samdt436-118
Amendment to: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)
Why China-relevant: the Secretary of the Treasury shall include on the Non-SDN Chinese Military- Industrial Complex Companies List
Timeline
- Filed
- Passed chamber (vote) [senate]vehicle
Vehicle: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)
- Introduced
- Passed committee
- Passed Senate
- Passed House
- Sent to President
- Became law
done next step still ahead did not advance
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
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.
Mandatory NS-CMIC/SDN listings create direct sanctions and securities-screening risk for Chinese military-industrial entities.
| 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 |
Chinese surveillance/military-civil fusion references reinforce technology-sanctions risk.
| 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 |