Bunny Hills
L1 2.0 amendment samdt1862-118

samdt1862-118

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

Why China-relevant: The People's Republic of China. ``(ii) The Russian Federation. ``(iii) The Islamic Republic of Iran. ``(iv) The Democratic People's Republic of Korea.

Sponsor: Rounds, Mike

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 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.

Agriculture negative modest (2/5) precise 106 names

Restricts PRC-linked agricultural land and agricultural business transactions.

Ticker Name (Local) Name (EN) Restriction Lists
002714.SZ 牧原股份 MUYUAN
300999.SZ 金龙鱼 ARAWANA
300498.SZ 温氏股份 WENS
002311.SZ 海大集团 HAID GROUP
000876.SZ 新 希 望 NEW HOPE
600299.SS 安迪苏 Adisseo
002157.SZ 正邦科技 ZHENGBANG TECH
600737.SS 中粮糖业 COFCO SUGAR
600873.SS 梅花生物 MEIHUA BIO
601118.SS 海南橡胶 HAINAN RUBBER GROUP
+96 more