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    25 July 2025, Volume 34 Issue 7
    Theory Analysis and Methodology Study
    Model and Algorithm for Cloud Workflows Scheduling Considering Multi-task Parallelism
    WANG Yang, WANG Hongpu, FAN Qiongyu, LIU Haichao
    2025, 34(7):  1-8.  DOI: 10.12005/orms.2025.0200
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    Workflow is a series of related tasks connected by control flow and data dependencies. Many large-scale scientific computing problems in various fields can be represented as workflow models. These workflow models involve complex computational tasks, increasing data volume and computational requirements, which cannot be met by a single computer. With the rapid development of cloud computing technology and the increasing number of large-scale scientific computing problems, the scheduling problem of workflows in cloud computing environments has gained widespread attention. Developing scheduling strategies to map tasks in workflows to cloud resource nodes is an NP-hard problem, and the quality of scheduling algorithms affects the performance of the scheduling system, resources utilization, and user satisfaction. Therefore, studying the workflow scheduling problem in cloud computing environments is of significant importance.
    Existing literature has extensively studied the workflow scheduling problem under different user service quality requirements, different constraint conditions, and specific application scenarios and optimization objectives. However, most studies have not considered the parallel execution of tasks on the same virtual machine and have ignored the matching degree between task characteristics and resources diversity. To address the shortcomings in existing research, this paper studies the cloud workflows scheduling considering multi-task parallelism. Specifically, it aims to minimize the total cost while meeting the deadline requirements of workflows. The proposed approach also considers the parallel execution of multiple independent tasks on the same virtual machine to reduce data transmission between virtual machines. Finally, the matching degree between task characteristics and virtual machine resource diversity is taken into account to improve processing speed and resource utilization.
    Firstly, this paper constructs a mathematical model for the cloud workflows scheduling considering multi-task parallelism. Then, it designs a simulated annealing algorithm based on destruction and reconstruction to solve this model to achieve efficient scheduling and cost optimization of workflows. The simulated annealing algorithm first uses a greedy algorithm to generate an initial feasible solution. Then, starting from the initial solution, it generates neighborhood solutions through destruction and reconstruction operations. It uses the Metropolis criterion in simulated annealing to determine the acceptance rule for neighborhood solutions. If the newly generated solution is better than the current solution, the new solution is accepted. Otherwise, it accepts a worse solution with a certain probability, which helps to jump out of local optima to some extent. The algorithm repeats the destruction, reconstruction, and solution update operations until the pre-set solving time is reached, and then terminates the algorithm. Finally, the best solution obtained in the iteration process is taken as the approximate optimal solution.
    To verify the effectiveness of the proposed algorithm, simulation experiments are conducted using the cloud simulation platform CloudSim. CyberShake, Epigenomics, Inspiral, and Sipht workflows with different scales, released by the Pegasus project, are used as test cases, and the CPU and memory configuration requirements of tasks in different types of workflows are determined based on literature. Besides, considering that the deadline decomposition algorithm is an effective algorithm for solving cloud workflow scheduling problems in the current literature, this paper designs a deadline decomposition algorithm for this problem and compares it with the simulated annealing algorithm through experiments. The deadline decomposition algorithm first divides tasks in the workflow into levels, grouping tasks of different levels into different task sets. Next, the algorithm uses the deadline decomposition strategy to set appropriate sub-deadlines for each task set. After that, it prioritizes the tasks and generates a task scheduling list that meets the pre and post dependency relationships. Finally, taking into account both time and cost factors, the algorithm assigns virtual machines to tasks in different sets in sequence.
    The initial temperature value is an important factor that affects the global search performance of the simulated annealing algorithm, while the cooling rate and iteration number are closely related to the solving performance of the simulated annealing algorithm. Therefore, this paper first determines the optimal parameter values for the initial temperature, cooling rate, and iteration number through experiments. Then, the algorithm performance of the deadline decomposition algorithm and the simulated annealing algorithm under the optimal parameter values are compared. The experimental results show that the simulated annealing algorithm based on destruction and reconstruction designed in this paper has better solving performance than the deadline decomposition algorithm. But the algorithm's solving time is relatively long, and stability needs to be improved. Overall, the proposed algorithm can effectively help cloud service providers develop workflow scheduling plans, improve resources utilization and user service quality, and maximize the interests of both cloud service providers and users.
    Path Optimization of UAV and UGV Cooperative Operation in Multiple Farmlands under Plant Protection Trusteeship Model
    FENG Xiaochun, YAO Nana, RUAN Junhu, HU Xiangpei, WEI Hongjie, LIU Tianjun
    2025, 34(7):  9-15.  DOI: 10.12005/orms.2025.0201
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    With the development of agricultural digitalization and informatization, unmanned equipment-based plant protection is increasingly promoted due to its high efficiency, safety and so on, of which the more widely used are UAV and UGV. To provide more accurate plant protection services, the plant protection trusteeship services providers need to allocate different types of equipment for plant protection. Consequently, taking the perspective of plant protection trusteeship services providers, this paper divides farmland into three types: farmland only operated by UAV, farmland only operated by UGV and farmland where UAV and UGV need to operate synchronously, and studies the path optimization problem of UAV and UGV cooperative pesticide operation in multiple farmlands. The research in this paper has important theoretical significance and practical value. On the one hand, it enriches the theory of unmanned equipment cooperative operation in the context of digital agriculture, and on the other hand, it can provide theoretical support for plant protection custodian service providers in their daily decision-making process.
    It is essential for plant protection trusteeship services providers to dispatch several plant protection UAVs as well as plant protection UGVs in the decision-making stage due to the large and multi-type plant protection orders. For the sake of improving the operational efficiency and reducing the cost, it becomes very important to establish an effective optimization method for plant protection operations that fulfill all the orders with the minimum time cost. In this paper, a mixed integer programming model with the optimization objective of minimizing the total operation time is built. Considering the difficulties such as model nonlinearity and multi-stage hybrid decision-making, this paper proposes an iterative multi-stage solving framework that integrates multiple algorithms as follows: firstly, the order of farmland operated by UAV/UGV is derived by ant colony algorithm; based on this order, the simulated annealing algorithm is used to determine the plant protection routes of UAV and UGV operating in each farmland; and then the return point of UAV and UGV is determined; finally, the objective function is solved and the next iteration is performed until a satisfactory solution is obtained. Five groups of farmland data in Heyang County, Weinan City, Shaanxi Province are extracted for simulation calculation. First, we compare the proposed method with existing rules, including the Johnson rule, traditional operation rule, and fixed replenishment rule. The results demonstrate the significant effectiveness of the proposed method in solving the problem. In addition, considering the characteristics of agricultural production and the heterogeneity of plant protection service orders, a sensitivity analysis of the sparsity of farmland distribution and changes in agricultural production scenarios is performed. The conclusions obtained in this paper are as follows: (1)through a comparative analysis with the Johnson rule and traditional operation rule, regardless of the scale of the instances, the method proposed in this paper exhibits significant advantages in both plant protection time costs and non-plant protection time costs; (2)the mobile replenishment mode of trucks considered in this paper saves the number of return times and the distance of return journey of both UAV and UGV, even though this mode increases the energy consumption of the trucks; (3)the distribution of farmland should not be too scattered although UAV and UGV cooperative operation are applicable to plant protection orders with different sparsity, otherwise the efficiency of cooperative operation will be compromised; (4)the waiting time for common service farmland is usually too long because of the need for simultaneous operation of the UAV and UGV, so the number of common service farmland needs to be arranged reasonably.
    There are still the following deficiencies in this paper. First, only a single UAV or a single UGV are researched, however, combining multiple UAVs or UGVs into a larger spraying system in reality is a more effective way to improve the operating capability of a single unit of unmanned equipment. Second, the shape of the farmland is a regular rectangle and the obstacles existing in the farmland are ignored, which is a lack of generalizability. All of the above need to be refined in the future research.
    Research on Takeaway Delivery Route Optimization Considering Manual Scheduling
    QIAN Wuyong, CHEN Haodong
    2025, 34(7):  16-23.  DOI: 10.12005/orms.2025.0202
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    In recent years, the food delivery industry has developed rapidly, which provides not only a convenience to the public but also a guarantee for the integrated development of offline and online catering industries. However, in the process of food delivery, due to the influence of various uncertain factors, it is difficult for the platform to dispatch orders to adapt to various complex scenarios, resulting in unreasonable allocation of distribution resources and untimely delivery services, which in turn affects user satisfaction. For example, if the food delivery is in the peak ordering period or the bad weather, or riders have an accident, or customers cannot be contacted, etc., there are often problems such as inappropriate planning for the secondary delivery of orders and the inability of riders to effectively respond to the real-time allocation needs of orders. In response to the above problems, this paper focuses on the powerful benefits of manual scheduling among riders in adjusting order allocation, planning secondary delivery routes, and managing disturbance factors. A staged optimization method is proposed to further explore the rider's cost-optimized distribution path during the dynamic adjustment process. The research content is closer to the actual food delivery problem and strives to provide a more reasonable reference plan for the planning of the platform delivery route.
    For the takeaway delivery path optimization problem, based on the open PDCVRPTW problem solution strategy, this article proposes a dynamic take-out delivery path optimization model, which treats riders as a collaborative delivery set and responds to the manual scheduling demand in the actual delivery process. Furthermore, defining the objective function as the weighted incremental the sum of distance cost and time penalty cost, this article takes into account riders' manual scheduling demand, pickup and delivery cross-delivery, and other characteristics. The constraints are the capacity, the time windows, and so on. The dispatching situation and path optimization problem in the delivery process are discussed in depth. Considering the scenarios of manual scheduling, the scheduling situations are divided into two types of situations: collection point transfer distribution and emergency transfer distribution. Then, aiming at the secondary delivery problems and disturbance management problems in the process of takeaway delivery, the relevant decision-making references are discussed. A phased delivery path optimization algorithm framework is designed to meet the orderliness constraints of order generation, adaptive crossover and variation, and evolutionary learning by exchange sequence. In the verification and comparison of the model algorithm, due to the lack of real-time data sets of takeaway orders in China, a random simulation of a reasonable data set is selected for the experiment.GA, PSO, and IGA-Auto are used to solve the problem, and compared with the exact solution obtained by the Gurobi optimization solver. The optimization gap and the time used are observed, and the better heuristic algorithm and method are selected according to the effect.
    The calculation example data in this paper refers to the special data in “Smart Logistics: Rider Behavior Prediction during the New Crown Period” in the Tianchi Big Data Competition. It simulates multiple order data generated in a business district within the same time period, and randomly generates each order data at the same time, for the delivery time window for the order and the location of each rider. With the IGA-Auto algorithm for staged optimization to realize secondary distribution management and disturbance management in the delivery process of takeaway orders, it is found that the total delivery cost in both scheduling situations is reduced, compared with the initial scheduling situation. Secondly, in terms of algorithm performance, while maintaining the same number of iterations and population size, the IGA-Auto algorithm has generally lower deviations from the Gurobi in terms of computing time and optimization gap and can achieve the same solution or even a better solution in some cases. At the same time, in terms of algorithm efficiency, the IGA-Auto algorithm can quickly converge and iterate continuously and can traverse large-scale paths in a short time to find a satisfactory solution. Finally, IGA-Auto is used to solve multiple calculation examples to explore the effectiveness of cost optimization. The study finds that the solution of the model and algorithm can be targeted to consider the secondary delivery management and disturbance management in the takeaway delivery process, generate optimization decisions, and reduce related delivery costs.
    The data and results show that the dynamic food delivery route optimization model and algorithm considering manual scheduling can effectively deal with emergencies in the delivery process. It conforms to the rider's actual cooperation awareness and distribution situation, and can effectively solve the secondary distribution planning and emergency transfer distribution problems during the takeaway delivery process. Secondly, the effectiveness of the current model in solving such problems is verified in the comparison process of various heuristic algorithms. At the same time, the IGA-Auto algorithm has excellent performance in computing time and also shows a strong advantage in optimizing the gap. It can find the global near-optimal solution in a relatively short time, has strong overall optimization ability, and can effectively solve the problem of falling into the local optimal solution. However, the research in this paper is still limited, and there are still many factors to be considered, such as human factors related to the rider's decision-making, and the decision-making changes at the customer end caused by scheduling, etc. Future research can consider multiple scheduling scenarios, such as the exploration of collaboration methods among riders in different business districts, the systematic construction of a collaborative delivery model covering each subject, etc., to further study the impact of collaborative delivery on takeaway delivery routes.
    Bi-level Model and Algorithm for Locating and Sizing Electric Vehicle Charging-swapping-discharging-storage Integrated Station
    YU Bing, LIU Yong, MA Liang
    2025, 34(7):  24-31.  DOI: 10.12005/orms.2025.0203
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    In the context of carbon peaking and carbon neutrality, automobiles are one of the main sources of greenhouse gas emissions such as carbon dioxide, so promoting new energy vehicles to replace fuel vehicles is a necessary condition for promoting energy transformation and achieving carbon peaking. As a key node and important foundation for promoting the use of electric vehicles and implementing green transportation, the planning and construction of charging and swapping infrastructure need to solve the problem of accurate prediction of electric vehicle charging and swapping demand. Electric vehicle load distribution is characterized by randomness and fluctuation in time and space, and is reasonably predicted and laid out according to the results. On the basis of the prediction results, we study the siting of electric vehicle charging stations, and the size and capacity setting of various types of equipment to meet the user demand, and consider the costs of construction, operation andmaintenance of charging stations to ensure a certain degree of economy while meeting the user demand.
    This paper establishes a space-time-vehicle load model including private electric vehicle, electric taxi and electric bus, considering the characteristics of electric vehicle distribution, distinguishing behavioral characteristics of different vehicle types, multi-capacity charging piles and distinguishing different charging strategies for peak and idle periods, etc. The Monte Carlo method is used to determine the spatial and temporal distribution of electric vehicles to be charged, real-time speed updates, acceptable waiting time for electric vehicle users, remaining power and range. The selection of EV charging piles and charging strategies are also simulated. Based on the prediction results, a bi-level model is established for the location and capacity of electric vehicle charging-swapping-discharging-storage integrated stations. The upper-level planning considers the minimum sum of construction cost, energy storage cost and operation and maintenance cost to optimize the location. The lower-level planning takes the shortest electric vehicle driving distance as the goal to divide the service area, and returns the load to the upper level for capacity optimization. The upper and lower layer transfer to each other and influence each other. The bi-level planning balance the economy of investment and operation with the convenience of charging and driving for EV users.
    The model is a NP-hard problem, and the exact algorithm can only solve relatively small-scale problems, so the intelligent optimization algorithm is chosen as the optimal solution to the problem. The life choice-based optimizer is an intelligent optimization algorithm that is simple to compute and efficient to solve on continuous optimization. This paper designs a hybrid coding method to apply to discrete practical problems, which not only retains the advantage of the algorithm's strong ability to find the best, but also allows the continuous optimization algorithm to be applied to solve practical problems in discrete domains. Considering that the algorithm still has the defect of easily returning to a local optimized result, the anchoring effect theory is introduced to design a new updating equation according to the characteristics of human decision-making behavior, improve the population quality and expand the algorithm to the search area, so as to obtain a novel life choice-based optimizer. This new algorithm improves convergence accuracy while balancing global exploitation capabilities with local exploration capabilities.
    The new algorithm is combined with Dijkstra's algorithm to solve the new model in order to verify the effectiveness of the model. The experimental results show that the model is reasonable and necessary in distinguishing between multiple car models, different regional attributes, multi-capacity charging piles, and peak and idle charging strategies. Further, to verify the superiority of the algorithm, the new algorithm is compared with other five algorithms for experiments. The results prove that the new algorithm has the advantages of stability and fast convergence. The reliability of the new algorithm is verified by Wilcoxon rank sum test. How to take a more effective method to improve the life choice-based optimizer and apply it to solve the problems of site selection and volume of hydrogen refueling stations is the further research direction.
    Multi-objective Job Shop Scheduling Problem Considering Automatic Guided Vehicles Recharging
    ZHANG Bohan, CHE Ada, ZUO Tianshuai
    2025, 34(7):  32-39.  DOI: 10.12005/orms.2025.0204
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    The application of automated guided vehicles (AGV) in production systems has undeniably enhanced production efficiency. They play a crucial role in transporting raw materials, components, semi-finished products, and finished products between workstations. With their notable efficiency, ability to work in parallel, and commitment to safety and environmental standards, AGVs not only streamline material handling processes but also alleviate the burden on workers, improve productivity, and reduce labor costs for businesses. However, AGV also bring some practical challenges, such as production delays resulting from inadequate electricity supply.
    This paper focuses on addressing the multi-objective job shop scheduling problem considering AGV recharging. The problem involves determining the processing and transportation sequence, allocating AGVs, and determining charging time as well as duration. The objectives are to minimize both the makespan and the total electricity consumption. To address this problem, we develop a bi-objective mixed-integer linear programming model, which characterizes the dynamic charging of AGVs. We then develop a dynamic computation resources allocation based MOEA/D to solve the problem. The algorithm designs a two-segment encoding method based on operations and AGV to represent solutions. The first segment includes information about the sequence and priority weights of operations, while the second segment contains information about the allocation and recharging of AGV. To achieve effective allocation of AGV and trade-off of objectives, two heuristic rules considering makespan and electricity consumption are designed. The first heuristic rule considers the number of operations transported by AGV and their corresponding electricity consumption, while the second heuristic rule emphasizes the punctuality of AGV arriving at machines, along with their electricity consumption.
    We further develop a priority weight-based inserting method to generate high-quality solutions. The priority weights provide precedence constraints between operations and are capable of executing a mapping from continuous space to discrete one. To address the issue of overcharging for AGV while minimizing the maximum completion time, this paper proposes a dynamic charging adjustment strategy. Building upon the existing scheme, this strategy adjusts the required electricity for each AGV to match the actual power consumption, thus minimizing the charging time and enabling an earlier start for operations transportation. To promote information sharing, improve the diversity and convergence of the population, the proposed algorithm designs a computation resource-based selection operator, a multiple individual-based crossover operator, a local search-based mutation operator, and a dynamic computational resource allocation strategy. The computation resource-based selection operator determines the source of parents using the computation resources of individuals, thus enhancing the algorithm's exploration and exploitation capabilities. The multiple individual-based crossover operator calculates probabilities for decoding orders of each operation, as well as the assignment of AGV accordingly. The required information for each offspring's gene is determined using a roulette wheel method. The local search-based mutation operator generates multiple excellent offspring by exchanging the priority weights of operations and the assignment of AGV. The dynamic computational resources allocation strategy focuses on allocating more computational resources to promising individuals.
    The effectiveness of the two heuristic rules and the dynamic recharging strategy, as well as the proposed algorithm, is validated through 35 benchmark instances. We use set coverage and inverted generational distance as indicators to assess the performance of the algorithm. The results obtained from running the program ten times consecutively demonstrate the effectiveness of our proposed algorithm. Additionally, the comparative results of solution times demonstrate that our algorithm exhibits faster performance than other two algorithms. We further display the Pareto sets of some benchmark instances. According to our investigation, some valuable managerial insights for managers are concluded as follows: First, managers should develop charging plans based on the actual power consumption of AGV, ensuring timely recharging without compromising production. Second, managers should schedule machining operations during this time to ensure concurrent charging and processing tasks in the production system, thus improving production efficiency. Lastly, we encourage managers to apply the proposed algorithm to practical production due to its effectiveness of optimizing the completion time and total power consumption through effective scheduling of operations and AGV charging. In the future, we will continue to investigate practical production problems, such as AGV scheduling considering machine failures, AGV scheduling under carbon emission constraints, and integrated scheduling of AGV and workers. Additionally, we aim to improve existing multi-objective optimization algorithms and enrich the optimization algorithms for job shop scheduling problems.
    A Mixed Repositioning Problem of Shared Bikes and Shared E-bikes
    XU Guoxun, ZOU An, XIANG Ting, SHI Chunlai
    2025, 34(7):  40-46.  DOI: 10.12005/orms.2025.0205
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    Generally, shared two-wheeled cycles refer to shared bikes and shared e-bikes. Shared bikes have been cited as an efficient way to improve the convenience and accessibility of the“last mile, while shared e-bikes are motorized bikes with an integrated electric motor used to assist propulsion, which is more suitable for medium and short-distance travel within 3 to 5 kilometers. In recent years, an increasing number of cities around the world have started to offer both bikes and e-bikes in bike sharing systems (BSS), such as Dubai, New York, Paris, Montreal, Barcelona, and most cities in China. In BSS, the inventory of bikes/e-bikes at some stations cannot satisfy the customer demand, whereas other stations have too many bikes/e-bikes. Thus, dedicated trucks are deployed to allocate and relocate bikes/e-bikes among stations in BSS. This operational problem is called a bike repositioning problem (BRP).
    However, for the same or adjacent stations, the repositioning activities of shared bikes and shared e-bikes are often performed simultaneously, resulting in some characteristics that affect repositioning activities, such as the station space-sharing, the customer demand substitution, and the truck loading occupation. To deal with this, a hybrid repositioning problem, that is, the combination of three strategies (i.e., station space-sharing strategy, customer demand substitution strategy, and truck loading occupation strategy) with repositioning routing is considered.
    The first strategy is station space-sharing. This study does not consider fixing the parking space for each type of shared two-wheeled cycle (for example, allocating parking space proportionally in the background of the system, or placing a fixed number of different types of locking piles and other facilities, and so on), but dynamically allocate station space for each type of shared two-wheeled cycles according to the contribution to the total costs at each station.
    The second strategy is the customer demand substitution. Through user Apps, users can rent any type of shared two-wheeled cycle according to their demands. Thus, a shortage of one type of two-wheeled cycle can be solved by providing the other type as a substitute. For instance, if no shared e-bikes are available at a station, a user can rent a shared bike as a substitute, or he can rent a shared e-bike if no shared bikes are available at a station. The substitution strategy can effectively alleviate demand pressure, but a penalty with respect to each type of substitution accounts for a potential decrease in the demand satisfaction for the specified type at other stations.
    The third strategy is the truck loading occupation. This strategy allows one type of two-wheeled cycle to be stored in the compartment for the other designated type during operation. For instance, when the compartment for shared bikes is full, a bike can be put into an empty spot in the compartment for an e-bike, whereas the opposite is infeasible because the size of an e-bike is usually larger than that of a bike. Occupation strategy can also effectively alleviate demand pressure, but a penalty is associated with a shared bike that is put into a space for a shared e-bike because some space of the compartment cannot be used by an e-bike to be picked up at the next station, which results in a waste of resource.
    The proposed problem is formulated as mixed-integer linear programming. An improved TS is adopted as the backbone of the solution method of this study. However, in addition to routing variables, the proposed problem involves loading and unloading quantity variables, substitution strategy variables, and occupancy strategy variables. Therefore, the TS cannot be applied directly to solve the proposed problem. This study develops a tailored heuristic and incorporates it into the TS to handle the extra complexity, forming a hybrid TS.
    In order to test the performance of hybrid TS, the TS, genetic algorithm (GA), and variable neighborhood search (VNS) are adopted as comparison algorithms. However, there are no test instances available in the literature. For this purpose, 10 instances are generated with sizes varying from 20 stations to 200 stations. Numerical experiments show average objective function values, the minimum objective function values, and the standard deviation of the proposed hybrid TS always outperform those of TS, GA, and VNS.
    In addition, to show the effect of the proposed three strategies on the operation cost and the customer demand, four new strategies are adopted as comparison strategies, including removing sharing strategy, substitution strategy, and occupancy strategy at the same time, removing only sharing strategy, removing only substitution strategy, and removing only occupancy strategy. Numerical experiments show that any one of the proposed three strategies proposed has an effect on reducing the total cost and alleviating customer dissatisfaction, especially when the three strategies are used at the same time.
    Future research may consider the extension of the current problem and solution method to multiple dedicated truck cases, and a station can be visited by more than one truck.
    Pricing Game of Dual-channel Supply Chain Considering Equipment Failure and Preventive Maintenance
    QIAN Xiaofei, XUE Yi, TIAN Jianfei
    2025, 34(7):  47-53.  DOI: 10.12005/orms.2025.0206
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    With the change of business environment and consumption concept, product competition has developed from the traditional price one to the comprehensive one of “product+service”. However, with the continuous expansion of production scale and the rapid upgrading of production technology, enterprises have increased the demand for complex and expensive automation and precision equipment, thus facing more severe challenges in the aspects of after-sales quality assurance service and maintenance optimization of equipment. In the face of expensive equipment purchase cost, maintenance cost, and other adverse factors, some enterprises start to switch from purchasing equipment to leasing equipment, which leads the leasing channel to play an increasingly critical role in the current market. In addition, the operational leasing of durable equipment has become an effective marketing tool and a new profit growth point for the industry. Based on this background and considering the factors such as corrective maintenance and preventive maintenance of durable equipment, this paper studies the product pricing decision under the dual-channel supply chain structure of leasing and sales, and builds the supply chain pricing game model under the single sales model, manufacturer leading model, and cooperation model. The influences of the leasing contract restriction degree and expected number of failures on equilibrium price and profit are analyzed, and the optimal decisions under these three models are compared.
    The first part presents the research question, relative assumptions and explanations of symbols used in this paper.
    In the second part, the pricing games under the single sales model, manufacturer leading model, and cooperation model are discussed. Our research result shows that when the quality control standard in the production process of durable equipment is reduced or the fault maintenance fee is increased, the manufacturer will reduce the wholesale price to expand the promotion space of retailers in order to offset the risk of demand decline. In order not to losin dual channels, the manufacturer can reduce the number of preventive maintenance or the unit cost of preventive maintenance when considering postponing the initial point of preventive maintenance. By balancing the above three factors, the total maintenance cost of leased equipment will remain unchanged.
    In the third part, the optimal decisions in the three game models are compared and analyzed. We find that the total profit of the manufacturer by introducing the leasing channel is always greater than that without introducing the leasing channel. Thus, on the premise of “economic man”, the manufacturer will always choose to introduce the leasing channel. In addition, the equilibrium selling price is affected by the restriction degree of the equipment leasing contract. When the restriction degree of the equipment leasing contract is lower than a certain threshold, the optimal selling price under the cooperation model will be lower than that under the manufacturer leading model, which makes the demand transfer from the leasing channel to the sales channel. Otherwise, the sales price under the cooperation model will be relatively high and thus will damage the consumer surplus of potential users, which will lead to a further loss of the sales market.
    In the fourth part, the relationship between the revenue function and some parameters is analyzed. Some propositions in the above sections are verified through numerical simulation experiments.
    Supply Chain Coordination with Strategy-dependent Reference Point and Considering Promotional Effort
    DAI Jiansheng, MA Yushan
    2025, 34(7):  54-61.  DOI: 10.12005/orms.2025.0207
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    The estimated achievable profit, if it is reasonable, should locate between the maximum achievable profit and the minimum achievable profit for a given strategy. In prospect theory, the estimated profit can be chosen as a reference point of a decision-maker. In this circumstance, we refer to the decision-maker as reference-dependent. The reference point together with the degree of preference for loss aversion will influence its behavioral strategies, thereby affecting the design of contracts in the supply chain.
    In the presence of promotional effort, the retailer's reference point depends not only on its inventory strategy but also on promotional strategy. This article constructs a supply chain consisting of a single supplier and a single retailer, where the retailer has loss-averse preferences with reference dependence and implements promotional effort. We use prospect theory to explore the retailer's ordering and promotion decisions, as well as the supply chain coordination issues via revenue-sharing and buyback contracts. In our utility model, the retailer's utility consists of two parts: consumption utility and loss-gain utility, where the loss-gain utility is characterized by the difference between the realized profit and the reference point. The reference point is related to the retailer's strategies and is a weighted average of the maximum achievable profit and the minimum one.
    Firstly, we explore the decision-making problem of the retailer under the wholesale price contract, and analyze the impact of the loss aversion preference on the decisions. The optimal order quantity and sales effort level decrease in the weighted coefficient of the reference point, the degree of loss aversion, and the wholesale price. The optimal strategy may be greater or less than the classic newsvendor's counterpart. Specifically, if the wholesale price is low, the optimal order quantity and promotional effort level may be greater than those under centralized decision-making.
    Secondly, we discuss the coordination issue of the supply chain via revenue-sharing and buyback contract. We demonstrate that a combination of revenue-sharing (buyback) contracts and promotion cost-sharing mechanisms can coordinate the supply chain in some circumstances. We characterize a sufficient condition to ensure the coordination achievement. In particular, the supply chain coordination can be realized if (1)the intensity of loss-gain utility is weak (i.e., the retailer pay little attention to loss-gain utility), (2)the intensity of loss-gain utility is very strong, and the reference point is not too extreme, (3)the intensity of loss-gain utility is moderate, and the reference point is either close to the worst result or the reference point is close to the best result.
    Thirdly, we investigate the impact of the loss aversion preference on the coordination contracts. Given the proportion of promotion cost sharing, for revenue-sharing contract, the wholesale price and revenue-sharing coefficient decrease with the weighted coefficient of the reference point, the intensity of loss-gain utility, and the degree of loss aversion. For buyback contract, the buyback price increases with the weighted coefficient of the reference point, the intensity of loss-gain utility, and the degree of loss aversion.
    Fourthly, we also discuss the fact that the equivalence of the two contracts under the retailer is loss averse. We show that the two contracts (revenue-sharing versus buyback) are still equivalent, and the equivalence between the parameters of two contracts is the same as that under the classic newsvendor framework. In another word, the loss aversion preference exerts no effect on the equivalence of the two contracts.
    Some managerial insights are obtained as follows. First, if a retailer has a reference-dependent loss aversion preference, the revenue-sharing or buyback contracts cannot always achieve supply chain coordination. Second, when using the two contracts to coordinate the supply chain, it must consider the impact of the weighted coefficient of the reference point, the intensity of loss-gain utility, and the degree of loss aversion on the retailer's decisions. Specifically, for revenue-sharing contract, both the wholesale price and the revenue-sharing ratio need to be downwardly adjusted. Moreover, the revenue-sharing coefficient should be less than the cost-sharing ratio, and the wholesale price should be less than the product of the cost-sharing ratio and the unit production cost. For buyback contract, the buyback price should be upwardly adjusted, while the wholesale price should be downwardly adjusted, corresponding to the classic newsvendor case.
    The Geometric Minimum Diameter Spanning Tree for a d-separable Planar Point Set
    XU Yi, LIU Yating, LIAN Jie
    2025, 34(7):  62-68.  DOI: 10.12005/orms.2025.0208
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    For a planar point set P with n points, the geometric minimum-diameter spanning tree (MDST) problem has been studied extensively since 1991. The MDST problem of P is a tree that spans P and minimizes the Euclidean length of the longest path. HO et al.(1991) showed that there always exists an MDST which is either a monopolar(MDMST) or a dipolar(MDDST). The more difficult dipolar case can be computed in O(n3) time using O(n) space. The algorithms of finding the MDST of P in less than cubic time have recently been a subject of great interest. The cubic time algorithm has been improved to O(n17/6) time by CHAN(2003). However, there is still no exact algorithm solving the MDST problem in less than O(n2) time. Note that, the MDST problem can be seen as the facility location problem and can be regarded as a variation of one-center and two-center problems. The more difficult dipolar case can also be considered as two disks covering the point set P. For two-center problem and minimum-sum dipolar spanning tree problem, the optimal structure contains the two disks covering the points which satisfy the perpendicular bisector of the two dipolar points separate P, respectively. However, the dipolar spanning tree may not satisfy the above optimal structure. Thus, finding the geometric property for dipolar spanning tree and the special point sets whose MDST can be solved in O(n2) time is the primary job in this paper.
    If there is a line separating P into two parts P1, P2 and P1, P2 are on different sides of the line, the point set P is called separatable. The MDMST for a point set P can be computed in O(nlogn) time. The MDDST for a separable point set P can be seen as the smaller one between the minimum diameter dipolar spanning tree whose two dipoles are in two separated subsets, respectively(denoted as MsDDST) and the minimum diameter dipolar spanning tree whose two dipoles are both in one subset(denoted as McDDST). For a special case of the separable point set, finding the MDDST can be implemented in quadratic time. From the definition of MsDDST, it takes O(nlogn) time to compute the farthest Voronoi diagram of P1 and P2. For each point p, assign the distance w(p) between p and its farthest point in the subset which p belongs to. Finally find two points {p,q} in each subset to minimize w(p)+d(p,q)+w(q). This needs at most O(n2) time
    This paper shows that if d≥max{d1,d2}, where d is the minimum distance between P1 and P2, d1(resp. d2) is the diameter of P1 (resp. P2), both the following two cases can be computed in no more than O(n2) time. Case1: if there is only one point in a subset, the MDST is an MDMST which can be computed in O(nlogn) time. Case2: if there are at least two points in each subset, the diameter of McDDST is larger than or equal to MsDDST's. In conclusion, if d≥max{d1,d2}, the MDST of P is either an MDMST or an MsDDST which can be computed in O(n2) time using O(n) space.
    Online and Offline Problems of Truck and Drone Collaborative Delivery under Real-time Demand
    YU Haiyan, LIU Li
    2025, 34(7):  69-75.  DOI: 10.12005/orms.2025.0209
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    With the continuous improvement of economic level, people have higher requirements for the timeliness of logistics and distribution, especially for high-value and time-sensitive goods such as fresh food and medicine. Traditional logistics and distribution methods are restricted by road conditions, traffic rules and other factors, which can hardly meet people's consumption needs. The truck and drone combination mode is an innovative logistics and distribution mode, which makes full use of the flexibility of drones and the load capacity of trucks, and realizes the complementary advantages of the two transportation tools. This mode can shorten the delivery time, improve the delivery quality, and adapt to people's consumption upgrading needs. However, in the actual delivery process, the dynamic and uncertainty of demand increase the difficulty of delivery. Therefore, the online and offline problems of truck and drone collaborative delivery under real-time demand are proposed.
    At present, the research on truck and drone collaborative delivery is still in its infancy, and most of the studies are based on static conditions, that is, the customer demand and location are fixed, and they ignore the dynamic changes that may occur in the actual delivery process, such as demand update, traffic condition, etc. Online algorithm is an effective method to deal with dynamic problems, which can adjust the delivery plan according to the real-time information, but the existing online algorithms are mainly for the traditional vehicle delivery problem, and there are few studies on the online algorithm for truck and drone collaborative delivery. Therefore, it is of practical significance to consider the dynamic factors and design the online algorithm for truck and drone collaborative delivery.
    The second part studies the online problem of truck and drone collaborative delivery. First, we prove that the lower bound of the competitive ratio for this problem is 1+52. Second, we design an online RAR algorithm and prove that its upper bound of the competitive ratio on general networks is 3. The core idea of the RAR algorithm is to make action decisions based on whether the truck is at the origin. When there is no pending demand, the truck will stay at the origin. When a new demand arrives, the truck will make a decision based on its current location. If the truck is at the origin, it calls the TSOA algorithm to solve. If the truck is not at the origin, it returns to the origin by the shortest path, and then calls the TSOA algorithm to solve.
    The third part studies the offline problem of truck and drone collaborative delivery. Given the order information, the problem aims to determine the demand allocation, rendezvous points and delivery routes for the truck and drones, so as to minimize the latest time for the truck and drones to deliver all demands and return to the delivery center. To solve this problem, we formulate a mixed integer programming model and design a two-stage offline TSOA algorithm, which uses CPLEX solver to solve the model. By comparing the results of the TSOA algorithm and the CPLEX solver, we find that the relative error of the TSOA algorithm is between 0% and 2.74%, which proves the effectiveness of the TSOA algorithm.
    The fourth part uses MATLAB software to conduct case simulation and sensitivity analysis for the RAR algorithm, and compares the results of the RAR algorithm and the offline algorithm. It is found that the performance ratio of the RAR algorithm is less than the upper bound of the competitive ratio derived from the theoretical analysis, which indicates that the algorithm performs better than the theoretical expectation in the actual scenario, and verifies the effectiveness of the algorithm.
    To summarize, this paper investigates the online and offline problems of truck-UAV cooperative delivery, develops the relevant mathematical model and algorithm, and validates the performance of the algorithm via simulation experiments. Truck-UAV cooperative delivery is a novel logistics delivery mode that can enhance delivery efficiency, lower delivery cost, and accommodate various delivery situations. The research of this paper offers some guidance for the decision-making and planning for logistics delivery in enterprises, and opens up a new avenue for the scientific exploration of this mode. Future research may explore the problem of cooperative delivery with multiple trucks and multiple drones and conduct a deeper analysis.
    Optimization Problem of Collection Cycle in Automobile RO-RO Terminals and Branch-and-Price Algorithm
    WANG Yu, LI Shanshan, LIANG Chengji
    2025, 34(7):  76-82.  DOI: 10.12005/orms.2025.0210
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    With the vigorous development of the automobile import and export business in recent years, the RO-RO terminal has become an important logistics node of the automobile trade. In 2021 the RO-RO export volume accounted for more than 50% of the national export volume, compared with air transport and other methods in the automobile export business. RO-RO transport has gradually become the mainstream mode of transport. However, with an increase in the annual throughput, the limited parking space of the yard and the characteristic ( the vehicle cannot be stacked) affect the collection and distribution operation efficiency of the RO-RO terminal and restrict the further development of the RO-RO transportation business, therefore it is necessary to study scientific and efficient scheduling optimization strategies based on the operation characteristics of the RO-RO terminal.
    In order to improve the utilization rate of parking space in the storage yard, based on the existing literature on the scheduling optimization problem of the RO-RO terminal this paper puts forward the optimization problem of the collection cycle of the RO-RO terminal, analyzes the operation and scheduling characteristics of the RO-RO terminal and the export operation process of the finished vehicle, considers the service ability of the terminal yard and the storage cost of the finished vehicle, and arranges the collection cycle reasonably for the port operation of the automobile manufacturer. In order to minimize the actual daily work difference in yard workers and the demurrage cost of the parking space occupied by the finished vehicle, an integer programming model is established, by taking the finished vehicle demand of the RO-RO vessel as the constraint, the collection cycle and the actual daily finished vehicle collection number of the automobile manufacturer in the RO-RO terminal are decided.
    Considering that the optimization problem of collection cycle is a problem requiring long-term decision, and the column generation algorithm is usually used to solve large-scale linear programming problems, the branch pricing algorithm based on column generation is chosen to solve the problem. The problem is first reconstructed and then decomposed into a limited main problem of selecting the combination of the optimization scheme of the collection period and a pricing sub-problem of the optimization of the collection period with demand constraints.Through the continuous iteration of the column generation algorithm, when the subproblem cannot produce the solution with the objective function less than 0, the current solution is the optimal solution of the linear relaxation problem of the main problem, the optimal integer solution of the problem can be solved by branch and bound algorithm, and then random examples are generated based on the actual problem size for experiment.
    In order to verify the accuracy of the model, this paper first conducts small-scale experiments to solve the model M2 by using the branch pricing algorithm programmed by IBM ILOG CPLEX 12.10 and Python3.6 respectively. The gap value (the gap value is equal to the difference between the objective function value under branch pricing algorithm and the objective function value under CPLEX divided by the objective function value under CPLEX) in the experimental results is compared to verify the algorithm. The branch pricing algorithm is used to solve the large-scale experiment with different daily service capacity and ship demand, and it is verified that the branch pricing algorithm has certain application value in solving the optimization problem of the collection cycle of the vehicle RO-RO terminal. Finally, through the sensitivity analysis of the parameter daily service capacity and free period of the yard, it is found that if the inventory cost of the yard is considered, increasing the daily service capacity of the yard can better improve the utilization rate of the parking space in the storage yard.
    Future research can be considered from the following aspects: further refining the collection process of the vehicle RO-RO terminal, and combining the vehicle ex-factory combined transport with additional services of the RO-RO terminal. Overall vehicle export process of automobile RO-RO terminal, and a series of plans for the vehicle parking space distribution-drivers-collection of ship loading, thus to enhance the overall efficiency of the automobile RO-RO terminal.
    A Spatial-temporal EWMA and Region Growing Based Method for Monitoring Image Data
    ZHOU Panpan, ZUO Ling
    2025, 34(7):  83-89.  DOI: 10.12005/orms.2025.0211
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    In many manufacturing sectors, such as LCD panel production, tile manufacturing, and semiconductor fabrication, product surface quality is of crucial importance. With the wide application of machine vision systems, image data composed of pixels with varying gray levels are captured to reflect the surface quality. Product quality in these industries can therefore be characterized by the uniformity within an image (e.g., LCD panels) or the conformity of an image to a predefined pattern (e.g., manufactured tiles). To ensure process and product quality and prevent potential loss, engineers are interested in the timely detection of changes in image uniformity or deviations from the specific pattern. As a vital tool for statistical process monitoring, control charts are increasingly employed in image monitoring for detecting anomalous changes. In the statistical monitoring for image data, there are two main issues of concern. One is the detection of fault occurrence, which is to trigger an alarm for the change in the process as early as possible. This is usually achieved through detecting the shift in the gray levels of pixels in a certain area within an image. The other is the identification of fault location/size, which usually involves the estimation of faulty pixels or regions. Most existing research has mainly focused on either detecting fault occurrence or identifying fault location/size. Simultaneous detection and identification of faults are relatively less explored but are attracting growing research attention.
    In order to enhance the rapid detection of fault occurrence and improve the accuracy of fault estimation, this study makes use of the fact that faulty pixels tend to appear as a cluster, and accumulates anomalous changes surrounding the faulty pixels through spatial smoothing. Specifically, a spatial EWMA (Exponentially Weighted Moving Average) is integrated with a temporal EWMA for locating the center of the faulty regions. Starting from the region center, a region growing method can then be applied to effectively identify the faulty regions. By constructing a monitoring statistic for the faulty region only, a signal can be efficiently triggered if a change occurs to the process. Meanwhile, the fault location and size can be readily identified. To implement the proposed spatial-temporal EWMA and region growing based method for image data, three steps are involved.
    First, to identify faults of real practical significance and reduce computational difficulty, each image is divided into non-overlapping square regions of equal size. The average gray levels within these divided regions are standardized to facilitate subsequent quality monitoring. Second, the temporal EWMA method is applied to smooth the average gray levels within the individual regions. In this way, temporal shifts are accumulated, and even small shifts in the process can be detected in a more timely manner. Subsequently, the spatial EWMA is imposed on the temporal EWMA statistics, aiming to accumulate possible changes surrounding each region. With such enhancement, faults of even small magnitude can be detected with a higher probability. Among the spatial EWMA values for all the divided regions, the maximum value indicates the region with the most significant change, and is therefore used to identify the center of the shifted regions. Third, with this identified region center as the starting point, a region growing strategy is employed to determine the boundary of the shifted area. A charting statistic is then constructed corresponding to the shifted regions. At each time point, the value of the charting statistic is calculated, and alarms tend to be triggered upon fault occurrence. Furthermore, the location of the shift center and the size of the shifted regions are already available when region growing is implemented.
    To evaluate the performance of this approach, extensive simulation experiments are conducted. A total of 150 scenarios is considered, including various combinations of 3 fault center locations, 5 fault sizes, and 10 shift magnitudes. The fault detection and identification performance are evaluated using the steady-state median run length (SSMRL) and median Dice similarity coefficient (MDSC) indicators. The results show that the proposed method is superior to the comparative method in accurately estimating the location and size of shifts when the fault size is small, while it enables more rapid shift detection in cases where the fault size is large.
    The proposed method leverages the advantage of spatial smoothing in detecting small sized faults, and the power of temporal smoothing in detecting small shifts. With the region growing strategy, the proposed method can be flexibly applied to the detection of both regular and irregular faults, making it highly adaptable to various image monitoring applications. One limitation of this method is that it assumes only one single fault occurs. Future research endeavors may explore the extension of this method to detect multiple faults.
    A Schedule Control Method for Complex Equipment Development Considering Cost and Quality Value
    LIU Yong, WANG Zhucheng
    2025, 34(7):  90-96.  DOI: 10.12005/orms.2025.0212
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    The development of complex equipment is an important means and approach to enhance the level of equipment manufacturing industry and core competitiveness of the industry. It is a complex system engineering, often using the main manufacturer and supplier development mode. In this mode, the main manufacturer, due to its advantages in resources, information, and other aspects, can coordinate specific development activities, while the supplier is in a subordinate position and invests a certain amount of time, cost, and other factors in cooperating with the main manufacturer in collaborative development. Due to the involvement in numerous processes and suppliers with different levels of development during the development process, schedule delays often arise. This is because the development entity expects to reap higher benefits and value with lower time and cost, and there is a conflicting relationship between different development goals. To effectively address the issue of schedule delay, considering that development cost and quality are important factors affecting development progress, we construct a complex equipment development schedule control method that considers cost and quality value, using graphical review technology and multi-objective control methods to identify key suppliers and adjust development plans as control methods.
    Firstly, we analyze the key activities and the relationships between activity entities in the development process of complex equipment based on milestone events, and construct a multi-parameter transmission development network with key production transmission activities involving multiple entities such as the main manufacturer, supplier, and customer as nodes. We explore the relationship among development time, cost, and quality value, identify key suppliers in the development network, and solve it using a matrix equation. Secondly, considering the stability of completion, with on-time delivery rate and investment amount as constraints, we construct a complex equipment development progress control model from the perspectives of minimizing development time and cost, and maximizing quality value. Finally, taking the development progress of aviation engine sensors as an example, we use the constructed model to analyze and solve the optimal solution for controlling the development progress of aviation engine sensors, and draw a Pareto frontier diagram of time, cost and quality value.
    The results indicate that the constructed model fully considers cost, quality value, and time factors. By investing in key suppliers with weak quality value, a relative balance of time, cost and quality value under multi-objective control curves can be achieved, so as to solve the problem of complex equipment development schedule delay. In addition, the development time of complex equipment is negatively correlated with cost and quality value, while cost and quality value are also negatively correlated.
    Although the constructed model can solve the problem of complex equipment development progress control to a certain extent, there are also some shortcomings. Future research directions can integrate factors such as risk and customer satisfaction into the impact of time, cost and quality value on the development network. Based on the requirements of decision-makers and customers, we can further construct a development progress model to provide theoretical support and methodological guidance for decision-makers in complex equipment development.
    Research on Optimization Model and Algorithm for Reliability Location of Electric Vehicle Charging Stations
    YU Dongmei, ZHANG Mengyuan, LI Hongyan
    2025, 34(7):  97-104.  DOI: 10.12005/orms.2025.0213
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    With the popularization of electric vehicles, the reliability of charging station construction has become an important factor affecting the user experience and market development of electric vehicles. Reasonable planning of charging station location and improving the reliability of charging station services are key issues that need to be addressed in the layout planning of electric vehicle charging stations. This paper considers the scenario where charging stations have the risk of random interruptions and users have emergency charging needs, and constructs an optimization model for reliable location of charging stations to explore reliable location allocation schemes.
    Firstly, charging stations are stratified according to their distance from demand points, with the charging scenarios of users divided into emergency and non-emergency types. It is assumed that the proportion of emergency users will not exceed a specific limit, thus the number of users in emergency charging situations is constrained by setting the proportion of emergency situations. Secondly, we consider the random interruption risk of charging stations, meaning that the interruption probability of each charging station is a random value within a specified range. Taking into account the reliability of charging stations under interruption scenarios, the diversity of user charging scenarios and the economic feasibility of construction costs, a reliability-based location optimization model for charging stations is constructed. Accordingly, reliable charging stations are searched based on the hierarchical relationship between demand points and corresponding charging stations: when users at demand points are in non-emergency charging scenarios, if the currently assigned charging station is interrupted, the next hierarchical level charging station will be searched, and if the demand point is not assigned to any hierarchical level charging station, it is considered a failed allocation; when users at demand points are in emergency charging scenarios, the charging station assigned to the demand point cannot exceed two hierarchical levels, and if the demand point is not assigned in the first two hierarchical levels, it is considered a failed allocation. Then, this paper designs an immune optimization algorithm with an elite strategy to solve the model. The algorithm introduces an elite strategy to improve search performance and convergence speed. The fitness value of individuals measures the optimization objective, which is the total cost. The elite individuals are those with lower fitness values, representing good feasible solutions with lower total costs. The iterative process of feasible solution updates highlights the process of survival of the fittest, ultimately determining the optimal location-allocation scheme. Finally, the comparative analysis of the location-allocation of demand points and charging stations at different scales is conducted, and a sensitivity analysis of the interruption probability and emergency situation proportion parameters is performed.
    This paper validates the effectiveness of the location model and algorithm for charging stations through case analysis. The study solves the location model for different demand points and alternative charging station capacities, obtaining reliable optimal location-allocation schemes. The experimental results demonstrate that, in scenarios where charging stations face random interruption risks and users have urgent charging needs, the immune optimization algorithm with an elite strategy can quickly find reliable location-allocation schemes while reducing total costs as much as possible to meet all user demands. In different scale experiments, the trend of the optimal fitness value is consistent, initially decreasing and then reaching a balanced state. The sensitivity analysis results indicate that the interruption probability is an important influencing parameter for the optimal fitness value and charging station location-allocation. As it increases or decreases, the optimal fitness value also increases or decreases accordingly. However, the variation of the emergency situation ratio does not show a clear impact on the results.
    Approximation Algorithms for Two-machine Open Shop Scheduling with Outsourcing Option
    CHEN Rongjun, TANG Guochun
    2025, 34(7):  105-110.  DOI: 10.12005/orms.2025.0214
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    With the rapid development of economic globalization and information technology, outsourcing business is playing an increasingly important role in the manufacturing industry. Through outsourcing, manufacturers can not only reduce production costs and improve production efficiency, but also reduce market risks and flexibly respond to customer needs.In addition, manufacturers can concentrate their limited material and financial resources on core businesses, improving their competitiveness. Meanwhile, for subcontractors, they can effectively promote the rapid development of the manufacturing industry while providing production cooperation for manufacturers to gain profits. Therefore, both manufacturers and subcontractors can benefit from outsourcing. In actual work scenarios, manufacturers need to simultaneously make outsourcing decisions and determine production scheduling of jobs to ensure maximum benefits for all parties involved. Thus, research on scheduling and outsourcing decision-making is very meaningful and necessary.
    This paper studies models on joint decisions of outsourcing and detailed jobs scheduling. In the models, a manufacturer receives a set of jobs from its customers at the beginning. Each job can be either processed by two open-shop machines in-house or outsourced to a subcontractor with a single machine. The manufacturer needs to determine which jobs or operations should be produced in-house and should be outsourced to the subcontractor. Furthermore, it needs to determine a production schedule for all jobs. The objective is to minimize the makespan of all jobs.
    In this paper, two models are studied. In the model one, the first stage operation of any job is allowed to be outsourced and must be carried back to the manufacturer in batches at a certain time from the subcontractor after completion, for the second stage of processing in-house. Different from the model one, in the model two, once any job is determined to beoutsourced, both its operations must be subcontracted to the subcontractor for processing at a certain cost. The outsourced jobs at the subcontractor don't need to be transported back to the manufacturer after completion and are directly taken back by customers.Therefore, there is no transportation cost or time incurred in this model.
    For the model one, an approximate algorithm is designed by using dynamic programming algorithm and open shopschedule rule. Forthe model two, two auxiliary problems are firstly constructed and solved by different dynamic programming. Then two approximation algorithmsare provided by using auxiliary problem solutions. Finally, the worst-case performance analysis for the above three algorithms is analyzed by using schedule theory and the performance ratios of all the algorithms do not exceed the model two. Furthermore,numerical examples for the three algorithms are also provided.
    In the future research work, asymptotic properties of the above three approximation algorithms could be analyzed or new approximation algorithms with smaller performance ratios could be considered. In addition, the open-shop schedule problem with outsourcing costs in the objective function or the corresponding problem with more than 2 machines is worth further studying.
    Finally, the authors greatly appreciate the reviewers' comments.
    Application Research
    Research on Chain Retailer Supply Chain Intelligent Replenishment System
    YU Jiating, LENG Jiacheng, XU Xueqing, YUAN Fan, WANG Jingyi, XUE Danyang, LI Qingnai, PU Wei, XIA Miao, LIU Zhuang, WANG Xu, WU Lingyun
    2025, 34(7):  111-117.  DOI: 10.12005/orms.2025.0215
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    Effective supply chain management in retail enterprises entails complex challenges. Among these, proficient inventory management is crucial—not only does it reduce inventory costs and meet customer demands, but also it significantly enhances the efficiency of collaborative management across the supply chain. At the heart of inventory management lies the process of inventory replenishment, which requires a detailed understanding and precise prediction of future product demand. This process must consider various factors, including current inventory levels, order volumes, minimum order requirements and so on. There are problems with traditional manual replenishment methods while widely used, when applied on a large scale. They are susceptible to the influence of personal bias and preference, leading to suboptimal replenishment decisions.
    This study presents an intelligent replenishment system that employs statistical and optimization models. It consists of two core components: a demand prediction module and a proactive replenishment module. The demand prediction model incorporates long-term historical sales data to account for irregular demand fluctuations, forecasting future demands through the sales distribution patterns to stabilize inventory levels. We outline two distinct forecasting strategies to support varying replenishment approaches. An aggressive strategy prioritizes demand fulfillment, while the conservative strategy considers the risk of inventory excess. The choice of strategy is user-dependent, allowing for adaptability to the specific conditions of each product.
    On this foundation, our study introduces a proactive replenishment optimization model that handles multiple replenishment constraints, ranging from demand constraints to limits on replenishment amounts, quantities, and units. The model aims to achieve dual optimization goals: minimizing replenishment costs and maximizing inventory turnover rate. The relative importance of these goals is adjustable through the assignment of different weights, allowing for a balanced approach to evaluation. To solve the associated integer nonlinear programming challenge effectively, we design a bespoke heuristic algorithm.
    The effectiveness of this system is evaluated through simulations and practical trials at the PetroChina Group gas station convenience stores. We test various combinations of demand forecasting and proactive replenishment strategies to facilitate replenishment decisions. These tests allow us to monitor and analyze dynamic shifts in inventory and sales at both the individual store and central warehouse levels over the trial period. Subsequently, we assess key performance indicators, including demand fulfillment rates and inventory turnover rates. The findings suggest that the intelligent replenishment system proficiently meets targeted demand fulfillment objectives while effectively controlling inventory costs. Notably, the system exhibits a low dependence on initial inventory levels and demonstrates the capacity of compensating for initial inventory variances over successive replenishment cycles.
    In conclusion, this study offers an advanced framework for decision-making in supply chain management, leveraging operations research optimization models. It facilitates precise demand predictions and intelligent replenishment decisions, reducing the risk of inventory surplus, cutting costs, and enhancing resource utilization efficiency, thereby improving the overall operational performance of the supply chain. Moreover, the study highlights the importance of data-driven technologies in modern business and logistics, emphasizing the critical role of statistical modeling and optimization methods in complex decision-making scenarios.
    Supply Chain Decision Analysis Considering Customer Reviews and Manufacturer Competition
    YANG Lei, GAO Chong, CHEN Shuting
    2025, 34(7):  118-124.  DOI: 10.12005/orms.2025.0216
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    The development of the Internet has spawned a huge amount of online shopping. However, in online sales, customers can not actually perceive the products they want to buy, which leads to the fact that consumers are usually highly uncertain about the product quality. To resolve this uncertainty, many online retail platforms, such as Taobao.com and JD.com, have launched their own review systems to encourage customers to leave their own reviews. As an important carrier of product information dissemination, customer reviews are paid more and more attention to by consumers, and play an important role in customer purchasing behavior. At the same time, manufacturer competition has always been a concern of enterprise managers and scholars. For example, large retail enterprises such as Amazon, JD self-operated store and Suning have strong bargaining power in the face of upstream manufacturers and are often in the position to select rather than to be selected in actual procurement.
    Therefore, these retail enterprises usually sell the same kind of products from different manufacturers at the same time, such that supermarkets will simultaneously sell similar daily chemicals and snacks of different brands. In this light, how upstream manufacturers stand out in the fierce competition for homogeneous products becomes extremely critical. Customer reviews are an important factor, and there is an important tradeoff behind this: on the one hand, when there are no customer reviews, consumers only rely on their own evaluation of product quality to make purchasing strategies, and manufacturers selling homogeneous products are in a state of perfect competition; on the other hand, when there are customer reviews, the quality information consumers get from customer reviews will have an upward or downward revised effect on consumers' perceived quality. At the same time, customer reviews will make the products that are completely replaced in the eyes of consumers appear different, thereby affecting the degree of competition between competing manufacturers.
    We consider a supply chain composed of two manufacturers and a common online retailer and study the effects of customer reviews and manufacturer competition on supply chain decisions and profits. In the monopoly manufacturer market, introducing customer reviews will modify the perceived quality of consumers. In the duopoly manufacturer market, it will further mitigate manufacturer competition. These results indicate that in the duopoly manufacturer market, when the negative effect of manufacturer competition is weak and the positive effect of upward modification of perceived quality is strong, the introduction of reviews will make manufacturers raise wholesale prices, thus increasing the manufacturers' profits. In contrast, when both the negative effects of manufacturer competition and downward modification of perceived quality are strong, the introduction of reviews will lead to lower selling prices, thereby damaging the retailer's profit. Without considering customer reviews, the entry of a competitive manufacturer reduces the profit of the incumbent manufacturer, and the gross profit of the incumbent manufacturer and retailer in the market reduces. Considering customer reviews, although the entry of a competitive manufacturer still reduces the profits of the incumbent manufacturer, the gross profit increases for the incumbent manufacturer and retailer in the market.
    This paper provides valuable guidance on pricing decisions and customer review introduction strategies for platform supply chain members in different competitive environments. However, it also has some limitations. Firstly, it focuses only on how reviews affect pricing decisions for products. In the future, we can continue to explore how product quality decisions and service levels are affected by reviews. Secondly, it focuses on the general supply chain, and then it can be combined with the closed-loop supply chain to explore how customer comments affect the decision and profit in the closed-loop supply chain.
    A Hybrid Multiple Attribute Large Group Decision-making ApproachConsidering Group Consensus and Dynamic Preferences of Decision Makers
    YU Chunxia, HUANG Wenjun
    2025, 34(7):  125-132.  DOI: 10.12005/orms.2025.0217
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    With the continuous development of society and Internet technology, decision-making problems have become more and more complex. Decision-making experts often need to process and analyse a large amount of data as well as comprehensively consider various factors to make decisions, so multiple attribute large group decision-making has emerged. Compared with small and medium-sized group decision-making, large-scale group decision-making covers more comprehensive knowledge and opinions, and can reduce the risk of individual bias and wrong decision-making by virtue of large-scale group intelligence, thus improving the reliability and accuracy of decision-making. In recent years, multiple attribute large group decision-making has been widely used in practical decision-making problems such as cloud service selection, supplier selection, etc., and has also received widespread attention from researchers both domestically and internationally.
    The multiple attribute large group decision-making problem has the following characteristics: (1)Experts may use multiple information types to evaluate alternatives in the actual decision-making process. For example, when evaluating multiple cloud services, experts tend to use exact and interval numbers for quantitative attributes such as cost and response time, while they tend to use linguistic information for qualitative attributes such as availability and reliability.(2)Due to the large number of experts and their different professional backgrounds and levels of competence, conflicting opinions are bound to arise in evaluating alternatives. For example, in the specific cloud service evaluation process, the different professional backgrounds of experts lead to different aspects of concern. The experts in the economic field may be more concerned about the cost of cloud services, while the experts in the corresponding technical fields may be more concerned about the usability and reliability of cloud services. The experts can give relatively reasonable and accurate evaluations of the aspects of concern, but it is easy to create conflicts of opinion with experts from other fields. (3)The decision makers' relative preference for each attribute in the alternative evaluation process is not fixed, but changes dynamically as the grouping characteristics of the attributes change. For example, in the specific cloud service selection process, the closer the evaluation value of a cloud service under a certain attribute is to the decision makers' psychological expectation, the stronger the decision makers' sensitivity is and the stronger the degree of preference and importance attached to that attribute, and vice versa. Therefore, this paper proposes a hybrid multiple attribute large group decision-making approach considering group consensus and dynamic preferences of decision makers to improve the quality of the decision-making. Firstly, the hybrid information provided by experts is standardized into 2-tuple linguistic information through conversion functions. Secondly, the weights of experts are determined according to their expertise level and consensus level under each attribute field by attribute, and a method of self-organised feedback adjustment by attributes based on subgroup consensus is proposed to correct the evaluation information to achieve group consensus. Thirdly, the initial attribute weights are determined by the BWM method, and then the attribute sensitivity function that reflects the decision makers' dynamic preferences is constructed to correct the initial attribute weights to obtain the final attribute weights. Fourthly, the APLOCO method is used to rank the alternatives. Finally, the effectiveness and superiority of the proposed approach is verified through the application and comparative analysis of the cloud service selection case.
    The results of this case application and comparative analysis show that the approach proposed in this paper has strong effectiveness and superiority, which is specifically reflected in the following: the expert weight determination method proposed in this paper obtains a high degree of differentiation of expert weights, and can effectively ensure the level of group consensus while exerting the professional advantages of the experts; the attribute weight determination method proposed in this paper reflects the dynamic preferences of the decision makers well, and obtains the attribute weights more accurately and closer to the actual situation; the APLOCO method used in this paper reduces the influence of the extreme evaluation values on the final ranking result by logarithmically processing the evaluation information, making the ranking result more reasonable and accurate.
    However, the approach proposed in this paper still has some limitations: it only discusses the case where the evaluation information includes exact numbers, interval numbers, linguistic variables and uncertain linguistic variables, while the evaluation information includes other types, such as fuzzy numbers, rough numbers, etc.; in the actual decision-making process, there may also be a complex social network relationship between the experts, which is not taken into account by the approach in terms of its impact on the decision-making results. Therefore, future research can explore large group decision-making approaches that include other types of information and further consider the impact of social network relationships among experts on decision-making results.
    A Financial Risk Contagion Prediction Model Based on Graph Generative Network
    LIANG Longyue, WANG Haozhu
    2025, 34(7):  133-139.  DOI: 10.12005/orms.2025.0218
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    Preventing and resolving systemic financial risks is the eternal theme of financial regulation. With the comprehensive deepening of financial reform in China, various types of financial institutions have increasingly overlapped business scopes and customer bases, leading to more frequent fund flows, strengthening the interconnectedness of financial institutions, and forming a complex financial network. As a result, the risk impact faced by a single financial institution may spread through the financial network to different financial institutions, departments, and the entire financial system, amplifying the intensity and scope of risk impact, and even causing systemic risks. Against the backdrop of China's economic development entering a phase of industrial structure adjustment and slowing growth, internal accumulated risks are gradually being exposed. Issues such as the breakdown of funding chains in real estate enterprises, excessively high non-performing asset ratios in some local commercial banks, and frequent corporate bond defaults are emerging. Externally, the environment faces impacts from international geopolitical events such as Sino-U.S. trade frictions, Russia-Ukraine conflicts, and energy crisis. Therefore, effectively addressing the transmission of financial risks caused by internal and external shocks to promote steady economic recovery remains a major challenge for the financial system. The report of the 20th National Congress of the Communist Party of China further points out that “preventing financial risks still needs to address many major issues” and emphasizes the need to “strengthen the financial stability guarantee system, bring all types of financial activities under regulation in accordance with the law, and maintain the bottom line of preventing systemic risks.” Therefore, establishing a scientific and accurate early warning model regarding the transmission paths and evolutionary laws of financial risks holds significant theoretical value and practical significance for enhancing the supervision of systemically important financial institutions, preventing and resolving systemic financial risks, improving China's macro-prudential management system, and promoting high-quality economic development.
    Therefore, this paper proposes a novel financial risk contagion early warning model based on a graph generating network model to predict the financial risk contagion network. Firstly, the risk contagion network structure, contagion paths, and risk intensity of 81 financial institutions in China from 2013 to 2022 are characterized based on LASSO-VAR-GFEVD. Secondly, using the risk contagion intensity of each financial institution and the risk contagion network as training dataset, the graph generating network models CondGEN and SCGG are employed to learn the information within the risk contagion network, thus constructing the financial risk contagion early warning model. The model's performance is comprehensively evaluated using metrics such as the Jaccard coefficient and event study method. Finally, extreme risk shocks in the capital market are simulated, and based on social network analysis methods, the early warning of future risk contagion paths, intensity, and systemically important institutions for the next year are identified.
    Our empirical results show: (1)The structure of China's financial risk contagion network is predictable, and models based on graph generating network can accurately identify financial risk contagion network in China, particularly during crisis periods, with an average prediction accuracy of 85%. (2)Compared to the SCGG model, the CondGEN model exhibits superior overall performance, and systemically important institutions it predicts are closer to the sample network. (3)Under simulated shocks, the model's early warning of the financial risk contagion network reveals significant “outflow” and “inflow” community structures, with substantial differences in risk contagion intensity within and between different communities. (4)Emerging financial institutions such as real estate, diversified finance, and cross-industry holdings rank high in terms of contagion intensity within their respective communities and across the entire early warning network, indicating their roles as sources of risk contagion in the future financial system. The research results of our work provide new and feasible tools and references for financial regulatory authorities in preventing and resolving systemic financial risks.
    Research of In-store Referral Strategies for Dual-purpose E-retailer
    LI Zenglu, LI Yao
    2025, 34(7):  140-146.  DOI: 10.12005/orms.2025.0219
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    On e-commerce sites such as Walmart marketplace and Dangdang.com, retailers offer their competitors the opportunity to sell the same products on their sites. This behavior is called “e-tailer referral”. It is often assumed that companies will make optimal decisions by raising trade barriers and gaining more market share in a competitive market. However, one-way or two-way referral between retailers can promote implicit collusion, jointly setting higher retail prices and thus gaining higher profits, but the behavior harms the consumers' surplus. Nowadays, as the corporate social responsibility (CSR) increases, more and more retailers consider their own interests as well as consumer surplus, transforming into dual-purpose companies. This raises a new question: does the dual-purpose retailer change its referral strategy among other retailers?
    We consider a duopoly market consisting of two e-retailers (Retailer 1 and Retailer 2), who mitigate the long-standing fierce competition by providing links to their competitors' products in their own stores. Four different strategy combinations can occur: both with referral, one without referral but the other with referral, one with referral but the other without referral, and both without referral. In addition, with an increase in corporate social responsibility in the market, retailers pay more attention to the change in consumer surplus in their decision-making process rather than just pursuing their own profit maximization. When a retailer incorporates consumer surplus into its decision making, defining it as a dual-purpose retailer, it will be a question to think about what kind of referral strategy the dual-purpose retailer will adopt. Based on previous research, we categorize consumers into three groups, G1, G2, and G. G1 and G2 are partially informed consumers who are only aware of their corresponding retailers, and G is the fully informed consumers who are aware of both retailers. The Hotelling model is used to characterize the utility that a consumer obtains from purchasing products in different markets from which demand is derived.
    First, the equilibrium referral strategy is affected by the profit-sharing ratio in a benchmark model of retailers without dual purpose. As the profit-sharing ratio increases, the equilibrium referral strategies are: one without referral, one without pure strategy Nash equilibrium, and both with referral. This is because when the profit-sharing ratio is low, they cannot compensate for the loss of profits due to referral; when the profit-sharing ratio is medium, retailers prefer to adopt the same referral strategy; when the profit-sharing ratio is sufficiently high, retailers will choose referral strategy and jointly set higher prices. Second, in the single dual-purpose retailer model (Retailer 1 is dual-purpose), compared to the benchmark model, as Retailer 1 reduces retail price taking into account consumer surplus, it forces Retailer 2 to reduce its price as well. Both the demands of Retailer 1 and Retailer 2 will increase when only Retailer 1 implements referral but decreases under another referral scenario. At the same time, as Retailer 1's consumer surplus concerns increase, Retailer 1's willingness to choose the referral strategy decreases, and the space for both with referral strategy decreases, but for both without referral strategy increases, because high retail prices under the referral strategy are detrimental to consumer surplus. Finally, in both the dual-purpose retailer models, the fact that retailer 2 is also a dual-purpose retailer leads to a further reduction in retail prices for both retailers. In addition, consumer surplus will be optimal in equilibrium when both retailers are dual-purpose, followed by single dual-purpose, and the lowest when there is no dual-purpose retailer.
    Precaution Strategies of Opportunistic Behavior in Remediation of Industrial Legacy Contaminated Sites Considering Reputation Constraints
    XU Lingyan, WAN Yu, DU Jianguo, WANG Weihua
    2025, 34(7):  147-153.  DOI: 10.12005/orms.2025.0220
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    In recent years, with the continuous advancement of industrialization and urbanization in China, a large number of industrial enterprises have been relocated and transferred due to industrial transfer, industrial structure adjustment and upgrading etc. Thus, many industrial contaminated sites require timely remediation and restoration to reduce environmental and social risks. However, as the subject of liability, industrial enterprises have been involved in many problems in the process of their legacy contaminated sites remediation, especially a problem with the industrial enterprises' opportunistic behavior which cannot be totally forbidden. Then, the governance of industrial enterprises' opportunistic behavior has attracted great attention from government departments and researchers. Meanwhile, insufficient government regulation and information asymmetry have been the main causes of opportunism, making it difficult to ensure the effectiveness of legacy contaminated sites remediation and the efficiency of government governance. As such, it is urgent to design a scientific and effective mechanism to prevent industrial enterprises' opportunistic behavior.
    Therefore, considering the magnetic field effect of corporate reputation transmission in the new media and big data information era, and the communication effect of public participation in environmental governance, this paper constructs a signal game model for chemical legacy contaminated sites remediation under public attention. Then the reputation mechanism is adopted to explore the variations in industrial enterprises' pollution control and public supervision. The effective conditions of reputation mechanism and the prevention strategies for opportunistic behavior are also discussed.
    The research shows that there are three main factors which influence the equilibrium strategy in the process of game between the public and industrial enterprises. First, pollution control bonus given by the local government and information disclosure cost of the enterprises are the key foundations to distinguish different types of pollution control efforts from industrial enterprises. Second, the reputation mechanism could not only identify the camouflage effect of industrial enterprises but also enable the public to maintain relatively low supervision costs and signal verification costs, effectively promoting the enthusiasm of industrial enterprises in pollution control. Third, a certain degree of government discipline and public supervision could significantly improve the reputation restraint effect. According to these conclusions, some suggestions are put forward to prevent the industrial enterprises' opportunistic behavior. First, the local government can set a reasonable range of pollution control bonus and strengthen corresponding punishment mechanism. Second, the public can adjust the information disclosure cost of industrial enterprises by increasing the frequency of supervision. Besides, a blacklist and whitelist system for industrial relocation enterprises should be established to expand the impact of reputation effect. Finally, multiple measures should be taken to enhance the enthusiasm and recognition of public attention and supervision.
    The article has enriched the research perspective of the impact of reputation effect on the motivation for industrial enterprises' opportunistic behavior and the strategy of public supervision, but there are also some limitations. For example, this study simplifies the types of pollution control from industrial enterprises and the types of signals, without an in-depth analysis of more types of game players involved in pollution control. In addition, a further exploration of how the relationship between the qualities of information disclosure affecting the model equilibrium solution is also required to taken.
    Research on Design of Three-stage Adjustment Model Driven by Consensus in Harmonized Probabilistic Language Group Decision Making
    YANG Shanshan, JIANG Wenqi, WANG Jiali, TAO Xiwen
    2025, 34(7):  154-160.  DOI: 10.12005/orms.2025.0221
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    Group decision-making effectively leverages the wisdom of decision-makers with different knowledge structures and experiences to improve decision performance. It is an effective approach to solving complex decision problems. In particular, in large-scale group decision-making involving decision-makers from different fields, when there are significant differences in individual decision information, an adjustment mechanism will be activated. In such cases, certain decision-makers may need to modify their initial judgments. Based on this, this paper proposes a three-stage adjustment model based on linguistic subscript value modification, aiming to address the challenge of adjusting individual decision-maker evaluations in the process of achieving consensus in probabilistic linguistic group decision-making.
    To achieve group consensus more efficiently, the use of large group decision-making techniques can improve decision performance. Among them, K-means clustering can significantly improve the decision efficiency of large groups and has attracted the attention of scholars. However, due to the influence of the number of clusters and clustering models, there is a considerable error in the clustering results, so it is necessary to determine the optimal number of clusters to improve the clustering effect of large groups. Through this process, we can obtain more accurate classification results, thereby better understanding the contribution of individual opinions to group consensus.
    In terms of individual opinion adjustment, traditional feedback processes only focus on the consensus level of a single aspect, and consensus is achieved through methods such as forcing decision-makers to modify their opinions, resulting in decision results deviating from the original viewpoints of individual decision-makers. These practices make a relatively weak analysis of the impact mechanism of individual adjustment results on group aggregation, so it is necessary to further identify the decision-makers and adjustment directions that need to be adjusted effectively. Therefore, in order to improve the adjustment efficiency in a probabilistic linguistic environment, this paper fully considers the individual acceptance of decision-makers and the premise of group cohesion, and designs a three-stage feedback adjustment model based on linguistic subscript values.
    Next, we design a group consensus measurement model from four dimensions. Through this model, we can identify the linguistic subscript values of subgroups and individual decision-makers that need adjustment. In this way, we can target these groups and individuals for evaluation and adjustment, improving the effectiveness of group consensus implementation. To achieve the principle of minimum cost, we propose a three-stage feedback adjustment mechanism based on linguistic subscript values. With this mechanism, we can dynamically make an adjustment based on the evaluation values of individual decision-makers to better meet the requirements of group consensus. In this way, while ensuring the effectiveness of adjustments, we can minimize the cost of adjustment.
    Finally, we illustrate the superiority and application value of our method through a case study of green supplier evaluation. This case demonstrates the effectiveness of our method in practical problems and indicates its wide applicability in different decision-making fields.
    In conclusion, the consensus implementation process framework designed in this paper is based on the principle of minimum adjustment cost. By analyzing influencing mechanisms, designing measurement models, and proposing feedback adjustment mechanisms, it effectively addresses the challenge of adjusting individual decision-maker evaluations. The framework has demonstrated superiority and practical value, providing a feasible solution for achieving group consensus. In the future, we will consider improving the clustering constraint from the perspective of coordination cost. The knowledge graph is established based on the background of experts, and the reachable relationship among experts is deeply explored.
    Research on Maintenance Mechanism of Organizational Quality-specific Immune Network in Manufacturing Enterprises Based on Quantum Game
    KANG Xin, YIN Pengxing, LI Lin
    2025, 34(7):  161-168.  DOI: 10.12005/orms.2025.0222
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    Under the context of quality co-governance, the achievement of high-quality economic development relies on the establishment of a robust quality power. As a manufacturing power, enhancing the quality standards of manufacturing enterprises can greatly stimulate the progress of other industries and promote technological advancements, thereby effectively meeting market demands. In particular, as manufacturing enterprises become more diversified and focused on quality, the organizational landscape becomes increasingly chaotic, and individual manufacturing enterprises no longer have a competitive edge in quality management. How to achieve high-quality joint ventures and co-integration control among enterprises with the same quality orientation has become an urgent area that needs to be addressed. This paper introduces the concept of an organizational quality-specific immune network from the perspective of organizational immunity. This network is defined as a unique structure formed within an enterprise when its quality immune system encounters external harmful antigens or dissenters. Under a shared quality-oriented framework, an organizational network is established to enhance the efficiency of quality cooperation among associated enterprises with a specific focus on quality. This aims to effectively prevent or resolve internal quality defects or sudden product quality issues.
    By examining bilateral manufacturing enterprises as case studies, this paper constructs a quantum game model for the organizational quality-specific immune network and proposes a maintenance mechanism based on empirical analysis. It is studied in the context of quantum and stateless entanglement respectively, and the incentive validity of manufacturing enterprises is effectively stimulated according to the final results. To prevent manufacturing enterprises from stagnating, a dedicated immune network is established to focus on the quality of these enterprises. The goal is to achieve information symmetry among them. The analytical framework of the quantum game model confirms the role of the organizational quality-specific immune network in maintaining the safety of manufacturing enterprises' quality network. The research results demonstrate that in the context of state entanglement in quantum games, the “entanglement contract” fosters trust and reliance between manufacturing enterprises, enabling the openness and transparency of information. This mutual trust greatly motivates both manufacturing enterprises to enhance and upgrade product quality, ultimately improving the overall performance of the enterprises. The research introduces new ideas for improving the overall quality of manufacturing enterprises and provides theoretical and practical value for the field of organizational quality management.
    The theoretical contributions of this paper are as follows: Firstly, it introduces a new research perspective for studying tissue quality-specific immunity. Furthermore, this paper preliminarily explores the maintenance mechanism of tissue quality-specific immune networks, thereby enriching the theoretical research on tissue quality-specific immune networks. Finally, the quantum game model is scientifically introduced into the formation of a specific immune network for organizational quality among manufacturing enterprises. Based on the research findings and theoretical contributions, this paper presents management insights. Firstly, it is important to prioritize the quality incentive effect for manufacturing enterprises while ensuring their safety. This will help to foster a continuous upward spiral in product quality through collaboration with bundled manufacturing enterprises. Secondly, avoiding the risk of a “bilateral way.” Due to the signing of the “state entanglement” contract, the interdependence between manufacturing enterprises is strengthened. This means that the “misbehavior” of other manufacturing enterprises is restricted, ensuring that manufacturing enterprises with a high degree of quality incentive (or large quality investment) are not burdened with losses caused by the irresponsible actions of the other party.
    The research limitation of this paper lies in initially exploring the formation and maintenance mechanism of the organizational quality-specific immune network of manufacturing enterprises. The analysis is limited to only two automobile manufacturing enterprises in the immune network, which makes it difficult to infer the organizational quality-specific immune mechanism of other manufacturing enterprises in the network. Additionally, the paper does not simulate and verify the applicability of other application scenarios. Based on this, in future research directions, we should focus on testing and resolving the moral constraints and ensuring quality information exchange among multiple enterprises in the quality-specific immune network of the entire industry organization.
    Measurement, Regional Differences and Dynamic Evolution of Modernization Level of China's Manufacturing Industry Chain
    XIAO Yuanfei, ZHOU Hongye, HAN Xianfeng
    2025, 34(7):  169-175.  DOI: 10.12005/orms.2025.0223
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    Modernization of the manufacturing industry chain is a key link in the construction of a modernized industrial system and an important focus point for promoting the high-quality development of China's economy, but there is a lack of understanding of the level of modernization of the manufacturing industry chain at present. Therefore, it is of great theoretical and practical significance to construct a system of indicators reflecting the scientific connotation of the modernization level of China's manufacturing industry chain, measure its basic characteristics, explore the spatial variability and sources, and analyze its dynamic distribution and evolution rule, so as to comprehensively understand the factual characteristics of the modernization level of China's manufacturing industry chain, and put forward effective countermeasures to enhance it.
    Based on the idea of a new development philosophy, this paper reconstructs the index system for measuring the modernization level of manufacturing industry chain. Firstly, the overall index and sub-dimension index of the modernization level of the manufacturing industry chain are obtained by using the TOPSIS entropy weight method to measure and analyze its basic characteristics. Secondly, the decomposition of Dagum's Gini coefficient is used to measure the overall differences in the modernization level of the manufacturing industry chain, intra-regional differences, inter-regional differences, and differences in the sources and contributions. At the same time, the overall shape of the modernization level of the manufacturing industry chain and the dynamic evolution trend in different periods are measured using kernel density estimation. Finally, a spatial panel model is used to explore the convergence characteristics of the modernization level of the manufacturing industry chain.
    The results show that the modernization level of China's manufacturing industry chain is generally on the rise, but the development level of different regions varies greatly, presenting the basic characteristics of being “high in the east and low in the west”. Intra-regional differences in the country as a whole, in the eastern region, in the central region, and in the western region are all on the rise, with the largest intra-regional differences in the eastern region over time, the smallest but fastest-rising intra-regional differences in the central region, and the smallest intra-gional differences in the western region from 2018 onwards. Inter-regional differences between the eastern region and the western region, and between the central region and the western region, are widening year by year, while the inter-regional differences between the eastern region and the central region are in a declining trend. Inter-egional differences are the main source of overall differences in the modernization level of China's manufacturing industry chain. The absolute difference in the dynamic evolution of the level of modernization of the manufacturing industry chain in the eastern and central regions shows an upward trend, while the absolute difference in the dynamic evolution of the level of modernization of the manufacturing industry chain in the western region shows a downward trend. The modernization level of the manufacturing industry chain has convergence characteristics, and in terms of absolute β-convergence, the eastern region has the fastest rate of convergence, but the central region has the slowest rate of convergence. In terms of conditional β-convergence, the western region has the fastest rate of convergence but the eastern region has the slowest rate of convergence.
    The limitation of this paper may lie in the fact that it is slightly rough to study the modernization level of the manufacturing industry chain based on provincial data, and the development rule of the modernization level of the manufacturing industry chain can be further explored in the future from the level of prefectural and municipal level as well as the level of industry.
    Effect of Provincial Port Integration in China Based on Synthetic Control Method: A Case of Zhejiang Province
    LI Wanying, YOU Zaijin, DUAN Wei
    2025, 34(7):  176-182.  DOI: 10.12005/orms.2025.0224
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    Ports have been traditionally recognized as important catalysts in both urban and regional economic development. Thus, most coastal cities have made substantial investment in their local port gateways to expand port capacity and increase port service level in order to achieve the goal of “port prospering the city”. However, problems caused by the great enthusiasm in developing the local ports of port cities under “one city one port” governance mode gradually have come to light, such as the over-exploitation of coastal resources, the inefficiency utilization of port resources, and the disorder of port market competition. To address the issues of cut-throat inter-port competition and the wasting port resources, the Ministry of Transport (MOT) of China issued the “guideline for promoting the transformation and upgrading of ports” in 2014 and “regional port integration pilot program” again in 2015, leading to the port integration of “one province, one port” mode being the mainstream trend of China's regional port reform and upgrading at present. In this context, evaluating the effectiveness of the provincial port integration and exploring how it would affect the provincial port cluster are of critical importance, not only to the adjustment and deepening of regional port integration and reform policies, but also to the improvement of the economic effect of port integration.
    As Zhejiang is a pioneer in provincial port integration (PPI), this paper utilizes synthetic control method (SCM) to quantitatively evaluate the effect of PPI on the development of container port throughput (PCT), with 9 other provinces which have not implemented regional port integration from 2004 to 2018 as the control groups. The reason why SCM is adopted is that it avoids the subjective selectivity bias and does not depend on the presence of parallel trends compared with the methods of Difference-in-Difference (DID) and Propensity Score Matching (PSM) which are widely used in literatures related to policy evaluation, and SCM seems more empirically feasible to investigate whether the partial growth of PCT is caused by the implementation of PPI under the context of PCT showing a general upward trend in China. On the basis of SCM analysis, in-time and in-space placebo tests are performed to verify the validity and robustness of the synthetic results. Further, based on the PCT data and other port development related data of 16 administrative provincial regions with container port distribution spanning 2004—2020, the mediation effect model consisting of both parallel and serial mediations is constructed to explore the transmission mechanism by which the PPI affects port development within the province.
    The results show that the PPI has led to a significant improvement of port container throughput volume within Zhejiang. The synthetic results pass both in-time and in-space placebo tests, indicating that the increase in port container throughput is related to provincial port integration instead of other events and the results are robust on the condition of making changes to the time of provincial port implementation in the research design. The exploration of the mechanism of the implementation effect shows that PPI has an indirect positive impact on the development of container ports mainly through the compound mediating effect of port efficiency improvement as the first stage mediator, foreign trade increase and industrial structure optimization, two factors as the second stage parallel mediators. However, PPI has no significant direct effect on port container throughput. The main contributions of this study are threefold. First, it is the first to investigate the impact of PPI on the provincial port cluster, which has provided the evidence for the increase in PCT because of a shift of port governance mode from “one city one port” to “one province one port”. Second, the SCM is innovatively used in the port integration study, which can fully capture unobserved time-varying confounders and overcome multiple biases of the traditional estimation model. Third, the mechanism of PPI function on the development of the provincial port cluster is explored.
    However, this study still has some limitations, for instance, only the PCT data as the indicator of port development is used, without considering other factors such as revenue and profitability of the provincial port group. Moreover, the average or total impact of PPI on other provinces that have undergone regional port consolidations that cross administrative barriers in China has not been discussed. If data permit, we would carry out in-depth research along the above two directions in the future.
    Gelbrich Distributionally Robust Optimization and its Application to Machine Learning
    ZHANG Jilan, TONG Xiaojiao
    2025, 34(7):  183-188.  DOI: 10.12005/orms.2025.0225
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    Stochastic optimization can effectively describe the decision-making related problems with uncertain factors. One of the key problems in stochastic optimization research is to determine the distribution information of random variables. With the increasing complexity of practical problems, it becomes more and more difficult to obtain the distribution information of random variables accurately. In view of the situation that the distribution information of random variables is incomplete, optimization scholars have developed stochastic optimization theories and methods, and proposed the distributionally robust optimization, which is widely used in decision-making related problems in practical fields. The distributionally robust optimization combines the traditional robust optimization and stochastic optimization methods, which can effectively deal with the optimal decision-making of random variables under uncertain probability distribution. The key issues of distributionally robust optimization include the construction of uncertain distribution sets and the transformation of models. The ambiguity sets based on Wasserstein metric have been widely studied. However, as soon as one of the two distributions is no longer discrete, the Wasserstein distance cannot be computed in polynomial time, that is, computing the Wasserstein distance is generally a #P-hard problem. Therefore, new measures need to be developed. On the other hand, the distributionally robust optimization is widely used in machine learning. For example, the distributionally robust optimization can be used for outlier detection and processing, and can also improve the classification accuracy of the model and so on.
    Although the application of distributionally robust optimization in machine learning has great potential, there are still many challenges and problems to be solved. One is how to effectively construct ambiguity sets, and the other is how to convert the distributionally robust optimization model into a solvable problem. Based on Gelbrich ambiguity sets, this paper constructs a distributionally robust optimization model, and transforms the model into a form that is easy to calculate and solve by optimization duality theory. Then the model is applied to the linear regression problem of machine learning. Under certain assumptions, the previous conclusion is applied to prove that the model is equivalent to a semidefinite programming problem. Finally, we select the “red win” data set from UCI machine learning repository, which is commonly used for regression analysis, for numerical experiments. The goal of the data set is to predict the quality score of red wine, which contains 1599 samples. Each data point has 11 features (such as fixed acidity, remaining sugar, alcohol, etc.) and a label (quality score). We first normalize each feature and label of the dataset by min-max to eliminate dimensional differences between features. Then the effectiveness of the model is verified from three aspects: the influence of the change of radius on the optimal value of error, the influence of the change of sample size on the optimal value of error, and the comparison between Gelbrich ambiguity sets and Wasserstein ambiguity sets.
    From the numerical experiments, we obtain the following conclusions: (1)Theoretically, with an increase in the radius, the optimal value of the distributionally robust interior problem becomes larger, and thus the optimal value of the whole distributionally robust optimization becomes larger. The actual calculation results verify the theory. (2)Taking the same number of different random samples and repeating ten times to obtain the ten optimal values of the same problem, it can be obtained that with an increase in the sample size, the Gelbrich distributionally robust minimum absolute error tends to be the same. This indicates that the learned model becomes more and more stable as the sample size continues to increase. (3)The Gelbrich distributionally robust least absolute error model is compared with the type-1 Wasserstein distributionally robust least absolute error model. It is found that the error of the former is smaller than that of the latter, that is, GDR-LAE has a better fitting effect on the data, which further verifies the calculation effect of the proposed model.
    Since this paper only considers the linear regression problem in machine learning, how to construct and solve the distributionally robust optimization model for nonlinear regression problems and optimization problems such as classification in machine learning can be further studied.
    A New Method of Decision-making Units Ranking Based on Interval Efficiencies
    ZHANG Xingxian, WANG Yingming, JIANG Lei, ZUO Wenjin
    2025, 34(7):  189-196.  DOI: 10.12005/orms.2025.0226
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    Data envelopment analysis (DEA) is an effective tool to evaluate the performance of decision-making units (DMU) based on multiple inputs and outputs. In 1978, CHARNES et al. measured the efficiency (CCR efficiency) by the ratio of total weighted outputs to total weighted inputs on condition that the similar ratios of each DMU do not exceed the value of 1. Therefore, the CCR ratio model is identified as the best relative efficiency or optimistic efficiency. The traditional DEA models are usually constructed from the optimistic perspective to achieve the best DMU performance. But DMU efficiency can also be measured from the pessimistic perspective, by maximizing the ratio of its weighted sum of outputs to the weighted sum of inputs, on condition that the efficiency of each DMU is no less than 1. Hence, applying both perspectives can comprehensively evaluate the two extreme performances of every DMU. At present, there are not enough studies on how to evaluate DEA and optimize performance measurement. Therefore, this study proposes a simpler and more effective way from both optimistic and pessimistic perspectives to measure DMU performance and efficiency within intervals. On such a basis, new DEA adjustment coefficient models are built to identify the range of interval efficiency. In doing so, the pessimistic efficiencies of DMU are adjusted to the lower bounds of efficiencies, so the best and worst relative efficiencies form an interval to comprehensively measure DMU performance. This not only expands the research scope of DEA, but also is more in line with reality, which is convenient for DM to provide more comprehensive and in-depth decision-making reference.
    Since optimistic efficiency and pessimistic efficiency are efficiency values obtained by DEA models in different ranges, they cannot be directly compared. Theoretically, optimistic efficiency and pessimistic efficiency should form an efficiency interval. Therefore, it is necessary to adjust the pessimistic efficiency so that the adjusted pessimistic efficiency of each DMU and its optimistic efficiency form an efficiency interval. In order to measure the efficiency interval of each DMU reasonably, we introduce the adjustment coefficient, because the efficiency interval of each DMU will be affected by the value of the adjustment coefficient. Therefore, the optimization models are constructed from optimistic and pessimistic perspectives to determine the adjustment coefficient, and the adjustment coefficient is used to adjust the pessimistic efficiency of DMU to the lower bound of the efficiency interval, so that it and optimistic efficiency constitute the efficiency interval. After the efficiency interval of DMU is determined, since the final efficiency of each DMU is expressed by the number of intervals, a simple and practical sorting method is needed to compare and sort them. In order to facilitate the comparison with other interval efficiency ranking methods, we choose the Harwicz criterion method as the method for comparing and ranking interval efficiency. Finally, in order to illustrate the feasibility and effectiveness of the proposed method by comparing it with other methods, the research performance of 12 key science and engineering universities in China is evaluated. The data comes from the survey report of Science and Technology work in Chinese universities in 2016. Each DMU has two inputs and four outputs, and all input and output data are represented by exact numbers. The example analysis shows that the proposed method can not only obtain reasonable efficiency interval of DMU, but also identify efficient and inefficient DMU. At the same time, all DMU are completely sorted by combining optimistic and pessimistic efficiency. All DEA efficient DMU together form an efficiency frontier, while all DEA inefficient DMU together form an inefficiency frontier. For DMU that are not specified, they are always surrounded by efficiency and inefficiency frontier. At the same time, some DMU may belong to both DEA efficient and DEA inefficient, and these DMU have the widest efficiency interval, so they contain the greatest uncertainty in the actual evaluation.
    Compared with current methods, the method proposed in this study makes the following contributions. First, it can identify both DEA efficient and inefficient DMU; the former constitutes the efficiency frontier, and the latter the inefficiency frontier, covering all the DEA unspecified DMU. Second, the adjustment coefficient only needs to be solved once to adjust the pessimistic efficiency of each DMU, so as to obtain the lower bound of efficiency interval—simpler than other interval DEA models. Third, the efficiency intervals are in line with the optimistic and pessimistic efficiencies with consistent ranking orders. Given interval efficiencies offer a more comprehensive assessment of DMU' performance than traditional DEA efficiency, they hold significant potential for applications. It is worth noting that the input-oriented DEA adjustment coefficient model developed in this study can be easily adapted to other scenarios, such as output-oriented, BCC (Banker-Charnes-Cooper) and additive DEA models. Furthermore, it can also be applied to model interval input and output data, which would be a major focus of future study.
    Newsvendor Model with Risk Aversion under Uncertain Supply and Demand
    CHEN Jie, XING Lingbo, CAO Juan, CHEN Zhixiang, LI Weisheng
    2025, 34(7):  197-204.  DOI: 10.12005/orms.2025.0227
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    Under the background of interweaving and overlapping events such as the great changes of the century, the epidemic of the century, the conflict between Russia and Ukraine, the science and technology war, and the trade war, the risk factors such as the contraction of demand, the supply shock and the weakening of expectations interact and overlap, the risk flow on both sides of supply and demand has brought serious interference to the reliability of the global supply chain, further leading to an increase in unexpected risk factors, and bringing a new class of theoretical dilemmas and practical challenges to the operation and management of the supply chain, namely: how to incorporate the statistical regularity of risk flow into the theoretical framework of decision model in order to expand the universality of the theory and method of decision mechanism in the risk decision environment? Therefore, it is necessary to take the transmission mechanism of risk flow on both sides of supply and demand as the core factor, and consider the optimization decision of supply chain operation and management. Therefore, it is necessary to take the transmission mechanism of risk flow on both sides of supply and demand as the core factor, and consider the optimization decision of supply chain operation and management. For this purpose, based on Poisson process theory, this paper describes the statistical regularity of both sides of stochastic supply and demand, and then incorporates it into the newsboy model with CVaR criterion, and derives the corresponding decision mechanism. Based on the relevant theories of the new model and its numerical simulation results, the following important conclusions and management implications can be drawn:
    Firstly, the Poisson process theory and method can be used to effectively identify the diffusion path and mode of risk flow on both sides of supply and demand, which helps to reveal the transmission mechanism of risk flow information, and then visualize the mapping of risk flow to the digital mirror of decision-making mechanism. Through the relevant digital mirror, we gain an insight into the performance of operation and management in the context of risk decision making. When the demand elasticity coefficient exceeds the ebb and flow point, the corresponding increase in the system's order volume will help improve the performance level of operation and management. Otherwise, the strategy of reducing the purchase volume will be adopted to avoid the risk of inventory caused by the decline in demand.
    Secondly, the intervention intensity parameter carried by the risk flow on both sides of supply and demand has a negative effect on multiple core factors such as risk aversion factor, optimal expected order quantity and expected profit in the stochastic system. It can be seen that the transmission mechanism of risk flow has a characteristic of multi-path diffusion. Therefore, decision makers should effectively coordinate the correlation between the change of risk intervention intensity and the core elements. When the intervention intensity of risk flow increases, decision makers should hold a relatively conservative ordering strategy to cope with the systematic intervention and challenge brought by risk flow.
    The third is multi-functionalization to the effectiveness mechanism of risk flow. It is necessary to make full use of the statistical regularity of risk flow from a multi-dimensional perspective in order to effectively reduce risks in the process of risk decision making, so as to better serve the operation goal of seeking advantages and avoiding disadvantages. Therefore, based on the statistical structure of risk flow, decision makers should put forward a risk effectiveness diversification mechanism integrating risk data monitoring, risk identification, risk early warning, risk information sharing, optimizing supplier selection and other elements, so as to effectively identify the diffusion path and mode of “black swan” and “gray rhino” events, to promote the rationalization and scientific behavior of risk decision-making, and thus improve the ability of operation and management to cope with risks.
    Research on the Influence of Equity Incentive Plan on Enterprise Total Factor Productivity: Based on the Perspective of Contract Structure
    LYU Zhuo, HE Ying, LI Lianwei, GUO Yuanyuan
    2025, 34(7):  205-212.  DOI: 10.12005/orms.2025.0228
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    The 20th National Congress of the Communist Party of China pointed out that high-quality development is the primary task of comprehensively building a socialist modern country, and focusing on improving the total factor productivity (TFP) is the source of power to achieve high-quality development. In recent years, due to the global spread of COVID-19, the global economic recovery has been weak. With the weakness of China's market economy system, insufficient market inspiration, and poor micro-economic vitality, etc., the enterprises' TFP in China is generally not high, and its growth rate is also declining. Therefore, under the dual pressure of a tightening external environment and internal conditions, how to stimulate the enthusiasm and creativity of various employees in the enterprise, and improve the enterprises' TFP has become an important point for promoting the sustainable and high-quality development of enterprises.
    Equity incentives, as an effective means to stimulate the vitality of micro subjects, can improve the efficiency of enterprise resources allocation and promote the improvement of labor productivity. At the same time, equity incentive plays an important role in improving enterprise performance and investment efficiency as well as promoting enterprise innovation, which provides the possibility of promoting the improvement of enterprises' TFP. However, the contract theory points out that a scientifically and reasonably designed contract scheme is an important foundation for ensuring the effectiveness of contract execution, and unreasonable design of equity incentive may have a negative impact on enterprises. Therefore, it is necessary to deeply explore the impact of equity incentive plans and different contract element designs on the total factors of enterprises and their mechanism of action. It is of great significance to optimize the design of equity incentive mechanism of listed companies and achieve high quality development.
    This paper takes China's A-share listed companies from 2004 to 2021 as samples. Firstly, we use the multi-time DID to examine the implementation effect of equity incentive plans from the perspective of TFP, and conducts a robustness test in terms of the parallel trend test, excluding other policy interference, propensity score matching, heterogeneity treatment effect test, and placebo test. Secondly, using the intermediary effect model, the paper examines the specific path of equity incentive plans to improve the enterprises' TFP from three aspects: innovation incentive effect, risk taking effect, supervision and governance effect. Finally, based on the perspective of contract structure, this paper further examines the influence mechanism and heterogeneity of different contract factors such as equity incentive intensity, incentive model, incentive object, incentive times and incentive validity period in the enterprises' TFP, and accordingly puts forward countermeasures and suggestions to optimize the design of equity incentive mechanism of listed companies in China.
    The results of the study show that: (1)The implementation of the equity incentive plan can significantly improve the enterprises' TFP. (2)The analysis of mechanism based on the intermediary effect model shows that the equity incentive plan mainly improves the enterprises' TFP by promoting corporate innovation, improving enterprise risk taking levels and internal control effectiveness. (3)Based on the perspective of contract structure, a greater intensity of equity incentives, more times of equity incentive implementation, and a longer validity period of incentives all lead to a stronger promotion effect of equity incentives on improving enterprises' TFP. At the same time, compared with core employee equity incentives and stock option models, executive equity incentives and restricted stock models have a stronger improvement in enterprises' TFP. This conclusion is of great significance for the design and realization of high-quality development in the design of the listed company's optimized equity incentive mechanism.
    Management Science
    Analysis of Power Asymmetry Conflict of Multi-subjects in the Combination of Medical Care and Nursing Based on Graph Model
    KONG Yang, DAI Sifan, XU Haiyan
    2025, 34(7):  213-220.  DOI: 10.12005/orms.2025.0229
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    The combination of medical care and old-age care service is an effective policy introduced by the state to alleviate the social pressure brought by the aging population. However, the differences in interest demands among multi-agents and the cross-cutting relationship between rights and responsibilities have led to contradictions and conflicts. At the same time, the asymmetry of power among multi-agents has aggravated the complexity of conflicts and become a huge obstacle to the further promotion of the combination of medical care and old-age care. The conflict analysis graph model does not require overly accurate data, and the equilibrium solution of the conflict can be obtained according to the relative preference. However, in the face of the power asymmetry of multiple subjects in the conflict between medical care and nursing care, the original conflict analysis graph model can no longer accurately describe the conflict or solve the equilibrium solution. In order to find an effective solution, this paper expands the conflict analysis graph model of power asymmetry from two conflicting subjects to four.
    In order to find an effective solution, on the basis of defining two different power structure models, firstly, it defines the preferences and improved reachable sets of each subject under the influence of power. Secondly, the different alliance situations of conflict subjects under the influence of power are analyzed, and the complicated influence of power on alliance reachability is overcome, and the calculation methods of alliance reachability set and alliance improvement reachability set are given. Then, the logical definition of the stability of multi-agent power asymmetry conflict is defined, and the matrix form of the stability definition is given by constructing some special matrices, and the conflict analysis graph model is improved.
    Finally, the improved multi-agent power asymmetry conflict analysis graph model is applied to the conflict of the combination of medical and nursing care, and the stable solution of the combination of medical and nursing care conflict is obtained. On the one hand, the effectiveness of the improved conflict analysis graph model in analyzing the power asymmetry conflict of multiple agents is verified. On the other hand, countermeasures and suggestions are given to solve the conflict of the combination of medical and nursing care according to the stable solution.
    The proposal of the power asymmetry viewpoint and the expansion of the multi-agent power asymmetry model in this paper are very meaningful innovations to the theory of the conflict analysis graph model, which enhances the ability of the conflict analysis graph model to depict various conflicts in reality and expands the applicability of the conflict analysis graph model. According to the analysis results of the model on the stability of the conflict of the combination of medical and nursing care, the strategies that each subject should adopt in resolving the conflict are proposed and their sequence is defined, and different management styles should be adopted by the government at different stages are given, which provides a new idea for resolving the complex conflict between supply and demand of the combination of medical and nursing care, and is expected to provide decision-making basis for building a win-win mechanism of the combination of medical and nursing care.
    The Evolution Mechanism of Cultural Tourism Industry Cooperation Based on Quadrilateral Evolutionary Games
    ZHANG Jie, JIAN Lirong, ZHENG Sen
    2025, 34(7):  221-228.  DOI: 10.12005/orms.2025.0230
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    Travel agencies and online travel platforms are important partners with cultural tourism scenic spots. Currently, both of them take a large share of China's travel market. The operations of cultural tourism scenic spots, travel agencies and online travel platforms are cross related and integrated, inevitably conflicting with one another, for example, the distribution of benefits arising from the process of cooperation between travel agencies and cultural tourism scenic spots, the sales promotion problem between travel agencies and tourists, and the premium price of booking on online platforms. These problems are prone to a low effectiveness of cooperation among the three and low satisfaction of tourists in the consumption process. A correct understanding of the cooperative relationship among cultural tourism scenic spots, travel agencies and online platforms is conducive to promoting cooperation among the three in a stable and orderly manner, facilitating the synergistic development of the country's cultural tourism market, and improving tourists' satisfaction and experience in tourism.
    Cultural tourism scenic spots, travel agencies, and online platforms can quickly formulate decisions based on their experience in the decision-making process. But an analytical method based on mathematical modeling is rigorous in reasoning. In the face of the complexity of a mutually constrained correlation among cultural tourism scenic spots, travel agencies, online platforms and tourists, evolutionary games can maximize the reduction of variable correlations. Reviewing previous research reveals that scholars have conducted in-depth studies on the interactive relationships and influencing factors in the tourism market. The primary focus of this research has mostly been on the two-party or three-party interactions among cultural tourism enterprises, travel agencies, and tourists. However, the reality of the cultural tourism market is a complex system involving multiple interacting subjects, and studying only two-or three-party relationships can easily lead to incomplete research results. Putting the four participants: cultural tourism scenic spots, travel agencies, online platforms, and tourists, under a unified framework simultaneously can make up for the shortcomings of previous studies. This approach allows for a comprehensive and complete analysis of the dynamic evolution process of the strategic choices made by different participating subjects in the tourism market environment. Therefore, this paper constructs a quadrilateral evolutionary game model, which takes into account the premium behavior of online platforms, the distribution of benefits between cultural tourism scenic spots and travel agencies, the sales promotion behavior of travel agencies, and the satisfaction of tourists. Through numerical simulation, we have deeply studied the influence of the factors of the cultural tourism market on the behavioral decisions of the game subjects. We hope this article can provide theoretical support and decision-making reference for an effective collaboration between cultural tourism scenic spots and travel agencies, and a further understanding of the pricing mechanism of online platforms. This will contribute to the theoretical support and decision-making reference for high-satisfaction collaboration between online platforms and tourists.
    Here are four key findings from our study: (1)In most cases, cultural tourism scenic spots tend to opt for a stable cooperative strategy. The preferential ratio of online platforms and the unit effort cost of travel agencies are the main factors affecting the choice of cooperative strategies by cultural tourism scenic spots, and they show a negative impact. (2)Travel agents are more concerned about cost and popularity. This is manifested in the fact that when the cost of travel agency services rises, or when the base price of cultural tourism scenic area products rises, or when the unit cost of effort increases, travel agencies will quickly transform into a non-cooperative stable state. When the popularity of cultural tourism scenic spots rises, or when the popularity of travel agencies rises, travel agencies will quickly reach a stable state of cooperation. In addition, as the cost of unilateral cooperative efforts in cultural tourism scenic spots increases, the free-riding behavior of travel agencies becomes more serious. The extent to which cultural tourism scenic spots offer concessions to travel agencies can significantly promote cooperation between the two parties. (3)In most cases, online platforms choose a price increase as a stable strategy. Online platforms opt for discounts only if: 1)Tourist satisfaction and favorable ratings are highly influenced by the price of the product. 2)Online platform discount strategy brings a higher visitor growth rate to the cultural tourism scenic spots, and online platforms offer a bigger discount for the products of the cultural tourism scenic spots. 3)The percentage of concessions from cultural tourism scenic spots to online platforms is higher, and online platforms offer a bigger discount for cultural tourism products. 4)Platform covers a minor part of discount cost. (4)In most cases, tourists tend to prefer independent travel. Tourists prefer group tours only if: 1)Tourists value the service quality more and the cost of travel agency services is higher. 2)Cultural tourism product's price is excessively high. 3)The travel agency is well known and travelers prefer renowned travel agencies.
    Equilibrium Strategies in Fluid Vacation Queue with Setup Times under Observable Cases
    ZHANG Yitong, XU Xiuli, YUE Dequan
    2025, 34(7):  229-234.  DOI: 10.12005/orms.2025.0231
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    As an effective tool to improve system performance and regulate queue congestion, the working vacation policy is widely used in queueing systems due to its practicality and conventionality. For example, regular system upgrades can ensure the server functions well. In complex queueing systems, the arrivals and the service processes typically evolve at a much faster rate than changes in the server status. Thus, discrete customers can be considered as the continuous fluid that flows into and out of a storage space. In addition to physical queues such as reservoirs, flexible manufacturing systems, and transportation flow, fluid queues are also widely applied to communication fields such as big data, cloud computing, and electronic information transfers. Considering that the fluid is rational and tends to maximize its interest, the strategic behavior of the fluid has received extensive attention from the perspective of economics, sociology, and cognitive psychology. The main purpose of economic analysis is to investigate the decentralized behavior and socially optimal strategies, and rational suggestions can be provided for individuals and managers to accurately make more advisable decisions in complex queues.
    Based on the extensive application background of the vacation strategy and the important theoretical research value of the fluid queue, this paper makes a game-theoretic analysis of a continuous fluid queue with setup times and working vacations. The individual balking behavior and social utility maximization are derived based on the noncooperative game theory and optimization theory under different information precision levels, namely fully observable and almost observable cases. The performance indicators are obtained based on renewal processes, total-probability decomposition techniques, and the standard theory of ordinary differential equations. The admission fee strategy for the social designers could be imposed on the fluid and regulated system parameters dynamically, which can maximize social benefits without compromising individual interests. The numerical results show that the higher balking threshold may reduce the maximal admission fees, and the fees are also related to the effective arrival rate and the unit price.
    The constructed fluid model can be applied to explore the issue of how to dynamically control the rapid transmission of continuous data and information to maximize social benefits. P2P networks, are also known as peer-to-peer networks, in which each node can either provide resources services or send service requests. Due to the large number of nodes involved in P2P networks, how to reduce the total energy consumption of the system has become a hot research topic for scholars. In a network service system, the resources requests are equivalent to fluid arrivals, the normal transmission process of resource requests is abstracted as the regular busy period, the semi-dormant process of ordinary nodes as the working vacation period, and the activation process of ordinary nodes as the set-up period. Besides, the nodes process data is at a lower rate under the semi-sleep strategy. Therefore, the information transmissions of nodes can be modeled as a fluid queueing system, which operates between three modes: the setup period, working vacation period, and normal working period.
    This paper extends the existing theoretical research results of fluid vacation queuing systems and provides appropriate management insights for individuals and service providers. It should be noted that the equilibrium analysis of the fluid queuing model in the invisible case seems intractable. Its solvability and subsequent performance analysis are interesting subjects for future research.
    Equilibrium Strategy of Queuing System with Customer Reneging and Partial Breakdowns in Fully Observable Case
    LI Ziye, YE Qingqing
    2025, 34(7):  235-239.  DOI: 10.12005/orms.2025.0232
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    In the e-commerce supply chain system,the delay in information transmission between supply chains or the complexity of user needs can slow down the logistics process of goods,thereby increasing the waiting time required for customers to receive services. Therefore,customers often face a dilemma of whether to renege. Since the logistics of goods does not completely stop when a node in the supply chain system fails,but rather proceeds at a slower rate,this paper considers a queuing system with partial system failure. There is a significant amount of literature focusing on the study of strategic behavior in service or supply chain systems,but these papers share a common assumption: once customers choose to join the system,they are not allowed to renege. Under the assumption of no-reneging situation,the decision to join or balk will be made when the customers arrive at the system,and once the customers choose to join the system,the customer will not renege before the end of service. However,customers are usually faced with the dilemma of whether to renege,especially when server fails,making it seemingly unavoidable for customers to choose to renege.
    In this paper,we consider the equilibrium strategy of the M/M/1 queuing system with customer reneging and partial breakdowns. Based on the “reward-cost” structure,we derive the equilibrium threshold strategy and show that the threshold strategy is double-threshold strategy. Moreover,we construct the balance equations and derive the steady-state distributions of the system under the equilibrium strategy in the reneging case and no-reneging case,respectively. Using the steady-state distributions,we compute the equilibrium throughput and the equilibrium social welfare of the system in the reneging case and no-reneging case,respectively. At last,we illustrate the impact on equilibrium throughput and equilibrium social welfare by numerical examples.
    The research results show that: (1)the equilibrium strategy of customers is double-threshold strategy,and customers will be more willing to join the system when customer reneging is allowed; (2)the impact of customer reneging on equilibrium throughput is relatively small; (3)when the service intensity is small,the difference in equilibrium social welfare between the reneging situation and no-reneging situation will be relatively small,and it is not meaningful for the social manager to provide the reneging option; (4)when the service intensity is large,the social benefit in reneging situation will be better than that in no-reneging situation,and allowing customers to reneging can bring better social welfare.
    The discussion in this paper deepens the research on the queues with strategic customers,thus offering a theoretical basis with practical implications for decision-making social managers. Based on this study,future research can explore the value of reneging under different information environments. Specifically,researchers can examine how customers' decisions regarding reneging will be influenced when the system information is incomplete,and how these influences alter their attitudes and behavioral strategies. This type of research is crucial to understanding customers' responses to uncertainty and information asymmetry. Another interesting direction would be the pricing of reneging choices from the perspective of maximizing social planner's welfare.
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