Bunny Hill
L1 3.0 amendment samdt3128-119

samdt3128-119

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

Why China-relevant: People's Republic of China

Sponsor: Scott, Rick

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 medium 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 ADRs (Broad) negative coarse 286 names

Sector-level estimate — mapped by policy area, not from this bill's specific text.

Top 10 of 286 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited 1260H
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
EV & Battery mixed coarse 486 names

Sector-level estimate — mapped by policy area, not from this bill's specific text.

Top 10 of 486 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
300750.SZ 宁德时代 CATL (Contemporary Amperex) 1260H
002594.SZ 比亚迪 BYD 1260H
300274.SZ 阳光电源 SUNGROW POWER SUPPLY
000338.SZ 潍柴动力 WEICHAI POWER
600930.SS 华电新能 华电新能
0175.HK 吉利汽车 Geely Automobile Holdings Limited
601985.SS 中国核电 CNNP
9973.HK 奇瑞汽车 Chery Automobile Co., Ltd.
002460.SZ 赣锋锂业 Ganfeng Lithium
001289.SZ 龙源电力 CHINA LONGYUAN
+476 more