Bunny Hills
L1 2.0 amendment samdt3209-118

samdt3209-118

Amendment to: FY2025 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: INTELLIGENCE SHARING WITH LAW ENFORCEMENT AGENCIES ON SYNTHETIC OPIOID PRECURSOR CHEMICALS ORIGINATING IN PEOPLE'S REPUBLIC OF CHINA.

Sponsor: Warner, Mark R.

Timeline

  1. Filed

Vehicle: FY2025 National Defense Authorization Act (NDAA, Senate vehicle)

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

done next step still ahead did not advance

Stage: Died in the 118th Congress

Resolved. Model had estimated 18% 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 medium 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.

China Pharma negative modest (2/5) precise 806 names

PRC biotech and synthetic-opioid precursor intelligence scrutiny may support later enforcement pressure.

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
Rare Earth Materials negative marginal (1/5) precise 178 names

Critical-minerals intelligence sharing can modestly pressure foreign adversary-controlled mineral projects.

Ticker Name (Local) Name (EN) Restriction Lists
601899.SS 紫金矿业 Zijin Mining
603993.SS 洛阳钼业 CMOC
2259.HK 紫金黄金国际 ZIJIN GOLD INTERNATIONAL COMPANY LIMITED
002379.SZ 宏桥控股 Hongqiao Holdings
601600.SS 中国铝业 CHALCO
600111.SS 北方稀土 China Northern Rare Earth
000657.SZ 中钨高新 CHINA TUNGSTEN HIG
001280.SZ 中国铀业 中国铀业
600362.SS 江西铜业 JCCL
600547.SS 山东黄金 sd-gold
+168 more
Semiconductors negative marginal (1/5) precise 186 names

AI security and critical technology provisions add diffuse pressure on China-linked strategic tech assets.

Ticker Name (Local) Name (EN) Restriction Lists
688981.SS 中芯国际 SMIC (STAR) 1260HNS-CMIC
688256.SS 寒武纪 CAMBRICON EntityList
688041.SS 海光信息 HYGON
002371.SZ 北方华创 NAURA EntityList
688347.SS 华虹公司 H-GRACE
688820.SS 盛合晶微 SJ Semi
603986.SS 兆易创新 GigaDevice
688795.SS 摩尔线程-U 摩尔线程-U
688008.SS 澜起科技 Montage Technology
688012.SS 中微公司 AMEC
+176 more