The June 2026 Department of Defense update to the Section 1260H Chinese Military Companies list added dozens of entities including Alibaba, Baidu, and BYD while removing ten others primarily because they no longer operate directly or indirectly in the United States. Listed firms can petition for reconsideration with supporting evidence, and historical removals have hinged on shifts in U.S. market presence, corporate restructuring, or successful legal challenges rather than changes in military-civil fusion ties. Upcoming catalysts include the next annual update expected in early 2027, potential executive or congressional actions tied to U.S.-China diplomacy, and ongoing company filings that could alter designations before the June 2027 resolution date. Trader sentiment reflects uncertainty around enforcement priorities and bilateral negotiations.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$300,466 Vol.

Alibaba
18%

Hesai
18%

Tencent
16%

Baidu
15%

CXMT
15%

BYD
14%

Unitree
14%

CATL
13%

YMTC
12%

DJI
11%
$300,466 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A removal will qualify regardless of whether it is later retracted or withdrawn.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, 7:02 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 Department of Defense update to the Section 1260H Chinese Military Companies list added dozens of entities including Alibaba, Baidu, and BYD while removing ten others primarily because they no longer operate directly or indirectly in the United States. Listed firms can petition for reconsideration with supporting evidence, and historical removals have hinged on shifts in U.S. market presence, corporate restructuring, or successful legal challenges rather than changes in military-civil fusion ties. Upcoming catalysts include the next annual update expected in early 2027, potential executive or congressional actions tied to U.S.-China diplomacy, and ongoing company filings that could alter designations before the June 2027 resolution date. Trader sentiment reflects uncertainty around enforcement priorities and bilateral negotiations.
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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