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巴西拟禁六天工作制,中资企业用工成本或年增2672亿雷亚尔

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End of six-day workweek could affect thousands of labor agreements

巴西参议院正审议一项限制六天工作制的宪法修正案,若通过将使数千份集体协议条款失效,企业需重新谈判并可能增雇员工,中资企业用工成本预计大幅上升,医疗、零售、物流等行业首当其冲。

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年成本增加2672亿雷亚尔、工资单涨7%、GDP短期负面2.5%,中资用工密集行业面临合规与成本双重冲击。

巴西一项旨在将每周最高工时从44小时降至40小时、并禁止连续工作六天休息一天(六天工作制)的宪法修正案提案,正在参议院审议。若参议院以众议院已通过的形式批准,其首个法律效果将是使数千份已签署的集体协议中的工时相关条款自动失效。这意味着,在巴中资企业——尤其是医疗、工业、零售、物流、运输、酒店和基本服务等依赖差异化排班和集体谈判的行业——将面临用工成本飙升和合规调整的紧迫压力。巴西全国工业联合会(CNI)研究显示,仅工时缩短一项,将使正式员工成本每年增加高达2672亿雷亚尔,工资单上涨7%。

【核心事实】该修正案若通过,自法律颁布起60天内,所有与新政冲突的工时和带薪周休集体条款将自动失效。雇主工会与劳工工会需开启新一轮谈判,重新设计轮班制度。劳动法专家指出,每周最长工时缩短后,更多工时可能被认定为加班,企业更安全的做法是增雇员工。桑坦德银行估计,此举短期内将对巴西GDP产生约2.5%的负面机械成本。企业界批评,成本上升需通过生产率提升来抵消,但合格劳动力短缺问题未解决,成本可能转嫁消费者,引发通胀压力并削弱巴西产品海外竞争力。

【中资企业触点】底稿未直接涉及中资企业,但通过以下机制间接传导:首先,受影响最大的行业——医疗、工业、零售、物流、运输、酒店和基本服务——正是中资企业在巴西投资和运营的密集领域。例如,中资医疗设备制造商、工业制造厂、跨境电商物流网络、连锁零售门店等,均依赖差异化排班和集体谈判来管理人力成本。其次,修正案措辞不精确、新规定范围广泛,可能引发诉讼,60天的适应期被认为过短,石油工人等特殊工时群体难以调整,中资企业法务团队需提前应对。对于使用时间银行的企业,专家表示补偿仍为更优选择,加班可换取休息日或工时减少,修正案未改变每日加班上限10小时的规定,但更多工时可能被算作加班。

【CBI解读】事实层面,底稿数据表明:年成本增加2672亿雷亚尔、工资单增加7%、GDP短期负面机械成本2.5%,这些数字直接指向用工成本的结构性上升。CBI认为,中资企业需警惕两个传导链条:一是成本转嫁消费者可能引发通胀,削弱巴西市场消费力;二是巴西产品海外竞争力下降,可能影响中资企业出口导向型业务的利润。横向对比,2017年巴西劳动改革(允许个人谈判优于集体协议)曾带来灵活性,而此次修正案反向收紧,可能打破集体协议中的互惠平衡——企业常以工时灵活性换取经济福利或就业保障。CBI观察,圣保罗零售业工会代表50万工人,其谈判结果可能成为行业风向标。

【待观察】1. 参议院审议时间表及最终投票结果,预计未来数周内明朗;2. 巴西全国工业联合会(CNI)是否会联合企业界提出替代方案或过渡期延长诉求;3. 首批受影响的集体协议谈判案例,尤其是医疗和物流行业的调整方案,将提供成本测算的参照。

CBI 观察编辑判断

事实:底稿显示修正案将导致集体协议条款失效、成本上升、诉讼风险增加。CBI认为:中资企业应优先评估自身集体协议中工时条款的合规风险,并提前与劳工工会沟通谈判策略;60天适应期过短,建议联合行业协会争取过渡期延长。

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信息概要

类型
政策发布
方向
巴西
分类
宏观市场
层级
编辑整理
地点
医疗、工业、零售、物流、运输、酒店、基本服务行业的中资企业
核验
待核验
对象
在巴中资企业投资者法务团队

来源信息

来源
Valor International
原文标题
End of six-day workweek could affect thousands of labor agreements
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

End of six-day workweek could affect thousands of labor agreements

Alessandra Barichello Boskovic Divulgação The constitutional amendment proposal that restricts the use of the six-day workweek—six days of work followed by one day off—could have as its first legal effect the annulment of thousands of clauses in collective agreements already signed, if the Senate approves it in the same form passed by Brazil’s Chamber of Deputies. With the annulment, new rounds of negotiations would have to be opened between employer unions and labor unions. With the reduction in maximum weekly working hours, labor law specialists explain, shift systems, for example, will have to be redesigned. In that replanning, more hours may be characterized as overtime. But such a measure, they say, will have to be managed carefully. In practice, it may be safer for companies to hire more workers. The result will be higher costs. A study by the National Confederation of Industry (CNI) indicates that the proposal to reduce the weekly workweek from 44 to 40 hours, with no salary reduction, could increase costs for formal employees by up to R$267.2 billion a year, representing up to a 7% increase in payroll. An estimate by Santander points to a short-term negative mechanical cost to Brazil’s gross domestic product (GDP) of about 2.5%. The increase in costs resulting from the new rules is one of the main criticisms of the proposal from the productive sector. Companies argue that higher expenses must be offset by productivity gains to be sustainable, but there is no movement to address the shortage of qualified workers. One consequence, according to them, will be passing these costs on to consumers, generating inflationary pressure and reducing the competitiveness of Brazilian products in foreign markets. Alessandra Barichello Boskovic, a partner at Mannrich e Vasconcelos Advogados, notes that the sectors most likely to be affected by the new requirements are those that depend on differentiated schedules and collective bargaining to organize their operations, such as health care, industry, retail, logistics, transportation, hospitality, and essential services. And that impact could be felt quickly. Under the text to be analyzed by senators, collective clauses on working hours and paid weekly rest that conflict with the new rule would cease to be valid. In practice, according to specialists, if the constitutional amendment is approved, they could automatically lose validity. According to Boskovic, rendering ineffective some of the clauses defined through collective bargaining because of the amendment could “create an imbalance in the collective agreement.” The lawyer explains that companies and workers make reciprocal concessions in these agreements. “Often, certain forms of flexibility in working hours or differentiated schedules are negotiated in exchange for economic benefits, additional compensation, job guarantees, or other advantages for workers.” For Marcos Fantinato, partner at Machado Meyer, the renegotiation process will further consolidate the Federal Supreme Court’s (STF) understanding that negotiated terms prevail over statutory law (Theme 1046). “Security for employers and workers will come from the collective rule,” he says. The imprecision of the amendment’s wording and the breadth of the new provisions will open the door to litigation, according to Domingos Fortunato, labor and union partner at Mattos Filho. In his view, including categories with special working hours in the new schedule creates challenges. “Oil workers, for example, are organized worldwide on a schedule of 14 days of work followed by 14 days off, because they are transferred among platforms around the world. It will be impossible to adjust that to two weekly days off,” he says. Another criticism is that the 60-day deadline for adaptations, starting from the enactment of the law, would be far too short. The São Paulo Retail Workers’ Union, for example, represents about 500,000 workers. “I point this out because of the feasibility of negotiating with so many companies at the same time,” Fortunato says. He also says companies’ costs are likely to increase significantly. “With margins already low, some sectors will have to pass this cost on to consumers,” he concludes. For companies that use time banks, specialists say compensation remains the better option, with overtime exchanged for days off or reductions in working hours. In this regard, the constitutional amendment made no changes—compensation remains limited to 10 hours a day. In practice, more hours may be considered overtime, according to Celso Báez, a partner in the labor practice at Demarest. “We see a greater impact on shift systems and compensation between weeks, because the weekly average would need to be readjusted to 40 hours,” he says. Báez explains that it is usually cheaper for companies to pay overtime to existing employees than to hire new workers, when all related costs are taken into account. However, he warns against prearranged overtime—hiring someone for 44 hours a week with the expectation that four of those hours will be paid as overtime. “In practice, this would amount to ‘circumventing’ the new constitutional limit, creating relevant financial contingencies,” he says. As a result, he adds, most companies will likely have to hire more employees. To work around the amendment’s restrictions, the new workweek also leaves room for hiring individual micro-entrepreneurs (MEIs), lawyers point out. But the validity of this type of hiring is still being debated before the Federal Supreme Court, in the case discussing the practice known as “pejotização,” or hiring workers as legal entities (Theme 1389). For Báez, service providers hired as MEIs are not subject to working hours and would not be affected by the reduction. “From this perspective, there may indeed be some incentive for companies to seek alternative ways of hiring service providers as a strategy to try to ‘bypass’ the reduction in working hours.” Marcos Fantinato says he understands that the purpose of the constitutional amendment is to improve the balance between time available for work and time dedicated to employees’ personal lives. But he says that although the proposal is an important step in that direction, the debate will not move forward as long as work is not considered in monthly or annual terms, rather than in daily or weekly terms. “Perhaps collective bargaining can open space for the creation of biweekly, monthly, or annual advantages, such as working 10 consecutive days to take 15 days off afterward,” he argues. Translation: Todd Harkin

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