Hi,
interesting but nothing obvious comes directly to my mind.
It is great that you identified that the device driver virtio/rtl8139 makes a 
difference.
Lets start there to think about it.

Traffic for rtl8139 will always go to host-userspace for device emulation and 
flow on from there.
With virtio in comparison I think the default if available will be vhost-net 
which will handle things in the host kernel and should not (tm) but might 
behave differently.

While vhost-net is usually better for efficiency and performance lets check if 
that makes the difference.
Please set back the Ubuntu VM to virtio but then in addition to
   <model type="virtio"/>
also set
   <driver name="qemu"/>

The default is "try vhost but if failing (e.g. module not present) fall
back to qemu"; but setting qemu explicitly there will force it to use
the userspace backend.

Please let me know how virtio behaves in that case.
If we can move this from rtl8139-vs-virtio to virtio with/without vhost that 
already would be a good step to get closer to the root cause.

** Changed in: libvirt (Ubuntu)
       Status: New => Incomplete

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https://bugs.launchpad.net/bugs/1853489

Title:
  Ignoring the default NAT when using the virtio adapter

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