Bunny Hills
L1 2.0 tech hr1189-118

Undersea Cable Control Act

Why China-relevant: Def: 'foreign adversary... (A) has the meaning given... in 47 U.S.C. 1607(c); and (B) includes the People's Republic of China.' Sec.2: strategy 'to eliminate the availability to foreign adversaries of goods and technologies capable of supporting undersea cables.'

Sponsor: Mast, Brian J. (R-FL) · 3 cosponsors bipartisan

Path to becoming law

  1. Introduced
  2. Passed committee
  3. Passed House
  4. Passed Senate
  5. Sent to President
  6. Became law

done next step still ahead did not advance

Legislative timeline — dated actions so far

  1. Filed
  2. Advanced in committee
  3. Passed chamber (vote) [house]
Stage: Died in the 118th Congress

Resolved. Model had estimated 3% to become law

  • + Bipartisan support (2/3 cosponsors from across the aisle)
  • + Sponsored by a member of the majority party
  • + 3 cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk medium 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 modest (2/5) precise 131 names

Export controls on undersea-cable telecom infrastructure goods/tech aimed at the PRC restrict Chinese access to cable supply chains.

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