Dryopterisjinpingensis, a critically endangered diploid new species of Dryopteridaceae from Yunnan, China

Abstract

Dryopterisjinpingensis, a new species of diploid, sexually reproductive ferns of Dryopteridaceae from Yunnan, southwestern China, is described and illustrated. Morphologically, D.jinpingensis is similar to D.gaoligongensis but unique in elongated lanceolate laminae, sessile or subsessile pinna stalks, and overlapping membranous scales adnate to stipe base. Phylogenetic analyses based on both plastome and the nuclear AK1 gene sequences showed that D.jinpingensis is sister to D.gaoligongensis. A detailed taxonomic description with line drawings is provided, and its conservation status is evaluated to be critically endangered.

Introduction

Dryopteris Adans. (Dryopteridaceae) is one of the largest fern genera in the world, comprising approximately 350–400 species (Wu et al. 2013; Sessa et al. 2015; PPG I 2016). It exhibits a wide distribution across temperate region and tropical montane areas, with a primary center of diversity in eastern Asia (Fraser-Jenkins 1986; Sessa et al. 2015). In China, there are some 167 species classified into four subgenera (Wu et al. 2013). Within the genus, Dryopterissect.Diclisodon (T. Moore) C. Chr. is of particular interest, as recent studies have revealed that many taxa in this section look similar in general appearance to their closely related known species, but actually exhibit significant difference in molecular data and close-up morphologies (Zuo et al. 2022a, b).

During our field work in Yunnan Province, China, we discovered a morphologically unique population of Dryopteris in Jinping County. The population exhibits a great similarity with D.gaoligongensis Z.Y. Zuo, Jin Mei Lu & D.Z. Li we described earlier (Zuo et al. 2022b). Through extensive morphological and phylogenetic studies, we have confirmed that this population represents a distinct species and accordingly we propose a new species within D.sect.Diclisodon.

Methods

Living plants of the potentially new taxon and D.gaoligongensis were observed in the field to conduct morphological comparisons. In particular, the scales, frond shape, and pinna stalks, were observed and counted. Additionally, specimens or photographs of specimens of related species of D.sect.Diclisodon deposited in the herbaria CSH, K, KUN, MICH, PE, and PYU were also examined.

Ploidy levels were estimated using flow cytometry (BD FACSCalibur, U.S.A.) by measuring nuclear DNA content (2C value) of young fresh leaves, with Zeamays L. (1C = 2.70 pg) (Bennett and Smith 1976) as reference standard. Reproductive mode was estimated by counting the spores in each sporangium, with 64 spores and 32 spores per sporangium representing sexual and apogamous reproduction, respectively (Walker 1979). At least ten intact sporangia were observed under a mini-microscopy (Yuantu 100×, China).

A young leaf of the potentially new taxon was collected from living plants in the field, and total genomic DNA was extracted from 30 mg of silica-gel dried leaf material using the modified 4× CTAB DNA extraction method (Doyle and Doyle 1987). For plastid genome (plastome), library preparation and Illumina sequencing were conducted at the Germplasm Bank of Wild Species, Kunming Institute of Botany (CAS). De-novo assemblies, connecting and annotation were constructed using GetOrganelle v.1.7.0 (Jin et al. 2020), Bandage 0.8.1 (Wick et al. 2015) and Geneious 9.1.4 (Kearse et al. 2012), respectively, based on the previously published plastome of Dryopterisgaoligongensis (NC_067598). The new obtained plastomes were uploaded to NCBI (Suppl. material 1).

The products of PCR amplification of the low-copy nuclear AK1 gene (AK4F: 5′-GATGAAGCCATCAAGAAACCA-3′; AKR2: 5′-ATGGATCCAGCGACCAGTAA-3′) (Hori et al. 2021) were cloned and sequenced at Tsingke Biotechnology Co., Ltd. Kunming, with at least six colonies for each sample (Suppl. material 2).

Two matrices were constructed for phylogenetic analyses. We extracted nine identical plastid regions from two newly obtained plastomes of the potentially new taxon, and added them to our previous combined plastid matrix (including 57 samples, Suppl. material 1, 3) (Zuo et al. 2022a, b). The second matrix consisted of 50 nuclear AK1 sequences, two of which were newly obtained and the others from previous studies (Hori et al. 2021; Zuo et al. 2022a, b; Wei et al. 2024). The two matrices were aligned and corrected using MAFFT v.7.017 (Katoh et al. 2002) and Geneious 9.1.4 (Kearse et al. 2012), respectively.

We used Bayesian inference (BI) and Maximum likelihood (ML) analyses to infer the phylogenetic relationships. The BI analysis was performed using MrBayes 3.2.6 (Ronquist et al. 2012) in four Markov chain Monte Carlo (MCMC) chains in parallel, with ten million generations and one tree sampled every 1000 generations. The first 25% of trees were discarded as burn-in. The ML analyses were conducted using IQ-TREE 1.6.12 (Nguyen et al. 2015) with the GTR+R6 model and 2000 ultrafast bootstrap replicates.

Results

The morphological comparison revealed that the potentially new taxon exhibited a great similarity to D.gaoligongensis in overall morphology. Both species have stout and creeping rhizomes, 3- to 4- large pinnate fronds, and largest and longest basal basiscopic pinnule. However, there are some distinct differences. The scales of D.gaoligongensis are brown, ovate-lanceolate, and entire, while the potentially new taxon has thin membranous and lanceolate scales. More importantly, most scales of the potentially new taxon are overlapping and adnate to the stipe base. The fronds of D.gaoligongensis are deltate-lanceolate to ovate-lanceolate, and basal pinnae with stalk up to 5 cm. In contrast, the potentially new taxon has elongated lanceolate fronds, and pinna stalks of the basal pinnae are sessile or subsessile (less than 1 cm). In addition, the potentially new taxon was found on cliffs of the valley in forests (Figs 1–3, Table 1).

Figure 1.

Photos of Dryopterisjinpingensis (Z.Y. Zuo 5378) A habitat B plant C proximal part of the lamina D sori on ultimate pinnules E glandular hairs on the abaxial surface of pinnules F young plant G rhizome H portion of stipe base, showing adnate scale I scales of stipe.

Figure 3.

Morphological comparison of Dryopterisjinpingensis (A, C, E) and D.gaoligongensis (B, D, F) A, B rhizome and stipe base C, D lamina E, F pinna stalks of basiscopic pinnules.

Table 1.

Diagnostic characteristics comparison between Dryopterisjinpingensis and D.gaoligongensis.

Characters	Dryopterisjinpingensis	D.gaoligongensis
Scales on stipe base	Thin membranous, lanceolate, mostly overlapping, adnate to stipe	Thick membranous, ovate-lanceolate, mostly scattered, not adnate to stipe
Lamina	Elongated lanceolate	Deltate-lanceolate to ovate-lanceolate
Pinna stalks	Sessile or subsessile, less than 1 cm in the basial pairs of pinnae	Stalked, 2–5 cm in the basal pairs of pinnae
Habit	On the cliff of the valley in forests	On the ground in forest
Altitude	1000–1100 m	2200–2500 m

The DNA amount of three samples of Zuo5378 (Zuo5378-1 from one population, Zuo5378-2 & Zuo5378-3 from another nearby population) was estimated to be 15.2 ± 0.2 pg, which is very close to that of D.gaoligongensis (15.1 ± 0.4 pg) and other diploid species of D.sect.Diclisodon (e.g., D.sabaei, 14.2 ± 0.3 pg; D.subexaltata, 12.5 ± 0.3 pg; Hori et al. 2021). All spore counts showed that the potentially new taxon has 64 normal spores per sporangium, and the spores could germinate to produce prothallus (Fig. 4). The results of flow cytometry and spore counting implied that the potentially new taxon is a diploid, sexually reproductive species.

Figure 4.

Spores and prothallus of DryopterisjinpingensisA 64 spores in one sporangium B cultured prothallus on 1/2 Murashige and Skoog plant cell culture medium (MS) C prothallus.

Phylogenetic analyses of both the plastome data (Fig. 5A) and nuclear AK1 data (Fig. 5B) concordantly revealed that the potentially new taxon is sister to D.gaoligongensis. Only one haplotype of nuclear AK1 was found in the potentially new taxon.

Figure 5.

Maximum likelihood phylograms of Dryopterissect.Diclisodon based on nine plastid regions (A) and nuclear gene AK1 (B). ML ultrafast bootstrap support values (UFBS) and the posterior probabilities of Bayesian inference (BIPP) are indicated near nodes (UFBS/BIPP). The stars (*) indicate UFBS=100% or BIPP=1.00, the minus (-) indicate UFBS<50% or BIPP<0.50. The name of the new species is in bold.

Discussion

Morphological comparison and phylogenetic analyses show that the potentially new taxon is a member of D.sect.Diclisodon, and is closely related to D.gaoligongensis. They are not only similar in overall morphology, but also in nuclear DNA content, ploidy level, and reproductive mode. However, phylogenetic data and some significant morphological differences (Table 1) suggest that they are two distinct species that may have a common ancestor but have undergone different speciation in different environments. Dryopterisgaoligongensis exclusively grows on the ground of the Gaoligong Mountains at an elevation of 2200–2500 meters, while the newly discovered species grows on the cliffs inside the valley at an altitude of 1000–1100 meters. We speculate that environmental differences and isolation have resulted in a lack of gene flow between the two species, which ultimately led to their differentiation and speciation.

Taxonomic treatment

. Dryopteris jinpingensis

Z.Y.Zuo, Jin Mei Lu & D.Z.Li sp. nov.

77C0E297-2C02-5E7A-9B32-282838D7A7A5

urn:lsid:ipni.org:names:77338637-1

Figs 1 , 2 in Chinese: 金平鳞毛蕨 (jīn píng lín máo jué)

Figure 2.

Illustration of Dryopterisjinpingensis Z.Y. Zuo, Jin Mei Lu & D.Z. Li A plant B sori on ultimate pinnules C glandular hairs on the abaxial surface of pinnules D indusia E young plant F scales of stipe (Drawn by Yi-Fan Li, based on Z.Y. Zuo 5378).

Type.

China. Yunnan: Jinping, 25°17′N, 98°46′E, alt. 1050 m, 20 April 2023, Z.Y. Zuo 5378 (Holotype, mounted in 3 cross-referenced sheets, KUN-1585758! Isotype: KUN-1585759!).

Diagnosis.

Dryopterisjinpingensis is similar to D.gaoligongensis with stout and creeping rhizome, 3- to 4-pinnate large frond, and largest and longest basal basiscopic pinnule. However, D.jinpingensis differs from it in the elongated lanceolate lamina, sessile or subsessile pinna stalks (less than 1 cm), and overlapping membranous and thin scales adnate to stipe base.

Description.

Plants 70–140 cm tall. Rhizome stout, creeping, up to 20 cm long and 4 cm in diameter, densely clothed with brown, lanceolate, entire scales. Fronds approximate, stipe shorter than lamina, ca. 30–60 cm, brown at base, upper stramineous, densely scaly; scales thin, lanceolate, entire, brown, overlapping and adnate to the stipe base. Rachis and costae hairy when young, glabrous when mature. Lamina papery, not glossy, broadly elongated lanceolate, ca. 40–100 × 20–50 cm, 3- to 4-pinnate, base not narrowed, apex acuminate, abaxial with glandular hairs when young, glabrous when mature. Pinnae 15–30 pairs, opposite, oblique, sessile or subsessile (less than 1cm). Pinnae lanceolate, basal pinnae largest, deltoid-lanceolate, up to 40 × 18 cm, apex caudate-acuminate. Pinnules 25–35 pairs, opposite at base and alternate upward, lanceolate, base broadly cuneate, usually asymmetrical, apex long acuminate; basal basiscopic pinnule largest and longest, ca. 12 × 4 cm, base widest, 2-pinnate; Segments oblong, apices obtuse and spinulose, margin shallowly lobed to several serrate. Veins pinnate, forked, distinct on both surfaces. Sori close to costa on pinnules; indusia orbicular-reniform, entire. Reproductive mode and ploidy level: diploid sexual.

Distribution and habitat.

Presently only known from Jinping County, Yunnan Province, southwestern China, with two documented small populations near each other. It grows on the cliff of the valley in subtropical evergreen broad-leaved forests, at an altitude of 1000–1100 meters.

Etymology.

The specific epithet “jinpingensis” refers to its type locality, Jinping County, in the border between south Yunnan of China and Vietnam.

Conservation status.

Dryopterisjinpingensis should be classified as critically endangered (CR) according to the IUCN guidelines (IUCN Standards and Petitions Committee 2022), due to its narrow distribution with only two small populations with fewer than 50 plants. In order to conserve and save this rare and endangered species, we have begun to propagate it using the in vitro culture from spores, facilitated by the Germplasm Bank of Wild Species.

Citation

Zuo Z-Y, Lu J-M, Li C-F, Li D-Z (2024) Dryopteris jinpingensis, a critically endangered diploid new species of Dryopteridaceae from Yunnan, China. PhytoKeys 239: 195–204. https://doi.org/10.3897/phytokeys.239.118655

Additional information

Conflict of interest

The authors have declared that no competing interests exist.

Ethical statement

No ethical statement was reported.

Funding

The study was supported by the Key R & D program of Yunnan Province, China (grant no. 202103AC100003), the Strategic Priority Research Program of Chinese Academy of Sciences (XDB31000000) and the National Wild Plant Germplasm Resource Center.

Author contributions

Writing - original draft: ZYZ. Writing - review and editing: DZL, JML, CFL.

Author ORCIDs

Zheng-Yu Zuo https://orcid.org/0000-0002-8334-6132

Jin-Mei Lu https://orcid.org/0000-0002-8728-8750

Cun-Fu Li https://orcid.org/0009-0006-1286-9928

De-Zhu Li https://orcid.org/0000-0002-4990-724X

Data availability

All of the data that support the findings of this study are available in the main text or Supplementary Information.

Supplementary materials

Supplementary material 1

The voucher information and GenBank accession numbers of complete plastid genome used in this study

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.

Zheng-Yu Zuo, Jin-Mei Lu, Cun-Fu Li, De-Zhu Li

Data type

xlsx

Supplementary material 2

The voucher information and GenBank accession numbers of nuclear marker AK1 used in this study

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.

Zheng-Yu Zuo, Jin-Mei Lu, Cun-Fu Li, De-Zhu Li

Data type

xlsx

Supplementary material 3

The voucher information and GenBank accession numbers of plastid regions used in this study

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.

Zheng-Yu Zuo, Jin-Mei Lu, Cun-Fu Li, De-Zhu Li

Data type

xlsx