J Syst Evol ›› 2022, Vol. 60 ›› Issue (4): 876-900.DOI: 10.1111/jse.12713

• Research Articles • Previous Articles     Next Articles

Phylogeny of Orthotrichum s.l. and Ulota s.l. (Orthotrichaceae, Bryophyta): Insights into stomatal evolution

Qing‐Hua Wang1†, Shan‐Shan Dong2†, Jin‐Long Zhang3, Yang Liu2*, and Yu Jia1*   

  1. 1 State Key Laboratory of Systematic and Evolutionary Botany, Institute of Botany, Chinese Academy of Sciences, Beijing 100093, China
    2 Laboratory of Southern Subtropical Plant Diversity, Fairy Lake Botanical Garden, Shenzhen and Chinese Academy of Sciences, Shenzhen 518004, China
    3 Flora Conservation Department, Kadoorie Farm and Botanic Garden, Tai Po, New Territories, Hong Kong SAR, China

    These authors contributed equally to this work.
    * Authors for correspondence. Yang Liu. E‐mail: yang.liu0508@gmail.com; Yu Jia. E‐mail: yjia@ibcas.ac.cn
  • Received:2020-06-30 Accepted:2020-11-22 Online:2020-12-03 Published:2022-07-01


Orthotrichum Hedw. s.l. and Ulota Mohr s.l. are two of the most speciose genera of the xerophytic moss family Orthotrichaceae. We reconstructed the phylogeny of these two genera using three data matrices: (i) organellar genomes and 33 taxa; (ii) six loci from three genomes and 144 taxa; and (iii) two plastid loci and 163 taxa. The present phylogeny, based on the maximum sampling of genes or taxa to date, generally confirms the new classification of Orthotrichum and Ulota, and indicated that all Ulota species, except Ulota phyllantha Brid., form a clade and three lineages comprise the cryptoporous Orthotrichum clade. We provided new morphological characters that support the present division of the two genera. Ancestral state reconstruction of stoma indicates that superficial stomata in Orthotrichum represent a plesiomorphic character and semi-immersed stomata were derived from immersed stomata. The results also suggest that immersed stomata independently arose once in Orthotrichum, whereas semi-immersed stomata probably arose more than once. Molecular dating analysis reveals that the occurrence of immersed stomata is probably related to arid environments during the early Oligocene to late Miocene, whereas the appearance of semi-immersed stomata might be associated with the mesic–xeric or semiarid environments during the middle Miocene to Pliocene. Ancestral state reconstruction of habitat indicates that the saxicolous habitat is apomorphic and independently evolved multiple times in Orthotrichum and Ulota, which supports the former hypothesis. Considering morphological statistics, the development of the cryptopore in Orthotrichum could provide increased resilience to dry habitats, and might promote their habitat shift during evolution.

Key words: morphology, moss, stoma, systematics, xerophyte