VNET Group Inc | Asia Pacific Two updates – REIT and Ulanqab DC electricity Key Takeaways M Update Morgan Stanley Asia Limited+ Tom Tang Equity Analyst Tom.Tang@morganstanley.com +852 3963-1860 Yang Liu Equity Analyst Yang.Liu@morganstanley.com +852 2239-1911 Gary Yu Gary.Yu@morganstanley.com +852 2848-6918 VNET Group Inc (VNET.O, VNET US) Greater China Telecoms | China | Stock Rating | Overweight | | --- | --- | | Industry View | Attractive | | Shr price, close (May 9, 2025) | US$5.96 | | 52-Week Range | U ...

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 ...

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