Bunny Hills
L1 2.5 trade hr8416-118

Drones for First Responders Act

Why China-relevant: Unmanned aircraft that are made in the People's Republic of China dominate the current market in the United States ... Over 90 percent of unmanned aircraft operated by America's first responders are made in the People's Republic of China ... Implementing tariffs on unmanned aircraft from the People's Republic of China

Sponsor: Stefanik, Elise M. (R-NY) · 8 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
Stage: Died in the 118th Congress

Resolved. Model had estimated 1% to become law

  • + Broad cosponsorship (8 cosponsors)
  • + Sponsored by a member of the majority party
  • − 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.

Big Tech & Data Security negative modest (2/5) precise 420 names

Hits the listed Chinese UAS/tech makers (Autel 688208) and the China drone-tech supply chain.

Ticker Name (Local) Name (EN) Restriction Lists
2513.HK 智谱 Knowledge Atlas Technology Joint Stock Company Limited
301666.SZ 大普微-UW 大普微-UW
002415.SZ 海康威视 HIKVISION 1260HEntityListNS-CMIC
0100.HK MINIMAX-W MiniMax Group Inc.
603019.SS XD中科曙 Sugon 1260HNS-CMIC
6082.HK 壁仞科技 Shanghai Biren Technology Co., Ltd.
002230.SZ 科大讯飞 IFLYTEK EntityList
688111.SS 金山办公 kingsoft office
000977.SZ 浪潮信息 LCXX
301638.SZ 南网数字 CSG DGRI
+410 more
China ADRs (Broad) negative modest (2/5) precise 286 names

Phased tariffs on China-origin drones (DJI dominates ~90%+ of US first-responder drones), aiming to displace Chinese drone makers from the US market

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited
9618.HK 京东集团-SW JD.com, Inc.
9961.HK 携程集团-S Trip.com Group Limited
2057.HK 中通快递-W ZTO Express (Cayman) Inc.
PDD 拼多多 PDD Holdings (ADR)
9987.HK 百胜中国 Yum China Holdings, Inc.
1179.HK 华住集团-S H World Group Limited
9901.HK 新东方-S NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
2076.HK BOSS直聘-W KANZHUN LIMITED
9896.HK 名创优品 MINISO Group Holding Limited
+276 more
China Defense & Aerospace negative modest (2/5) precise 77 names

Restricts US use of PRC/covered-nation unmanned aircraft systems -> Chinese drone makers (DJI [private, 1260H], Autel) are 1260H-designated military-linked.

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