Bunny Hill
L1 3.0 amendment samdt3380-119

samdt3380-119

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

Why China-relevant: People's Republic of China

Sponsor: McCormick, David

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 Financials negative coarse 359 names

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

Top 10 of 359 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
601939.SS 建设银行 CCB
601398.SS 工商银行 ICBC
0005.HK 汇丰控股 HSBC Holdings
601288.SS 农业银行 AGRICULTURAL BANK OF CHINA
601988.SS 中国银行 Bank of China
601318.SS 中国平安 Ping An Insurance
601628.SS 中国人寿 China Life
600036.SS 招商银行 CMB
1299.HK 友邦保险 AIA Group Limited
601658.SS 邮储银行 PSBC
+349 more