Bunny Hill
L1 1.0 security hr5371-119

Continuing Appropriations and Extensions, FY2026

Why China-relevant: [Continuing Appropriations + Ag/Legislative Branch/MilCon-VA + Extensions Act 2026; full enrolled on-disk text scanned, ~10 China/Taiwan/Chinese-military-company/Uyghur references] contains China-related appropriations provisions across its divisions

Sponsor: Cole, Tom (R-OK) · 0 cosponsors

Path to becoming law

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

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
  2. Passed chamber (vote) [senate]
  3. Passed chamber (vote) [house]
  4. Passed chamber (vote) [senate]
  5. Passed chamber (vote) [senate]
  6. Sent to President
  7. Became law
  8. Passed chamber (vote) [house]
Stage: Became law

Resolved. Model had estimated 73% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsor chairs a committee the bill was referred to
  • + Sponsor's party controls both chambers
  • + Unified government (sponsor's party controls House, Senate, and White House)
  • − 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 3

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

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

Top 10 of 77 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
600150.SS 中国船舶 CSSC Holdings
302132.SZ 中航成飞 AVIC CAC 1260H
603268.SS 松发股份 SONGFA
600760.SS 中航沈飞 AVIC SAC 1260HNS-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 1260HNS-CMIC
+67 more
Defense / Taiwan positive coarse 6 names

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

Top 6 of 6 by market cap

Ticker Name (Local) Name (EN) Restriction Lists
2330.TW TSMC
BA Boeing
GD General Dynamics
LMT Lockheed Martin
NOC Northrop Grumman
RTX RTX Corp