Research Article |
Corresponding author: Shi-Yong Dong ( dongshiyong@scib.ac.cn ) Academic editor: Blanca León
© 2022 Shi-Yong Dong, Shu-Hang Li, Ling Huang, Shi-Shi Tan, Zheng-Yu Zuo.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Dong S-Y, Li S-H, Huang L, Tan S-S, Zuo Z-Y (2022) A phylogenetic and morphological study of the Tectaria fuscipes group (Tectariaceae), with description of a new species. PhytoKeys 195: 75-92. https://doi.org/10.3897/phytokeys.195.80452
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The fern species Tectaria fuscipes and morphologically similar species, which are common in tropical and subtropical mainland Asia, constitute a taxonomically confusing group. To better understand species boundaries and relationships within the T. fuscipes group, we conducted phylogenetic analyses of five plastid regions and morphological observations of herbarium specimens and living plants. As a result, we produced a generally well-resolved phylogeny of the T. fuscipes group and related species in Asia. The phylogenetic analyses supported the monophyly of the T. fuscipes group, which includes T. dissecta, T. fuscipes, T. ingens, T. paradoxa, T. setulosa, T. subfuscipes, T. subsageniacea and a new species, but excludes T. kusukusensis. However, T. fuscipes, T. subfuscipes and T. subsageniacea are almost indistinguishable in morphology, which form a complex characterised by the black linear-lanceolate stipe scales. The new species found in southern China and Vietnam is described here as T. fungii. It is similar to the T. fuscipes complex and T. kusukusensis, but differs from the former mainly by its brown-castaneous lanceolate stipe scales and from the latter by having nearly hairless laminae (versus frond axes abaxially bearing copious hairs).
fern, mainland Asia, molecular phylogeny, morphology, taxonomy
Tectaria Cav. is a pantropical and south-temperate fern genus of about 264 species (
In tropical and subtropical Asia, Tectaria fuscipes (Wall. ex Bedd.) C. Chr. and morphologically similar species constitute a taxonomically confusing group. They are characterised by the fronds with basal pinnae basiscopically produced and veins being wholly free or, as in T. fuscipes, with veins anastomosing to form costal areoles in its sterile fronds (
To better resolve the relationships between species and explore species boundaries within the T. fuscipes group, we conducted phylogenetic analyses of plastid sequences with an enlarged sampling and made morphological observations of herbarium specimens and living plants. Specifically, the purposes of this study are to construct a phylogeny of the T. fuscipes group and related species in mainland Asia, to detect morphological differences amongst T. fuscipes, T. subfuscipes and T. subsageniacea and to determine the identity of the “Tectaria sp.1” in
For morphological comparisons, the first author (Dong) studied in person the specimens of Tectaria in these Herbaria: BM, BO, DACB, E, GAUA, HITBC, HN, HNU, IBK, IBSC, K, KUN, L, LAE, P, PE, PNH, PYU, SING and TAIF. In addition, we conducted morphological observations of living plants in the wild of Bangladesh, China and Vietnam. For both herbaria specimens and living plants, we focused on the states and the variation of stipe scales (shape and colour), lamina hairs, fronds dimorphism, venation and sori distribution, which were characters frequently used by previous authors (e.g.
The sampling for phylogenetic analyses in this study focused on species with free or relatively simple anastomosing species in the Old World which constitute one of four major clades in Tectaria (
Genomic DNA of the 23 newly-added samples were extracted from silica-dried leaves, except for that of T. paradoxa, for which we instead used leaf fragments of herbarium specimens. The subsequent amplifications were carried out with the primers described in
We analysed the matrix using Bayesian Inference (BI), Maximum Likelihood (ML) and Maximum Parsimony (MP), respectively. The software jModeltest2 (
For the Tectaria fuscipes group, the colour of stipe scales can be determined as two basic states: brown and black. Scales in T. fuscipes, T. subfuscipes and T. subsageniacea are constantly black, with or without very narrow brown margins, whereas, in the unidentified taxon and other species, they are brown, sometimes brown-castaneous. The black scales are associated with a linear-lanceolate shape, which measures 0.5–1 mm wide (Fig.
Comparison of stipe scales in Tectaria fuscipes and morphologically similar species A T. fuscipes (Dong 5194, IBSC) B T. subsageniacea (Dong 4270, IBSC) C T. subfuscipes (Chang 20140503021, TAIF) D T. sp. (Dong 5096, IBSC) E T. setulosa (Dong 4782, IBSC) F T. ingens (Miehe et al. 13093007, SING) G T. kusukusensis (Dong 4851, IBSC) H T. paradoxa (Fraser-Jenkins FN77, TAIF) I T. dissecta (Chang 20160125, TAIF).
Based on the abundance of hairs on the abaxial surface of costae, which are easily observable in herbarium specimens, the fronds can be generally recognised as either nearly hairless or obviously hairy for T. fuscipes and morphologically similar species. We observed fronds with dense hairs in T. kusukusensis, some collections of T. fuscipes from Taiwan and Bangladesh and some collections of T. ingens and T. setulosa. In the unidentified taxon and other species of the T. fuscipes group, the fronds are nearly hairless. The abundance of lamina hairs is variable in T. fuscipes, T. ingens and T. setulosa. We noticed that the fronds can be hairless or hairy even in a single population of T. fuscipes, such as Lu 16213 (TAIF) from Bangladesh.
The fronds of all species in the T. fuscipes group are more or less dimorphic, i.e. a fertile lamina being contracted to a certain extent as compared with a sterile lamina in a population. Our observations showed that the obvious dimorphism of fronds is frequent in T. fuscipes, sometimes occurs in T. subsageniacea, but is scarce in other species of the T. fuscipes group including the unidentified taxon. However, it is difficult to determine the fronds as monomorphic or dimorphic for T. fuscipes and T. subsageniacea because the variation from monomorphic to dimorphic is gradual and continuous. We detected different variation tendencies of frond dimorphism instead of clear differences in these two taxa. Namely, the fronds tend to be dimorphic in T. fuscipes, but are mostly nearly monomorphic in T. subsageniacea. Notably, we observed three different states in a single collection of T. fuscipes from Bhutan (Fraser-Jenkins 31446, TAIF) (Fig.
The venation in the T. fuscipes group can be recognised as three states: free (Fig.
Three states of venation in the Tectaria fuscipes group A free as in T. subsageniacea (Dong 3856, IBSC) B intermediate (veins unstably forming areoles along costae) as in T. subsageniacea (Dong 4585, IBSC) C costal-vein-anastomosing (veins regularly forming areoles along costae) in T. fuscipes (Dong 4686, IBSC).
Sori are regularly arranged in two rows on the ultimate segments of pinnae in the T. fuscipes group. They are medial (positioned between mid-rib and margin) and are distributed nearly from base to tip on ultimate segments (Fig.
The concatenated alignment of the five plastid regions (atpB, ndhF plus ndhF-trnN, rbcL, rps16-matK plus matK and trnL-F) accounts for 5865 base pairs, including 64 indels. Of the total 5865 characters, 1027 are variable and 688 are parsimony informative. The length of the best MP trees is 1763 (consistency index = 0.633, retention index = 0.800). The likelihood score of the ML tree is -18708.288.
The topology resulted from the BI analysis is consistent with that of the ML analysis, while in the tree from the MP analysis, the samples are not so well resolved as in the BI or ML tree. There are no obvious conflicts between the topology of BI (or ML) analysis and that of MP analysis, except for the position of T. subglabra (Holttum) S.Y. Dong, which was resolved as sister to T. aurita (Sw.) S. Chandra and T. nayarii Mazumdar in the MP tree with low support (MPBS = 68%), while as sister to T. profereoides (Christ) S.Y. Dong and allied species in the BI or ML tree with poor support (PP = 87%, MLBS = 57%). There is no conflict involving the position of the T. fuscipes group and species relationships within this group between the trees inferred from different analyses. Therefore, we adopt the topology resulting from the BI analysis (Fig.
All in-group samples were resolved into two large clades and each clade generally corresponds to a geographical region. The samples from Malesia clustered into a clade (Clade A) and those from mainland Asia and adjacent islands (except for T. kusukusensis and T. sagenioides (Mett.) Christenh.) clustered into another clade (Clade B) (Fig.
The 16 specimens representing Tectaria fuscipes s. l. (including T. subfuscipes and T. subsageniacea) were well resolved into three clades. All specimens of T. fuscipes s. str., including one (Knapp 3200) with a morphology similar to T. subfuscipes, clustered together, forming a sister clade to the rest. All specimens of T. subsageniacea from mainland China and Vietnam were well resolved in a clade, forming a sister relationship with the clade containing three specimens of T. subfuscipes from Taiwan Island and one T. subfuscipes-like specimen from India.
The results of our morphological comparisons and phylogenetic analyses of plastid sequences support an undescribed species in the Tectaria fuscipes group. As shown in the phylogenetic tree (Fig.
The morphological and phylogenetic analyses support the close affinity amongst T. dissecta, T. fungii, T. fuscipes, T. ingens, T. paradoxa, T. setulosa, T. subfuscipes and T. subsageniacea. These taxa constitute a natural group, namely T. fuscipes group (Fig.
Tectaria kusukusensis has the characteristic morphology of the T. fuscipes group, but should not be considered as a member of this group. Tectaria kusukusensis agrees well with the free-veined T. fuscipes and T. dissecta in lamina dissection, the shape of basal pinnae, venation and sori arrangement, but differs in having copious hairs on fronds (
Within the T. fuscipes group, T. fuscipes, T. subfuscipes and T. subsageniacea constitute a closely allied subgroup, which is supported by the black linear-lanceolate stipe scales. The closely allied species to them is suggested to be T. dissecta, which differs in its broad lanceolate stipe scales and much narrow fronds and is the only species in the T. fuscipes group mainly distributed in Malesia to the Pacific Islands (
According to the current sampling, the phylogenetic analyses supported T. fuscipes, T. subfuscipes and T. subsageniacea as three different lineages (Fig.
We noticed three collections from the same locality (a forest valley in Gaoxiong, Taiwan Island), i.e. Knapp 3198, 3199, 3200, which exhibit gradually varied states of frond dimorphism and venation, but were resolved into two clades in the phylogenetic tree (Fig.
China. Hainan: Lingshui, 3–20 May 1932, H. Fung 20093 (holotype, two sheets, BM-000801750!, BM-000801751!; isotypes: E!, K!, US-01580253!, US-01580666!).
Tectaria fungii is similar to the sympatric species T. subsageniacea and T. kusukusensis. It differs from T. subsageniacea in its broader (1–1.5 mm versus 0.5–1 mm), brown or obviously bicolour (castaneous with brown margins) (versus black) stipe scales and from T. kusukusensis by its nearly hairless laminae (versus frond axes abaxially bearing copious hairs).
Rhizome short, erect. Fronds slightly dimorphic, rarely obviously dimorphic. Stipe stramineous or dark brown, ca. 4 mm in diameter, 50–60 cm long, bearing copious scales towards base and fewer on upper part. Scales lanceolate, ca. 6–7 × 1–1.5 mm, brown or castaneous with pale margins. Lamina oblong, 55–78 × 30–45 cm, round at base, somewhat suddenly narrowed and acute towards apex, 1-pinnate-pinnatifid, free pinnae (6) 9–12 pairs; basal pinnae triangular, deeply lobed to 1-pinnate at base, (18) 24–26 × 13–18 cm, shortly stalked (0.5–2 cm), with basal basiscopic 2–3 pinnules free and markedly prolonged (up to 16 × 3.5 cm), pinnatifid upwards, acuminate at apex; suprabasal pinnae linear, 16–24 × 3.8–5 cm, sessile or very shortly stalked, deeply lobed 2/3–3/4 of the way to costae, with a pair or only the basal basiscopic lobes almost free; lobes or pinnules anadromous on basal pinnae and catadromous on pinnae above, basal acroscopic lobes slightly prolonged and parallel to rachis, basal basiscopic lobes obliquely spreading, lobes entire (except for those on the base of lower pinnae, which are crenate to pinnatifid), obtuse or acute at apex, sterile lobes larger, usually 2–2.4 × 0.8–0.9 cm, fertile lobes 1.6–1.8 × 0.6 cm. Veins free, simple or mostly once forked. Hairs short, relative dense on adaxial surface and sparse on abaxial surface of costae; no hairs on abaxial surface between veins; with a few hairs on adaxial surface of lamina, especially on margin and at sinus between lobes. Sori terminal on simple veins or on the acroscopic branch of a forked vein, in one row on either side of mid-rib of lobes, medial between mid-rib and margin of lobes. Indusia round-reniform, ca. 1 mm in diameter, persistent, usually ciliate at margin.
China. Hainan: Baisha, S.Y. Dong 728 (PE); Baoting, G.A. Fu 2951 (IBSC); Ledong, S.Y. Dong 1589 (IBSC); Qiongzhong (Mt. Limushan), S.Y. Dong 832 (PE); Mt. Wuzhishan, C. Wang 35347 (IBK, IBSC, PE); S.Y. Dong 5096 (IBSC), Wuzhishan Fern Survey 036, 176, & 498 (PE); Mt. Yinggeling, S.Y. Dong 3834, 3842, 3867, 4430 (IBSC). Yunnan: Jinghong, B.G. Li 98162 (HITBC), Q.J. Li 42730 (HIBTC); Menghai, W.M. Chu et al. 15749 (GAUA, PYU), H. Shang SG2638 (CSH), X.L. Zhou 5727, 5731 (CSH); Mengla (Bubeng), S.Y. Dong 4307, 4334, 4825 (IBSC). VIETNAM. Dak Nong: Dak Plao, L. Averyanov et al. 5589 (HN), 5601 (HN, HNU).
China (Hainan, southern Yunnan) and Vietnam (Dak Nong); terrestrial in montane rainforest, occurring in dense-shady and wet slopes, elev. 600–1300 m, locally common.
The specific epithet honours Mr. Hom Fung, who collected lots of plant specimens in Hainan and Guangdong, southern China in 1930s. This species was probably first collected by him from Hainan in 1932.
We thank the curators of Herbaria BM, BO, DACB, E, GAUA, HITBC, HN, HNU, IBK, K, KUN, L, LAE, P, PE, PNH, PYU, SING and TAIF for allowing access to their collections. We are grateful to Yi-Han Chang and Ralf Knapp for sharing some DNA materials from Taiwan and to Alison Paul for sharing the images of the holotype of T. fungii at BM. This study was supported by National Natural Science Foundation of China (grant nos. 31270258 & 31670203).
List of Tectaria samples used for phylogenetic analyses in this study with voucher information (collection number, herbarium and locality) and GenBank numbers for rbcL, atpB, rps16–matK plus matK, ndhF plus ndhF-trnN and trnL-F. GenBank numbers for newly-generated sequences are in bold and a dash indicates data absent.
Tectaria aenigma (Copel.) C.W. Chen & C.J. Rothf., DNK 575 (UC), Philippines, KY927533, –, KJ196548, –, KY927538. Tectaria aurita (Sw.) S. Chandra, Dong 3386 (IBSC), Indonesia (Java), KJ196849, KJ196404, KJ196548, KJ196762, KJ196631. Tectaria austrosinensis (Christ) C. Chr., Dong 3602 (IBSC), China (Yunnan), KJ196899, KJ196447, KJ196516, KJ196804, KF561670; Dong 3617 (IBSC), China (Yunnan), KJ196847, KJ196446, KJ196517, KJ196803, KJ196629. Tectaria borneensis S.Y. Dong, Dong 3438 (IBSC), Indonesia (Java), KJ196854, KJ196489, KJ196514, KJ196767, KJ196642. Tectaria chinensis (Ching & Chu H. Wang) Christenh., Dong 4291 (IBSC), China (Yunnan), MH542574, MH542584, MH542595, MH542606, MH542618; Dong 4343 (IBSC), China (Yunnan), MF623757, MF623685, MF623709, MF623733, MF623780; Dong 4855 (IBSC), Vietnam, MH542575, MH542585, MH542596, MH542607, MH542619. Tectaria dissecta (G. Forst.) Lellinger, CYH 20140503014 (IBSC, TAIF), China (Taiwan), MH542570, MH542580, MH542591, MH542603, MH542614; Dong 4101 (IBSC), Philippines (Luzon), AWD73648, AWD73600, –, AWD73624, –. Tectaria fungii S.Y. Dong (sp. nov.), Dong 3834 (IBSC), China (Hainan), KJ196826, KJ196505, KJ196591, KJ196751, KJ196703; Dong 4334 (IBSC), China (Yunnan), MH542571, MH542581, MH542592, MH542604, MH542615; Dong 4430 (IBSC), China (Hainan), W795604, –, MW795617, MW795625, –. Tectaria fuscipes (Wall. ex Bedd.) C. Chr., CYH 20140322019 (IBSC, TAIF), China (Taiwan), MH542568, MH542578, MH542589, MH542601, MH542612; CYH 20140503020 (TAIF), China (Taiwan), MH542569, MH542579, MH542590, MH542602, MH542613; Dong 4271 (IBSC), China (Yunnan), OL828756, OL828758, NA, OL963688, OL828760; Dong 5187 (IBSC), Bangladesh, –, –, –, MW795618, MW795626; Dong 5194 (IBSC), Bangladesh, MW795597, MW795605, MW795611, MW795619, MW795627; Knapp 3198 (P), China (Taiwan), KY937334, –, KY937227, –, KY937497. Tectaria gigantea (Blume) Copel., Dong 3380 (IBSC), Indonesia (Java), KJ196853, KJ196403, KJ196530, KJ196737, KJ196660. Tectaria gymnocarpa Copel., Dong 3967 (IBSC), Papua New Guinea (Kimbe), MF623765, MF623693, MF623717, MF623741, MF623786. Tectaria heterocarpa (Bedd.) C.V. Morton, Dong 5189 (IBSC), Bangladesh, MW795598, MW795606, MW795612, MW795620, MW795628. Tectaria ingens (Atk. ex C.B. Clarke) Holttum, Zuo 4218 (KUN), China (Yunnan), MW795599, MW795607, MW795613, MW795621, MW795629. Tectaria kusukusensis (Hayata) Lellinger, CYH 20111228044 (IBSC, TAIF), China (Taiwan), MF623770, MF623698, MF623722, MF623746, MF623790; Knapp 3336 (IBSC), China (Taiwan), MH542573, MH542583, MH542594, –, MH542617; Zhang 6466 (CDBI, MO, VNMN), Vietnam, KP271079, –, KU605135, –, KP271096. Tectaria multicaudata (C.B. Clarke) Ching, CYH 20080816006 (IBSC, TAIF), China (Taiwan), MH542572, MH542582, MH542593, MH542605, MH542616; Wade 1382 (IBSC), Vietnam, KJ196834, KJ196425, KJ196558, KJ196756, KJ196713. Tectaria nayarii Mazumdar, Wade s.n. (TAIF), Philippines (Luzon), KJ196823, KJ196405, KJ196594, KJ196722, KJ196699. Tectaria paradoxa (Fée) Sledge, Chiou 15285 (TAIF), India, MW795600, –, –, –, MW795630. Tectaria polymorpha (Wall. ex Hook.) Copel., Dong 3554 (IBSC), China (Yunnan), KJ196889, KJ196477, KJ196524, KJ196794, KJ196657. Tectaria profereoides (Christ) S.Y. Dong, Dong 4939 (IBSC), Malaysia, MW795601, MW795608, MW795614, MW795622, MW795631; Dong 4961 (IBSC), Malaysia, MW795602, MW795609, MW795615, MW795623, MW795632. Tectaria psomiocarpa S.Y. Dong, Chen s.n. (IBSC), Philippines (Luzon), KJ196822, KJ196502, KJ196595, KJ196723, KJ196698. Tectaria sabahensis C.W. Chen & C.J. Rothf., Wade 4705 (TAIF), Malaysia, KY927534, –, KY927535, –, KY927537. Tectaria sagenioides (Mett.) Christenh., Dong 1599 (IBSC), China (Hainan), KJ196896, KJ196436, KJ196550, KJ196760, KJ196625; Dong 3603 (IBSC), China (Yunnan), KJ196897, KJ196437, KJ196518, KJ196801, KF561672. Tectaria setulosa (Baker) Holttum, Dong 3049 (IBSC), China (Guangdong), –, KJ196428, KJ196527, KJ196791, KJ196670; Jin et al. 282 (IBSC, PE), China (Yunnan), –, KJ196427, KJ196557, KJ196757, KJ196714. Tectaria subfuscipes (Tagawa) C.M. Kuo, CYH 20140503023 (IBSC, TAIF), China (Taiwan), MH542566, –, MH542587, MH542599, MH542610; Deng D20140518002 (IBSC, TAIF), China (Taiwan), MH542567, MH542577, MH542588, MH542600, MH542611; Knapp 3199 (P), China (Taiwan), KY937373, –, KY937273, –, KY937563. Tectaria subglabra (Holttum) S.Y. Dong, Dong 3450 (IBSC), Indonesia (Java), KJ196807, KJ196406, KJ196532, KJ196738, KJ196676. Tectaria subsageniacea (Christ) Christenh., Chao 1553 (IBSC), Vietnam, KJ196900, KJ196414, KJ196560, KJ196733, KJ196711; Dong 3557 (IBSC), China (Yunnan), KJ196880, KJ196415, KJ196529, KJ196782, KJ196665; Dong 3856 (IBSC), China (Hainan), MF623767, MF623695, MF623719, MF623743, MF623788; Dong 4585 (IBSC), Vietnam, MH542564, MH542576, –, MH542597, MH542608; Dong 4587 (IBSC), Vietnam, MH542565, –, MH542586, MH542598, MH542609. Tectaria cf. subfuscipes, Fraser-Jenkins FN153 (TAIF), India (Meghalaya), OL828757, NA, OL828759, OL963689, OL828761; Knapp 3200 (P), China (Taiwan), KY937374, –, –, –, KY937564; Tectaria sp., Wade 4087 (IBSC), Solomon Islands, MW795603, MW795610, MW795616, MW795624, MW795633.