Bunny Hills
L2 0.5 security s4638-118

FY2025 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: Sec. 629. Prohibition on sale of garlic from the People's Republic of China at commissary stores ... Sec. 853. Employment transparency regarding individuals who perform work in the People's Republic of China ... Sec. 1246. Establishment of partnership program between the United States and Taiwan for military trauma car

Sponsor: Reed, Jack (D-RI) · 0 cosponsors

Path to becoming law

  1. Introduced
  2. Passed committee
  3. Passed Senate
  4. Passed House
  5. Sent to President
  6. Became law

done next step still ahead did not advance

Legislative timeline — dated actions so far

  1. Filed
  2. Advanced in committee [senate]
Stage: Died in the 118th Congress

Resolved. Model had estimated 18% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsored by a member of the majority party
  • − No cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk low 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