集装箱班轮运输联盟网络优化与动态收益管理方法研究

Liner alliance is developing and deepening continuously after the 2008 Financial Crisis, which has become an important tool of liner companies to cope with the fierce market competition, extend service network and reduce operation cost. It also proposes new issues to system planning of container transportation and operation management of liner companies. The objective of this project is to develop approaches of network design and dynamic revenue management of liner alliance, considering the complexity of shipping line and network, characteristics of liner alliance mode and market structure. Methods of game theory, mathematical programming, network planning, revenue management and shipping management are used. The main issues being addressed include: (1) Methods of network design of liner alliances are proposed. The method integrates shipping line design, operation scheduling and revenue sharing mechanism of liner alliances. The decision behavior of carriers and incentive mechanism of liner alliances are considered when optimizing network design. (2) A dynamic revenue management method is developed to optimize the booking limits, container cargo routing, booking control strategies and transfer prices. Solution algorithms based on reductions of approximate linear programs, state-space decomposition and column generation are designed..The studies of this project helps to improve the scientificity of network design and operation scheduling of liner alliances, contribute to the enrichment and deepening of network revenue management theory. The conclusions of this project provide decision support to operation management of liner companies, coordination of intermodal transportation and cooperation of port logistics under liner alliances.

金融危机后，班轮联盟不断深化，成为班轮公司应对市场竞争、完善服务网络、降低运营成本的重要手段，并对集装箱运输系统规划和班轮公司运营提出了新的课题。本项目针对班轮航线结构与网络的复杂性、联盟方式和市场结构的特殊性，综合运用博弈论、数学规划、网络规划、收益管理、航运管理等理论，构建班轮联盟网络优化与动态收益管理方法。主要包括：（1）建立班轮联盟航线网络优化方法，将班轮联盟航线设计、运营调度与收益分配机制设计相结合，在优化班轮联盟网络时考虑联盟成员的决策行为与激励机制；（2）构建班轮联盟动态收益管理方法，优化联盟背景下订舱上限、集装箱路径、订舱控制策略与转移价格，设计近似线性规划约简、时间和状态空间分解、列生成等求解算法。.本项目研究有助于提高班轮联盟网络设计与运营调度的科学性，丰富和深化大规模网络收益管理理论方法。研究结论可为联盟背景下班轮运营、多式联运系统协调、港口物流合作提供借鉴。

本项目针对班轮航线结构与网络的复杂性、联盟方式和市场结构的特殊性，综合运用博弈论、数学规划、网络规划、收益管理等理论与方法，构建了班轮联盟网络优化模型与动态收益管理方法，在基于收益共享的集装箱干支线运输定价方法、港航联盟视角下的港口竞争模型、航运电商下多渠道舱位销售模型、集装箱运输供应链合作模型等方面取得了突破，有助于拓展班轮联盟收益管理的理论与方法。同时，针对“一带一路”背景下航运系统建设问题，构建了面向“一带一路”的港航联盟模型，提出了公共航线运营模式与定价方法，为我国海外港航设施运营管理提供理论与方法支持。. 项目研究期间，共发表论文15篇，其中9篇发表在SCI/SSCI检索期刊，包括交通物流领域知名期刊Transportation Research Part A、Transportation Research Part B、Transportation Research Part E，航运物流领域知名期刊Maritime Economics＆Logistics、 Maritime Policy & Management。出版专著《21世纪海上丝绸之路港航物流系统研究》、《智慧港口运作优化方法》（获国家出版基金资助）。. 研究成果在我国港航企业中得到了应用，获得辽宁省科技进步二等奖、中国物流与采购联合会科技进步一等奖，获得发明专利1项、软件著作权2项。研究成果应用于长江集装箱江海联运中，与武汉航运交易所合作研发武汉航运中心出口集装箱运价指数。该指数于2018年12月发布，每周发布1次，发布两年来社会影响不断提升。.项目负责人入选“兴辽英才计划”青年拔尖人才，指导毕业硕士生15名，毕业博士生3名，指导的博士论文获得国际航运领域最高博士论文奖。参加国内外学术会议30余次，与美国、英国、新加坡等国学者建立了良好的合作关系，合作发表论文5篇。项目负责人成为航运物流领域知名期刊Maritime Economics＆Logistics、 Maritime Policy & Management编委。