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

德邦证券2025-03-10

（以下内容从德邦证券《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》研报附件原文摘录）投资要点：事件：近期农药小品种供给端不可抗力频发，如1月21日山东晨晖环保三氯乙酰氯装置停车检修，宁夏一帆烯草酮1万吨产能于1月份停车等，伴随春季需求来临，农药小品种或启动上涨行情。点评：毒死蜱、绿草定：供应扰动格局偏紧，成本支撑价格上行。中间体三氯吡啶醇钠的原材料三氯乙酰氯供给端...

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