Bunny Hills
L1 3.0 amendment samdt1371-118

samdt1371-118

Amendment to: National Security Supplemental, 2024 (incl. TikTok divest-or-ban / PAFACA)

Why China-relevant: precursor chemicals sourced from the People's Republic of China

Sponsor: Murray, Patty

Timeline

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

Vehicle: National Security Supplemental, 2024 (incl. TikTok divest-or-ban / PAFACA)

  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 50% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Broad cosponsorship (6 cosponsors)
  • + Sponsored by a member of the majority party
  • − Cosponsors are nearly all one party

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk medium 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.

China Pharma negative moderate (3/5) precise 806 names

Raises sanctions and compliance risk for PRC-linked precursor and synthetic-opioid supply chains.

Ticker Name (Local) Name (EN) Restriction Lists
688235.SS 百济神州 BEONE MEDICINES
600276.SS 恒瑞医药 HENGRUI PHARMA
603259.SS 药明康德 WuXi AppTec
3692.HK 翰森制药 Hansoh Pharmaceutical Group Company Limited
300760.SZ 迈瑞医疗 MR
2269.HK 药明生物 WUXI BIOLOGICS (CAYMAN) INC.
1801.HK 信达生物 Innovent Biologics, Inc.
6618.HK 京东健康 JD Health International Inc.
6990.HK 科伦博泰生物 Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd.
9926.HK 康方生物 Akeso,Inc.
+796 more
China Financials negative moderate (3/5) precise 359 names

Targets fentanyl-linked money laundering and financial facilitation, including PRC-related flows.

Ticker Name (Local) Name (EN) Restriction Lists
601939.SS 建设银行 CCB
601398.SS 工商银行 ICBC
0005.HK 汇丰控股 HSBC Holdings
601288.SS 农业银行 AGRICULTURAL BANK OF CHINA
601988.SS 中国银行 Bank of China
601318.SS 中国平安 Ping An Insurance
601628.SS 中国人寿 China Life
600036.SS 招商银行 CMB
1299.HK 友邦保险 AIA Group Limited
601658.SS 邮储银行 PSBC
+349 more