Published：Jun 8, 16:00Last updated：Jun 9, 17:28

U.S. Expands Blacklist of Chinese Companies Amid Escalating Military-Tech Tensions

Jun. 8, 2026 16:00

China's Foreign Ministry reiterated its opposition to the US adding Chinese companies to a 'military-related' list, calling it an unjust suppression. Spokesperson Lin Jian urged the US to correct its actions and stop targeting Chinese firms under the pretext of national security. China vowed to protect its companies' legitimate rights and interests.

Summarized

22News

15Media

Jun. 9, 2026 15:48

The US Department of Defense has added 188 Chinese companies, including big tech firms and electric vehicle and semiconductor manufacturers, to its list of 'People's Liberation Army-supporting enterprises.' This action is based on the National Defense Authorization Act, which mandates the identification of Chinese companies suspected of supporting the Chinese military. While inclusion on the list does not immediately trigger sanctions, these companies may face disadvantages in future dealings with the US Department of Defense.

Jun. 9, 2026 17:28

The US Defense Department added 188 Chinese entities, including Baidu and Alibaba, to its军工企业 list. The companies denied ties to China's military and vowed legal action. China's外交部 criticized the move, urging the US to correct its错误. The list does not impose sanctions but restricts US government procurement.

The U.S. Defense Department has significantly expanded its blacklist to include 188 Chinese companies, with tech giants Alibaba and Baidu joining EV manufacturer BYD on the updated Section 1260H list. The move, effective June 30, 2026, prohibits direct Pentagon contracts and will extend to indirect supplier purchases by June 2027. Beijing has condemned the action as "unreasonable suppression," while affected companies vigorously deny military ties and threaten legal action. China.org+2

🏢 Expanded Blacklist Scope

The updated designation now encompasses:

20 additional major Chinese corporations
Key sectors: AI (Baidu), e-commerce (Alibaba), EVs (BYD), and semiconductors
New justification: Alleged support for China's military-civil fusion strategy
Companies maintain the listing lacks evidence and won't impact non-U.S. government business. Russia Today+2

🌐 Diplomatic Fallout

China's coordinated response includes:

Foreign Ministry denouncement of "unwarranted suppression"
Official demands for U.S. to "correct its错误" (mistakes)
Vows to protect Chinese businesses through legal channels
Alibaba's specific rebuttal of military collaboration claims France 24+2

⚙️ Operational Impacts

Company	Sector	Immediate Consequences
Alibaba	Cloud/E-commerce	No operational changes reported
NIO	EVs	Stock trading continues normally
Baidu	AI	Maintains civilian tech focus
The list currently restricts only U.S. defense procurement without broader sanctions. China.org+2

📈 Market Reactions

Early indicators show:

Minimal stock price fluctuations for listed firms
Continued confidence in Asian and European markets
Analysts note resilience due to diversified revenue streams
Potential long-term chilling effect on U.S.-China tech partnerships Chosun Ilbo+2

BYDBaiduAlibabaPentagonDonald Trump

topic.regionalNarratives

China

Coverage emphasizes Chinese firms' legal challenges to their inclusion on the US Defense Department's list of 'Chinese military companies' and their denial of military ties.

France

Reporting highlights China's condemnation of the US blacklisting of major Chinese companies and calls for the decision to be corrected.

Russia

Coverage focuses on the US blacklisting of Chinese firms over alleged military links and China's vow to protect its businesses.

South Korea

Reporting emphasizes the US addition of Chinese tech firms to its list of 'People's Liberation Army-supporting enterprises' and potential disadvantages in US dealings.

United States

Coverage focuses on US allegations against specific Chinese tech companies for supporting military activities.