证券代码：002841 证券简称：视源股份 广州视源电子科技股份有限公司 投资者关系活动记录表 编号：2026-01 得益于获微软 Teams Rooms 认证的会议产品持续推向海外 市场以及海外营销网络的深度布局，公司全球化市场竞争力与 运营能力稳步提升。与此同时，公司面向海外市场推出多语种 教育 AI 软件应用 MAXHUB EasiClass，凭借技术先发优势抢占 学校教育 AI 应用市场先机。2025 年，MAXHUB 海外业务在企 业服务、教育等领域实现营收 6.66 亿元，同比增长 54.83%。 ODM 业务受海外教育市场需求变化及关税变动等因素影 响，实现收入 30.94 亿元，同比下降 21.03%。公司将通过强化 技术研发与成本管控能力、深化与核心品牌客户合作、拓展多 样化产品品类及加快海外产能布局等举措，积极对冲外部环境 不确定性。 机器人业务亦表现亮眼。自研工业级四足机器人 MAXHUB X7 于世界机器人大会正式发布，并已在电力等行业场景实现应 用；智能柔性机械臂亮相广交会并斩获第二届珠海国际灵巧操 作挑战赛冠军；商用清洁机器人批量出口欧洲、日韩市场。 此外，公司宣派 2025 年度 ...

Group 1 - The company held an online performance exchange meeting on October 21, attracting over a hundred professional investment institutions, indicating strong interest in its business outlook [1] - In the third quarter, the company achieved growth in both operating revenue and net profit attributable to shareholders, driven by its AI+ education ecosystem and emerging businesses such as home appliance controllers and automotive electronics [1][2] - The company has successfully launched multiple innovative products in its robotics business this year, further solidifying its multi-engine growth strategy [1] Group 2 - As a leader in the education information technology sector, the company is accelerating its "AI+ education" strategy, which is supported by favorable national and local policies [2] - By the end of September 2025, the company established 19 key application demonstration areas for its smart feedback system, covering over 4,000 schools and generating more than 450,000 classroom feedback reports [2] - The company’s AI lesson preparation tool has activated over 1 million users, and its digital base has reached over 9,000 schools in China, indicating a scalable implementation of its education AI ecosystem [2] Group 3 - The MAXHUB overseas self-owned brand business continued to grow rapidly in the third quarter, becoming a core growth engine for the company's international operations [3] - The company has accelerated the launch and promotion of overseas products, including the innovative education AI software MAXHUB EasiClass and the Microsoft-certified XBar series meeting products [3] - The company’s robotics business has made significant breakthroughs, with the launch of several innovative products, including quadruped robots and flexible robotic arms, and is expanding its commercial cleaning robots into European and Asian markets [3] Group 4 - The company submitted an application for H-share listing on the Hong Kong Stock Exchange in June, aiming to create an international capital platform to support its global strategy [4] - The funds raised from the listing will be used to enhance AI and display technology research and development, accelerate overseas channel expansion, and improve digital capabilities [4]