The DoD’s Section 1260H list, last expanded on June 8, 2026, to 188 entities through 65 additions (including Alibaba, Baidu, BYD, and several AI/robotics firms) and 10 removals tied to lack of direct or indirect U.S. operations, sets the baseline for future changes. Removals occur via annual reviews or the formal reconsideration process when companies submit evidence they no longer meet statutory criteria under the NDAA. Trader focus centers on major tech and semiconductor players’ ability to demonstrate severed U.S. ties or successful appeals ahead of the June 2027 cutoff, alongside any shifts in U.S.-China policy, procurement bans effective mid-2026/2027, or new NDAA provisions that could accelerate delistings.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado$13,170 Vol.

CATL
50%

Alibaba
47%

Unitree
47%

DJI
43%

Baidu
43%

BYD
42%

Hesai
26%

YMTC
40%

Tencent
46%

CXMT
42%
$13,170 Vol.

CATL
50%

Alibaba
47%

Unitree
47%

DJI
43%

Baidu
43%

BYD
42%

Hesai
26%

YMTC
40%

Tencent
46%

CXMT
42%
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A removal will qualify regardless of whether it is later retracted or withdrawn.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).
Mercado abierto: Jul 13, 2026, 7:01 PM ET
Resolver
0x65070BE91...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).
Resolver
0x65070BE91...The DoD’s Section 1260H list, last expanded on June 8, 2026, to 188 entities through 65 additions (including Alibaba, Baidu, BYD, and several AI/robotics firms) and 10 removals tied to lack of direct or indirect U.S. operations, sets the baseline for future changes. Removals occur via annual reviews or the formal reconsideration process when companies submit evidence they no longer meet statutory criteria under the NDAA. Trader focus centers on major tech and semiconductor players’ ability to demonstrate severed U.S. ties or successful appeals ahead of the June 2027 cutoff, alongside any shifts in U.S.-China policy, procurement bans effective mid-2026/2027, or new NDAA provisions that could accelerate delistings.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado



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