The Pentagon’s June 2026 update to its Section 1260H Chinese Military Companies list added 65 entities—including Alibaba, Baidu, BYD, and several AI, EV, and robotics firms—while removing 10 others primarily because they no longer operate directly or indirectly in the United States. Listed companies can petition for removal, and several, such as CXMT, have filed lawsuits challenging designations on due-process grounds, mirroring prior successful challenges by firms like Xiaomi and Hesai. Annual list revisions through 2030, combined with evolving U.S.-China diplomatic signals and procurement restriction timelines, remain the main variables that could drive additional delistings ahead of the June 2027 cutoff.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$387,758 Vol.

Tencent
30%

CATL
30%

Baidu
28%

Alibaba
25%

BYD
23%

Hesai
18%

Unitree
17%

CXMT
15%

DJI
14%

YMTC
13%
$387,758 Vol.

Tencent
30%

CATL
30%

Baidu
28%

Alibaba
25%

BYD
23%

Hesai
18%

Unitree
17%

CXMT
15%

DJI
14%

YMTC
13%
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A removal will qualify regardless of whether it is later retracted or withdrawn.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 Pentagon’s June 2026 update to its Section 1260H Chinese Military Companies list added 65 entities—including Alibaba, Baidu, BYD, and several AI, EV, and robotics firms—while removing 10 others primarily because they no longer operate directly or indirectly in the United States. Listed companies can petition for removal, and several, such as CXMT, have filed lawsuits challenging designations on due-process grounds, mirroring prior successful challenges by firms like Xiaomi and Hesai. Annual list revisions through 2030, combined with evolving U.S.-China diplomatic signals and procurement restriction timelines, remain the main variables that could drive additional delistings ahead of the June 2027 cutoff.
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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