The June 2026 Pentagon update to the 1260H Chinese Military Companies list—adding over 60 entities including Alibaba, Baidu, BYD, and NIO while removing 10 others primarily for lacking U.S. operations—sets the baseline for trader views on potential delistings by mid-2027. Listed firms can petition for removal through annual DoD reviews or federal lawsuits, as seen in prior successful challenges by companies like Xiaomi and certain chipmakers. Key swing factors include evolving U.S.-China diplomacy under the current administration, upcoming supply-chain restrictions effective in 2027, and any new enforcement actions tied to military-civil fusion concerns. Recent company statements emphasize legal action to contest designations, while congressional pressure favors maintaining or expanding the list.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$175,279 Vol.

Alibaba
22%

CATL
19%

YMTC
18%

DJI
17%

Baidu
16%

Tencent
16%

Hesai
15%

CXMT
15%

BYD
14%

Unitree
14%
$175,279 Vol.

Alibaba
22%

CATL
19%

YMTC
18%

DJI
17%

Baidu
16%

Tencent
16%

Hesai
15%

CXMT
15%

BYD
14%

Unitree
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A removal will qualify regardless of whether it is later retracted or withdrawn.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...The June 2026 Pentagon update to the 1260H Chinese Military Companies list—adding over 60 entities including Alibaba, Baidu, BYD, and NIO while removing 10 others primarily for lacking U.S. operations—sets the baseline for trader views on potential delistings by mid-2027. Listed firms can petition for removal through annual DoD reviews or federal lawsuits, as seen in prior successful challenges by companies like Xiaomi and certain chipmakers. Key swing factors include evolving U.S.-China diplomacy under the current administration, upcoming supply-chain restrictions effective in 2027, and any new enforcement actions tied to military-civil fusion concerns. Recent company statements emphasize legal action to contest designations, while congressional pressure favors maintaining or expanding the list.
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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