摩根士丹利：新产业-2025 年中国最佳会议反馈

May 9, 2025 05:51 AM GMT Shenzhen New Industries | Asia Pacific China BEST Conference 2025 Feedback Key Takeaways Targeting single-digit China growth for 2025, with faster analyzer than reagent growth: For analyzer installations, SNIBE continues to target 2,000 units (¾ being high throughput models) and 200 TLAs in 2025. Reagent ASP should have bottomed in 2Q25 (~5% QoQ decline from 1Q25) hence the YoY price impacts will be largely digested by 4Q25. As for volume, mgmt expects sequentially improving volume ...