of the government thru Shendi and other parties. It's one reason why Iger has tip-toed around SDL and why not a single photo exists online of him at the construction site.
My biggest concerns for both projects are: 1.) climate; and 2.) smog/pollution. I've lived in Beijing and experienced smog that truly has to be experienced to be believed. ... The CCP has to do something about the environmental damage their industry is doing or it really could be a catastrophe down the line.
But I am feeling that UNI-Moscow is DOA.