Bunny Hills
L1 2.0 amendment samdt3189-119

samdt3189-119

Amendment to: FY2026 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: People's Republic of China

Sponsor: Rounds, Mike

Timeline

  1. Filed
  2. Passed chamber (vote) [senate]vehicle

Vehicle: FY2026 National Defense Authorization Act (NDAA, Senate vehicle)

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

done next step still ahead

Stage: Passed Senate

18% to become law · 94% to clear committee

  • + 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 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.

Agriculture negative modest (2/5) precise 106 names

Restrictions would limit PRC-linked agriculture and land 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
China Real Estate negative modest (2/5) precise 570 names

Real-estate restrictions near agricultural and sensitive assets would constrain PRC-linked buyers.

Ticker Name (Local) Name (EN) Restriction Lists
0016.HK 新鸿基地产 Sun Hung Kai Properties Limited
1109.HK 华润置地 China Resources Land
0688.HK 中国海外发展 China Overseas Land & Investment Ltd.
1113.HK 长实集团 CK Asset Holdings Limited
0012.HK 恒基地产 Henderson Land Development Company Limited
2423.HK 贝壳-W KE Holdings Inc.
1972.HK 太古地产 SWIRE PROPERTIES LIMITED
601390.SS 中国中铁 China Railway
0083.HK 信和置业 Sino Land Co. Ltd.
600585.SS 海螺水泥 ACC
+560 more