US DoD Expands 1260H Blacklist to 188 Chinese Firms Across AI, EV, and Defense Sectors
On June 8, the U.S. Department of Defense updated the 1260H list, adding 80 parent companies and 188 Chinese entities—including major AI, electric‑vehicle, battery, biotech, photovoltaic and semiconductor firms—while clarifying that the list does not trigger immediate sanctions but imposes significant cooperation restrictions and may affect financing and government contracts.
2026 1260H List Update
On 8 June 2024 the U.S. Department of Defense released an updated “China Military‑Industrial Enterprise List” required by §1260H of the National Defense Authorization Act. The list contains 80 parent companies and 188 Chinese entities.
Scope expansion
Traditional aerospace, maritime and communications infrastructure remain.
Newly covered sectors: electric‑vehicle manufacturing, artificial‑intelligence, power‑battery production, biotechnology, photovoltaic renewable energy, robotics and semiconductor memory.
Selection criteria
Inclusion is based on any of the following links to the People’s Liberation Army or Chinese state‑owned bodies: participation in civil‑military integration projects, involvement in the “Specialized, Refined, Distinctive, and New” (专精特新) or “National Manufacturing Champions” programs, or other national‑level industrial support policies.
Legal effect
The list does not impose sanctions or prohibit normal U.S. operations. However, DoD contracts, procurement or service agreements with listed firms are prohibited, and the DoD reserves the right to apply additional restrictions under other regulations. Companies may submit a formal request for removal; the process does not guarantee removal.
Representative entities
Internet and AI: Alibaba Group Holding, Baidu, SenseTime, Yitu, Tencent.
Electric‑vehicle and battery: BYD, NIO, CATL, EVE Energy, CALB.
Semiconductor memory: ChangXin Memory Technologies (CXMT), Yangtze Memory Technologies (YMTC).
Aerospace and defense: Aviation Industry Corporation of China (AVIC) and its subsidiaries, China Aerospace Science and Industry Corporation (CASIC), China North Industries Group (Norinco), China South Industries Group (CSGC).
Robotics and UAV: DJI, Autel Robotics, JOUAV.
Biotechnology: BGI Group, WuXi AppTec.
Photovoltaics and optics: JA Solar, Trina Solar, Zhejiang Dahua Technology.
Impact and response
The list is expected to increase difficulty for the listed firms to obtain U.S. financing, government contracts or technology collaborations. WuXi AppTec issued a public statement on 9 June rejecting the U.S. assessment and pledging to defend its rights. Alibaba and Baidu have not responded publicly, though both have previously denied military ties. The Chinese embassy in the United States lodged a formal objection, calling the measure discriminatory.
Potential Chinese counter‑measures
Analysts note that China could invoke the “Anti‑Foreign Unjustified Extraterritorial Application Measures” law and related anti‑foreign jurisdiction regulations to allow domestic entities to sue foreign firms that comply with the U.S. list and to prohibit Chinese institutions from enforcing the bans.
Removal list (selected entries)
Anhui Sun Create Electronics
China International Information Services Ltd.
China National Chemical Engineering Group Corp.
CNOOC China Ltd. and related subsidiaries
COSCO SHIPPING Finance
Costar Group
GLARUN Technology
Taiji Computer
Future outlook
The DoD indicated that the list may be expanded further.
Code example
Dawning Information Industry Co., Ltd. (Sugon)/曙光信息产业股份有限公司（中科曙光）
EVE Energy Co., Ltd. (EVE Energy)/亿纬锂能
Global Tone Communication Technology Co., Ltd. (GTCOM)/中译语通科技股份有限公司 (and GTCOM subsidiary: GTCOM Technology Corporation (GTCOM-US))
Guizhou Aviation Technical Development Co., Ltd. (Guizhou Aviation Tech)/贵州航宇科技发展股份有限公司
Hangzhou Hikvision Digital Technology Co., Ltd. (Hikvision)/杭州海康威视数字技术股份有限公司
Hangzhou Yushu Technology Co., Ltd. (Unitree)/宇树科技股份有限公司
Hesai Group (also known as Hesai Technology Co., Ltd.)/禾赛科技
Huawei Investment & Holding Co., Ltd. /华为投资控股有限公司（华为控股）(Huawei Holding) (and Huawei Holding subsidiary: Huawei Technologies Co., Ltd. (Huawei))
Inspur Group Co., Ltd. (Inspur)/浪潮集团有限公司
JA Solar Technology Co., Ltd. (JA Solar)/晶澳太阳能科技股份有限公司
MGI Tech Co., Ltd. (MGI)/深圳华大智造科技股份有限公司
NetPosa Technologies, Ltd. (NetPosa)/东方网力科技股份有限公司
NIO, Inc. (NIO)/蔚来
Novogene Company Limited (Novogene)/北京诺禾致源科技股份有限公司
Origincell Technology Co., Ltd. (Origincell)/原能细胞科技集团股份有限公司
Phenix Optical Company Limited/凤凰光学股份有限公司 (formerly Phoenix Optics Company Limited)
Quectel Wireless Solutions Co., Ltd. (Quectel)/上海移远通信技术股份有限公司Signed-in readers can open the original source through BestHub's protected redirect.
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