For an LHCS or LH-EMU solution, you need suitable locomotives. And as I understand it, there aren't any available, and it isn't possible to build more 68s. Realistically, then, that means a DMU off the wires, preferably one that can have the diesel powerpacks removed and replaced with batteries or fuel cells and an electric motor. Hitachi can do that, I believe Stadler can do that, not sure about CAF but I'd be surprised if they can't.
If we think that there will be appreciable electrification early in the lifetime of the fleet, bi-modes are justified. Risk is mitigated by using something that already exists - so either AT300s or FLIRTs.
My bet would be something from the AT300 stable, based on fairly wide takeup of the design and Scotrail already operating AT200s. Stadler would be my runner-up, with Bombardier and CAF as possible wild cards.