Bunny Hills
L1 2.0 amendment samdt1155-118

samdt1155-118

Amendment to: Consolidated Appropriations Act, 2024 (MilCon-VA minibus)

Why China-relevant: unmanned aircraft systems with the People's Republic of China

Sponsor: Blackburn, Marsha

Timeline

  1. Filed
  2. Passed chamber (vote) [house]vehicle
  3. Passed chamber (vote) [senate]vehicle
  4. Sent to President vehicle
  5. Passed chamber (vote) [senate]vehicle
  6. Became law vehicle

Vehicle: Consolidated Appropriations Act, 2024 (MilCon-VA minibus)

  1. Introduced
  2. Passed committee
  3. Passed House
  4. Passed Senate
  5. Sent to President
  6. Became law

done next step still ahead

Stage: Became law

Resolved. Model had estimated 17% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsored by a member of the majority party
  • − No cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk low Hawkishness 1–5 4

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

Semiconductors negative coarse 186 names

domain 'tech' -> semiconductors via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
688981.SS 中芯国际 SMIC (STAR) 1260HNS-CMIC
688256.SS 寒武纪 CAMBRICON EntityList
688041.SS 海光信息 HYGON
002371.SZ 北方华创 NAURA EntityList
688347.SS 华虹公司 H-GRACE
688820.SS 盛合晶微 SJ Semi
603986.SS 兆易创新 GigaDevice
688795.SS 摩尔线程-U 摩尔线程-U
688008.SS 澜起科技 Montage Technology
688012.SS 中微公司 AMEC
+176 more
5G / Telecom negative coarse 131 names

domain 'tech' -> telecom_5g via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
600941.SS 中国移动 CHINA MOBILE NS-CMIC
300308.SZ 中际旭创 ZHONGJI INNOLIGHT
300502.SZ 新易盛 EOPTOLINK
601728.SS 中国电信 China Telecom NS-CMIC
601869.SS 长飞光纤 YOFC
000063.SZ 中兴通讯 ZTE
600487.SS 亨通光电 HTGD
002281.SZ 光迅科技 ACCELINK
300442.SZ 润泽科技 RANGE TECHNOLOGY
600522.SS 中天科技 ZTT
+121 more
Big Tech & Data Security negative coarse 420 names

domain 'tech' -> big_tech_data_security via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
2513.HK 智谱 Knowledge Atlas Technology Joint Stock Company Limited
301666.SZ 大普微-UW 大普微-UW
002415.SZ 海康威视 HIKVISION 1260HEntityListNS-CMIC
0100.HK MINIMAX-W MiniMax Group Inc.
603019.SS XD中科曙 Sugon 1260HNS-CMIC
6082.HK 壁仞科技 Shanghai Biren Technology Co., Ltd.
002230.SZ 科大讯飞 IFLYTEK EntityList
688111.SS 金山办公 kingsoft office
000977.SZ 浪潮信息 LCXX
301638.SZ 南网数字 CSG DGRI
+410 more