Bunny Hills
L1 2.0 amendment samdt1349-118

To withhold Federal funding from the Department of Transportation for awarding any Federal assistance to entities from certain foreign countries for projects re

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

What it does: To withhold Federal funding from the Department of Transportation for awarding any Federal assistance to entities from certain foreign countries for projects related to unmanned aircraft systems, and for other purposes.

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

Sponsor: Blackburn, Marsha

Timeline

  1. Filed
  2. Agreed to
  3. Passed chamber (vote) [house]vehicle
  4. Passed chamber (vote) [senate]vehicle
  5. Sent to President vehicle
  6. Passed chamber (vote) [senate]vehicle
  7. 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 3

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.

5G / Telecom negative modest (2/5) precise 131 names

Uses procurement-style restrictions against PRC-linked unmanned aircraft systems and related entities; sector mapping is closest to Chinese networked hardware/security technology.

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