基础化工：关注毒死蜱、绿草定、烯草酮、阿维菌素、甲维盐、百菌清等农药涨价行情

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [2] Core Viewpoints - Recent supply disruptions in small pesticide varieties due to uncontrollable factors have led to potential price increases as spring demand approaches [4] - The supply chain for key intermediates like chlorpyrifos is facing challenges, which, combined with seasonal demand, is expected to drive prices up for products like chlorpyrifos and glyphosate [6] - The report highlights specific companies to watch, including Lier Chemical, Fengshan Group, and Xinong Co., which are positioned to benefit from these market dynamics [6] Summary by Relevant Sections Market Performance - The basic chemical sector has shown a performance trend with a range from -22% to +22% over the specified periods [3] Key Events - Supply-side disruptions have been noted, such as the shutdown of chloracetyl chloride production in Shandong and the cessation of 10,000 tons of acetamiprid capacity in Ningxia [4] Price Trends - Prices for chlorpyrifos are currently low, with a historical percentile of 27.7%, indicating significant potential for price increases [6] - Acetamiprid prices have shown a week-on-week increase of 3.13% and a month-on-month increase of 13.01%, with current prices at 82,500 CNY/ton [6] - The report indicates that the prices for abamectin and methomyl are also on the rise due to limited supply and strong demand, with current prices at 490,000 CNY/ton and 680,000 CNY/ton respectively [6] Recommended Companies - The report suggests monitoring companies such as Lier Chemical, Fengshan Group, Xinong Co., and others for potential investment opportunities based on the outlined market conditions [6]