券商：本周申万券商 II 指数收跌0.69%，跑输沪深 300 指数 0.77pct。1）证监会拟放松战略投资者限制，利好券商投行业务。2021 至2025 年，A 股市场的定增规模分别为9,078 亿元、8,438亿元、5,292 亿元、2,084 亿元和8,808 亿元，2025 年回升主要是受到国有大行定增的贡献（规模约为5,200 亿元）。若战略投资者放松政策在年内落地，有望驱动重大定增...
Source Link券商：本周申万券商 II 指数收跌0.69%，跑输沪深 300 指数 0.77pct。1）证监会拟放松战略投资者限制，利好券商投行业务。2021 至2025 年，A 股市场的定增规模分别为9,078 亿元、8,438亿元、5,292 亿元、2,084 亿元和8,808 亿元，2025 年回升主要是受到国有大行定增的贡献（规模约为5,200 亿元）。若战略投资者放松政策在年内落地，有望驱动重大定增...
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