Bunny Hills
L1 2.0 amendment samdt813-118

To amend the Defense Production Act of 1950 to include the Secretary of Agriculture on the Committee on Foreign Investment in the United States and require revi

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

What it does: To amend the Defense Production Act of 1950 to include the Secretary of Agriculture on the Committee on Foreign Investment in the United States and require review of certain agricultural transactions.

Why China-relevant: Covered country means... 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 low 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

Directly increases review/prohibition risk for PRC-linked agricultural transactions.

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 ADRs (Broad) negative marginal (1/5) precise 286 names

Narrow land/agriculture review has limited broad equity impact.

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
+276 more