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墨西哥的管理与资源错配

Management and Misallocation in Mexico
American Economic Journal: Macroeconomics · 2026 · Nicholas Bloom、Leonardo Iacovone、Mariana Pereira-López、John Michael Van Reenen

中文摘要

利用墨西哥和美国全面的行政管理调查数据,我们记录了两国之间巨大的管理差距,这一差距既源于墨西哥企业平均管理质量较低,也源于更严重的资源错配。与美国相比,墨西哥在企业规模与管理质量之间的联系更弱,尤其是在扭曲的服务业中。规模—管理梯度在较小市场中最为微弱——即低人口密度地区的服务业和距离美国较远地区的制造业。在制度较弱的地区,包括合同执行不力、高犯罪率、腐败和非正规性,这一梯度也更为平缓。(JEL D22, D24, L25, L60, L80, M10, O14)

Abstract

Using comprehensive administrative management surveys from Mexico and the United States, we document large management gaps between the two countries, driven by both lower average management quality among Mexican firms and greater misallocation. Compared with the United States, Mexico displays a weaker link between firm size and management quality, especially in the distorted service sector. The size-management gradient is weakest in smaller markets—services in low-population-density regions and manufacturing in locations farther from the United States. It is also attenuated in areas with weaker institutions, including poor contract enforcement, high crime, corruption, and informality. (JEL D22, D24, L25, L60, L80, M10, O14)
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