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Article

Improved Whale Optimization Algorithm Based on Hybrid Strategy and Its Application in Location Selection for Electric Vehicle Charging Stations

1
School of Information Science and Electrical Engineering, Shandong Jiaotong University, Jinan 250357, China
2
School of Control Science and Engineering, Shandong University, Jinan 250061, China
3
State Key Laboratory of Automotive Simulation and Control, Jilin University, Changchun 130022, China
*
Authors to whom correspondence should be addressed.
Energies 2022, 15(19), 7035; https://doi.org/10.3390/en15197035
Submission received: 7 August 2022 / Revised: 15 August 2022 / Accepted: 22 September 2022 / Published: 25 September 2022
(This article belongs to the Special Issue Modeling and Optimization Control of Power Battery)

Abstract

:
The charging station location model is a nonlinear programming model with complex constraints. In order to solve the problems of weak search ability and low solution accuracy of the whale optimization algorithm (WOA) in solving location models or high-dimensional problems, this paper proposes an improved whale optimization algorithm (IWOA) based on hybrid strategies. Chaos mapping and reverse learning mechanism are introduced in the original algorithm, and the change mode of convergence factor and probability threshold is improved. Through optimization experiments on 18 benchmark functions, the test results show that IWOA has the best solution ability. Finally, IWOA is used to solve a site selection optimization model aiming at the minimum comprehensive cost. The results show that the proposed algorithm and model can effectively reduce the comprehensive cost of site selection. This provides a necessary decision-making reference for the scientific site selection for electric vehicle charging stations.

1. Introduction

At present, electric vehicles are in a stage of rapid development. The data show that as of March 2022, the number of new-energy vehicles in China reached 8.915 million, accounting for 2.9% of the total number of vehicles. Among them, there are 7.245 million pure electric vehicles, accounting for 81.27% of the total number of new-energy vehicles. In a short time, the number of electric vehicles increases, which increases the demand for charging load [1]. At present, the charging infrastructure construction policy is to invest ahead of time, which can quickly meet the charging needs of current users. However, in the long run, it is difficult to maximize benefits under this construction method, and it will cause uneven distribution and waste of charging resources. With the continuous development of science and technology, research on batteries, motor systems [2], and observer and control methods [3,4,5,6] for electric vehicles is becoming more complex. At present, electric vehicles on the market have made long-term progress in cruising range and system control. According to the investigation, the main factors that users pay attention to when purchasing electric vehicles are battery quality and stability, range, safety, charging convenience, and duration [7,8]. Therefore, we can find that a reasonable site selection scheme on the one hand helps to improve the convenience of charging users, and on the other hand can increase the desire of users to buy electric vehicles.
The problem of charging station location is characterized by large-scale, multiconstraint, and nonlinear factors, which belong to the category of multiobjective optimization. From the perspective of optimization objectives, the current charging station location optimization layout models are mainly divided into three categories. The first type is the model established from the perspective of users, such as the model of minimum charging cost of electric vehicles [9,10] and the model of maximum charging satisfaction [11,12]. The second type of model is established from the perspective of charging station operating enterprises, such as the minimum annual operating cost model of the charging station [13,14]. Both of these models lack some objectivity and only satisfy unilateral interest demands. The third type is the model established by taking into account the interests of users and enterprises [15]. On the one hand, it reduces the charging cost for users and improves the convenience of charging; on the other hand, it protects the interests of enterprises and reduces operating costs. Wang et al. established a location model from the user’s point of view, which considered distance and driving cost as objective functions. Through this model, the charging convenience and satisfaction of users are greatly improved [16].
When solving multiobjective problems, it is often necessary to seek a set of solutions that can compare and balance each objective—the Pareto optimal solution. The swarm intelligence optimization algorithm has a strong ability to seek optimization, and it has the advantage that enough optimization solutions can be obtained in one optimization. Based on simple individuals and rules, the swarm intelligence optimization algorithm has stronger robustness, stability, and adaptability. Swarm intelligence methods have been widely used in image processing, path planning, vehicle scheduling, fault diagnosis, and other fields [17,18,19,20,21,22,23]. Typical swarm intelligence optimization algorithms include the particle swarm optimization algorithm (PSO) [24], artificial bee colony algorithm (ABC) [25], gravitational search algorithm (GSA) [26], differential evolution algorithm (DE) [27], among others. Although new optimization algorithms emerge in an endless stream, there is no single algorithm that can solve all optimization problems. DE has the problem that it is easy to fall into the local optimal solution and the search is stagnant [28]; GSA has the problem of low solution accuracy, and GSA is prone to premature problems in the optimization process [29]; PSO has low solution accuracy when solving the problem, and the parameters need to be adjusted according to different problems [30].
The whale optimization algorithm (WOA) [31] is a new swarm intelligence optimization algorithm proposed in 2016 by Australian scholars Seyedali Mirjalili and Andrew Lewis. WOA has the advantages of an easily understood principle and easy implementation of operation. However, similar to other intelligent algorithms, WOA also has some shortcomings, such as slow convergence speed and reduced global search ability at the end of iteration [32,33]. To this end, many scholars have improved WOA [32,33,34,35,36]. Ning et al. improved WOA from three aspects: initial population, convergence factor, and mutation operation [33]. Then, the nonfixed penalty function method is used to transform the constrained problem into an unconstrained problem. Bozorgi et al. introduced the concept of chaos theory into the optimization process of WOA. Experiments show that chaotic mapping can improve the optimization ability of the algorithm [34]. At present, WOA is also used to solve various practical problems. Yan et al. established a resource allocation model with the goal of maximizing economic benefits and minimizing water shortages to optimize water resources allocation [37]; the improved WOA is used to solve the model. The results show that the optimized allocation results are consistent with the actual situation of water resources development and utilization. Provas et al. proposes a new whale optimization algorithm (MONWOA) to solve the environmental economic power dispatching problem [38]. In order to better test the performance of the algorithm, the performance of MONWOA, WOA, and PSO is compared. The results show that MONWOA is more stable and effective than the other two algorithms in solving problems.
In recent years, the whale optimization algorithm has gradually been used to solve the location problem. Zhang et al. introduced Gaussian variation, differential evolution, and congestion factor into the whale optimization algorithm, and used it to solve the location problem of electric vehicle charging stations [39]. However, there are few test functions used in this research, and the effectiveness analysis of algorithm improvement is not enough. Cheng et al. considered the cost of the whole society when establishing the location model of electric vehicle charging stations, and solved the model with the whale optimization algorithm improved by mixed strategy [40]. However, when establishing the location model, this study ignores the user’s demand for charging convenience.
These improved strategies described above are mainly reflected in the initialization of the population, nonlinear time-varying factors, adaptive weights, etc. These improved strategies help to enrich the diversity of the population and help the algorithm to remove the local optimal solution. However, these measures also limit the overall convergence speed of the algorithm, and the population lacks mutual learning. At the same time, it is found that the whale optimization algorithm is rarely used in site selection, especially when solving the site selection problem, and the effectiveness of the algorithm has not been well verified. In order to explore the performance of the whale optimization algorithm in solving location and high-dimensional problems, this paper designs a hybrid improvement strategy for the current main problems of the whale optimization algorithm, which can solve the multiobjective location optimization model. Therefore, this paper proposes an improved whale optimization algorithm (IWOA) based on hybrid strategies. Compared with existing research, the main contributions of this paper follow:
  • Aiming at the problems existing in WOA, this paper uses the Circle chaotic map to generate the initial population, and uses the Tent chaotic map to replace the original rand function to generate pseudorandom numbers. The improved strategy makes the initial solution more evenly distributed in the search space and improves the convergence speed of the algorithm.
  • In order to enhance the learning ability between populations, this paper introduces a reverse learning mechanism into the algorithm. This strategy has a significant impact on expanding the screening range and improving the convergence speed.
  • A new nonlinear variation convergence factor and adaptive threshold improvement formula are proposed, and some improvements are made to the variation in the step size. This strategy helps to balance and improve the global search ability and local development ability of the algorithm. The charging station service scope is divided by a Voronoi diagram.
  • A location model aiming at the minimum comprehensive cost is established. The influence of changing the number of sites on site selection is analyzed.
The performance of IWOA is tested with 18 benchmark functions. The results show that the improvement measures listed above can effectively improve the optimization accuracy and convergence speed of the algorithm. The experiment applies the improved whale algorithm to solve the electric vehicle charging station location problem to prove the practical performance of this algorithm in engineering problems.

2. Improved Whale Optimization Algorithm Based on Hybrid Strategy

2.1. Whale Optimization Algorithm

The whale in the optimal position has a guiding effect on other whales, so that the other WOA is an algorithm based on the behavior of whales to round up their prey. Whales are gregarious mammals that cooperate with each other to drive and round up their prey when they hunt. The core of WOA is that the whale can change its position according to certain rules when preying on its prey. The whale in the optimal position has a guiding effect on other whales, so that other whales can quickly move toward the current optimal position. The algorithm mainly includes three stages: surrounding prey, attacking by bubble net, and searching for prey.

2.1.1. Surround Prey

In nature, whales can accurately identify the location of their prey and surround it. However, the position of the optimal solution cannot be clearly defined when solving practical problems, so WOA assumes that the current best candidate solution is the target prey or is close to the optimal solution. Assuming that in n-dimensional space, the position of the current optimal whale X * is ( X 1 * , X 2 * , X 3 * , , X n * ) , and the position of any individual whale X is ( X 1 , X 2 , X 3 , , X n ) , then the whale X will change its position under the influence of the optimal whale X * . The position update equation is shown in Equations (1)–(5).
X ( t + 1 ) = X * ( t ) A · D
D = | C · X * ( t ) X ( t ) |
A = 2 · a · r a
C = 2 · r
a = 2 ( 2 t / M a x _ i t e r )
where D is the distance vector between the current optimal solution and individual whales; X * is the current optimal whale position vector; X is the current individual whale position vector; t is the current iteration number; A and C are coefficient vectors; r is a random number defined by [0, 1]; a is the convergence factor, which changes linearly from 2 to 0 with the number of iterations; M a x _ i t e r is the maximum number of iterations.

2.1.2. Bubble Net Attack

Bubble net predation is a unique predation behavior observed only in humpback whales. When hunting, whales make a spiral upward motion while blowing bubbles, surrounding and pushing their prey closer to the sea. Bubble net attacks mainly include two behaviors: shrinking encirclement and spiral position update. Shrink wrapping is done by changing A in Equation (3). The spiral position update equation follows:
X ( t + 1 ) = X * ( t ) + D · e b l · cos ( 2 π l )
D = | X * ( t ) X ( t ) |
Among them, b is the constant coefficient of the spiral equation, and l is a random number within the interval [−1, 1].
In order to simulate the hunting behavior of whales performing contraction and spiral motion at the same time, WOA assumes that the probability of contraction and circling is 50%, and the probability of spiral motion is 50%. The mathematical model is:
X ( t + 1 ) = X * ( t ) A · D p < 0.5 D · e b l · cos ( 2 π l ) + X * ( t ) p 0.5
In Equation (8), p is a random number generated uniformly in the range [0, 1].

2.1.3. Search for Prey

When solving problems with WOA, one solution can be represented by one whale, and several solutions can be represented by several whales. When using WOA to search for the solution of the problem, it can be regarded as several whales constantly updating their positions until a satisfactory solution is found. During the bracketing phase, A takes on the value range [−1, 1]. When the value of A is not within this range, it means that the current whale may no longer be affected by the optimal whale, and a whale may be randomly selected to approach it. Although this may keep the current whale away from the prey, to a certain extent, it also enables the whale to fully search in the solution space and enhances the global search ability of the algorithm. The mathematical model of the search phase follows:
X ( t + 1 ) = X r a n d ( t ) A · D
D = | C · X r a n d ( t ) X ( t ) |
where X r a n d is the randomly selected whale position vector.

2.2. Improved Whale Optimization Algorithm

There are also some problems in WOA, such as slow convergence speed, low solving accuracy, and easy to fall into local optimum. To solve these problems, this paper proposes an IWOA based on hybrid strategy: the Circle chaotic sequence is used to initialize the population, and the Tent chaotic map is used to replace the rand function to generate random numbers; the reverse learning mechanism is introduced to improve the algorithm’s ability to remove the local optimal solution; a new method of changing the step size and probability threshold is presented.

2.2.1. Circle Chaos Map and Tent Chaos Map

The quality of the initial population greatly affects the convergence speed and accuracy of the solution when the algorithm solves the problem. WOA uses a random method to generate the initial population, which leads to uneven initial population distribution and poor population diversity. A chaotic map is a random sequence generated by a simple deterministic system, which has the characteristics of nonlinearity, ergodicity, randomness, and long-term unpredictability [41]. These unique characteristics of the chaotic map can ensure the diversity of the population and facilitate the adaptive search of the solution in the spatial range. In this paper, the Circle chaotic map is used to generate the initial population. In the field of optimization, chaotic maps can be used to replace pseudorandom number generators to generate chaotic numbers between 0 and 1. In practical applications, it can often achieve better results than pseudorandom numbers. The mathematical expression of the Circle chaotic map follows:
z k + 1 = z k + a mod ( b 2 π sin ( 2 π z k ) , 1 )
In Equation (11), a and b are constants, and the values in this paper are a = 0.5 and b = 2.2.
The mathematical expression of the Tent chaotic map follows:
z k + 1 = 2 · z k   z k ( 0 , 0.5 ] 2 · ( 1 z k )   z k ( 0.5 , 1 ]

2.2.2. Reverse Learning Mechanism

To solve the problem that WOA is easy to fall into the local optimal solution, some scholars put forward the concept of reverse learning. To better understand the mechanism of reverse learning, we must first understand the concept of reverse point, as shown in Figure 1.
In Figure 1, a is any point in the interval [L1, L2], then the reverse point of the vector a is L1 + L2-a. In higher dimensional spaces, points obtained in this way for each dimension are called inverse points. The specific calculation equation follows:
X i ^ = h ( L + U ) X i
Among them, X i is the position information of the current individual; X i ^ represents the position information of the individual after reverse learning; L is the minimum value of feasible solutions; U is the maximum value of feasible solutions; and h is a constant, which is taken as 1 in this paper.
In this paper, the reverse learning mechanism is carried out in stages. Firstly, we sort the population according to the fitness value, and divide the population into three layers. The proportion of the population of each layer is 1:3:6. For the population of the first layer, it can be regarded as being at the top of the pyramid, and its fitness value is better, so the population of this layer will not be reverse-learned. For the population of the second layer, we need to calculate the fitness values of various groups before reverse learning; we then perform reverse learning on the population and calculate the fitness value of various groups after reverse learning. Next we compare the fitness value before improvement with the fitness value after improvement; if the fitness value after improvement is better, the original population is replaced with the improved population; otherwise, we keep the original population. Whether to perform reverse learning is judged according to Equation (14). For the population of the third layer, due to their low fitness value and poor performance, all of them are reverse-learned.
X i = X i ^ f ( X i ^ ) < f ( X i ) X i else
This paper not only applies the reverse learning mechanism in population initialization, but also applies the reverse learning mechanism to the iterative update process of whales.

2.2.3. Dynamically Adjust the Probability Threshold

In WOA, in order to synchronously carry out the process of shrinking and spiraling, the original algorithm sets the probability of selecting both behaviors at 50%. A random number between [0, 1] generated by rand function is compared with the probability threshold, and then the choice is made. The method of setting equal probability thresholds in the original algorithm lacks consideration of changes in population diversity. An adaptive parameter is introduced to replace the original probability threshold. The adaptive probability threshold can be changed in the interval [0, 1] with the iteration of the algorithm, so that the whales have a greater probability to choose a prey strategy suitable for the current group in different periods, thereby coordinating the global search and local development capabilities of the algorithm. The mathematical model of the adaptive probability is shown in Equations (15) and (16), where r 4 in Equation (15) is a random number generated by using the Circle chaotic map. Figure 2 shows the change of adaptive probability threshold with the number of iterations.
a d p _ p = 0.2 ( 0.2 · sin ( 100 π ( 1 t 500 ) ) + 0 ) · r 4
X ( t + 1 ) = X * ( t ) A · D p < a d p _ p D · e b l · cos ( 2 π l ) + X * ( t ) p a d p _ p

2.2.4. Convergence Factor for Nonlinear Variation

Similar to other algorithms, WOA also has the phenomenon of inconsistency between global search ability and local development ability when solving problems. The convergence factor a has a great influence on parameter A, which is very important for the adjustment of the algorithm’s global search ability and local development ability. In the original algorithm, as the number of iterations increases, the convergence factor decreases linearly from 2 to 0. This linear change in the convergence factor cannot adjust well the global exploration and local development capabilities of the algorithm. In order to make the algorithm maintain the diversity of the population and jump out of the local optimal solution in time, a nonlinearly changing convergence factor is proposed, such as Equation (17).
a = 2 · cos ( 0 . 5 π · ( t M a x _ i t e r ) + 0 ) + r a n d · 0 . 01   i f   p > 0.5 2 · cos ( 0 . 5 π · ( t M a x _ i t e r ) + 0 ) - r a n d · 0 . 01   i f   p 0.5
Figure 3 shows the change in the convergence factor a as the number of iterations increases. It can be seen that compared with the original change method, the improved convergence factor achieves a larger value in the early stage of the iteration, and the value fluctuates within a certain range, which improves the global search ability and enhances randomness.

2.2.5. Adaptive Step Size

In the search phase, the location update is mainly performed according to Equation (9). From this, we can find that the choice of the whale’s next location is affected by three factors: the randomly selected location of the whale and the coefficient vectors A and D. When the coefficient vector A 1 , it indicates that the whale is outside the shrinking encirclement, and the whale currently makes a random selection. When the coefficient vector |A| < 1, the whale group keeps shrinking the encircling circle. At the end of the iteration, the value of A becomes increasingly closer to 0, which is detrimental to better updating of the position and limits the local search ability of the algorithm.
For this reason, this paper introduces a new parameter U, which adaptively changes the step size to balance the global search and local search capabilities. It is applied to the position update equation. The evaluation of U is:
k = ( r a n d 0.75 ) · ( 1 t / M a x _ i t e r )
U = e k · b
A = U · s i g n ( a )
where s i g n ( x ) is used to verify symbols. The parameter b in U has a great influence on the convergence of the algorithm. Through continuous simulation attempts, it is found that when the value of b is small, the overall effect of the algorithm is better. The change in k is shown in Figure 4.

2.2.6. IOWA Implementation Process

In summary, the main implementation process of IWOA proposed in this paper follows. The pseudocode is shown in Figure 5.
Step 1. Initialize the population. Set the maximum number of iterations Max_iter = 100; population size SearchAgents_no = 30; logarithmic spiral shape constant b = 1.
Step 2. Initialize the population using the Circle chaotic map.
Step 3. Fitness value calculation, looking for individual extreme value and group extreme value.
Step 4. Adopt a reverse learning mechanism for the population.
Step 5. Use Tent chaos theory to generate random numbers, such as Equation (12).
Step 5. Update a according to Equation (17), update k according to Equation (18), update A and C according to Equations (4) and (20).
Step 5. Update the parameter adp_p according to Equation (15).
Step 6. By analyzing the value of the parameter |A| and comparing the size of p and adp_p, the corresponding update scheme is selected: surround prey, bubble net attack, and search for prey.
Step 7. Determine whether the termination condition is met. If it is satisfied, output the optimal solution and position information, otherwise go to Step 3.

3. Performance Test of IWOA

3.1. Test Function and Experimental Environment

In this paper, the proposed algorithm is simulated and experimented based on an AMD Ryzen 7 5800 H CPU, 3.20 GHz main frequency, 16.0 GB memory, and Windows 10 (64 bit) operating system. The programming software is MATLAB 2020a. To verify the performance of the IWOA algorithm, 18 typical benchmark test functions are selected for the test experiments, which are shown in Table 1. In Table 1, F1–F4 denote single-peak functions, which are used to check the local exploitation capability of the algorithm; F5–F9 are complex multipeak functions to evaluate the exploration capability; F10–F18 are fixed-dimensional multipeak functions, which are mainly used to evaluate the algorithm to remove the local optimum.
In this paper, the algorithm is tested in three aspects: (1) under the same population size, iteration times, and running times, the convergence speed and solution accuracy of IWOA and WOA, PSO, GSA, DE, and other classical algorithms on different test functions are compared; (2) the effectiveness of different improvement strategies on the optimization performance of WOA is analyzed; and (3) compared with other improved WOAs to verify the effectiveness and competitiveness of the algorithm proposed in this paper.

3.2. Performance Comparison with Classical Intelligent Algorithms

In order to verify the superiority and robustness of the proposed algorithm in solving functions, it is compared with the optimization results of WOA, PSO, GSA, and DE on 18 test functions. We set the population size to 30, the dimension to 30, and the maximum number of iterations to 500.
The test performance of the algorithm is mainly judged according to two criteria: the fitness average AVE and the fitness standard deviation STD. AVE represents the average value of the optimal solution obtained after the algorithm runs independently for many times. The smaller the average value, the better the global search ability of the algorithm and the diversity of the population; its expression is shown in Equation (21).
A V E = 1 R u n r = 1 R u n F i t n e s s ( r )
In Equation (21), R u n represents the number of independent runs, and F i t n e s s ( r ) represents the optimal solution obtained by the r-th test of the algorithm. STD represents the standard deviation of the optimal solution obtained after the algorithm runs independently for many times. The smaller the standard deviation, the better the stability of the algorithm; its expression is shown in Equation (22).
S T D = 1 R u n r = 1 R u n ( F i t n e s s ( r ) A V E ) 2
The run was repeated 30 times independently, and the mean and standard deviation of the results of the 30 experiments were taken. The experimental results are shown in Table 2. Table 3 is the result of sorting the algorithms according to the test results of Table 2.
When sorting, we first compare the average values of each algorithm on different test functions, and then compare the standard deviation when the average values are the same. The value of ranksum is the sum of performance rankings of each algorithm on different test functions, and rankave is its average value. Finally, the final ranking of each algorithm is obtained according to rankave.
It can be seen from Table 2 and Table 3 that IWOA has the best performance on the 10 benchmark functions. Among them, the theoretical optimal value is obtained when solving 8 functions (F1, F5, F11, F16, F17, F18, F22, F23). Among the 18 tested functions, IWOA ranks the worst only when solving F18. The number of functions that the other four algorithms obtain the optimal solution among the 18 test functions is: 2, 1, 1, and 3. As can be seen from Table 3, IWOA ranks first, followed by DE, GSA, PSO, and WOA. In the unimodal function test, IWOA performs significantly better than the other four algorithms when solving F1 and F2. When solving F3 and F4, although the optimization effect of IWOA is not the best, the ranking of IWOA is in the middle position. In the multimodal function test, IWOA outperformed the other four algorithms when solving F5–F7. When solving F8 and F9, IWOA does not work well, but both mean and standard deviation are better than WOA. When solving the fixed-dimensional multimodal functions F10–F13, F17, and F18, the solution effect of IWOA is obviously better than the other algorithms. When solving F14, the effect of IWOA is slightly weaker than that of PSO and GSA. When solving F15, IWOA is slightly weaker than GSA, but better than other algorithms. When solving F16, IWOA ranks second. Figure 6, Figure 7, Figure 8, Figure 9, Figure 10, Figure 11, Figure 12, Figure 13, Figure 14, Figure 15, Figure 16, Figure 17, Figure 18, Figure 19, Figure 20, Figure 21, Figure 22 and Figure 23 show the convergence of five algorithms on 18 test functions.

3.3. Effect of Improving the Strategy on the Performance of the Algorithm

To analyze the influence of different improvement strategies on the optimization performance of the standard WOA algorithm, IWOA is compared with RLWOA (WOA algorithm with only reverse learning mechanism), DTWOA (WOA algorithm with only dynamic threshold), NCFWOA (WOA algorithm with only nonlinear convergence factor), and CMWOA (WOA algorithm with only chaotic mapping). The parameter settings of the four algorithms are the same as those in the previous section. The test results are shown in Table 4.
It can be seen from Table 4 that the improvement strategy for the dynamic threshold and nonlinear convergence factor has limited contribution to the improvement of WOA performance. However, its performance in solving a few functions is still very good. For example, NCFWOA performs somewhat better than IWOA in solving F7 and F12. The improved strategy of chaotic mapping and reverse learning mechanism has played a positive role in improving the performance of WOA. On the whole, there is still a big gap between the overall performance of the algorithm and IWOA by using only one improved strategy. By absorbing the advantages of various improvement strategies, IWOA converges faster when testing functions. Additionally, for most of the test functions, the solution accuracy and optimization results are better than other algorithms.

3.4. Performance Comparison with Other Improved Whale Optimization Algorithms

In order to compare the optimization performance of the algorithm proposed in this paper with other improved WOAs, the data in references [42,43] are cited for comparative experiments. We set the population size to 30, set the maximum number of iterations to 500, and ran the test 30 times independently. The performance of the algorithm is tested by comparing the average and standard deviation of the test results. The specific results are shown in Table 5. It can be seen from Table 5 that, except for F20, IWOA performs better than the other two algorithms when solving other functions. When solving F20, however, the performance of IWOA is weaker than that of ESWOA and HWGO. Additionally, in nine test functions, IWOA obtained the optimal value when solving five of them, which is much better than the other two algorithms.

4. Algorithm Application Analysis Algorithm

To test the optimization performance of the algorithm in solving practical problems, in this section, the convergence speed and solution accuracy of IWOA in solving the charging station location optimization model considering the cost problem are studied.

4.1. Optimal Model of Charging Station Site Selection

With the enhancement of people’s awareness of environmental protection, energy saving and environmental protection have become important considerations for consumers when purchasing automobiles [44,45]. The continuous increase in the number of new-energy vehicles has driven the development of industries such as charging infrastructure. Reasonable charging station site selection has important strategic significance for the development of electric vehicles. In the process of establishing the site selection model, this paper mainly considers the interests of two aspects: enterprises and users. It is necessary to ensure that the company is profitable, and to reduce the cost of charging users as much as possible. Generally speaking, the location model is a nonlinear programming model with complex constraints, which belongs to an NP-hard problem.
When establishing the location model, this paper draws on the ideas of the traditional P-median model [46] and the maximum coverage model [47]. Under the premise of satisfying the constraints, a site selection model with the goal of minimizing the comprehensive cost is established and strives to make the charging service range fully covered in the study area. The objective function of the location optimization model is shown in Equation (23), which consists of three parts: annual construction and operation cost F C O , time cost F T i m e , and penalty term F L i m i t .
F C O mainly consists of two parts, including the construction cost A C cos t and the operating cost A O cos t , the mathematical expression is provided as Equation (24). Among them, A C cos t mainly includes charging pile, land, transformer, and other costs, as shown in Equation (25); A O cos t mainly includes labor cost and equipment maintenance cost, as shown in Equation (26). Equation (27) is the annual time-consuming cost. Equation (28) is a constraint in the location model, and it can be found from the formula that it mainly includes two parts. The first part is that the distance between two charging service stations should be no less than 6 km. The reason for this setting is that the distance between some charging stations is too close at present, resulting in excessive concentration of charging resources. Ca is the number of service stations that do not meet the 6 km constraint. The second part of Equation (28) is the constraint on the service capacity of the charging station. The station selected as the charging service station needs to be able to provide charging service for the vehicles coming to charge. Because of the different number of charging piles in each charging station, it is difficult for some stations to meet the charging demand of electric vehicles at times during the peak charging period. Cc is the number of charging stations that cannot meet the charging demand at this point. On the one hand, these two parts in Equation (28) are to balance the charging resources and improve the charging convenience of users; on the other hand, it can improve the overall utilization rate of charging service stations and protect the interests of enterprises.
min F = F C O + F T i m e + F L i m i t
F C O = i M ( A C cos t i + A O cos t i )
A C cos t = r 0 · ( 1 + r 0 ) n y e a r ( 1 + r 0 ) n y e a r 1 · ( C g + φ · n c h a r 2 + ε · n c h a r )
A O cos t = ( C g + φ · n c h a r 2 + ε · n c h a r ) · γ
F T i m e = 365 · cos t F · λ
F L i m i t = C a / 2 · 15000 + C c · 10000
In Equations (23)–(28), M is the set of charging service stations, and i is the charging station; r 0 is the discount rate, r 0 = 0.08; n y e a r is the depreciation period, n y e a r = 20 years; C g is the fixed investment cost, this paper sets the cost of a charging station to be 1 million CNY; n c h a r is the number of charging piles in the station; φ is the equivalent investment coefficient of related equipment costs and its value is 10,000 CNY/unit2; ε is the unit price of the charging pile. In this paper, the price of a single charging pile is set at 100,000 CNY; γ is the conversion factor of labor and equipment operation and maintenance costs, γ = 0.1; cos t F is the distance from each charging demand point to the charging service station that provides services for it; λ is the amount spent by the electric vehicle per kilometer, and its value is 1.79 CNY.
In addition to the two constraints mentioned in the penalty item, the setting of constraints also needs to consider the demand distribution relationship and coverage.
Each charging demand point can only be served by one charging service station, such as Equation (29). Equation (30) specifies that the number of charging service stations is p s t a t i o n . Equation (31) ensures that the demand at the demand point can only be provided by the charging service station. In Equation (32), Z i j and h i take the value 0 or 1. Z i j represents the service demand distribution relationship between the charging demand point and the charging service station.
i M i Z i j = 1 , j N
i M i h i = p s t a t i o n
Z i j h i , j N , i M i
Z i j , h i { 0 , 1 } , j N , i M i
In Equations (29)–(32), N is the set of all demand points and j is the charging demand point. When the value of Z i j is 1, it means that the demand of charging demand point j is provided by charging service station i , otherwise it is 0. When the value of h i is 1, it means that point i is selected as the charging service station.

4.2. Using IWOA to Solve the Charging Station Location Model

To verify the effectiveness of IWOA in solving the location optimization problem, IWOA and WOA were used to solve the location model. In this case, there are a total of 130 charging stations. The number of sites varies from 12 to 24. The number of iterations is 100.
To better analyze the impact of changes in the number of sites on the site selection scheme, this paper sets the minimum number of sites as 12 and the maximum number of sites as 24. It can be found from Table 6 that when the number of charging stations is 23, the minimum annual construction and operation cost can be solved. When the number of charging stations is 24 and 13, the minimum time cost and penalty value, respectively, can be obtained. The costs are sorted in order from small to large. When the number of charging stations is 14, the scheme ranks 1st in comprehensive cost, 6th in annual construction and operation cost, 13th in time cost, and 4th in penalty. Overall, when 14 charging stations are installed, the comprehensive cost is the smallest.
According to Table 6, we determined that the number of charging service stations is 14. To verify the effectiveness of the algorithm improvement, we use IWOA and WOA to solve the location model. Table 7 shows the comparison of various elements when using IWOA and WOA to solve the location problem. As can be seen from Table 7, the comprehensive cost obtained by IWOA is 128,131.9 less than WOA. Except for F T i m e , IWOA performs better than WOA in terms of F C O , F L imit , and convergence speed.
Figure 24 shows the convergence curves of the two algorithms for solving the same location model. As can be seen from the figure, the IWOA algorithm is far better than IWOA in terms of convergence speed and solution accuracy. Figure 25 shows the site selection results obtained by using the IWOA algorithm. The red squares in the figure are charging service stations, and the green dots are charging demand stations.
The Voronoi diagram has the following characteristics: there is one generator in each V polygon; the distance from each V polygon to the generator is shorter than the distance to other generators; the distance between the points on the polygon boundary and the generator that generates the boundary is equal. We use these features of the Voronoi diagram to divide the service range of charging stations. Figure 26 shows the division result of the service range of the charging station. The blue dots in Figure 26 are charging service stations, the red star points are charging demand stations, and the blue borders are charging range boundaries.

5. Conclusions

This paper proposes an improved whale optimization algorithm based on hybrid strategy and applies it to the location optimization problem of electric vehicle charging stations. Finally, the following conclusions are drawn:
  • The optimization performance of the IWOA algorithm is significantly improved. In the performance test of 18 benchmark functions, the overall performance of IWOA is better than that of DE, GSA, PSO, and WOA. Compared with the traditional multiobjective optimization-improved whale algorithm, IWOA has better global optimization ability and solution speed.
  • The addition of chaotic mapping and reverse learning mechanism provides an important contribution to the performance improvement of the algorithm. The improvement of the algorithm performance by adopting the hybrid strategy is stronger than that of the single improvement strategy.
  • The overall cost is the smallest when the number of charging stations is set to 14. When using IWOA and WOA to solve the model, the solution accuracy and convergence speed of IWOA are better than those of WOA.
This paper enriches the research on locating electric vehicle charging stations, and provides a feasible scheme for the location of electric vehicle charging stations, which has important practical value. However, there are still further needs in the current research, such as the performance of the improved whale optimization algorithm in solving higher-dimensional and more complex problems, the location model considering various factors, among others. In the future, many measures can be tried to improve the whale optimization algorithm, to increase the convergence speed and solution accuracy of the whale optimization algorithm. At the same time, there are more factors that can be taken into account when establishing the site selection model. These include the uncertainty of demand, the impact of site selection on carbon emissions, the connection between charging station and power grid, etc.

Author Contributions

Conceptualization, Y.L., W.P. and Q.Z.; methodology, Y.L. and W.P.; software, Y.L.; validation, Y.L., W.P. and Q.Z.; formal analysis, Y.L., W.P. and Q.Z.; investigation, Y.L. and W.P.; resources, Y.L.; data curation, Y.L., W.P. and Q.Z.; writing—original draft preparation, Y.L.; writing—review and editing, W.P. and Q.Z.; visualization, Y.L. and W.P.; supervision, W.P. and Q.Z.; project administration, W.P. and Q.Z.; funding acquisition, W.P. and Q.Z. All authors have read and agreed to the published version of the manuscript.

Funding

This research was funded by Shandong Provincial Natural Science Foundation, grant number ZR2020QF059, ZR2021MF131; Foundation of State Key Laboratory of Automotive Simulation and Control, grant number 20181119; National Natural Science Foundation of China (62203271).

Institutional Review Board Statement

Not applicable.

Informed Consent Statement

Not applicable.

Data Availability Statement

Not applicable.

Acknowledgments

The authors would like to thank the anonymous reviewers and the Editor for their helpful comments.

Conflicts of Interest

The authors declare no conflict of interest.

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Figure 1. Reverse point.
Figure 1. Reverse point.
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Figure 2. Variation in the adaptive probability threshold with the number of iterations.
Figure 2. Variation in the adaptive probability threshold with the number of iterations.
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Figure 3. The variation in convergence factor with the number of iterations.
Figure 3. The variation in convergence factor with the number of iterations.
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Figure 4. Effect of the number of iterations on k.
Figure 4. Effect of the number of iterations on k.
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Figure 5. IWOA implementation pseudocode.
Figure 5. IWOA implementation pseudocode.
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Figure 6. F1.
Figure 6. F1.
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Figure 7. F2.
Figure 7. F2.
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Figure 8. F3.
Figure 8. F3.
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Figure 9. F4.
Figure 9. F4.
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Figure 10. F5.
Figure 10. F5.
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Figure 11. F6.
Figure 11. F6.
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Figure 12. F7.
Figure 12. F7.
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Figure 13. F8.
Figure 13. F8.
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Figure 14. F9.
Figure 14. F9.
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Figure 15. F10.
Figure 15. F10.
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Figure 16. F11.
Figure 16. F11.
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Figure 17. F12.
Figure 17. F12.
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Figure 18. F13.
Figure 18. F13.
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Figure 19. F14.
Figure 19. F14.
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Figure 20. F15.
Figure 20. F15.
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Figure 21. F16.
Figure 21. F16.
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Figure 22. F17.
Figure 22. F17.
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Figure 23. F18.
Figure 23. F18.
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Figure 24. Convergence curve.
Figure 24. Convergence curve.
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Figure 25. Optimization results of charging station site selection.
Figure 25. Optimization results of charging station site selection.
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Figure 26. Using a Voronoi diagram to divide the service scope of charging stations.
Figure 26. Using a Voronoi diagram to divide the service scope of charging stations.
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Table 1. Details of 18 benchmark functions.
Table 1. Details of 18 benchmark functions.
ExpressionV_NoRangefmin
F 1 ( x ) = i = 1 n x i 2 30[−100, 100]0
F 2 ( x ) = i = 1 n x i + i = 1 n x i 30[−10, 10]0
F 3 ( x ) = i = 1 n ( [ x i + 0.5 ] ) 2 30[−100, 100]0
F 4 ( x ) = i = 1 n i x i 4 + r a n d o m [ 0 , 1 ) 30[−1.28, 1.28]0
F 5 ( x ) = i = 1 n [ x i 2 10 cos ( 2 π x i ) + 10 ] 30[−5.12, 5.12]0
F 6 ( x ) = 20 exp ( 0.2 1 n i = 1 n x i 2 ) exp ( 1 n i = 1 n cos ( 2 π x i ) ) + 20 + e 30[−32, 32]0
F 7 ( x ) = 1 4000 i = 1 n x i 2 i = 1 n cos ( x i i ) + 1 30[−600, 600]0
F 8 ( x ) = π n { 10 sin ( π y 1 ) + i = 1 n 1 ( y i 1 ) 2 [ 1 + 10 sin 2 ( π y i + 1 ) ] + ( y n 1 ) 2 } + i = 1 n u ( x i , 10 , 100 , 4 ) y i = 1 + x i + 1 4 u ( x i , a , k , m ) = k ( x i a ) m x i > a 0 a < x i < a k ( x i a ) m x i < a 30[−50, 50]0
F 9 ( x ) = 0.1 { sin 2 ( 3 π x 1 ) + i = 1 n ( x i 1 ) 2 [ 1 + sin 2 ( 3 π x i + 1 ) ] + ( x n 1 ) 2 [ 1 + sin 2 ( 2 π x n ) ] } + i = 1 n u ( x i , 5 , 100 , 4 ) 30[−50, 50]0
F 10 ( x ) = i = 1 11 [ a i x 1 ( b i 2 + b i x 2 ) b i 2 + b i x 3 + x 4 ] 2 4[−5, 5]0.0003
F 11 ( x ) = 4 x 1 2 2.1 x 1 4 + 1 3 x 1 6 + x 1 x 2 4 x 2 2 + 4 x 2 4 2[−5, 5]−1.0316
F 12 ( x ) = ( x 2 5.1 4 π 2 x 1 2 + 5 π x 1 6 ) 2 + 10 ( 1 1 8 π ) cos x 1 + 10 2[−5, 5]0.398
F 13 ( x ) = [ 1 + ( x 1 + x 2 + 1 ) 2 ( 19 14 x 1 + 3 x 1 2 14 x 2 + 6 x 1 x 2 + 3 x 2 2 ) ] × [ 30 + ( 2 x 1 3 x 2 ) 2 × ( 18 32 x 1 + 12 x 1 2 + 48 x 2 36 x 1 x 2 + 27 x 2 2 ) ] 2[−2, 2]3
F 14 ( x ) = i = 1 4 c i exp ( j = 1 3 a i j ( x j p i j ) 2 ) 3[1, 3]−3.86
F 15 ( x ) = i = 1 4 c i exp ( j = 1 6 a i j ( x j p i j ) 2 ) 6[0, 1]−3.32
F 16 ( x ) = i = 1 5 [ ( X a i ) ( X a i ) T + c j ] 1 4[0, 10]−10.532
F 17 ( x ) = i = 1 7 [ ( X a i ) ( X a i ) T + c j ] 1 4[0, 10]−10.4028
F 17 ( x ) = i = 1 7 [ ( X a i ) ( X a i ) T + c j ] 1 4[0, 10]−10.5363
Table 2. Comparing IWOA with the performance of other algorithms.
Table 2. Comparing IWOA with the performance of other algorithms.
Function IWOAWOAPSOGSADE
F1AVE01.41 × 10−301.36 × 10−42.53 × 10−168.2 × 10−14
STD04.91 × 10−302.02 × 10−49.67 × 10−175.9 × 10−14
F2AVE6.478 × 10−2491.06 ×10−210.0421440.0556551.5 × 10−9
STD0.193530.76362660.1155962.225340
F3AVE0.0359593.1162661.02 × 10−42.5 × 10−160
STD0.0257760.5324298.28 × 10−51.74 × 10−160
F4AVE0.0179761.425 × 10−30.1228540.0894414.63 × 10−3
STD0.0206661.149 × 10−30.0449570.043391.2 × 10−3
F5AVE0046.7042325.9684169.2
STD0011.629387.47006838.8
F6AVE1.0066 × 10−157.40430.2760150.0620879.7 × 10−8
STD6.3773 × 10−169.8975720.509010.236284.2 × 10−8
F7AVE02.89 × 10−49.215 × 10−327.701540
STD01.586 × 10−37.724 × 10−35.0403430
F8AVE0.0263760.3396766.917 × 10−31.7996177.9 × 10−15
STD0.0701430.2148640.0263010.951148 × 10−15
F9AVE0.0327851.8890156.675 × 10−38.8990845.1 × 10−14
STD0.044640.2660888.907 × 10−37.1262414.8 × 10−14
F10AVE4.9076 × 10−45.72 × 10−45.77 × 10−43.673 × 10−34.5 × 10−14
STD1.5337 × 10−43.24 × 10−42.22 × 10−41.647 × 10−30.00033
F11AVE−1.0316−1.0163−1.03163−1.03163−1.03163
STD6.0537 × 10−114.2 × 10−76.25 × 10−164.88 × 10−163.1 × 10−13
F12AVE0.3980.3979140.3978870.3978870.397887
STD2.815×10−42.7×10−5009.9 × 10−9
F13AVE33333
STD1.53 × 10−104.22 × 10−151.33 × 10−154.17 × 10−152 × 10−15
F14AVE−3.8628−3.85616−3.86278−3.86278N/A
STD1.1172 × 10−92.706 × 10−32.58 × 10−152.29 × 10−15N/A
F15AVE−3.2672−2.98105−3.26634−3.31778N/A
STD0.0723560.3766530.0605160.023081N/A
F16AVE−10.1531−7.04918−6.8651−5.95512−10.1532
STD1.2325 × 10−43.6295513.0196443.7370792.5 × 10−6
F17AVE−10.4028−8.18178−8.45653−9.68447−10.4029
STD1.1807 × 10−43.6295513.0870942.0140883.9 × 10−7
F18AVE−10.5363−8.18178−9.95291−10.5364−10.5364
STD1.7207 × 10−43.8292021.7827862.6 × 10−151.9 × 10−7
Table 3. Algorithm performance ranking.
Table 3. Algorithm performance ranking.
FunctionIWOAWOAPSOGSADE
F112534
F212453
F345321
F431542
F511435
F615432
F713451
F834251
F934251
F1012345
F1115324
F1212335
F1354132
F1434215
F1524315
F1623451
F1715432
F1815423
ranksum3561605952
rankave1.943.393.333.272.89
rank15432
Table 4. Influence of different improvement strategies on WOA performance.
Table 4. Influence of different improvement strategies on WOA performance.
Function IWOANCFWOADTWOACMWOARLWOA
F1AVE04.21 × 10−577.93 × 10−489.06 × 10−744.51 × 10−111
STD01.76 × 10−564.10 × 10−474.74 × 10−732.22 × 10−110
F2AVE6.478 × 10−2492.84 × 10−383.36 × 10−343.46 × 10−512.10 × 10−142
STD0.193530.495260.983250.35180.52836
F3AVE0.0359590.0988510.320.300110.062098
STD0.0257760.079890.299060.165970.031759
F4AVE0.0179763.85 × 10−30.0114992.72 × 10−33.66 × 10−3
STD0.0206663.87 × 10−30.0137622.49 × 10−34.56 × 10−3
F5AVE09.47 × 10−156.759600
STD02.97 × 10−1414.832200
F6AVE1.0066 × 10−153.73 × 10−157.99 × 10−154.20 × 10−151.13 × 10−15
STD6.3773 × 10−162.66 × 10−154.49 × 10−152.23 × 10−158.86 × 10−16
F7AVE04.37 × 10−32.41 × 10−300
STD00.0235488.02 × 10−300
F8AVE0.0263760.0120320.024660.0176674.0453 × 10−3
STD0.0701430.0200680.0155229.73 × 10−32.70 × 10−3
F9AVE0.0327850.209560.668910.488360.049381
STD0.044640.146160.310220.222350.051577
F10AVE4.9076 × 10−46.57 × 10−44.71 × 10−45.60 × 10−45.88 × 10−4
STD1.5337 × 10−44.40 × 10−42.43 × 10−41.39 × 10−43.16 × 10−4
F11AVE−1.0316−1.0316−1.0316−1.0316−1.0316
STD6.0537 × 10−111.12 × 10−96.07 × 10−161.60 × 10−101.40 × 10−8
F12AVE0.3980.397890.397890.39790.39798
STD2.815 × 10−45.39 × 10−67.22 × 10−102.14 × 10−52.10 × 10−4
F13AVE33333
STD1.5295 × 10−105.55 × 10−58.57 × 10−127.39 × 10−57.53 × 10−7
F14AVE−3.8628−3.8585−3.862−3.857−3.8628
STD1.1172 × 10−96.67 × 10−32.36 × 10−38.54 × 10−34.54 × 10−6
F15AVE−3.2672−3.2286−3.2705−3.2436−3.2502
STD0.0723560.174610.0664590.103760.081734
F16AVE−10.1531−8.2441−8.6321−8.9456−10.1526
STD1.2325 × 10−42.66822.58012.15676.10 × 10−4
F17AVE−10.4028−8.1923−8.0226−8.2564−10.4024
STD1.1807 × 10−42.72383.20852.87456.17 × 10−4
F18AVE−10.5363−8.2243−8.038−8.1833−10.5359
STD1.7207 × 10−43.12613.15122.90324.73 × 10−4
Table 5. Performance comparison for IWOA and other improved WOAs.
Table 5. Performance comparison for IWOA and other improved WOAs.
Function IWOAESWOAHWGO
F1AVE02.02 × 10−509.14 × 10−13
STD01.36 × 10−491.86 × 10−12
F2AVE6.478 × 10−2491.96 × 10−363.87 × 10−11
STD0.193535.85 × 10−363.56 × 10−11
F5AVE01.089.24 × 101
STD04.72.56 × 101
F6AVE1.0066 × 10−154.58 × 10−152.74 × 10−7
STD6.3773 × 10−162.46 × 10156.63 × 10−7
F7AVE02.58 × 10−31.36 × 10−2
STD01.13 × 10−21.92 × 10−2
F10AVE4.9076 × 10−48.02 × 10−45.44 × 10−4
STD1.5337 × 10−45.51 × 10−42.98 × 10−4
F15AVE−3.2672−3.28−3.3
STD7.2356 × 10−20.542.83 × 10−1
F17AVE−10.4028−10.403−10.12
STD1.1807 × 10−44.27 × 10−82.83 × 10−5
F18AVE−10.5363−10.502−10.201
STD1.7207 × 10−43.32 × 10−46.82 × 10−8
Table 6. Costs for different number of sites.
Table 6. Costs for different number of sites.
Number of SitesFitness/CNYAnnual Construction and Operation Cost/CNYTime Costs/CNYPenalty/CNY
121052,127649,161.5297,965.9105,000
13992,548.1568,609.4326,438.797,500
14988,293.4532,637.7305,655.7150,000
151037,593637,692.3257,400.5142,500
161054,514636,278.5238,235180,000
171073,764614,278.9241,984.9217,500
181039,003604,481.8254,521.7180,000
191075,300531,428.2281,371.3262,500
201054,084506,217.9262,866285,000
211065,642580,345.3222,797.1262,500
221076,553525,611.8205,941.6345,000
231037,177489,799.2209,877.4337,500
241053,435491,077.4202,357.5360,000
Table 7. Performance comparison for IWOA and other improved WOAs.
Table 7. Performance comparison for IWOA and other improved WOAs.
ComparisonIWOAWOA
Fitness value988,293.41,116,425.3
Annual construction and operation cost532,637.7676,999.4
Time costs305,655.7279,425.9
Penalty value150,000160,000
The number of iterations to reach the optimal value3853
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Li, Y.; Pei, W.; Zhang, Q. Improved Whale Optimization Algorithm Based on Hybrid Strategy and Its Application in Location Selection for Electric Vehicle Charging Stations. Energies 2022, 15, 7035. https://doi.org/10.3390/en15197035

AMA Style

Li Y, Pei W, Zhang Q. Improved Whale Optimization Algorithm Based on Hybrid Strategy and Its Application in Location Selection for Electric Vehicle Charging Stations. Energies. 2022; 15(19):7035. https://doi.org/10.3390/en15197035

Chicago/Turabian Style

Li, Yongjing, Wenhui Pei, and Qi Zhang. 2022. "Improved Whale Optimization Algorithm Based on Hybrid Strategy and Its Application in Location Selection for Electric Vehicle Charging Stations" Energies 15, no. 19: 7035. https://doi.org/10.3390/en15197035

APA Style

Li, Y., Pei, W., & Zhang, Q. (2022). Improved Whale Optimization Algorithm Based on Hybrid Strategy and Its Application in Location Selection for Electric Vehicle Charging Stations. Energies, 15(19), 7035. https://doi.org/10.3390/en15197035

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