物流园区演化机理与布局优化方法的研究
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摘要
物流园区是社会经济发展和经济全球化、一体化的必然要求,是现代物流发展到一定阶段的产物,其形成和发展有着深刻的内在规律性。系统而科学地规划物流园区建设不仅关系到物流业及其相关行业的发展,而且也关系到区域经济整体实力的提升。然而,目前我国在物流园区建设过程中由于缺乏系统和科学的规划论证,造成资源浪费、效率较低的不良局面。
     本文在分析国内外研究现状的基础上,对物流园区的演化机理和布局优化问题进行了系统的研究。主要研究工作如下:
     (1)物流园区的形成机理研究。详细分析了物流园区形成的时代背景、内因、外因及其发展动力机制,分析了物流园区形成的可能途径,并从宏观角度分析了物流园区发展的一般规律。
     (2)物流园区的演化规律。首先,运用空间动力学相关理论分析物流节点系统与其他系统的相互关系,在此基础上利用耗散结构理论分析了区域物流节点演化规律和演化条件。结果表明:要使区域物流系统不断向更高水平的方向演化,制定一个科学而超前的物流发展政策是至关重要的,同时也要不断的提高区域经济水平、优化区域产业结构和加强物流基础建设。其次,运用元胞自动机理论对物流园区的时空演化规律和演化轨迹进行了分析和探讨,并提出了一些可行性建议。最后,根据现代控制理论构建了区域物流节点协同布局优化的控制模型,其基本思想是根据物流节点分布格局和物流OD分布格局,结合区域物流的发展战略和未来的发展目标,对比分析现有物流节点系统的绩效与其理想目标值,提出相应的控制策略。
     (3)研究物流园区空间布局的定义及其内涵,指出了物流园区空间布局优化问题要重点解决:(ⅰ)如何确定最优的物流园区数量、规模、位置及三者之间合理匹配关系;(ⅱ)如何确定物流园区与其他类型物流节点最优匹配关系。同时,本文分析了物流园区布局优化的原则、途径及其优化技术手段。
     (4)物流园区布局优化模型及其求解算法。在分析物流园区布局优化研究现状的基础上,本文从静态和动态两个不同的角度入手,构建了四个优化模型,并给出了相应的求解算法。
     第一个模型是基于改进灰色关联分析的物流园区选址模型,该模型在系统分析物流园区选址的影响因素基础上,融合模糊评价与关联分析理论对物流园区选址方案进行选优。第二个模型是基于模糊规划理论的需求不确定情况下的多个物流园区选址优化模型,在该模型中考虑了物流园区规模效应以及配送中心需求的不确定性等因素,并给出了随机变量转化为模糊变量的方法。同时,针对该模型的特点,给出了基于扩展运输问题的混合遗传算法。第三个模型是物流园区、物流中心、配送中心合理配送区域和协同配置优化模型。第四个模型是多个规划时期、多种货物类型物流节点系统的动态选址优化模型,该模型考虑了物流节点固定成本、改扩建成本、运作成本、规模经济效益和资金的时间价值等因素,针对该模型的特点,给出了基于启发式规则和混合遗传算法相结合的求解算法。上述四个优化模型中,其中前三个模型属于静态选址模型,最后一个模型是动态选址模型。
Logistics Park is the product of modem logistics development, and also the requirement of socioeconomic development and economy globalization. The formation and development of Logistics Park have its profound and inherent rules. To plan Logistics Park systematically and scientifically not only relates to the development of the logistics industries and other related industries, but the promotion of the regional economy. However, wastes of logistics resource and lower efficiency of logistics operations often occur in the construction of Logistics Park in our country due to scarcity of systematical and scientific planning schemes.
     Based on the existing literature on studying Logistics Park, the dissertation studies the development mechanism of Logistics Park and the optimization problems of spatial layout of the Logistics Park. The main contents are as follows.
     (1) The formation mechanism of Logistics Park. In this section, the background, internal and external effect factors, and impetus mechanism are studied. Also, the possible formation avenues and development rules of the Logistics Park are explored.
     (2) The evolvement rules of the Logistics Park. In this section, the correlation between logistics systems and other systems is analyzed in terms of the spatial-dynamic theory. The rules and conditions of evolvement of Logistics Park are investigated in terms of the dissipative structure theory. The findings show that in order to make the regional logistics systems evolve toward more efficient direction, it is very necessary to make a scientific and advanced policy for developing logistics industries. Moreover, it is also very necessary to improve the level of regional economy, optimize the structure of regional industry and enhance the construction of logistics infrastructure. Then, the space-time evolution rules of Logistics Park are analyzed and examined according to the cellular automata theory. Some feasible suggestions are proposed. Finally, a control models and solution algorithms for optimizing the regional logistics node synergism layout are presented. The basic ideas of the control model are as follows. The system takes the logistics nodes layout and logistics OD distribution as the input data of the system. Based on the analysis of system performance of the current logistics nodes and its ideal objectives of development, the output of the system gives the corresponding control strategies in terms of the development strategies and targets of the regional logistics system.
     (3) The optimization of spatial layouts of Logistics Park. In this section, we investigate the definition and intension of Logistics Park spatial layout optimization. Two key technical problems for the optimization of spatial layouts are pointed out. One is how to determine the optimal number, size, location as well as the rational matching relationship among them. The other is how to determine the optimal matching relationship between Logistics Park and the other types of logistics nodes. We also formulate the principles, methodologies and optimization approaches of the Logistics Park's layout.
     (4) The models and solution algorithms of spatial layout of the Logistics Park.
     Based on the analyses of existing studies on logistics node locations, the optimization problems of the spatial layouts of the Logistics Parks are studied in this section. Four models and the corresponding solution algorithms for static and dynamic problems are presented. The first is the location model of single Logistics Park in terms of grey incidence analysis and fuzzy evaluation theory. Based on the analyses of the impact factors on Logistics Park locating, the model combines the fuzzy appraisement and the gray incidence analyses to evaluate the candidate locations of Logistics Park. The second is the location model of multiple Logistics Parks with uncertain demand in terms of fuzzy programming methods. The model simultaneously considers the economics of scale on Logistics Park and the demand uncertainty of distribution centers. The model also provides a new method to convert the stochastic variables into fuzzy parameters. In the meantime, a hybrid genetic algorithm which combines the extended transportation problem is presented to solve the proposed model. The third is the rational service area and match relationship model of Logistics Park's cooperation with other logistics nodes, such as Logistics Center and Distribution Center. The fourth is the dynamic location model of multi-period and multiple logistics nodes. The optimization model considers such factors as the fixed cost of logistics nodes, handling cost of logistics nodes, expanding cost of logistics nodes, the economic of scale of logistics nodes, and the value of time of capitals. Then, an effective algorithm based on the heuristic principles and the hybrid genetic algorithm is developed to solve the proposed model. The first three models are static models, and the fourth is a dynamic model.
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