Bunny Hills
L1 1.0 security hr2633-119

U.S.-South Africa Bilateral Relations Review Act of 2025

Why China-relevant: Finding (6): 'South African Government interactions with the PRC Government and ANC interactions with the Chinese Communist Party (CCP)... the widespread presence in South Africa's media and technology sectors of PRC state linked firms... including Huawei Technologies, ZTE and Hikvision...'; '...appeasement to the CCP

Sponsor: Jackson, Ronny (R-TX) · 5 cosponsors

Path to becoming law

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

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
  2. Advanced in committee
Stage: Reported out of committee

1% to become law · 12% to clear committee

  • + Sponsored by a member of the majority party
  • + Broad cosponsorship (5 cosponsors)
  • − Cosponsors are nearly all one party

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.

China Defense & Aerospace negative coarse 77 names

domain 'security' -> china_defense via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
600150.SS 中国船舶 CSSC Holdings
302132.SZ 中航成飞 AVIC CAC
603268.SS 松发股份 SONGFA
600760.SS 中航沈飞 AVIC SAC NS-CMIC
600893.SS 航发动力 AECC AP NS-CMIC
600118.SS 中国卫星 China Spacesat 1260HNS-CMIC
002625.SZ 光启技术 KCT
600482.SS 中国动力 CSICPCL NS-CMIC
600879.SS 航天电子 CATEC NS-CMIC
000768.SZ 中航西飞 AVIC XAC NS-CMIC
+67 more
Defense / Taiwan positive coarse 6 names

domain 'security' -> defense_taiwan via stock_mapping.yaml (coarse fallback)

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

Named unlisted entities (read-across to listed proxies)

Huawei Technologies Co., Ltd. private 1260HEntityList
688981.SS foundry (chips)000063.SZ domestic telecom peer (ZTE)