Bunny Hill
L2 2.5 trade hr8730-119

Connected Vehicle Security Act of 2026

Why China-relevant: The People's Republic of China has rapidly expanded its automotive manufacturing capacity and is increasingly targeting export markets ... exports nearly 8,000,000 vehicles annually ... Covered country means— (A) the Democratic People's Republic of North Korea; (B) the People's Republic of China; (C) the Russian Federa

Sponsor: Moolenaar, John R. (R-MI) · 4 cosponsors bipartisan

Path to becoming law

  1. Introduced
  2. Passed committee next step
  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
Stage: In committee

3% to become law · 14% 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.

  • + Bipartisan support (2/4 cosponsors from across the aisle)
  • + Sponsor's party controls both chambers
  • + Unified government (sponsor's party controls House, Senate, and White House)
  • − 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.

EV & Battery negative moderate (3/5) precise 486 names

Bans US import/sale of connected vehicles whose manufacturer is >15% owned/controlled (aggregated) by PRC entities -> Chinese automakers + Chinese-owned Western marques.

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
Semiconductors negative modest (2/5) precise 187 names

Connected-vehicle hardware (compute/chips) of covered-country origin or >25% PRC-owned suppliers prohibited.

Top 10 of 187 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
TSM 台积电 Taiwan Semiconductor (ADR)
688981.SS 中芯国际 SMIC (STAR) 1260HNS-CMIC
688256.SS 寒武纪 CAMBRICON EntityList
688041.SS 海光信息 HYGON
002371.SZ 北方华创 NAURA EntityList
688347.SS 华虹公司 H-GRACE
688820.SS 盛合晶微 SJ Semi
603986.SS 兆易创新 GigaDevice
688795.SS 摩尔线程-U 摩尔线程-U
688008.SS 澜起科技 Montage Technology
+177 more
5G / Telecom negative modest (2/5) precise 131 names

Connected-vehicle software/connectivity of covered-country origin or >25% PRC-owned suppliers prohibited.

Top 10 of 131 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
600941.SS 中国移动 CHINA MOBILE 1260HNS-CMIC
300308.SZ 中际旭创 ZHONGJI INNOLIGHT 1260H
300502.SZ 新易盛 EOPTOLINK
601728.SS 中国电信 China Telecom 1260HNS-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