CNBC
29 Jun 2026, 02:42 UTC · 3h ago
China widens Japan export curbs, targeting drone makers, nuclear firms and defense institutes
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
29 Jun 2026, 02:42 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
China has blacklisted four Japanese government defense research institutes and 20 other entities, prohibiting the transfer of Chinese-origin dual-use items to them. — Directly restricts the supply chain for critical components used in Japanese defense and industrial research.
-0.60China will deny export approvals for any items intended for Japanese military users or applications that strengthen Japan's defense capabilities. — Creates a hard barrier for military-industrial procurement, potentially forcing expensive shifts in sourcing.
-0.50China placed an additional 20 Japanese entities, including Mitsui E&S and Terra Drone, on a watch list requiring enhanced licensing scrutiny. — Increases operational friction and regulatory risk for major Japanese industrial and tech firms.
-0.40Continue reading
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The measures target specific units within major conglomerates including Mitsubishi Electric and Mitsubishi Heavy Industries. — Creates idiosyncratic risk for these specific tickers, although market reaction has been mixed.
-0.30Which stocks this story touches
Units of the company were targeted by China's export control list, restricting access to dual-use goods.
Units of the company were targeted by China's export control list, restricting access to dual-use goods.
Subsidiaries were added to China's export control list, limiting access to dual-use goods.
Subsidiaries were added to China's export control list, limiting access to dual-use goods.
Multiple units of the company were added to a watch list requiring enhanced licensing scrutiny.
The company was added to a watch list requiring enhanced licensing scrutiny for Chinese exports.
The company was added to a watch list requiring enhanced licensing scrutiny for Chinese exports.
The company was added to a watch list requiring enhanced licensing scrutiny for Chinese exports.
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Reuters
43m ago
