澳大利亚黄金巨头 Northern Star Resources Ltd (ASX: NST) 于1月20日发布公告，正式上调其2026财年（FY26）的全部维持成本(All-In Sustaining Cost，衡量矿业公司生产一盎司黄金所需的总成本的行业关键指标)指引。
根据最新预测，公司FY26的AISC将位于每盎司2,600至2,800澳元的区间，显著高于此前设定的每盎司2,300至2,700澳元的目标。 公告指出，成本指引的上调主要受到两个因素的驱动。首先是黄金销量的下降，公司在今年1月初已将FY26的集团产量指引从此前的170万至185万盎司下调至160万至170万盎司，这直接影响了成本分摊。其次，近期黄金价格的持续走高导致权利金支出增加，预计此项将使每盎司成本额外增加约40澳元。
值得注意的是，尽管生产成本面临上行压力，Northern Star 维持了其FY26约7.5亿澳元的维持性资本(Sustaining Capital，用于维持现有生产水平的资本支出)指引不变。然而，由于产量指引的下调，按盎司计算的维持性资本成本从原先的每盎司420澳元上升至约450澳元。 从公司披露的初步数据来看，2026财年第二季度的实际AISC已达到每盎司2,937澳元，远高于指引区间，凸显了当期运营面临的挑战。市场正密切关注该公司将于1月22日（周四）发布的完整十二月季度业绩报告，以期获得更详细的运营和财务信息。
Northern Star Resources Ltd 是一家领先的澳大利亚黄金生产商，在西澳大利亚和昆士兰拥有并运营多个世界级的金矿。公司致力于通过高效运营和战略收购，为股东创造长期价值。
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