Bunny Hill
L1 2.0 amendment samdt3094-119

samdt3094-119

Amendment to: FY2026 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: Government of the People's Republic of China

Sponsor: Cruz, Ted

Timeline

  1. Filed
  2. Passed chamber (vote) [senate]vehicle

Vehicle: FY2026 National Defense Authorization Act (NDAA, Senate vehicle)

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

done next step still ahead

Stage: Passed Senate

76% to become law · 98% to clear committee

For context: only ~2% of introduced bills ever become law, so every estimate starts near that baseline — the factors below show what moves this bill above or below the average bill.

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsor chairs a committee the bill was referred to
  • + Unified government (sponsor's party controls House, Senate, and White House)
  • + Sponsor's party controls both chambers
  • − No cosponsors
  • − No companion bill in the other chamber

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk low Hawkishness 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 Real Estate negative modest (2/5) precise 570 names

Targeted CFIUS scrutiny would constrain PRC-linked real estate transactions near sensitive sites.

Top 10 of 570 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
0016.HK 新鸿基地产 Sun Hung Kai Properties Limited
1109.HK 华润置地 China Resources Land
0688.HK 中国海外发展 China Overseas Land & Investment Ltd.
1113.HK 长实集团 CK Asset Holdings Limited
0012.HK 恒基地产 Henderson Land Development Company Limited
2423.HK 贝壳-W KE Holdings Inc.
1972.HK 太古地产 SWIRE PROPERTIES LIMITED
601390.SS 中国中铁 China Railway
0083.HK 信和置业 Sino Land Co. Ltd.
600585.SS 海螺水泥 ACC
+560 more