FY2026 National Defense Authorization Act (NDAA)
Why China-relevant: Sec. 1204. Modification of public reporting of Chinese military companies operating in the United States ... Sec. 1243. ... annual report on military and security developments involving the People's Republic of China ... Sec. 1313. Taiwan Security Cooperation Initiative ... Sec. 1734. Report on arms sales of the People
Path to becoming law
- Introduced
- Passed committee
- Passed House
- Passed Senate next step
- Sent to President
- Became law
done next step still ahead
Legislative timeline — dated actions so far
- Filed
- Advanced in committee
- Passed chamber (vote) [house]
99% to become law · 96% to clear committee
- + 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
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.
Taiwan Security Cooperation Initiative and defense-industrial partnership provisions strengthen Taiwan's defense posture
| 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 |
Defense procurement vehicle engaging 1260H Chinese-military-company restrictions.
| 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 |