The June 2026 update to the U.S. Department of Defense Section 1260H list, which expanded designations to 188 entities while removing only 10 mostly CNOOC and COSCO affiliates, remains the dominant factor shaping trader views on potential delistings by mid-2027. Major additions such as Alibaba, Baidu, BYD, WuXi AppTec, CXMT, and YMTC highlight the focus on artificial intelligence, semiconductors, and biotechnology firms with commercial U.S. operations, coinciding with the effective date of procurement restrictions that limit DoD contracts with listed companies. Designated firms can petition for reconsideration or pursue Administrative Procedure Act challenges, creating a pathway for removals if they demonstrate insufficient military ties, though recent court outcomes have upheld several designations involving substantial dual-use technology. Traders are watching for further annual updates, successful appeals by added tech entities, and any policy shifts ahead of the 2027 procurement deadline.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$146,160 Vol.

Alibaba
26%

YMTC
20%

CATL
20%

DJI
19%

CXMT
18%

Hesai
17%

Tencent
17%

Baidu
14%

BYD
14%

Unitree
13%
$146,160 Vol.

Alibaba
26%

YMTC
20%

CATL
20%

DJI
19%

CXMT
18%

Hesai
17%

Tencent
17%

Baidu
14%

BYD
14%

Unitree
13%
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A removal will qualify regardless of whether it is later retracted or withdrawn.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).
Market Opened: 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 June 2026 update to the U.S. Department of Defense Section 1260H list, which expanded designations to 188 entities while removing only 10 mostly CNOOC and COSCO affiliates, remains the dominant factor shaping trader views on potential delistings by mid-2027. Major additions such as Alibaba, Baidu, BYD, WuXi AppTec, CXMT, and YMTC highlight the focus on artificial intelligence, semiconductors, and biotechnology firms with commercial U.S. operations, coinciding with the effective date of procurement restrictions that limit DoD contracts with listed companies. Designated firms can petition for reconsideration or pursue Administrative Procedure Act challenges, creating a pathway for removals if they demonstrate insufficient military ties, though recent court outcomes have upheld several designations involving substantial dual-use technology. Traders are watching for further annual updates, successful appeals by added tech entities, and any policy shifts ahead of the 2027 procurement deadline.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated



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