【基础化工】新一轮环保督察启动，持续关注农药和颜料板块——行业周报（20250526-20250601）（赵乃迪/胡星月）

Group 1 - The third round of the fourth batch of central ecological environment protection inspections has been fully launched, with eight inspection teams focusing on five provinces and three central enterprises [2] - The pesticide industry is undergoing capacity optimization, with the recent explosion at Youdao Chemical affecting the supply of chlorantraniliprole, which may lead to price increases [3] - Chlorantraniliprole is a highly efficient and low-toxicity insecticide, currently the top-selling insecticide globally, with the explosion impacting short-term supply [3] Group 2 - The organic pigment industry is experiencing continuous consolidation, with a focus on high-performance organic pigment domestic substitution due to stricter environmental policies and tightening profit margins [4] - High-performance organic pigments are becoming a new trend in the industry, with few domestic companies mastering core production technologies, leading to a favorable competitive landscape for industry leaders [4]