To improve the bill.
Amendment to: Appropriations Act, 2026
What it does: To improve the bill.
Why China-relevant: none of the amounts made available under this heading may be used to purchase a drone manufactured in the People's Republic of China or by a business affiliated with the People's Republic of China
Timeline
- Filed
- Passed chamber (vote) [house]vehicle
- Passed chamber (vote) [senate]vehicle
Vehicle: Appropriations Act, 2026
- Introduced
- Passed committee
- Passed House
- Passed Senate
- Sent to President next step
- Became law
done next step still ahead
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.
Huawei/ZTE procurement limits are a direct but narrow market-access restriction.
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 600941.SS | 中国移动 | CHINA MOBILE | NS-CMIC |
| 300308.SZ | 中际旭创 | ZHONGJI INNOLIGHT | |
| 300502.SZ | 新易盛 | EOPTOLINK | |
| 601728.SS | 中国电信 | China Telecom | NS-CMIC |
| 601869.SS | 长飞光纤 | YOFC | |
| 000063.SZ | 中兴通讯 | ZTE | |
| 600487.SS | 亨通光电 | HTGD | |
| 002281.SZ | 光迅科技 | ACCELINK | |
| 300442.SZ | 润泽科技 | RANGE TECHNOLOGY | |
| 600522.SS | 中天科技 | ZTT |
PRC drone and telecom exclusions modestly pressure China-linked suppliers.
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 9988.HK | 阿里巴巴-W | Alibaba Group Holding Limited | |
| 9618.HK | 京东集团-SW | JD.com, Inc. | |
| 9961.HK | 携程集团-S | Trip.com Group Limited | |
| 2057.HK | 中通快递-W | ZTO Express (Cayman) Inc. | |
| PDD | 拼多多 | PDD Holdings (ADR) | |
| 9987.HK | 百胜中国 | Yum China Holdings, Inc. | |
| 1179.HK | 华住集团-S | H World Group Limited | |
| 9901.HK | 新东方-S | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. | |
| 2076.HK | BOSS直聘-W | KANZHUN LIMITED | |
| 9896.HK | 名创优品 | MINISO Group Holding Limited |