Bunny Hills
L1 2.0 security hr2670-118

FY2024 National Defense Authorization Act (NDAA)

Why China-relevant: FY2024 NDAA enrolled text: 157 occurrences of 'People's Republic of China'/'PRC'/'Chinese Communist Party'/'Taiwan' across extensive operative defense provisions (PRC military-competition assessments, Taiwan security cooperation/deterrence). Confirmed via full-text grep.

Sponsor: Rogers, Mike D. (R-AL) · 1 cosponsors

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

Legislative timeline — dated actions so far

  1. Filed
  2. Advanced in committee
  3. Passed chamber (vote) [house]
  4. Passed chamber (vote) [senate]
  5. Passed chamber (vote) [senate]
  6. Sent to President
  7. Passed chamber (vote) [house]
  8. Became law
Stage: Became law

Resolved. Model had estimated 99% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Bipartisan support (1/1 cosponsors from across the aisle)
  • + Sponsored by a member of the majority party
  • + 1 cosponsor

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.

Defense / Taiwan positive moderate (3/5) precise 6 names

Authorizes Taiwan security cooperation/deterrence and PRC-military-competition measures across the defense budget.

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
China Defense & Aerospace negative modest (2/5) precise 77 names

NDAA carries 1260H Chinese-military-company designations + procurement restrictions -> pressures listed Chinese defense/aerospace names.

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