Who will be removed from Chinese Military Companies list by June 30, 2027?
- Will Alibaba be removed from Chinese Military Companies list by June 30, 2027?51¢
- Will DJI be removed from Chinese Military Companies list by June 30, 2027?39¢
- Will YMTC be removed from Chinese Military Companies list by June 30, 2027?33¢
- Will CATL be removed from Chinese Military Companies list by June 30, 2027?52¢
- Will Hesai be removed from Chinese Military Companies list by June 30, 2027?23¢
- Will Baidu be removed from Chinese Military Companies list by June 30, 2027?45¢
- Will Tencent be removed from Chinese Military Companies list by June 30, 2027?41¢
- Will BYD be removed from Chinese Military Companies list by June 30, 2027?39¢
- Will Unitree be removed from Chinese Military Companies list by June 30, 2027?40¢
- Will CXMT be removed from Chinese Military Companies list by June 30, 2027?47¢
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 A removal will qualify regardless of whether it is later retracted or withdrawn.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).
The June 2026 DoD update to the Section 1260H list, expanding it to 188 entities while removing only 10 (primarily specific CNOOC and COSCO affiliates), serves as the main catalyst shaping trader views on potential delistings by the June 30, 2027 resolution date. This followed the January 2025 revision that added dozens across AI, semiconductors, EVs, and biotech while delisting six others, highlighting an administrative petition process and occasional court challenges that enable removals when companies demonstrate insufficient military ties. Heightened U.S.-China tensions, including Beijing’s pushback after major tech additions like Alibaba and Baidu, plus looming DoD procurement bans effective mid-2026 and 2027, create incentives for targeted firms to seek relief through evidence-based appeals or policy shifts.