Bunny Hills
L1 2.0 amendment samdt661-118

samdt661-118

Amendment to: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: Covered country' means any of the following: (A) The People's Republic of China

Sponsor: Rounds, Mike

Timeline

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

Vehicle: FY2024 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.

Agriculture negative modest (2/5) precise 106 names

PRC covered-country land and agribusiness scrutiny modestly constrains China-linked agricultural investments.

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 Financials negative modest (2/5) precise 359 names

Shell-company reporting to CFIUS raises finance/compliance risk.

Ticker Name (Local) Name (EN) Restriction Lists
601939.SS 建设银行 CCB
601398.SS 工商银行 ICBC
0005.HK 汇丰控股 HSBC Holdings
601288.SS 农业银行 AGRICULTURAL BANK OF CHINA
601988.SS 中国银行 Bank of China
601318.SS 中国平安 Ping An Insurance
601628.SS 中国人寿 China Life
600036.SS 招商银行 CMB
1299.HK 友邦保险 AIA Group Limited
601658.SS 邮储银行 PSBC
+349 more