Bunny Hills
L1 2.5 amendment samdt3937-119

In the nature of a substitute.

Amendment to: Continuing Appropriations and Extensions, FY2026

What it does: In the nature of a substitute.

Why China-relevant: The Chinese Military Company List of the Department of Defense

Sponsor: Collins, Susan M.

Timeline

  1. Filed
  2. Agreed to
  3. Passed chamber (vote) [senate]vehicle
  4. Passed chamber (vote) [house]vehicle
  5. Passed chamber (vote) [senate]vehicle
  6. Passed chamber (vote) [senate]vehicle
  7. Sent to President vehicle
  8. Became law vehicle
  9. Passed chamber (vote) [house]vehicle

Vehicle: Continuing Appropriations and Extensions, FY2026

  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 20% 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 low 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.

5G / Telecom negative marginal (1/5) precise 131 names

Huawei/ZTE/Hikvision/Dahua equipment bans plus multiple China-list procurement bars.

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
+121 more

Named unlisted entities (read-across to listed proxies)

Huawei Technologies Co., Ltd. private 1260HEntityList
688981.SS foundry (chips)000063.SZ domestic telecom peer (ZTE)