“杀虫剂一哥”价格飙升！ST红太阳领涨，多只概念股走强

Core Viewpoint - ST Hongtai (SZ000525) announced a price adjustment for its 97% chlorantraniliprole product to 300,000 yuan/ton due to upstream raw material shortages, leading to a stock price surge and increased interest in related stocks [1][3][6]. Company Summary - ST Hongtai's stock price reached a limit-up on June 5, closing at 7.79 yuan, with a market capitalization of 10.112 billion yuan [1]. - The company cited a significant increase in production costs due to limited supply of upstream raw materials, prompting the price adjustment [3][6]. - ST Hongtai holds a market share of approximately 35% in the chlorantraniliprole sector and plans to establish a circular economy industrial chain project with an annual capacity of 6,000 tons by 2025 [6]. Industry Summary - The chlorantraniliprole market is experiencing tight supply, exacerbated by an explosion at Shandong Youdao Chemical Co., which accounted for 40.4% of the industry's total production capacity [7]. - The price of chlorantraniliprole has increased by over 40% compared to last year's low, with current prices around 300,000 yuan/ton, while the original price was approximately 210,000 yuan/ton [8]. - Demand for chlorantraniliprole is expected to remain strong, particularly in Southeast Asia and South America, as the market is entering a peak demand season [8].