Recent DoD updates to the Section 1260H Chinese Military Companies list, including the June 2026 revision that added dozens of entities in artificial intelligence, semiconductors, and biotechnology while removing ten others tied to groups like CNOOC and COSCO, highlight the primary driver of trader sentiment. Annual designations reflect evolving assessments of commercial-military linkages, with companies gaining appeal mechanisms under revised NDAA rules that also impose DoD contracting bans effective mid-2026 and 2027. Traders watch for successful appeals, supply-chain shifts, or policy recalibrations that could expand removals before the June 2027 deadline amid competitive pressures on listed firms like those in AI and advanced manufacturing.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour$13,127 Vol.

CATL
51%

Unitree
49%

Alibaba
47%

Baidu
47%

BYD
42%

DJI
41%

Hesai
37%

YMTC
47%

Tencent
48%

CXMT
52%
$13,127 Vol.

CATL
51%

Unitree
49%

Alibaba
47%

Baidu
47%

BYD
42%

DJI
41%

Hesai
37%

YMTC
47%

Tencent
48%

CXMT
52%
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A removal will qualify regardless of whether it is later retracted or withdrawn.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).
Marché ouvert : 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...Recent DoD updates to the Section 1260H Chinese Military Companies list, including the June 2026 revision that added dozens of entities in artificial intelligence, semiconductors, and biotechnology while removing ten others tied to groups like CNOOC and COSCO, highlight the primary driver of trader sentiment. Annual designations reflect evolving assessments of commercial-military linkages, with companies gaining appeal mechanisms under revised NDAA rules that also impose DoD contracting bans effective mid-2026 and 2027. Traders watch for successful appeals, supply-chain shifts, or policy recalibrations that could expand removals before the June 2027 deadline amid competitive pressures on listed firms like those in AI and advanced manufacturing.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour



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