Bunny Hills
L1 2.0 trade hr1504-119

China Trade Relations Act of 2025

Why China-relevant: China Trade Relations Act of 2025 explicitly names China, Chinese, Taiwan, Hong Kong, and Tibet — covering nearly all major China policy domains. Both Tier 1 models classified Tier 1. A comprehensive China trade relations bill addressing US-China trade policy, Taiwan, Hong Kong, and Tibet.

Sponsor: Smith, Christopher H. (R-NJ) · 2 cosponsors

Path to becoming law

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

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
Stage: In committee

1% to become law · 10% to clear committee

  • + Sponsored by a member of the majority party
  • + 2 cosponsors
  • − Cosponsors are nearly all one party

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk high 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.

China ADRs (Broad) negative moderate (3/5) precise 286 names

Comprehensive China trade relations revision with tariff and MFN implications is materially negative for China-linked equities across sectors.

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
Defense / Taiwan positive marginal (1/5) precise 6 names

Taiwan referenced as protected interest in China trade relations framework strengthens US-Taiwan economic ties.

Ticker Name (Local) Name (EN) Restriction Lists
2330.TW None TSMC
BA None Boeing
GD None General Dynamics
LMT None Lockheed Martin
NOC None Northrop Grumman
RTX None RTX Corp