Bunny Hills
L1 0.5 security s4678-118

Appropriations Act, 2025

Why China-relevant: Legislative Branch Appropriations Act FY2025 (rs). Multiple operative appropriations provisions: (1) none of the funds...may be used to purchase a drone manufactured in the People's Republic of China or by a business affiliated with PRC; (2) Sec. 208: none of the funds may be used to acquire telecommunications equipmen

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 0% to become law

  • + Sponsored by a member of the majority party
  • − No cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk high 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.

5G / Telecom negative strong (4/5) precise 131 names

Direct prohibition on Huawei and ZTE telecom equipment acquisition for Legislative Branch; reinforces and extends existing Huawei/ZTE bans

Ticker Name (Local) Name (EN) Restriction Lists
600941.SS 中国移动 CHINA MOBILE NS-CMIC
300308.SZ 中际旭创 ZHONGJI INNOLIGHT
300502.SZ 新易盛 EOPTOLINK
601728.SS 中国电信 China Telecom NS-CMIC
601869.SS 长飞光纤 YOFC
000063.SZ 中兴通讯 ZTE
600487.SS 亨通光电 HTGD
002281.SZ 光迅科技 ACCELINK
300442.SZ 润泽科技 RANGE TECHNOLOGY
600522.SS 中天科技 ZTT
+121 more
China ADRs (Broad) negative moderate (3/5) precise 286 names

Prohibition on PRC-manufactured drones from Legislative Branch procurement; negative impact on DJI and other Chinese drone makers

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

Named unlisted entities (read-across to listed proxies)

Huawei Technologies Co., Ltd. private 1260HEntityList
688981.SS foundry (chips)000063.SZ domestic telecom peer (ZTE)