- Will CXMT be removed from Chinese Military Companies list by June 30, 2027?27¢27 %
- Will Hesai be removed from Chinese Military Companies list by June 30, 2027?19¢19 %
- Will Unitree be removed from Chinese Military Companies list by June 30, 2027?19¢19 %
- Will CATL be removed from Chinese Military Companies list by June 30, 2027?17¢17 %
- Will BYD be removed from Chinese Military Companies list by June 30, 2027?15¢15 %
- Will DJI be removed from Chinese Military Companies list by June 30, 2027?14¢14 %
- Will Tencent be removed from Chinese Military Companies list by June 30, 2027?14¢14 %
- Will Baidu be removed from Chinese Military Companies list by June 30, 2027?14¢14 %
- Will YMTC be removed from Chinese Military Companies list by June 30, 2027?13¢13 %
- Will Alibaba be removed from Chinese Military Companies list by June 30, 2027?13¢13 %
7 %27 %CXMT76,2 t $ vol.
1 %18,5 %Hesai75,8 t $ vol.
1 %18,5 %Unitree20,4 t $ vol.
1 %16,5 %CATL125,8 t $ vol.
15 %BYD98,7 t $ vol.
4 %14 %DJI34,8 t $ vol.
13,5 %Tencent48,2 t $ vol.
1 %13,5 %Baidu99 t $ vol.
13 %YMTC39 t $ vol.
5 %12,5 %Alibaba103,4 t $ vol.
Recent successful legal challenges represent the main catalyst shaping trader views on removals from the U.S. Department of Defense’s Section 1260H Chinese Military Companies list. WuXi AppTec’s November 9, 2026, delisting after a federal court injunction blocking enforcement illustrates how litigation over arbitrary designations can succeed, even for firms added in the June 2026 expansion that grew the list to 188 entities. Major technology, semiconductor, and electric vehicle companies including Alibaba, YMTC, CXMT, CATL, BYD, DJI, and Unitree face similar military-civil fusion scrutiny yet pursue administrative reviews and lawsuits. Historical precedents show removals typically require proof that a firm no longer operates directly or indirectly in the United States, while upcoming court rulings and any policy shifts before the June 2027 deadline could alter outcomes for listed platforms and hardware makers.
Regler
This market will resolve to "Yes" if the specified company is fully removed from the list entitled “Entities Identified as Chinese Military Companies Operating in the United States in Accordance with Section 1260H of the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021” by June 30, 2027, 11:59 PM ET. Otherwise, this market will resolve to "No". A qualifying removal occurs when the specified company named in the list on June 8, 2026 (available here: https://www.war.gov/News/Releases/Release/Article/4511232/dow-releases-list-of-chinese-military-companies-in-accordance-with-section-1260/) no longer appears on an updated official Section 1260H list. A qualifying removal must be reflected in a subsequent list published by the U.S. Department of Defense in the Federal Register or on its official website, in an official DoD announcement or Federal Register notice of delisting. Removal of a subsidiary or affiliate entry while the specified company remains listed will not qualify. Removal of a company will qualify even if formerly affiliated subsidiaries remain listed as separate entries. An entity that ceases to appear solely due to renaming, merger with another listed entity, or transfer of the designation to a successor, parent, or affiliate entity will not be considered removed. A removal will qualify regardless of whether it is later retracted or withdrawn. For the purposes of this market, a company’s status will be entirely determined by its presence on the aforementioned list. If the enforcement of its designation is suspended without being removed from the aforementioned list, that will not qualify as a removal. If no qualifying announcement or list republishing occurs by June 30, 2027, 11:59 PM ET, this market will resolve to “No”. The resolution source for this market will be a consensus of credible reporting and official information from the Department of Defense (https://www.defense.gov) (a.k.a. Department of War, https://www.war.gov).