周一盘中，加拿大金矿公司IAMGOLD（IAG）股价大跌5.20%，引发投资者关注。这一跌幅很可能与该公司最新发布的财报及成本指引调整有关。
上周五，IAMGOLD公布了2025年第二季度财报。虽然受益于金价上涨，公司收入同比增长超过50%达到5.809亿美元，但调整后净利润却下降了7%至7730万美元。更值得注意的是，公司上调了全年成本指引，预计现金成本将增加约150美元/盎司，这引发了市场对公司盈利能力的担忧。
具体来看，IAMGOLD第二季度的黄金生产现金成本上升至1556美元/盎司，远高于去年同期的1071美元/盎司。综合维持成本（AISC）也从去年的1617美元/盎司升至2041美元/盎司。公司称，成本上涨主要由于金价飙升导致的特许权使用费增加、汇率影响以及安大略省C?té矿山运营和非经常性资本支出增加。尽管如此，IAMGOLD表示，由于下半年采矿活动增加，公司仍有望实现全年735000-820000盎司的产量目标。
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