US-China Tech War: 19 Firms Added to the CMC List; No Implications NT

研报英文原文证据摘录

US-China Tech War: 19 Firms Added to the CMC List; No Implications NT

China (PRC) | Technology EquityJuneResearch9, 2026

Table 1 - List of Newly-Added CompaniesUS-China Tech War: 19 Firms Added to the

Newly Added Comps (Total 19 Comps)

Internet/AI/Software/RobotCMC List; No Implications NT Alibaba

Baidu

Qihoo 360In its latest update, the US DoD added 19 but removed 10 Chinese

Autel Intelligent Technology

Hangzhou Yushu Technologycompanies from the Chinese Military Companies list (1260H). Among those

newly added, the market may be concerned about BABA, Baidu, BYD, Semiconductor/OptoelectronicBOE Technology Group Display and Sensing

Unitree, Innolight and Robosense. Among those removed, CNOOC is the TianmaInnolightMicroelectronics

most prominent. There is no immediate sanction risk for companies on this RoboSenseAutomobiles/powerTechnologybatteries/EVs

list, as it is only a "red flag." It is up to the DoC and the US president to act. BYDNIO

CALB Group

The DoD's most updated Chinese Military Companies list includes prominent Chinese tech EVEEnergy/Chemicals/NuclearEnergy Energy and New Energy

players. This morning the US Department of Defense (DoD) released an updated list of Chinese JA Solar

Military Companies (CMC), also known as the 1260H list. NOTE THAT THIS LIST WAS JUST TrinaBiopharmaceuticals/GeneticsSolar and Medical Services

WITHDRAWN FROM THE DOD WEBSITE AT THE TIME WE ARE WRITING, so it is possible the WuXi AppTec

Novogene

list of companies could change. The last time the list was updated was in Jan 2026. The CMC Electronic information and communication equipment

list includes Chinese companies that the DoD believes: 1) are directly or indirectly owned by, TP-Link Technologies

Aerospace and military equipment