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运能释放条件下铁路既有繁忙干线货运产品布局规划理论与方法研究
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摘要
随着既有繁忙干线运能的释放,我国铁路运输的格局将由运能紧张型向运能宽松型转变,这为铁路货运产品的布局规划提供了难得的契机。同时产业结构的逐步调整,也导致快捷货运及高附加值运输需求量的急剧增长。由于先前铁路运能的制约,铁路货运产品主要以满足大宗物资、低附加值运输需求为主,难以形成对高附加值运输需求的吸引力,导致了铁路在运输市场的占有率逐年降低,铁路运输在货运市场的竞争力也逐步减弱。因此在铁路运力释放的背景下,也迫切需要对货运产品的布局规划问题进行研究,以提高铁路运输的竞争力与经济效率。本文针对运力释放后货运产品布局规划问题展开研究,从而为铁路运营者制定货运产品布局规划方案提供一定的理论依据。
     本文主要研究内容包括以下几个部分:
     (1)研究了既有繁忙干线货运产品相关的基础理论。包括铁路货运的供需特征分析、铁路货运产品布局的定义;分析影响铁路货运产品的布局的因素以及铁路货运产品布局的原则。为增加铁路货运产品布局方案的合理性,在现有货运产品开行结构的基础上,结合供需特征给出了铁路货运产品调整策略。
     (2)研究了既有繁忙干线基于货运产品的流量分配问题。根据货运产品的开行方案,借鉴节点拆分的思路描述货运产品的节点作业,构建了繁忙干线铁路货运产品网络。在网络构建的基础上,分析现有路径搜索算法的不足,提出了OD对合理径路集合的求解方法,在充分考虑运输需求特征基础上,以运输费用最小为优化目标,构建了既有繁忙干线基于货运产品的流量分配模型。根据模型的特点,给出了ILOG CPLEX动态求解算法和免疫克隆算法两种求解方法,并通过算例对模型和算法进行验证,结果表明,文中给出的求解算法能够获得全局最优解。
     (3)研究了既有繁忙干线货运产品布局规划问题。提出了货运产品布局规划的流程,并对货运产品布局规划问题进行了范围界定。结合货运供需特点、区位等因素,给出了铁路货运产品备选集合的生成策略。通过引入货运产品备选集合,简化了模型的形式;在此基础上以运输收益最大化为目标,充分考虑了铁路货运需求层次特征构建了既有繁忙干线铁路货运产品布局规划模型,给出了基于反馈的免疫克隆算法及和声搜索算法两种求解方法。并通过算例对模型和算法求解效率进行验证,结果表明两种算法各具有其特点,应根据对求解质量及求解时间的要求选择合适的方法。
     (4)在研究内容(3)的基础上进行一定扩展,研究了铁路货运产品与车站协同布局优化问题。分析了车站布局与货运产品间的相互关系,重点阐述了货运产品结构对车站布局的影响,并构建了综合考虑货运站的铁路货运产品网络。在车站布局规划中通过货运站预分配策略,缩小了问题的求解规模。在此基础上重点针对多分配布局模式,构建了铁路货运产品与车站协同布局模型,最后利用基于反馈的免疫克隆算法及和声搜索算法对模型进行求解。
     (5)在研究内容(3)的基础上,研究市场竞争条件下货运产品的布局规划问题。分析了影响运输方式竞争力的因素。给出了货运需求价格敏感度的计算方法,考虑货运产品、价格敏感度以及货主偏好度三个因素,构建了运输方式的分担率模型。在此基础上采用两阶段模型描述市场竞争条件下货运产品布局规划问题,结合两阶段模型分析运能充足条件下铁路最优运价问题,得到了影响铁路运价的主要因素。并根据模型的特点采用两阶段启发式求解算法。最后通过算例对模型和算法进行验证分析。并对部分参数进行灵敏度分析,分析不同情景下铁路运价和市场占有率的变化。
With the transport capacity released of busy truck line, the transportation structure of railway is changed from situation of transport capacity shortage to situation of transport capacity surplus, which is provides an opportunity to cargo products layout adjustment. Meantime, the structure of transport demand has changed due to industrial structure adjustment. The demand for express and high additional value transport increase rapidly. While the tradition cargo products for railway main satisfy large-quantity and low additional value cargoes transportation, which have no attraction to the high additional value transport. Therefore, the market share ration for railway is decreased year by year. The cargo products can not adapt the structure and characteristics of cargo market. So it is the urgent need to adjust the cargo products layout of railway under the environment of transport capacity released, which is benefit to improve competitiveness and economic benefit of railway. This paper research on plan for cargo products layout of railway, and it is provide theoretical basis to make cargo products layout plan for railway operators. The main contents of this paper include:
     (1) The basic theory for cargo products layout for busy truck railway line is analyzed, including the characteristics of supply and demand for railway cargo transportation, the definition of cargo products layout, analysis of influence factor and Principles for cargo products layout.in order to improve the reasonableness of cargo products plan, the adjustment strategy on the current cargo products plan.
     (2) The problem of flow assignment based on the cargo products for busy truck line is investigated., the cargo products network based on the operation plan of cargo products is built by the way of nodes splitting. Based on this network, the flow assignment model for busy truck line, which takes demand characteristics and generalized cost into consideration, is built. The solution of ILOG CPLEX and Immune Clone algorithm is proposed according to model features analysis. And one case is presented to test the feasibility and efficiency of solution strategy. The result shows that the algorithm can obtain the global optimum of this problem.
     (3) Cargo products layout problem for busy truck line is investigated. And the procedure for plan of cargo products layout is proposed. Meantime, the research scope is defined for cargo products layout of this paper focused on. The generation strategy of alternative set for cargo products of railway is provided, which take supply and demand feature and locational factor and so on into consideration. By construction the cargo products alternative set, the model can be simply. On the construction alternative set, the cargo products layout model for busy truck line, which takes hierarchy of demand and transport revenue into consideration, is built. And the solutions of improved immune clone algorithm, harmony search algorithm are presented. And the case is used to test the model and solution. The test shows that the algorithms have different applicable scope, and the reasonable algorithm is choose by scale of the problem and computation time
     (4) Based on the content (3), the collaborative optimization for cargo products and station layout is investigated. The relation between station layout and cargo products is analyzed. Cargo product effect on station layout is elaborated. And the cargo products network taking the freight station is built, according to the station preallocation strategy, the problem scale is reduced. The collaborative optimization model for cargo products and station layout is presented. The reasonable cargo product layout and the station layout plan under the cargo products plan are got. At last, the solution of immune clone algorithm and harmony search algorithm are also presented to solve the model.
     (5)The problem of cargo products layout plan under the position of competitive market is analyzed. This is the extension of content (3). And influence factors for competitiveness of transport modes. Meantime, calculation method of price sensitivity for transportation demand is presented. And the rate sharing model which takes cargo products, price sensitivity and preference degree of shipper into consideration is proposed. The two-stage model is used to describe the problem of cargo products layout plan under the position of competitive market. And the optimization price for railway is got under assumption of not considering the railway capacity.Then the influence factors of railway price is got. And the two steps heuristic algorithm is used to solve the model.at last a case is used to test the model and algorithm. The way of sensitivity analysis for some parameters are used to analyze the railway price and market sharing rate under different scenarios
引文
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