Bunny Hills
L1 1.0 security hr8036-118

Supplemental Appropriations Act, 2024

Why China-relevant: $1,900,000,000 ... to respond to the situation in Taiwan ... replacement ... of defense articles from the stocks of the Department of Defense ... provided to Taiwan ... $2,000,000,000 ... for assistance for the Indo-Pacific region ... improvements to the submarine industrial base

Sponsor: Cole, Tom (R-OK) · 2 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 did not advance

Legislative timeline — dated actions so far

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

Resolved. Model had estimated 41% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + 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 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.

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