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ORIGINAL RESEARCH article

Front. Plant Sci., 28 August 2025

Sec. Functional Plant Ecology

Volume 16 - 2025 | https://doi.org/10.3389/fpls.2025.1655071

This article is part of the Research TopicPlants in Karst Degraded Habitats: Diversity, Evolution, and Ecological FunctionsView all articles

Environmental filtering and dispersal limitation jointly shape the taxonomic, functional and phylogenetic diversity in a subtropical karst forest of China

Qingzhi Long,,Qingzhi Long1,2,3Zhili Zhan,,Zhili Zhan1,3,4Hu Du,,*Hu Du1,3,4*Wanxia Peng,,Wanxia Peng1,3,4Liang Su,Liang Su1,3Hao Zhang,Hao Zhang1,3Zhaoxia Zeng,Zhaoxia Zeng1,3Fuping Zeng,Fuping Zeng1,3Weining TanWeining Tan5Youwang MoYouwang Mo5Xichao DengXichao Deng6Yanjun XieYanjun Xie6Kelin Wang,Kelin Wang1,3
  • 1Institute of Subtropical Agriculture, Chinese Academy of Sciences, Changsha, Hunan, China
  • 2College of Life and Environmental Sciences, Central South University of Forestry and Technology, Changsha, Hunan, China
  • 3Huanjiang Agriculture Ecosystem Observation and Research Station of Guangxi, Guangxi Key Laboratory of Karst Ecological Processes and Services, Huanjiang Observation and Research Station for Karst Ecosystems, Chinese Academy of Sciences, Guangxi, China
  • 4College of Resources, Hunan Agricultural University, Changsha, Hunan, China
  • 5Management Center for Guangxi Mulun National Nature Reserve, Guangxi, China
  • 6College of Chemistry and Biology Engineering, Hechi University, Guangxi, China

Introduction: Community assembly involves species forming communities through interactions and environmental adaptation, with traits and phylogeny playing key roles. Analyzing these factors is crucial for understanding community assembly and improving ecological restoration and biodiversity conservation, especially in karst ecosystems, where research is limited.

Methods: Here, we evaluated six metrics of taxonomic, phylogenetic and functional diversity in a subtropical climax forest, and then derived the relative contribution of environmental and spatial conditions on the diversity metrics.

Results: The results indicated that, except for the mean pairwise distance (MPD) index, all other indices exhibited a higher spatial distribution pattern on slopes compared to depressions. The MPD index, however, displayed a more homogeneous pattern, with no significant differences observed across terrains. Our findings suggest that topography has a stronger and more consistent influence on species, functional, and phylogenetic diversity than soil factors. Among these, phylogenetic diversity showed the most pronounced response to topographic variation (especially elevation, slope, and terrain wetness index), indicating that evolutionary lineage distribution is more sensitive to terrain changes than functional or species diversity. In addition, species diversity was most affected by dispersal limitation among the three types of diversity, suggesting that significant spatial variation in community composition is largely constrained by the dispersal ability of species. In contrast, phylogenetic diversity was most affected by environmental filtering, highlighting the strong selective effect of environmental conditions on community phylogeny. Functional diversity, on the other hand, showed a smaller degree of response to both filtering and dispersal, with dispersal limitation having a higher impact than environmental filtering.

Discussion: This study reveals the spatial pattern of karst plant diversity in southwest China and its influencing factors, as well as the mechanism of community construction, providing a theoretical foundation and scientific basis for biodiversity conservation and vegetation restoration in karst areas.

1 Introduction

Community ecologists assess various measurements of biodiversity, including species diversity, trait-based diversity, and functional diversity. Among these, species diversity is the most straightforward indicator of plant diversity (Loreau et al., 2001). It quantitatively characterizes the composition and structure of plant communities, the progression of successional stages, the development of ecosystems, and habitat variability (Tilman et al., 1996). Studying species diversity provides scholars with valuable insights into the composition, dynamics, and evolution of plant communities (Zhang et al., 2000). Crucially, the functional traits of species—which determine the habitat a species occupies, the nature of its interspecific interactions, the intensity of competition it experiences, and its efficiency as a predator or prey—are fundamental to understanding community assembly and ecosystem functioning (Mcgill et al., 2006; Cadotte et al., 2011). Complementing this functional perspective, phylogenetic diversity offers a framework for hypothesizing the influence of historical evolutionary processes on contemporary communities (Webb et al., 2002). It allows for the analysis of community composition from an evolutionary perspective, and aids in examining the ecological processes that influence species coexistence (Cavender-Bares et al., 2009). The richness index, Shannon-Wiener index, Simpson index, and Pielou index, which measure species α-diversity, assess species distribution, dominance, and evenness within a community. These indices reflect the balance of competitive interactions or mutual survival among species, driven by the acquisition of survival resources (Tan et al., 2013).

Biodiversity patterns refer to the geographical distribution of biodiversity, which provides an intuitive representation of how biological and environmental factors influence species distribution (Gaston, 2000). Understanding biodiversity patterns and their driving mechanisms is essential for biodiversity conservation research (Naeem and Wright, 2003; Mcgill et al., 2006). Community assembly mechanisms are generally classified into two main categories: ecological niche processes, which focus on differences in ecological strategies among species, and neutral processes, which emphasize the similar fitness levels of species (Niu et al., 2009). Ecological niche processes encompass competition and facilitation, while neutral processes are considered stochastic. Recent studies have shown that both facilitation and competition can simultaneously influence species coexistence within the same community, particularly under the influence of abiotic environmental stresses (e.g., low temperature, nutrient deficiencies in soil, drought, etc.) (Pichon et al., 2024). The relative strength of these effects varies depending on the intensity of the environmental stresses (Kraft et al., 2008; Mcintire and Fajardo, 2009; Long et al., 2015). Abiotic environments act as fundamental environmental sieves, shaping plant morphological structures, physiological functions, and phylogenetic relationships. This filtering process fundamentally determines the pool of species capable of coexisting within a community by defining the abiotic dimensions of their ecological niches. Furthermore, by providing varying quantities and qualities of resources, abiotic environments play a crucial role in facilitating the actual coexistence among these filtered species (He et al., 2009).

Environmental filtering, along with dispersal limitation, is recognized as a critical process in community assembly (Hillerislambers et al., 2012). Environmental filtering refers to the process by which abiotic factors select species with specific traits for incorporation into local communities, often described as the “environmental sieve” (Keddy, 1992). The central concept of habitat filtering is that species exhibit varying levels of suitability across different environments, leading to differences in population sizes. It is generally accepted that when environmental filtering plays a prominent role in local communities, the mean values of functional traits and the trade-offs between traits will vary along abiotic environmental gradients. For instance, Liu et al. (2017) demonstrated that soil fertility was significantly correlated with leaf area, leaf area index, and wood density. In addition to environmental filtering, dispersal limitation at the local scale is another key process influencing forest biodiversity and community assembly (Shen et al., 2009; Chen et al., 2019). Dispersal limitation in plant communities refers to the insufficient number or variety of propagules that prevent seeds from reaching suitable germination sites (Dent and Estrada-Villegas, 2021). The significant role of dispersal limitation has been widely confirmed in previous studies, which span various forest types (temperate, subtropical, tropical), biodiversity dimensions (species diversity, phylogenetic diversity, functional diversity), and taxonomic groups (Legendre et al., 2009; Wang et al., 2018). For example, a study in the subtropical forest of Gutian Mountain found that both dispersal limitation and habitat filtering had comparable explanatory power for patterns in species and phylogenetic diversity in plant communities. Notably, the effect of dispersal limitation was more pronounced at smaller spatial scales, while the influence of habitat filtering increased with scale (Rao et al., 2013). Recent studies have explored the interplay between environmental filtering and dispersal limitation in shaping biodiversity, for example, Wang et al. (2013) and Yin et al. (2021) demonstrated the importance of these processes in temperate and tropical forests. While these studies have provided valuable insights, our research aims to explore their combined effects in the unique karst ecosystems of southwest China, where steep topography and nutrient-poor soils create distinctive community assembly patterns.

Ecological heterogeneity is a key characteristic of landscape patterns and a significant factor influencing biodiversity (Stein et al., 2014; Tamme et al., 2010). Ecological niche partitioning driven by habitat heterogeneity is particularly important in the context of abiotic factors such as light availability, nutrient resources, soil moisture content, and topographic conditions. These factors also influence the spatial and temporal distribution of vegetation (Keppel et al., 2012; Bátori et al., 2019). Studies have demonstrated that even relatively minor changes in environmental variables can have substantial effects on the species composition and diversity of plant communities (Deák et al., 2021). Topography, as a major non-biotic factor, plays a pivotal role in influencing vegetation cover through variations in slope, elevation, and aspect. These topographic features, in turn, affect the spatial redistribution of sunlight, soil moisture, and nutrients, resulting in local environmental modifications and the creation of microclimates (Cantón et al., 2004; Hara et al., 1996; Shen et al., 2000). Topographic factors exert a strong influence on community, ecosystem, and landscape patterns (Kamrani et al., 2011; Chen et al., 2018), thereby impacting biodiversity (Gaston, 2000). Beyond topography, soil nutrient availability is a critical determinant of plant growth and development, influencing vegetation distribution. For instance, soil nutrient levels are closely linked to spatial heterogeneity in grasslands (Qi et al., 2010) and natural forests (Huang et al., 2015; Toriyama et al., 2015). Moreover, research has shown that a broad range of soil nutrients, including organic matter, nitrogen, and phosphorus, significantly affects the species composition and diversity of plant communities (Townsend et al., 2008; Becknell and Powers, 2014).

Karst regions, characterized by distinct geomorphological features, are home to rich ecological diversity and complex geographical conditions (Huang, 2025). Plant communities in these areas exhibit remarkable adaptability, enabling them to thrive in nutrient-poor soils, extreme hydrological conditions, and specialized karst landscapes (Wu and Wu, 2023). Many plants in karst regions possess traits such as drought resistance and tolerance to poor soils (Huang, 2025). These species often adapt by developing deep root systems or thickened leaves to cope with local climatic and soil conditions. Due to the thin and uneven soil layers created by karst processes and the exposure of rock surfaces, plants must acclimate to nutrient-deficient environments (Liu et al., 2021). The karst landscape is characterized by complex topographical features such as karst peaks, pillars, caves, and stone forests. These formations provide diverse habitats for plants, create varied hydrological conditions, and influence the distribution of plant communities (Li et al., 2020). Regarding community assembly, research on karst plant communities has highlighted the complex dynamics shaped by species interactions—such as competition and mutualism—occurring within the context of, and often driven by, species’ adaptations to unique environmental factors (e.g., drought, high calcium, soil limitations) (Fu et al., 2023). Studies have shown that the plant communities in karst areas are closely linked to soil types, climatic conditions, and hydrological characteristics. Changes in these environmental factors directly affect species distribution and community structure (Liu et al., 2021). Furthermore, functional diversity plays a crucial role in karst plant communities, as species with varying functional traits coexist, contributing to the stability and ecological functions of the community (Wang et al., 2022). Despite extensive research on the basic characteristics and ecological processes of karst plant communities, several gaps remain in our understanding. Notably, the dynamic processes of community assembly and succession are still not fully understood (Fu et al., 2023).

In this study, we focus on subtropical karst evergreen-deciduous broadleaf mixed forests, aiming to systematically investigate and analyze species diversity, functional trait diversity, and phylogenetic diversity. Our goal is to explore the patterns of these diversities and their relationships with environmental factors. We hypothesize the following: First, species diversity, functional trait diversity, and phylogenetic diversity will exhibit distinct spatial patterns. Second, in karst regions, topography may exert a stronger influence on the distribution and diversity of plant communities compared to soil chemical properties, playing a more significant role in ecological regulation. Third, we propose that environmental filtering may play a more dominant role than dispersal limitation in the community assembly of karst plant species.

2 Materials and methods

2.1 Study site

The Mulun National Nature Reserve is located in the northwestern part of Guangxi Huanjiang Maonan Autonomous County (25°7’–25°12’N, 107°54’–108°5’E). The reserve is bordered to the south by the Yunnan-Guizhou Plateau and to the north by the Maonan National Nature Reserve in Guizhou, encompassing a total area of 10,800 hectares. The elevation within the reserve ranges from 400 to 1,000 meters. Situated within a karst landscape of peaks and depressions, the reserve is characterized by unique landforms, diverse topography, and a complex ecological environment, with evergreen-deciduous broadleaf mixed forests. The soil in this area is primarily dark or brown limestone soil, derived from carbonate rocks, exhibiting non-zonal characteristics. The soil layer is shallow, with exposed rocks, and the pH value ranges between 7.06 and 7.68. The climate is warm and humid, typical of a mid-subtropical monsoon climate, with an average annual temperature of 19.4°C. Annual rainfall ranges from 1,530 to 1,820 mm, with the majority of precipitation occurring between April and September. The region enjoys an average of 4,422 hours of sunshine annually and has a frost-free period of 290 days (Lu et al., 2021a).

A fixed permanent monitoring plot of 25 hm² (500 m × 500 m) was established in the reserve in 2014, following the CTFS (Centre for Tropical Forest Science) standards. And the plot was first re-inspected in 2019 and will be fully re-inspected every five years thereafter. The plot is situated at an elevation ranging from 442.6 to 651.4 meters. The habitat across the entire sample site is highly heterogeneous, with the typical “peaks and depressions” landscape, including mountain tops, slopes, and depressions. Dominant species within the plot include Cryptocarya macrocarpa, Itoa orientalis, Platycarya longipes, and Lindera communis (Du et al., 2017).

Prior to the investigation, the entire plot was divided into 625 sample squares (20 m × 20 m) using a total station and RTK (Real-time Kinematic, Trimble R10, USA). The diameter at breast height (DBH) and coordinates of all woody plants with a DBH ≥ 1 cm were measured, and species names, along with other relevant information, were recorded. The spatial distribution of all individuals spanned various habitat types within the plot, providing a comprehensive representation of the forest stand’s diameter structure.

2.2 Functional traits

A total of 144 species, each with 25 or more individuals in the plot, were selected for investigation. To ensure representative sampling and avoid overrepresentation of any single species in the dataset, 10 to 15 mature and well-developed individuals of each tree species were randomly chosen from the sample site. The spatial distribution of the selected individuals spanned various habitat types within the plot, offering a comprehensive representation of the forest stand’s diameter structure.

Following the guidelines from Pérez-Harguindeguy’s functional trait collection manual (Pérez-Harguindeguy et al., 2016) and the standards of the Center for Tropical Forest Science (CTFS), leaf samples were collected from the south, north, east, and west sides of the canopy, where there was minimal shading. A minimum of 20 leaves were collected from each selected plant. Leaf area (LA, mm²) and leaf length-width ratio (LW) were measured using the ZhongJing SM I800 Plus scanner and the Wanshen LA-S series plant image analysis system. Leaf thickness (LT, mm) was measured with a thickness gauge, ensuring that the veins were avoided during measurement. The collected leaves were placed in envelopes and dried in a laboratory oven at 60 °C until they reached a constant weight, which typically took approximately 48 hours. The dry weight of the leaves was recorded. For further analysis, the dried leaf samples were ground to a 100-mesh powder using a ball mill. Element content of the samples was determined using various methods: leaf carbon (LC) and nitrogen (LN) concentrations were analyzed with an elemental analyzer; phosphorus content was measured using ammonium molybdate spectrophotometry; and the concentrations of elements such as potassium (LK), calcium (LCa), magnesium (LMg), aluminum (LAl), iron (LFe), zinc (LZn), manganese (LMn), sodium (LNa), and sulfur (LS) were analyzed using an ICP-OES 5110 instrument.

2.3 Phylogenetic tree

The plastid genomes of these species were sequenced from silica gel-dried materials collected from one to two individuals of each tree species at the sampling site (Pahlich and Gerlitz, 1980). In total, 209 new plastomes were generated, representing 209 species, 147 genera, and 61 families. Based on the coding regions of these 209 plastomes, a megaphylogeny was constructed using the maximum likelihood (ML) approach in RAxML v8.2.12 (Stamatakis, 2006). The phylogeny was then dated using the penalized likelihood method in treePL (Smith and O’meara, 2012). The raw sequencing data for all the plastid genomes generated in this study have been submitted to the NCBI Sequence Read Archive (SRA) under the accession numbers SRX22362678 to SRX22362939 (Jin et al., 2023).

2.4 Environmental variables

To establish a grid system, Real-time Kinematic (RTK) and total station measurements were used to mark and fix 10 m × 10 m grid points, resulting in a total of 2,601 points. The average elevation (ELE) of each quadrat (20 m × 20 m) was calculated by averaging the elevations of the four corner points. The slope (SLO) and slope aspect (ASP) within each quadrat were measured using a compass. Concavity (CON) was determined as the difference in elevation between the average elevation of the target quadrat and the average elevation of the surrounding eight quadrats. The rock outcrop rate (ROC) was quantified in each quadrat using a standardized point-intercept sampling method. At systematically distributed grid points (n = 100 points per 10×10 m quadrat), substrate was classified as either bedrock outcrop or soil-covered. The terrain wetness index (TWI) was calculated using the System for Automated Geoscientific Analyses (SAGA GIS) (Lu et al., 2021b; Du et al., 2017).

For soil analysis, a total of 625 soil samples were collected from the center of the 20 m sample plots and the center of four smaller plots (five points in total). The samples were taken from the 0–10 cm surface soil layer. The collected soil samples were screened using a 2 mm mesh, air-dried in a ventilation chamber, and then ground in a ball mill for chemical analysis. Following the standard methods outlined by Long et al. (2023), several measurements of soil physicochemical properties were conducted, including soil pH, soil organic carbon (SOC), total nitrogen (TN), total phosphorus (TP), total potassium (TK), available nitrogen (AN), available phosphorus (AP), available potassium (AK), calcium, and magnesium (Su et al., 2023a).

2.5 Statistical analysis

Pearson correlation analysis (PCA) was conducted to assess the relationship between environmental factors and biodiversity indices. Variables were selected based on previous studies and ecological relevance (Yao et al., 2017; Qin et al., 2025). Redundancy analysis (RDA) was performed to explore the relationship between biodiversity metrics and environmental variables. Selection of variables for inclusion in the RDA was based on their significance in influencing community structure, as determined by preliminary correlation analysis. The Moran’s Eigenvector Maps (MEM) and Principal Coordinates of Neighbour Matrices (PCNM) were used to account for spatial structure in the data. Preprocessing steps included standardization of environmental variables and distance matrices for spatial autocorrelation before applying these analyses. Distance-based Moran’s eigenvector maps (dbMEM) were used as spatial variables. Variance Partitioning Analysis (VPA) was employed to partition the environmental sources of variance driving the observed differences in biodiversity indices, allowing for the testing of the proportion of variation attributable to environmental effects, interaction effects, and unexplained effects.

All analyses were conducted in R 4.2.2. The taxonomic diversity index, including Shannon Wiener Diversity Index (Shannon) and Pielou’s Evenness Index (Pielou), was calculated using the “vegan” package. The phylogenetic diversity index, including Phylogenetic Diversity (PD) and Mean Pairwise Distance (MPD), was determined using the “picante” package. And the functional diversity index, including Rao’s quadratic entropy index (RaoQ) and Functional Divergence index (FDiv), was computed using the “FD” package (Laliberté et al., 2014). The dbMEM were calculated using the “adespatial” package (Dray et al., 2020). Redundancy analysis (RDA) and variance partitioning analysis (VPA) were performed using the “vegan” package (Oksanen et al., 2015), while hierarchical partitioning analysis was conducted using the “rdacca.hp” package (Lai et al., 2022).

3 Results

3.1 Spatial patterns of α diversity

The spatial distribution of each biodiversity index (Figure 1) reveals that the values of PD, RaoQ, FDiv, Shannon, and Pielou are higher on the slope and lower in the depression. In contrast, MPD exhibited a more even distribution across the plot, with less variation between different habitat types. In terms of taxonomic diversity, the Pielou index was higher in the depression area. Regarding functional diversity, the difference in the FDiv index between the slope and depression was greater than that of the RaoQ index. For phylogenetic diversity, the PD index was lower in the depression area, with a greater difference between the depression and slope, whereas the MPD index showed the opposite pattern.

Figure 1
Six contour maps labeled Shannon, Pielou, RaoQ, FDiv, PD, and MPD. Each map displays colored grids ranging from green to orange, overlaid with black contour lines indicating different values. The maps are arranged in two rows and three columns.

Figure 1. Spatial distribution of each diversity index. Green represents lowest content, followed by yellow, orange, pink, and the highest is white.

3.2 The correlation between diversity and environmental factors

The results of the Pearson correlation analysis indicated that the correlation between topographic factors and biodiversity was generally higher than that of soil factors (Figure 2). The correlation pattern for the terrain axis 3 was opposite to that of the other topographic factors. Additionally, the correlation of soil axis 3 with all biodiversity indices was not significant. The correlation of MPD with environmental factors followed a trend opposite to that of the other biodiversity indices. All biodiversity indices were significantly correlated with one another, except for the Pielou index. Redundancy analysis (RDA) revealed that the first and second axes explained 16.27% and 2.41% of the variation in the biodiversity indices, respectively, with a cumulative explanation of 18.68% (Figure 3). The first axis accounted for most of the total variance, showing a positive correlation with MPD and a negative correlation with PD. In contrast, the RaoQ index exhibited an opposite trend to the Shannon index and contributed more to the second axis. Among all environmental factors, the topographic PC3 axis had the highest individual contribution (28.32%), while the topographic PC4 axis had the lowest individual contribution (Figure 4).

Figure 2
A correlation matrix with a color scale from dark blue for 1 to dark red for negative 1, showing relationships among variables TPC1-4, SPC1-4 and indices like Shannon, Pielou, RaoQ, FDiv, PD, and MPD. Asterisks denote significance, indicating strong positive or negative correlations.

Figure 2. Correlation coefficients between environment factors and biodiversity. Abbreviations: TPC1, 2, 3, 4, the four axis of topographic principal component; SPC1, 2, 3, 4, the four axis of soil principal component. * P<0.05; **P<0.01; ***P<0.001.

Figure 3
Biplot showing redundancy analysis with RDA1 (16.27%) and RDA2 (2.41%) axes. Red arrows represent environmental factors vectors labeled SPC1 to SPC4 and TPC1 to TPC4. Black points and arrows represent different indices, including Shannon, Pielou, FDiv, PD, RaoQ, and MPD, indicating their association with the environmental factors vectors.

Figure 3. RDA analysis on the relationship between environment factors and diversity. Red arrows represent environmental factors, black arrows represent diversity.

Figure 4
Bar graphs display the percentage of fractions and individuals. The top graph shows fractions from nearly 28% to 0.03%. The bottom graph shows individuals from approximately 28% to 0.26%. An intersection plot with TPC and SPC labels connects various data points. Constrained and residual percentages are presented as 51.9% and 48.1%, respectively.

Figure 4. The contribution of each environmental factor to the RDA results. UpSetView plots of variation-partitioning results to show the pure and shared contributions of environment variables on diversity. The numbers in the graphs are the percentage of variance explained by the corresponding environmental factors. The dot matrix and the corresponding bar above it show the values of shared and exclusive contributions. Residuals represent the percentage unexplained by these variables. The corresponding bar on the left indicates the values contributed by each impact factor individually.

3.3 Impact of environmental and spatial factors on diversity

The results of the variance partitioning (VP) analysis for each biodiversity index revealed that pure space contributed most to Shannon and Pielou indices, while for PD, MPD, and RaoQ, shared topography and space contributed the most (Figure 5). The combined effect of the interaction between topographic and spatial factors, along with pure spatial factors, accounted for the majority of the observed variations in biodiversity indices, except for FDiv. In contrast, residuals explained most of the variation in FDiv. The contribution of soil factors to the biodiversity indices was generally low, and even the interaction between topographic and soil factors did not explain any of the observed variation across all indices.

Figure 5
Stacked bar chart showing variation percentages for response variables: Shannon, Pielou, RaoQ, FDiv, PD, and MPD. Variations include residuals, shared topography and soil, pure soil, shared soil and space, pure topography, shared topography and soil and space, pure space, and shared topography and space. Colors differentiate variations.

Figure 5. Variation partitioning results for diversity against the topographic, soil and spatial variable.

4 Discussion

The pattern of species diversity in montane plant communities is primarily shaped by factors such as habitat heterogeneity, vegetation type, and topography and geomorphology (Hjort et al., 2015; Bailey et al., 2018). The distribution patterns of the Shannon and Pielou indices in this study indicate a more even distribution of species from depressions to slopes, coupled with an increase in community diversity (Figure 1). This pattern is attributed to the complexity of karst mountain topography, variations in slope position, and differences in the distribution of other environmental resource factors (Stein et al., 2014; Hamm and Drossel, 2017). For instance, in the low-elevation depressions and the foothills of their edges, although the soil layer is deeper and humidity conditions are more favorable, the duration of direct sunlight is limited. These areas are generally dominated by shade-loving and shade-tolerant species, leading to a less broadly adapted environment. As a result, species diversity and composition in these regions are less homogeneous than in adjacent higher-elevation slopes, where light levels are more abundant. On these higher slopes, diversity and species composition are greater (Chiu et al., 2020). The study suggests that karst depression areas, with more favorable water-heat ratios than higher-elevation slopes, are more likely to support communities with higher species richness, more complementary ecological niches, and a more even distribution across the community (Liang et al., 2004).

Compared to species diversity, functional diversity provides a more direct explanation of the roles that plants play in ecosystems. It has also been extensively tested in various ecological contexts, such as changes along latitudinal gradients, mechanisms of interspecific competition within communities, explanations of productivity, transitions across different successional stages, and global-scale modeling predictions (Díaz et al., 2007). In this study, the FDiv and RaoQ indices were higher on the slopes than in the depressions, indicating that fewer ecological niche resources are available to species in depressions compared to slopes. This results in lower functional trait differences and more intense competition for resources among species in depression areas (Legras et al., 2020).

In the plot, the PD values were higher on the slope than in the depression, with the hilltop primarily consisting of evergreen-deciduous broadleaf (including coniferous) mixed forests. The slope, serving as a transitional zone between the hilltop and depression, was characterized by the interspersed coexistence of multiple communities, which increased species richness (Su et al., 2023b). In this study, the MPD index displayed a uniform distribution pattern and was less influenced by habitat type, indicating that the Mulun Karst area has experienced minimal disturbance and remains relatively primitive in its historical development. This suggests that community evolution across different habitats in the area has been more synchronized (Zhang et al., 2010). Similar spatial patterns were observed between plant species diversity indices, functional diversity indices, and phylogenetic diversity indices, suggesting that plant communities in karst areas result from a combination of ecological niche differentiation, species interactions (e.g., competition, symbiosis), and environmental heterogeneity. Given that these diversity patterns are closely linked to factors such as elevation gradients and slope, it can be inferred that environmental factors, particularly those influenced by elevation, play a more significant role in shaping species composition, functional redundancy, and the development and maintenance of ecosystem functions in these communities (Manish, 2021).

RDA analysis revealed that all four terrain factors and three soil principal component axes significantly influenced biodiversity indices. Correlation analysis further showed that the correlation between terrain factors and biodiversity indices was stronger than that of soil factors, suggesting that terrain factors are the primary drivers of community assembly. This finding aligns with tropical forest studies, where local-scale terrain factors were found to explain more of the species diversity distribution than soil and biological factors. In terms of topography, the main contributors to the first and second axes were elevation (ELE), slope (SLO), and topographic relief (STK) (Figure 3; Supplementary Table S1), all of which were significantly positively correlated with most biodiversity indices. Elevation, as a composite of environmental factors, integrates changes in temperature, rainfall, light, and soil gradients, all of which influence community species composition and phylogenetic structure. It has been shown that tree and shrub species richness decreases with elevation, likely due to environmental changes such as lower temperatures (Cirimwami et al., 2019). Furthermore, it has been suggested that as elevation increases, plant dispersal modes shift, with wind- and insect-borne dispersal becoming more prevalent at higher elevations, whereas lower elevations primarily involve a single dispersal mode. This shift contributes to the higher impact of elevation on biodiversity (Cornwell and Ackerly, 2009). Additionally, plants at higher altitudes tend to have larger fruits, and the slope plays a role in their dispersal. Soil is fundamental to plant growth, and the relationship between soil thickness and species richness is closely linked (Jones et al., 2008). For example, Dornbush found that increased soil thickness in tallgrass prairie promotes higher species richness (Dornbush and Wilsey, 2010). Thicker soils typically support more plant species, as they retain more water and nutrients, providing a more favorable environment for growth. The main contributor to the third axis was the terrain wetness index (TWI), indicating that plants adapt to water stress by developing diverse functional traits.

For soil, the main contributors to the first axis were soil organic carbon (SOC), soil nitrogen, and calcium concentrations (Figure 3; Supplementary Table S2), suggesting that species composition within the community interacts with soil fertility. Different trait strategies among species in varying soil environments arise from plant trade-offs between growth and nutrient storage (Guilbeault-Mayers et al., 2024; Delpiano et al., 2020). Environmental change affects whether species undergo an environmental filtering process within the community, where species with specific traits, suited to each environmental filter, co-construct the community through environmental conditions and biological interactions (Viana and Dalling, 2022). The spatial heterogeneity of calcium (Ca) and other nutrient elements in soils is particularly pronounced in karst regions (Lian et al., 2023; Du et al., 2014). Studies have shown that the spatial distribution of calcium and other elements in soil is closely linked to factors such as topography, elevation, and slope (Lian et al., 2023). For example, in the study area, depressional zones at the base of slopes tended to have higher soil calcium levels, while hilltops exhibited lower levels. The spatial heterogeneity of soil nutrients influences the adaptability of different plant communities (Wang et al., 2017). Nutrient-rich areas, such as downslopes and depressions, provide more favorable environmental conditions for rapid growth and resource accumulation, thereby promoting species diversity. In contrast, hilltop areas with nutrient-poor soils favor species that can tolerate poor conditions and possess special adaptations. Overall, the spatial heterogeneity of nutrient elements and calcium in soils plays a crucial role in influencing plant diversity. It not only determines the growing conditions for plants but also shapes the structure and diversity of plant communities in karst regions by influencing the growth strategies, competitive abilities, and ecological adaptations of species.

In this study, we found that the environmental factors most strongly correlated with the biodiversity of woody plants in the region were elevation (ELE), slope (SLO), and the terrain wetness index (TWI) (Figure 4; Supplementary Table S1). These correlations may be attributed to the unique geomorphological features of the karst region, which result in significant differences in water and thermal conditions across various habitats. Water and thermal conditions have a profound influence on plant distribution, and the environmental filtering effect of large variations in these conditions significantly impacts species community structure. Additionally, we investigated the effects of individual environmental factors on plant community diversity, yielding similar conclusions to those of previous studies (Supplementary Figure S1). ELE was positively correlated with the Shannon and Pielou indices, suggesting that the soil and climatic conditions in higher elevation regions may promote species diversity. Similarly, changes in SLO significantly affected both the Shannon and Pielou indices, highlighting the key role of slope in influencing species diversity. Steep and gently sloped areas had differing effects on diversity, suggesting that slope variations lead to differences in growing conditions for plants, thereby affecting community structure. The limited effect of aspect (ASP), particularly on the Shannon and Pielou indices, suggests that while ASP may influence moisture and light distribution, its impact was relatively weak in this study. The TWI had a significant impact on both the Shannon and FDiv indices, indicating that moisture plays a crucial role in shaping species diversity in karst areas. Soil organic carbon (SOC) and pH also had strong effects on the Shannon and Pielou indices, underscoring the importance of soil chemical properties in determining plant community diversity, with SOC being particularly linked to species growth and distribution. Nutrient elements such as nitrogen, phosphorus, and potassium had less significant effects on the diversity indices, likely because variations in their concentrations exert less influence on plant community structure or are moderated by other environmental factors.

Several studies have found that environmental gradients strongly influence species composition in subtropical and karst regions (Chen et al., 2024; Du et al., 2017; Hu et al., 2023). While similar results were observed in the present study, the variance decomposition analysis revealed that some spatial processes contributed more to biodiversity than environmental processes. Thus, the influence of spatial processes should not be overlooked (Figure 5). Both the species diversity index and the functional diversity index were most strongly explained by purely spatial factors. In the karst region, spatial factors such as topography, elevation, and slope had a greater explanatory power for species diversity and functional diversity indices, indicating that the spatial distribution of species was significantly influenced by these factors. The high topographic heterogeneity and habitat complexity in karst regions resulted in a marked effect of spatial distance on species distribution. Previous studies have shown that the natural spatial gradient of habitats formed by the unique peak-and-depression landscape in karst regions strongly influences species compositional variability (Hu et al., 2024). This spatial heterogeneity may lead to habitat isolation and dispersal limitation, thereby affecting species distribution and diversity. In contrast, the phylogenetic diversity index was more strongly explained by environmental factors. Phylogenetic diversity is closely related to the evolutionary history and ecological adaptations of species, and environmental conditions (e.g., soil type, moisture, and temperature) play a dominant role in shaping phylogenetic diversity by influencing species’ ecological adaptations and population distributions (Lv et al., 2024). Changes in environmental conditions affect the phylogenetic diversity of species by determining the growth patterns of certain species and their ability to adapt to different habitats.

Functional traits, as objective phenotypes of plants, can directly quantify ecological adaptations. In this study, it was found that spatial factors had a greater explanatory power for the RaoQ index, confirming that, due to the complexity of habitats in karst regions, the functional traits of different species are influenced by spatial effect gradients, leading to varying forms of adaptation (Zhang et al., 2022; Long et al., 2023). Phylogenetic analysis, based on species affinities, can estimate the ecological similarity among species. In this study, the combined effects of topography and spatial factors had the most significant impact on phylogenetic diversity. This is due to the habitat gradient created by the crested depressions in the karst region, which has pronounced spatial effects. Overall, biodiversity in karst areas is strongly influenced by both spatial and mixed factors. This finding is consistent with most studies, as larger spatial distances often correspond to greater environmental distances. The effect of dispersal limitation, primarily manifested through the purely spatial component, also exerts a non-negligible influence on biodiversity.

5 Conclusions

This study integrates taxonomy, functional traits, and phylogeny to examine the spatial distribution of biodiversity in karst regions. The observed differences in the distribution of various diversity measures reflect plant adaptations to specific karst habitats and the outcomes of long-term evolutionary processes. We found that different types of diversity are driven by distinct environmental factors, which lead to variations in the distribution of diversity indices. Additionally, we analyzed the relative contributions of environmental and spatial processes in subtropical karst forests. The results indicate that terrain factors have a stronger correlation with biodiversity than soil factors. Overall, elevation, slope, and the topographic wetness index showed higher correlations with biodiversity. Both environmental and spatial factors jointly contribute to the spatial patterns of biodiversity. Dispersal limitation has a greater impact on species and functional diversity, while environmental filtering predominantly influences phylogenetic diversity. Based on these findings, we propose that environmental filtering and dispersal limitation together govern community assembly in woody plants in karst regions. Our results highlight the relationship between ecological niches and spatial processes in shaping species diversity, emphasizing the critical role of terrain factors in determining the community structure of karst forests. These findings provide a scientific foundation for understanding community assembly processes in karst regions.

Data availability statement

The original contributions presented in the study are included in the article/Supplementary Material. Further inquiries can be directed to the corresponding author.

Author contributions

QL: Writing – original draft, Data curation, Formal analysis, Investigation, Writing – review & editing. LS: Investigation, Data curation, Writing – review & editing, Formal analysis. ZLZ: Investigation, Writing – review & editing, Software. WP: Formal analysis, Investigation, Writing – review & editing. HZ: Methodology, Formal analysis, Writing – review & editing. ZXZ: Formal analysis, Writing – review & editing, Validation. FZ: Conceptualization, Writing – review & editing, Funding acquisition. KW: Writing – review & editing, Supervision, Conceptualization. WT: Writing – review & editing, Investigation. YM: Writing – review & editing, Investigation. XD: Writing – review & editing, Data curation, Formal analysis. YX: Data curation, Writing – review & editing, Formal analysis. HD: Formal analysis, Methodology, Investigation, Conceptualization, Writing – review & editing, Validation, Funding acquisition.

Funding

The author(s) declare financial support was received for the research and/or publication of this article. This work was financially funded by the National Key Research and Development Program of China (2022YFF1300703), Natural Science Foundation of Guangxi Province (2023GXNSFAA026109), National Natural Science Foundation of China (42071073, 42277245), the Guangxi Bagui Young Scholars Special Fund given to Hu Du, and the Youth Innovation Promotion Association of the Chinese Academy of Sciences (2021366).

Acknowledgments

We thank Lijin Zhang, Jiang Gan and Zhiqi Yang for their assistance with the field work. We thank Ziwen Lian and others for their help in measuring plant traits.

Conflict of interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

Generative AI statement

The author(s) declare that no Generative AI was used in the creation of this manuscript.

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Supplementary material

The Supplementary Material for this article can be found online at: https://www.frontiersin.org/articles/10.3389/fpls.2025.1655071/full#supplementary-material

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Keywords: multidimensional diversity, abiotic filtering, habitat heterogeneity, functional trait, karst ecosystem

Citation: Long Q, Zhan Z, Du H, Peng W, Su L, Zhang H, Zeng Z, Zeng F, Tan W, Mo Y, Deng X, Xie Y and Wang K (2025) Environmental filtering and dispersal limitation jointly shape the taxonomic, functional and phylogenetic diversity in a subtropical karst forest of China. Front. Plant Sci. 16:1655071. doi: 10.3389/fpls.2025.1655071

Received: 27 June 2025; Accepted: 08 August 2025;
Published: 28 August 2025.

Edited by:

Marcin Zadworny, Poznań University of Life Sciences, Poland

Reviewed by:

Łukasz Walas, Polish Academy of Sciences, Poland
Dorota Dobrowolska, Forest Research Institute (IBL), Poland

Copyright © 2025 Long, Zhan, Du, Peng, Su, Zhang, Zeng, Zeng, Tan, Mo, Deng, Xie and Wang. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

*Correspondence: Hu Du, aHVkdUBpc2EuYWMuY24=

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