The June 2026 DoD Section 1260H update expanded the Chinese Military Companies list to 188 entities, adding major firms such as Alibaba, Baidu, BYD, NIO, CATL, YMTC, CXMT, and robotics companies like Unitree and RoboSense while removing only ten others—primarily those no longer operating directly or indirectly in the US. This narrow basis for prior removals, combined with companies' vows to pursue administrative petitions and litigation over military-civil fusion designations, shapes low market-implied odds for delistings by mid-2027. Annual updates through 2030, potential diplomatic developments between Washington and Beijing, and any successful court challenges represent the main swing factors before the resolution deadline.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$301,132 Vol.

Alibaba
18%

Hesai
18%

Tencent
16%

Baidu
15%

CXMT
15%

BYD
14%

Unitree
14%

CATL
13%

YMTC
12%

DJI
11%
$301,132 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A removal will qualify regardless of whether it is later retracted or withdrawn.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).
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 DoD Section 1260H update expanded the Chinese Military Companies list to 188 entities, adding major firms such as Alibaba, Baidu, BYD, NIO, CATL, YMTC, CXMT, and robotics companies like Unitree and RoboSense while removing only ten others—primarily those no longer operating directly or indirectly in the US. This narrow basis for prior removals, combined with companies' vows to pursue administrative petitions and litigation over military-civil fusion designations, shapes low market-implied odds for delistings by mid-2027. Annual updates through 2030, potential diplomatic developments between Washington and Beijing, and any successful court challenges represent the main swing factors before the resolution 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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