Omega-international Journal of Management Science最新文献_第3页

Strengthening omnichannel supply chain resilience through circular economy integration: A case-based analysis of disruption preparedness strategies 通过循环经济整合加强全渠道供应链弹性：基于案例的中断准备策略分析

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-15 DOI: 10.1016/j.omega.2025.103466

Ehsan Torshizi , Mobina Mousapour Mamoudan , Maziar Yazdani

The increasing frequency and severity of global disruptions have underscored the structural vulnerabilities of conventional supply chains, particularly those optimized solely for efficiency. This study addresses a critical gap at the intersection of omnichannel logistics and circular economy integration by proposing a unified, resilience-oriented optimization model. The integration of these two paradigms is essential: while omnichannel networks inherently involve complex bidirectional flows, circular economy strategies provide built-in redundancy and resource recirculation capabilities. However, existing literature largely overlooks their combined potential for proactive disruption preparedness. To bridge this gap, we develop a mathematical model that simultaneously optimizes forward logistics (including facility siting, inventory allocation, cross-docking, and multimodal transport) and reverse flows (returns handling, material recovery, and recycling). Circular economy decisions are modeled as endogenous variables that dynamically adapt to disruption scenarios, allowing real-time reconfiguration of fulfillment strategies across online, in-store, and humanitarian channels. The model is validated through a real-world application in a national-scale canned food supply network. Results suggest the model maintains performance across varying disruption intensities and operational scales, revealing key trade-offs between profit efficiency, environmental impact, and service responsiveness. The findings highlight that resilience is most effectively achieved through anticipatory strategies such as capacity flexibility and fulfillment agility, rather than through reactive or compliance-driven measures alone. This study offers a scalable decision-support tool for practitioners and policymakers seeking to design sustainable, adaptive, and disruption-resilient omnichannel supply chains.

全球中断的频率和严重程度日益增加，突显了传统供应链的结构性脆弱性，特别是那些仅为效率而优化的供应链。本研究通过提出一个统一的、以弹性为导向的优化模型，解决了全渠道物流和循环经济整合交叉处的一个关键差距。这两种模式的整合至关重要：虽然全渠道网络本质上涉及复杂的双向流动，但循环经济战略提供了内置的冗余和资源再循环能力。然而，现有的文献在很大程度上忽视了它们在主动破坏准备方面的综合潜力。为了弥补这一差距，我们开发了一个数学模型，可以同时优化正向物流（包括设施选址、库存分配、交叉对接和多式联运）和逆向物流（退货处理、材料回收和再循环）。循环经济决策被建模为动态适应中断情景的内生变量，允许跨在线、店内和人道主义渠道实时重新配置履行策略。该模型通过一个国家规模的罐头食品供应网络的实际应用进行了验证。结果表明，该模型在不同的中断强度和运营规模下保持性能，揭示了利润效率、环境影响和服务响应之间的关键权衡。研究结果强调，弹性最有效地实现是通过预期策略，如能力灵活性和履行敏捷性，而不是通过被动或合规驱动的措施。本研究为从业者和政策制定者提供了一个可扩展的决策支持工具，帮助他们设计可持续的、适应性的、抗破坏的全渠道供应链。

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引用次数: 0

Behavior-Based Pricing strategy of quality-differentiated products with imperfect customer recognition capability 顾客识别能力不完善的质量差异化产品定价策略

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-27 DOI: 10.1016/j.omega.2025.103488

Tao Jiang , Kaigeng Shen , Youwei Guo , Lei Guan

The development of data technology has enabled firms to identify and analyze consumers’ purchase history and classify them into new and old customers for price discrimination. However, this type of price discrimination tends to cause customer dissatisfaction and lead to resistance against firms’ data-driven pricing practices. Consequently, it challenges firms’ customer recognition capability. This paper develops a two-period pricing model in which two firms, differing in product quality, investigate the impact of behavior-based pricing (BBP) on firms with varying quality levels when they possess imperfect customer recognition capability. We find, first, that imperfect customer recognition capability causes different effects on price in each period for firms of different quality, depending on the level of product quality differentiation. Second, quality advantages do not always lead to more markets for high-quality firms; low-quality firms are also in a position to gain more markets. Third, due to firms’ customer recognition capability and quality differentiation, when both firms adopt BBP, they will both achieve higher profits and reach a ”win–win” situation. Conversely, if only one firm adopts BBP, it will result in reduced profitability for both firms, leading to a ”lose–lose” scenario. Finally, we have examined consumer surplus and social welfare, and the findings provide a theoretical foundation and policy recommendations for governments to develop regulatory measures against price discrimination in the digital economy era.

数据技术的发展使企业能够识别和分析消费者的购买历史，并将其分为新老客户进行价格歧视。然而，这种类型的价格歧视往往会引起客户的不满，并导致对公司数据驱动定价做法的抵制。因此，它对企业的客户识别能力提出了挑战。本文建立了一个两期定价模型，研究了两家产品质量不同的企业在顾客识别能力不完全的情况下，行为定价对不同质量水平的企业的影响。我们发现，首先，不完善的顾客识别能力对不同质量的企业在每个时期的价格产生不同的影响，这取决于产品质量差异化的程度。其次，质量优势并不总是为高质量企业带来更多的市场；低质量的公司也能获得更多的市场。第三，由于企业的顾客识别能力和质量差异化，当两家企业都采用BBP时，双方都将获得更高的利润，达到“双赢”的局面。相反，如果只有一家公司采用BBP，这将导致两家公司的盈利能力下降，导致“双输”的情况。最后，本文对消费者剩余与社会福利的关系进行了实证研究，为各国政府制定数字经济时代反价格歧视的监管措施提供了理论依据和政策建议。

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引用次数: 0

The roles of lean and corporate social responsibility in acquisitions 精益和企业社会责任在收购中的作用

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-02 DOI: 10.1016/j.omega.2025.103483

Yuqi Peng , Zhihao Zhang

We study how Lean operations and corporate social responsibility (CSR) jointly influence manufacturers’ decisions to pursue acquisitions. Lean improves efficiency through waste reduction but also removes resource buffers, making firms more cautious about the uncertainty, integration challenges, and potential operational disruptions of acquisitions. In contrast, CSR builds stakeholder trust, buffers risk, and broadens strategic flexibility, which can reduce perceived integration risks and increase willingness to engage in acquisitions. Using data from U.S. manufacturing firms (2005–2016) and bootstrap-based conditional logit models, we find that Lean reduces acquisition likelihood, while CSR attenuates this effect. We further find that the moderating role of CSR can be different, contingent on the multi-dimensional impacts of CSR, where environmental and social CSR dimensions encourage acquisitions, whereas governance discourages them. Theoretical and managerial insights are also discussed.

我们研究了精益运营和企业社会责任（CSR）如何共同影响制造商追求收购的决策。精益通过减少浪费来提高效率，但也消除了资源缓冲，使公司对不确定性、整合挑战和收购带来的潜在运营中断更加谨慎。相反，企业社会责任建立了利益相关者的信任，缓冲了风险，扩大了战略灵活性，这可以降低感知到的整合风险，增加参与收购的意愿。利用美国制造业公司（2005-2016）的数据和基于自助的条件logit模型，我们发现精益降低了收购可能性，而企业社会责任则减弱了这种影响。我们进一步发现，社会责任的调节作用可能会有所不同，这取决于社会责任的多维影响，其中环境和社会社会责任维度鼓励收购，而治理则阻碍收购。还讨论了理论和管理见解。

引用次数: 0

Target Setting for the Digital Economy in China: A DEA Bargaining Approach with General Production Network Structure 中国数字经济目标设定：基于一般生产网络结构的DEA议价方法

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-11-08 DOI: 10.1016/j.omega.2025.103459

Ming-Miin Yu , Sebastián Lozano , Kok Fong See

Over the past two decades, China's digital economy (DE) has grown significantly, and this is mainly due to investments in digital infrastructure, technological advancements, and government support. Despite this growth, regional disparities and sustainability challenges persist. This study aims to develop a more realistic and equitable target-setting framework for improving DE performance across provinces in China. We propose a generalized Network Data Envelopment Analysis (NDEA) model with a Nash bargaining mechanism, which allows cooperative optimization of inputs, intermediate products, and outputs among stages and subprocesses within a network production structure. The methodological innovation lies in its ability to capture interdependencies among subprocesses and distinguish between desirable, undesirable, and neutral intermediate products, thereby integrating green development considerations. Our empirical results show substantial improvement potential across provinces, with differentiated targets in areas such as energy consumption, software income, and e-commerce sales. The proposed model not only advances methodological development in the NDEA but also provides policymakers with a practical tool for promoting balanced regional development and sustainable digital transformation in China.

在过去的二十年里，中国的数字经济（DE）显著增长，这主要是由于对数字基础设施的投资、技术进步和政府的支持。尽管有这种增长，但区域差异和可持续性挑战依然存在。本研究旨在建立一个更加现实和公平的目标设定框架，以提高中国各省的DE绩效。我们提出了一个具有纳什议价机制的广义网络数据包络分析（NDEA）模型，该模型允许在网络生产结构中的阶段和子过程之间协作优化投入、中间产品和产出。方法上的创新在于它能够捕捉子过程之间的相互依赖关系，并区分理想的、不理想的和中性的中间产品，从而整合绿色发展的考虑。我们的实证结果显示，各省之间存在巨大的改善潜力，在能源消耗、软件收入和电子商务销售等领域的目标存在差异。该模型不仅推动了NDEA方法的发展，而且为政策制定者提供了促进中国区域平衡发展和可持续数字化转型的实用工具。

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引用次数: 0

User ecology: The optimal ecology construction and product upgrade strategies 用户生态：最优生态构建与产品升级策略

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-31 DOI: 10.1016/j.omega.2025.103511

Yusheng Wang , Yongjian Li , Fangchao Xu

Firms are now promoting interactions among users by constructing user ecology, thereby fostering a intra-user network effect to enhance the value proposition of their products. However, compatibility, a pivotal attribute of such ecology, may potentially transform this potent network effect into a double-edged sword, particularly from the upgrade perspective. This study develops a stylized model to explore the interplay between upgrade strategy and user ecology construction. Initially, we analyze the optimal upgrade strategies for firms, distinguishing between those with no/partial/comprehensive user ecology. Subsequently, we carry out the analysis of the optimal design for the user ecology. Moreover, we explore the effectiveness of strategically disposing of partial ecology. The primary findings illustrate the importance of upgrade costs in scenarios without user ecology, where the line-extension strategy dominants the replacement strategy. In the presence of user ecology, we elucidate the demand aggregation effect that may hinder users from buying a new-generation product. Consequently, the replacement strategy emerges as optimal when product differentiation is low. Intriguingly, the existence of user ecology may impede firms from introducing new-generation products. The construction of user ecology provides advantages for firms in emerging markets but may be detrimental in mature markets. Furthermore, our results highlight that comprehensive user ecology may compromise firm’s profit. Disposing of partial ecology strategically can enhance performance, especially when both network effect and product differentiation are low. Lastly, we further investigate the impact of repeat purchases, proportion of new users, and compatibility of the ecology on the main results.

企业现在通过构建用户生态来促进用户之间的互动，从而培育用户内部网络效应，以提高其产品的价值主张。然而，兼容性作为这种生态的关键属性，可能会将这种强大的网络效应转变为一把双刃剑，尤其是从升级的角度来看。本研究建立程式化模型，探讨升级策略与用户生态建构之间的互动关系。首先，我们分析了企业的最优升级策略，区分了没有/部分/全面用户生态的企业。随后，我们对用户生态进行了优化设计分析。此外，我们还探讨了局部生态的战略性处置的有效性。主要研究结果说明了在没有用户生态的情况下升级成本的重要性，在这种情况下，线路延伸策略优于替换策略。在用户生态存在的情况下，我们阐明了可能阻碍用户购买新一代产品的需求聚合效应。因此，当产品差异化较低时，替代策略是最优的。有趣的是，用户生态的存在可能会阻碍企业推出新一代产品。用户生态的构建对新兴市场的企业有利，但对成熟市场的企业不利。此外，我们的研究结果强调，全面的用户生态可能会损害企业的利润。战略性地处理部分生态可以提高绩效，特别是在网络效应和产品差异化都很低的情况下。最后，我们进一步研究了重复购买、新用户比例和生态兼容性对主要结果的影响。

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引用次数: 0

The stochastic production routing problem with adaptive routing and service level constraints 具有自适应路由和服务水平约束的随机生产路由问题

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-23 DOI: 10.1016/j.omega.2025.103496

Ali Kermani, Jean-François Cordeau, Raf Jans

Demand uncertainty poses a challenge to most companies in manufacturing and services as it can lead to significant profit losses if not addressed properly. To deal with this risk, companies may adopt specific service level targets to satisfy at least a certain proportion of their demand while considering operational constraints and minimizing the total cost. In this study we address the stochastic production routing problem (PRP) with adaptive routing and service level constraints. The PRP unifies the production, inventory and routing decisions into an integrated problem aimed at improving coordination across different parts of the system. We consider four different types of service levels, where each type uses a specific metric based on assumptions aligning with the needs of the company. These metrics encompass aspects such as the occurrence of stockouts or allowed ratios of backlogs or backorders to average demand. A two-stage stochastic formulation is proposed for each type of service level. Setup decisions are made in the first stage, and production, inventory, and routing decisions are adapted after demand realization. Considering routing decisions in the second stage increases flexibility while lowering overall costs. However, the resulting optimization problem is more challenging to solve than the case where routing decisions are made in the first stage. To address this issue, we introduce an iterative matheuristic algorithm designed to yield high-quality solutions within a reasonable computation time. The effectiveness of the proposed heuristic algorithm is demonstrated through extensive experiments, highlighting its potential to assist companies in managing demand uncertainty and enhancing operational efficiency.

需求不确定性对大多数制造业和服务业公司构成了挑战，因为如果不妥善处理，它可能导致重大的利润损失。为了应对这种风险，公司可以在考虑运营约束和最小化总成本的同时，采用特定的服务水平目标来满足至少一定比例的需求。本文研究了具有自适应路由和服务水平约束的随机生产路由问题。PRP将生产、库存和路线决策统一为一个综合问题，旨在改善系统不同部分之间的协调。我们考虑了四种不同类型的服务级别，其中每种类型使用基于与公司需求一致的假设的特定度量。这些指标包括诸如缺货的发生或允许的库存或订单与平均需求的比率等方面。针对不同类型的服务水平，提出了两阶段随机公式。在第一阶段做出设置决策，在需求实现之后调整生产、库存和路由决策。在第二阶段考虑路由决策增加了灵活性，同时降低了总体成本。然而，由此产生的优化问题比在第一阶段做出路由决策的情况更具挑战性。为了解决这个问题，我们引入了一种迭代数学算法，旨在在合理的计算时间内产生高质量的解决方案。提出的启发式算法的有效性通过广泛的实验证明，突出其潜力，以帮助企业管理需求的不确定性和提高运营效率。

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引用次数: 0

Robust infrastructure design for Carbon Capture Utilization and Storage considering carbon emission uncertainty 考虑碳排放不确定性的碳捕集利用与封存稳健基础设施设计

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2026-01-13 DOI: 10.1016/j.omega.2026.103512

Bei Lin , Xiaoyu Ji , Yingtong Wang , Yingfu He

Carbon Capture, Utilization, and Storage (CCUS) is pivotal for achieving carbon neutrality, while its large-scale, cost-effective deployment faces challenges regarding infrastructure integration, emission uncertainty, and policy design. This study proposes a novel hierarchical adaptive robust optimization framework for the robust infrastructure design for CCUS under carbon emission uncertainty. Methodologically, the framework integrates strategic hub location with robust infrastructure and flow planning through a bilevel decomposition: an upper-level K-means++ clustering-based heuristic endogenously identifies hub configurations, while a lower-level adaptive robust model optimizes pipeline establishment, storage selection, and transport flows. To ensure computational tractability, we develop an Enhanced Column-and-Constraint Generation algorithm incorporating a modified outer approximation method. We validate the framework using realistic case studies, yielding several insights. First, emission uncertainty plays only a subordinate role in strategic hub selection, as both hub configurations and major pipelines remain stable across uncertainty budgets. This finding suggests that planners can make investment decisions with confidence. Second, storage choices are highly sensitive to the interplay between oil prices and sink-specific subsidies, underscoring the need for flexible and diversified storage portfolios. Third, dynamic subsidies that adjust based on oil market conditions can effectively shift storage toward saline aquifers at modest fiscal costs. This proposed framework thus provides a decision-support tool for CCUS planning, offers quantitative evidence for policy design, and enables CCUS planning decisions to align with societal carbon neutrality goals.

碳捕集、利用和封存（CCUS）是实现碳中和的关键，但其大规模、经济高效的部署面临着基础设施整合、排放不确定性和政策设计等方面的挑战。针对碳排放不确定性下CCUS的稳健基础设施设计，提出了一种新的分层自适应稳健优化框架。在方法上，该框架通过双层分解将战略枢纽位置与强大的基础设施和流量规划集成在一起：上层基于K-means++聚类的启发式内生识别枢纽配置，而下层自适应鲁棒模型优化管道建立、存储选择和运输流。为了确保计算的可追溯性，我们开发了一种包含改进的外部近似方法的增强型列约束生成算法。我们使用现实的案例研究来验证这个框架，得出一些见解。首先，排放不确定性在战略枢纽选择中仅起次要作用，因为枢纽配置和主要管道在不确定性预算中保持稳定。这一发现表明，规划者可以自信地做出投资决策。其次，储油选择对油价和特定储油池补贴之间的相互作用高度敏感，这强调了灵活和多样化的储油组合的必要性。第三，根据石油市场状况进行调整的动态补贴，可以以适度的财政成本，有效地将储水转移到含盐含水层。因此，该框架为CCUS规划提供了决策支持工具，为政策设计提供了定量证据，并使CCUS规划决策与社会碳中和目标保持一致。

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引用次数: 0

Multi-objective optimization with order acceptance for the cumulative job shop scheduling problem in agribusiness 农业综合企业累积作业车间调度问题的订单接受多目标优化

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-24 DOI: 10.1016/j.omega.2025.103504

Florian Linß , Mike Hewitt , Janis S. Neufeld , Udo Buscher

Developing new crop species is crucial for addressing global food challenges and improving agricultural efficiency. In agribusiness, this process involves systematically growing and assessing numerous crop variants under controlled conditions to determine their yield potential and adaptability. Formally, this is a job shop scheduling problem because the crops can be understood as jobs that may have different processing sequences on the resources (e.g., greenhouses). However, since the resources can process several jobs simultaneously, a cumulative job shop problem arises. The primary objective is to maximize the number of accepted jobs from a job pool with given release and due dates. The secondary objective is to minimize delays in job processing, i.e., the jobs’ waiting times, as earlier completion of jobs allows for faster feedback and refinement of future crop variants, ultimately improving the overall testing and development process. In this paper, we formulate this problem as a mixed integer and constraint programming problem. We also show how it can be solved with a flexible hierarchical approach, even for very large problem instances. Comprehensive computational experiments first show that available machine capacity has a greater influence on the objectives than the length of the processing time windows, resulting from the difference between the due and release dates. Secondly, a deviation from the maximum number of accepted jobs disproportionately reduces delays.

开发新的作物品种对于应对全球粮食挑战和提高农业效率至关重要。在农业综合企业中，这一过程包括在受控条件下系统地种植和评估多种作物变种，以确定其产量潜力和适应性。从形式上讲，这是一个作业车间调度问题，因为作物可以理解为对资源（例如温室）具有不同处理顺序的作业。但是，由于资源可以同时处理多个作业，因此出现了累积作业车间问题。主要目标是从给定发布和截止日期的作业池中最大限度地增加可接受的作业数量。第二个目标是最小化作业处理中的延迟，即作业的等待时间，因为作业的早期完成允许更快的反馈和对未来作物变体的改进，最终改进整个测试和开发过程。本文将该问题表述为一个混合整数和约束规划问题。我们还展示了如何使用灵活的分层方法来解决它，即使对于非常大的问题实例也是如此。综合计算实验首先表明，由于到期日期和发布日期之间的差异，可用机器容量对目标的影响大于处理时间窗口的长度。其次，偏离可接受作业的最大数量不成比例地减少了延迟。

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引用次数: 0

A hierarchical Markov decision framework for enhancing critical infrastructure resilience under sequential interdictions 一个层次马尔可夫决策框架，用于增强关键基础设施在连续封锁下的弹性

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-15 DOI: 10.1016/j.omega.2025.103486

Zeyu Liu , Xueping Li , Anahita Khojandi

The resilience of critical infrastructure systems (CIS) has drawn great attention in recent years due to the increasing number of man-made threats and natural disasters. Although CIS resilience has been extensively studied in the literature, significant gaps still exist, where stochastic attacks, facility interdependencies, and preventive resource allocations have yet to be thoroughly and holistically investigated, limiting the practicality of state-of-the-art research. In this study, we propose a novel two-stage hierarchical optimization framework to enhance CIS resilience under multi-level dependencies. The framework optimizes planning decisions including CIS network design and resource allocation, together with dynamic defense strategies against sequential attacks, resulting in a complex nonlinear optimization model with integer variables. We further derive mathematical properties and design two decomposition-based solution algorithms. Through comprehensive experiments, we show that our decomposition algorithms significantly outperform modern commercial solvers in terms of solution quality and efficiency. Utilizing analytical results, the proposed nested decomposition improves the objective value by over 102% compared with an existing nonlinear approach. A case study is conducted using real-world data from a mid-sized city in the U.S. to provide practical insights, validating the effectiveness of the dynamic policies from our framework against benchmarks.

近年来，由于人为威胁和自然灾害的增加，关键基础设施系统（CIS）的弹性受到了广泛关注。尽管CIS弹性在文献中已经得到了广泛的研究，但仍然存在显著的差距，其中随机攻击，设施相互依赖性和预防性资源分配尚未得到彻底和全面的调查，限制了最新研究的实用性。在本研究中，我们提出了一个新的两阶段分层优化框架，以增强多层次依赖下的CIS弹性。该框架优化了规划决策，包括CIS网络设计和资源分配，以及针对连续攻击的动态防御策略，形成了一个复杂的整数变量非线性优化模型。我们进一步推导了数学性质，并设计了两种基于分解的求解算法。通过综合实验，我们表明我们的分解算法在解的质量和效率方面明显优于现代商业求解器。利用分析结果，与现有的非线性分解方法相比，提出的嵌套分解方法将目标值提高了102%以上。案例研究使用来自美国一个中等城市的真实数据进行，以提供实用的见解，并根据基准验证我们框架中动态政策的有效性。

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引用次数: 0

Joint design of transit and bike-sharing systems by multi-objective optimization considering stochastic user equilibrium 考虑随机用户均衡的公交与共享系统多目标优化联合设计

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-06-01 Epub Date: 2025-12-03 DOI: 10.1016/j.omega.2025.103484

Mingzhang Liang , Min Xu , Shuaian Wang

In this study, we investigate the joint optimization design of transit and bike-sharing systems (JDTB) at the strategic planning level, where the transit network, operating frequencies of transit lines, bike-sharing parking locations, and associated bike deployment numbers are simultaneously determined. Considering that transit and bike-sharing systems are operated by different operators with various objectives, we propose a multi-objective bi-level optimization model to formulate the JDTB problem. The upper-level optimization has two competing objectives: namely, the transit objective to minimize overall costs for both users and the transit operator, and the bike-sharing objective to maximize bike-sharing profits. At the lower level, a stochastic user equilibrium (SUE) assignment model is proposed to capture users’ choice behaviors in integrated transit-bike systems. To achieve more realistic choice behaviors and provide practical and reliable JDTB solutions, this model considers various impact factors on users’ decision-making processes, including congestion and common-line issues in transit systems, bike availability and reuse, as well as multimode combination and transfers in trip chains. Moreover, a diagonalization method combined with an iterative balancing scheme as well as a meta-heuristic algorithm based on NSGA-II are developed to solve the SUE and JDTB problems, respectively. Numerical experiments demonstrate the efficacy of the proposed model and algorithm in achieving trade-off solutions between the interests of transit and bike-sharing operators.

在战略规划层面，我们研究了公共交通和共享单车系统（JDTB）的联合优化设计，其中公交网络、公交线路运行频率、共享单车停放位置和相关的自行车部署数量同时确定。考虑到公交系统和共享单车系统是由不同目标的运营商运营的，我们提出了一个多目标双层优化模型来求解JDTB问题。上层优化有两个相互竞争的目标：公交目标是使用户和公交运营商的总成本最小化，共享单车目标是使共享单车利润最大化。在较低的层次上，提出了一个随机用户均衡分配模型来捕捉集成公交自行车系统中用户的选择行为。为了实现更现实的选择行为，提供实用可靠的JDTB解决方案，该模型考虑了影响用户决策过程的各种因素，包括交通系统中的拥堵和共线问题，自行车的可用性和重用性，以及出行链中的多模式组合和换乘。提出了结合迭代平衡方案的对角化方法和基于NSGA-II的元启发式算法，分别解决了SUE和JDTB问题。数值实验证明了所提出的模型和算法在实现公交和共享单车运营商利益之间的权衡解决方案方面的有效性。

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引用次数: 0