According to CCTV news reports, armed conflict broke out in Sudan recently, causing more than a thousand casualties. Statistics show that Sudan is a large agricultural country in Africa, an important peanut producer and the third largest peanut exporter in the world. Statistics show that among the varieties of edible oilseeds imported by China, peanuts are the most, and sesame ranks fourth. Specifically, African countries provide about 90% of China's sesame imports, among which Sudan, Ethiopia and other countries are China's key sesame importers. In terms of peanuts, CITIC Futures pointed out that the main source of China's peanut imports is Sudan, and the proportion of China's peanut imports from Sudan will reach 52% from 2021 to 2022. In addition, according to data from China Peanut.com, the total national peanut production in 2022 will drop by 22.7% year-on-year. Affected by the sharp reduction in production, the current total domestic peanut inventory level is significantly lower than normal; It will be gradually listed after August 2023, and the sales time window in the market outlook is still long. The low inventory