Recent DoD updates to the Section 1260H list of Chinese military companies underscore removals tied to verified lack of direct or indirect U.S. operations, as seen in the June 8, 2026 revision that added 65 entities—including Alibaba, Baidu, BYD, and WuXi AppTec in AI, EVs, and biotech—while dropping 10 others like certain CNOOC and COSCO affiliates. Trader sentiment reflects ongoing legal challenges, such as the August 2026 preliminary injunction shielding WuXi AppTec, and companies' ability to petition for reconsideration based on operational changes or evidence rebutting military-civil fusion ties. Broader factors include annual list refreshes ahead of the June 30, 2027 cutoff, evolving U.S. procurement bans effective mid-2026, and competitive pressures in semiconductors and large language models where designations can disrupt supply chains or U.S. market access. Key catalysts ahead include further court rulings and the next formal update cycle.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$187,346 Vol.

Alibaba
23%

YMTC
18%

CATL
18%

DJI
17%

Baidu
16%

Tencent
16%

Hesai
15%

BYD
14%

Unitree
14%

CXMT
14%
$187,346 Vol.

Alibaba
23%

YMTC
18%

CATL
18%

DJI
17%

Baidu
16%

Tencent
16%

Hesai
15%

BYD
14%

Unitree
14%

CXMT
14%
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A removal will qualify regardless of whether it is later retracted or withdrawn.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...Recent DoD updates to the Section 1260H list of Chinese military companies underscore removals tied to verified lack of direct or indirect U.S. operations, as seen in the June 8, 2026 revision that added 65 entities—including Alibaba, Baidu, BYD, and WuXi AppTec in AI, EVs, and biotech—while dropping 10 others like certain CNOOC and COSCO affiliates. Trader sentiment reflects ongoing legal challenges, such as the August 2026 preliminary injunction shielding WuXi AppTec, and companies' ability to petition for reconsideration based on operational changes or evidence rebutting military-civil fusion ties. Broader factors include annual list refreshes ahead of the June 30, 2027 cutoff, evolving U.S. procurement bans effective mid-2026, and competitive pressures in semiconductors and large language models where designations can disrupt supply chains or U.S. market access. Key catalysts ahead include further court rulings and the next formal update cycle.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated



Beware of external links.
Beware of external links.
Frequently Asked Questions