浙商证券研报指出，应流股份为高端零部件铸造龙头，受益AIDC+航空科技+核聚变产业东风。过去5年公司营收/归母净利润分别为CAGR=8.2%/18%、几何平均ROE=6.6%。受益AIDC+航空发动机+核电需求增长。行业需求向上，公司布局整机+零部件、受益大飞机+低空经济需求。2025年Q1与赛峰集团、西门子能源签署战略供货协议。技术实力已获国际认可、订单开始加速爆发。首次覆盖，给予“买入”评级。
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