The Pentagon's June 2026 update to its Section 1260H list expanded designations to 188 entities, adding prominent tech and AI-related firms such as Alibaba, Baidu, BYD, CATL, and Unitree for alleged contributions to China's military-civil fusion strategy via ties to ministries like MIIT, while removing only 10 others that no longer operate directly or indirectly in the United States. This broadening, following a briefly withdrawn February version, has driven trader sentiment toward low implied probabilities of removal by the June 2027 deadline, as the list now triggers direct DoD contracting bans and indirect supply-chain restrictions. Companies are actively petitioning for delisting and pursuing litigation, but historical precedent shows removals remain rare absent jurisdictional changes or major policy shifts. Key near-term catalysts include the next annual update, ongoing US-China diplomatic engagement, and any successful administrative reviews or court outcomes that could alter the roster.
Eksperimental na AI-generated summary na nire-reference ang Polymarket data. Hindi ito trading advice at wala itong papel sa kung paano nire-resolve ang market na ito. · Na-updateWho will be removed from Chinese Military Companies list by June 30, 2027?
$300,465 Vol.

Alibaba
18%

Hesai
18%

Tencent
16%

Baidu
15%

CXMT
15%

BYD
14%

Unitree
14%

CATL
13%

YMTC
12%

DJI
11%
$300,465 Vol.

Alibaba
18%

Hesai
18%

Tencent
16%

Baidu
15%

CXMT
15%

BYD
14%

Unitree
14%

CATL
13%

YMTC
12%

DJI
11%
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).
Binuksan ang Market: 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 Pentagon's June 2026 update to its Section 1260H list expanded designations to 188 entities, adding prominent tech and AI-related firms such as Alibaba, Baidu, BYD, CATL, and Unitree for alleged contributions to China's military-civil fusion strategy via ties to ministries like MIIT, while removing only 10 others that no longer operate directly or indirectly in the United States. This broadening, following a briefly withdrawn February version, has driven trader sentiment toward low implied probabilities of removal by the June 2027 deadline, as the list now triggers direct DoD contracting bans and indirect supply-chain restrictions. Companies are actively petitioning for delisting and pursuing litigation, but historical precedent shows removals remain rare absent jurisdictional changes or major policy shifts. Key near-term catalysts include the next annual update, ongoing US-China diplomatic engagement, and any successful administrative reviews or court outcomes that could alter the roster.
Eksperimental na AI-generated summary na nire-reference ang Polymarket data. Hindi ito trading advice at wala itong papel sa kung paano nire-resolve ang market na ito. · Na-update



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