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考虑高峰偏差的城轨新线车站分类及影响机制OA

Classification and influencing mechanisms of stations on new urban rail transit lines considering peak-period deviation

中文摘要英文摘要

科学的新线车站分类是识别车站功能定位、预判客流特征,进而优化规划设计、提升运营效率的关键前提.然而,既有研究普遍聚焦于已运营车站,其方法因缺乏历史客流数据支撑而无法直接适用于新线规划阶段,且普遍忽视了车站与线路高峰时段的不一致性,导致分类结果与实际客流特征存在偏差.为此,本文面向新线规划场景,首次将高峰偏差特征纳入分类体系,提出一种基于K-Means++-SMOTE-XGBoost-SHAP的非线性可解释机器学习分类框架.首先,构建包含高峰偏差时间、偏差系数及周末规模系数的特征体系,并引入非负张量分解提取车站潜在因子,共同构成组合特征;采用K-Means++算法对既有车站进行聚类,以识别典型的高峰客流模式.其次,针对类别不均衡问题,建立SMOTE-XGBoost组合模型,提取建成环境特征与车站类别的复杂非线性映射关系.基于该映射,可在规划阶段依据新线车站的建成环境数据,预判其类别归属及高峰客流形态.通过引入SHAP归因分析方法,揭示影响不同类别车站的主导因素及其作用机制.结果显示:1)本方法能够在新线开通前实现对车站类型的精准预判,分类结果与实际运营特征吻合;与基准参照方法的一致性比例达94%,较不考虑高峰偏差的消融实验方法(43%)提升51个百分点,且在多个线路数据集上均表现良好,验证了方法的有效性与强适用性;2)不同类别的车站受不同主导因素影响,而公交线路数量和与市中心距离是所有类别的基础解释变量,前者呈现类别导向的阈值效应,后者则表现出随空间距离变化的多阶段阈值特征.该模型可为新线车站的规划设计与运营筹备提供前瞻决策依据,亦能适应建成环境动态变化下的车站类别更新.

A scientifically grounded classification of stations on new urban rail transit lines is essential for identifying station functions and anticipating passenger flow characteristics,thereby supporting optimized planning and design and improved operational efficiency.However,existing studies have focused primarily on stations already in operation.Since the corresponding methods generally rely on historical passenger flow data,they cannot be directly applied during the planning stage of new lines.Moreover,the mismatch between station-level and line-level peak periods has generally been overlooked,causing classification results to deviate from actual passenger flow characteristics.To address these limitations,this study focused on new-line planning scenarios and,for the first time,incorporated peak-period deviation into the station classification system.A nonlinear and interpretable machine-learning framework integrating K-means++,SMOTE,XGBoost,and SHAP was proposed.First,a feature system comprising peak deviation time,peak deviation coefficient,and weekend scale coefficient was constructed.Nonnegative tensor factorization was then employed to extract latent station factors,which were combined with these indicators to form a composite feature set.The K-means++algorithm was subsequently used to cluster existing stations and identify typical peak-period passenger flow patterns.Second,to address class imbalance,a SMOTE-XGBoost model was developed to learn the complex nonlinear mapping between built-environment features and station classes.Based on this mapping,the class and peak-period passenger flow pattern of a station on a new line can be predicted during the planning stage using its built-environment data.Furthermore,SHAP-based attribution analysis was introduced to identify the dominant factors affecting different station classes and reveal their underlying mechanisms.The results show that:(1)the proposed method can accurately predict station classes before a new line opens,and the predicted classes are consistent with the actual operational characteristics.The agreement rate with the benchmark method reaches 94%,which is 51 percentage points higher than that of the ablation method excluding peak-period deviation(43%).The method also performs well across datasets from multiple lines,demonstrating its effectiveness and broad applicability;and(2)different station classes are influenced by different dominant factors.Nevertheless,the number of bus routes and the distance to the city center are fundamental explanatory variables across all station classes.The former exhibits class-specific threshold effects,whereas the latter shows multistage threshold effects that vary with spatial distance.The proposed model can provide forward-looking decision support for the planning,design,and operational preparation of stations on new urban rail transit lines and can also accommodate station class updates in response to dynamic changes in the built environment.

魏杰;朱亚迪;王子甲;王建强

兰州交通大学 交通运输学院,甘肃 兰州 730070北京交通大学 土木建筑工程学院,北京 100044北京交通大学 土木建筑工程学院,北京 100044||北京市轨道线路安全与防灾工程技术研究中心,北京 100044兰州交通大学 交通运输学院,甘肃 兰州 730070

交通工程

城市轨道交通新线车站车站分类高峰偏差土地利用

urban rail transitstations on new linesstation classificationpeak-period deviationland use

《铁道科学与工程学报》 2026 (8)

3657-3675,19

甘肃省青年科技基金资助项目(24JRRA264)国家自然科学基金资助项目(52202385)中国国家铁路集团有限公司系统性重大项目(P2024S001)

10.19713/j.cnki.43-1423/u.T20251681

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