FY2025 National Defense Authorization Act (NDAA)
Why China-relevant: [full on-disk NDAA FY2025 scanned via grep] ... Taiwan ... People's Republic of China ... section 1260H ... covered nation [the NDAA FY2025 contains Taiwan security-assistance, section 1260H Chinese Military Companies, and covered-nation procurement provisions]
Path to becoming law
- Introduced
- Passed committee
- Passed House
- Passed Senate
- Sent to President
- Became law
done next step still ahead did not advance
Legislative timeline — dated actions so far
- Filed
- Advanced in committee
- Passed chamber (vote) [house]
Resolved. Model had estimated 99% to become law
- + Is/rides a must-pass vehicle (NDAA or appropriations)
- + Bipartisan support (7/14 cosponsors from across the aisle)
- + Broad cosponsorship (14 cosponsors)
- + Sponsored by a member of the majority party
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.
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 |