摩根士丹利：海底捞-2025 年中国最佳会议反馈

Haidilao's comment is different from Jiumaojiu (9922.HK), which noted sequential improvement in April and Labor Day holiday (see our China BEST Conference takeaways for JMJ here). May 9, 2025 02:04 PM GMT Haidilao International Holding Ltd | Asia Pacific M Update China BEST Conference 2025 Feedback Key Takeaways Potential reasons behind the table turn weakness: Morgan Stanley Asia Limited+ Hildy.Ling@morganstanley.com +852 2239-7834 Cindy Gao Research Associate Cindy.XY.Gao@morganstanley.com +852 3963-0149 ...