In the nature of a substitute.
Amendment to: One Big Beautiful Bill Act (OBBBA), 2025
What it does: In the nature of a substitute.
Why China-relevant: an entity identified as a Chinese military company operating in the United States in accordance with section 1260H
Timeline
- Filed
- Agreed to
- Passed chamber (vote) [house]vehicle
- Passed chamber (vote) [senate]vehicle
- Sent to President vehicle
- Passed chamber (vote) [house]vehicle
- Became law vehicle
Vehicle: One Big Beautiful Bill Act (OBBBA), 2025
- Introduced
- Passed committee
- Passed House
- Passed Senate
- Sent to President
- Became law
done next step still ahead
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
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.
FEOC sourcing exclusions on clean-energy credits redirect supply-chain dollars away from China-linked content.
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 300750.SZ | 宁德时代 | CATL (Contemporary Amperex) | 1260H |
| 002594.SZ | 比亚迪 | BYD | |
| 300274.SZ | 阳光电源 | SUNGROW POWER SUPPLY | |
| 000338.SZ | 潍柴动力 | WEICHAI POWER | |
| 600930.SS | 华电新能 | 华电新能 | |
| 0175.HK | 吉利汽车 | Geely Automobile Holdings Limited | |
| 601985.SS | 中国核电 | CNNP | |
| 9973.HK | 奇瑞汽车 | Chery Automobile Co., Ltd. | |
| 002460.SZ | 赣锋锂业 | Ganfeng Lithium | |
| 001289.SZ | 龙源电力 | CHINA LONGYUAN |