The Pentagon’s June 2026 update to the Section 1260H Chinese Military Companies list added roughly 65 entities—including Alibaba, Baidu, BYD, CXMT, YMTC, and WuXi AppTec—while removing only ten that no longer operate directly or indirectly in the United States, bringing the total to 188. This expansion, driven by military-civil fusion scrutiny in AI, semiconductors, EVs, robotics, and biotech, has made removals rarer despite companies’ ability to petition or litigate. Alibaba and CXMT have already filed lawsuits challenging their designations on due-process grounds, echoing Xiaomi’s earlier successful delisting. With direct DoD contracting bans now active and indirect procurement restrictions set to tighten in June 2027, listed firms face strong incentives to pursue administrative reviews or operational changes, yet trader sentiment reflects the high bar for proving eligibility for removal amid ongoing U.S.-China tech competition.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$307,842 Vol.

CATL
28%

Tencent
27%

Alibaba
18%

Hesai
18%

Unitree
17%

Baidu
17%

CXMT
15%

BYD
15%

YMTC
13%

DJI
11%
$307,842 Vol.

CATL
28%

Tencent
27%

Alibaba
18%

Hesai
18%

Unitree
17%

Baidu
17%

CXMT
15%

BYD
15%

YMTC
13%

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A removal will qualify regardless of whether it is later retracted or withdrawn.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 Pentagon’s June 2026 update to the Section 1260H Chinese Military Companies list added roughly 65 entities—including Alibaba, Baidu, BYD, CXMT, YMTC, and WuXi AppTec—while removing only ten that no longer operate directly or indirectly in the United States, bringing the total to 188. This expansion, driven by military-civil fusion scrutiny in AI, semiconductors, EVs, robotics, and biotech, has made removals rarer despite companies’ ability to petition or litigate. Alibaba and CXMT have already filed lawsuits challenging their designations on due-process grounds, echoing Xiaomi’s earlier successful delisting. With direct DoD contracting bans now active and indirect procurement restrictions set to tighten in June 2027, listed firms face strong incentives to pursue administrative reviews or operational changes, yet trader sentiment reflects the high bar for proving eligibility for removal amid ongoing U.S.-China tech competition.
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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