Bunny Hill
L1 2.0 tech hr8901-119

Securing Innovation and Research from Adversaries Act

Why China-relevant: The Department of Defense Chinese Military Companies List maintained pursuant to section 1260H

Sponsor: Moolenaar, John R. (R-MI) · 0 cosponsors

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: Introduced

0% to become law · 9% 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.

  • + 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 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 Defense & Aerospace negative modest (2/5) precise 77 names

The section 1260H Chinese Military Companies list is expressly incorporated.

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
Semiconductors negative modest (2/5) precise 187 names

PRC semiconductor companies on named security lists are included in the research-collaboration bar.

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

PRC telecom companies designated under section 889 are covered.

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