华源证券研报指出，左益集采影响逐步出清，随着新品陆续上市推广，昂利康业绩有望重回增长轨道。公司创新转型步伐坚定，引进亲合力ALK-N001（DXd）打开想象空间。公司在心血管类制剂、口服头孢类抗生素原料药、alpha酮酸原料药、吸入用麻醉原料药、抗雄性激素中间体及植物源胆固醇系列产品上优势显著。另外，公司大单品左益国采影响逐步消化，随新品陆续上市、放量，业绩有望企稳回升。公司布局植物胆固醇、动保等新领域，打造新增长极。选择与公司同为原料药制剂一体化企业的华纳药厂、天宇股份、司太立为可比公司，考虑公司抗肿瘤创新药ALK-N001临床价值较高，业绩有望触底反弹，首次覆盖，给予“买入”评级。
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