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非贸易品的贸易:欧洲劳务派遣政策的影响

Trading Nontradables: The Implications of Europe’s Job-Posting Policy
Quarterly Journal of Economics · 2023 · Mathilde Muñoz

中文摘要

本文考察欧盟劳务派遣政策对劳动力市场的影响。该政策是一项大规模临时移民计划,得益于欧洲服务自由提供制度的放宽。劳务派遣允许欧盟企业将其雇员派往国外,以出口面向客户的服务。结合行政数据与准实验性政策变动,本文发现,该政策永久性地提高了欧洲生产要素的总体流动性,且并未挤出传统移民。这一结果表明,尽管欧盟内部不存在贸易和移民方面的监管壁垒,生产要素服务贸易仍存在尚未实现的收益。此外,被派遣劳动者大多从低工资国家派往国外,在以往不受贸易影响的部门从事体力劳动,并且在欧盟移民劳动者中占有相当大的比重。在接收国,劳务派遣对暴露程度较高的部门和当地劳动力市场中的本国劳动者就业产生了持续的负面影响,但对本国工资没有影响。在作为派出国的低工资国家,以往属于“非贸易”部门的企业通过劳务派遣出口服务后,其销售额、利润和纳税额均有所增加。被派遣劳动者在派往国外后收入更高,但其工资仍低于接收国具有可比特征的本国劳动者。被派遣劳动者的工资增幅主要可由欧盟政策所执行的最低工资标准解释,这凸显了劳动力市场规制在决定全球化收益如何由来源国的劳动者与资本所有者分享方面所发挥的作用。

Abstract

Abstract This article examines the labor market implications of the EU posting policy, a large temporary migration program facilitated by the liberalization of the free provision of services in Europe. Posting allows EU firms to send (post) their employees abroad to export customer-facing services. Combining administrative data and quasi-experimental policy variation, I find that the policy permanently increased total factor mobility in Europe without crowding out traditional migration. This result suggests that unrealized gains from trade in factor services remained despite the absence of regulatory barriers to trade and migration in the EU. Furthermore, posted workers are mostly sent from low-wage countries to perform manual tasks in sectors formerly insulated from trade, and they represent a substantial share of EU migrant workers. In receiving countries, posting had persistent negative effects on employment for domestic workers in the more exposed sectors and local labor markets, but it had no effects on domestic wages. In low-wage sending countries, firms in formerly “nontradable” sectors experienced increased sales, profits, and tax payments when exporting services through posting. Posted workers earn more once sent abroad but remain paid at lower wages than comparable domestic workers in the receiving country. Wage gains for posted workers are mostly explained by minimum wages enforced by the EU policy, highlighting the role of labor market regulations in shaping the way gains from globalization are shared between labor and capital owners in origin countries.
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