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Research Article
Molecular and morphological evidence reveals a new genus of the subfamily Heteropterinae (Lepidoptera, Hesperiidae) from China
expand article infoYongxiang Hou, Hideyuki Chiba§, Lijuan Zhu, Zhou Chang|, Lijun Ma, Siyao Huang, Min Wang, Xiaoling Fan
‡ South China Agricultural University, Guangzhou, China
§ B. P. Bishop Museum, Honolulu, United States of America
| Kunming Institute of Zoology, Chinese Academy of Sciences, Kunming, China
¶ Beijing Academy of Agriculture and Forestry Sciences, Beijing, China
Open Access

Abstract

Molecular phylogenetic analysis indicates that the genus Carterocephalus is not monophyletic. Based on combined molecular and morphological evidence, we propose a new genus, Pulchroptera Hou, Fan & Chiba, gen. nov., for Pamphila pulchra Leech, 1891. The adult, wing venation, and male genitalia of Pulchroptera pulchra comb. nov., Carterocephalus palaemon, and related genera are illustrated.

Keywords

Carterocephalus, Pulchroptera, new combination

Introduction

In recent years, the molecular phylogeny of the family Hesperiidae has attracted the attention of an increasing number of researchers (Warren et al. 2008, 2009; Sahoo et al. 2016; Toussaint et al. 2018; Cong et al. 2019; Li et al. 2019; Liu et al. 2020). At the subfamily level, however, the phylogeny of the family Hesperiidae has yet to be established, and multiple new subfamilies (Zhang et al. 2019, 2020) and genera (Fan et al. 2016; Huang et al. 2016, 2019; Cong et al. 2019; Li et al. 2019) have been proposed in recent years.

Although Heteropterinae, including 13 genera from Africa, was established already by Aurivillius (1925), subsequent authors did not recognise the subfamily, presumably because it was a mixture of genera and species assigned to the subfamilies Hesperiinae as well as Heteropterinae in the current taxonomy. Evans, somehow, proposed three different genus group names for taxa of these skippers, namely the Astictopterus group for the African taxa (Evans 1937), the Heteropterus group for the European and Asian taxa (Evans 1949), and the Carterocephalus group for the American taxa (Evans 1955), all of which he considered a part of the subfamily Hesperiinae. This arrangement was accepted in subsequent taxonomic works until Higgins (1975) and Scott and Wright (1990) restored the subfamily Heteropterinae. Recent molecular studies strongly support the monophyly of the subfamily (Warren et al. 2008; Sahoo et al. 2016, 2017; Toussaint et al. 2018, 2020; Cong et al. 2019; Li et al. 2019; Zhang et al. 2019; Liu et al. 2020). Currently, Heteropterinae includes the following 13 genera: Heteropterus Dumeril, 1806; Carterocephalus Lederer, 1852; Butleria Kirby, 1871; Argopteron, 1893; Dalla Mabille, 1904; Leptalina Mabille, 1904; Metisella Hemming, 1934; Dardarina Evans, 1937; Hovala Evans, 1937; Piruna Evans, 1955; Freemaniana Warren, 2001; Ladda Grishin, 2019; and Willema Grishin, 2019. Moreover, the most recent studies indicate that all these genera are monophyletic (Cong et al. 2019; Toussaint et al. 2020).

The genus Carterocephalus includes more than 20 species distributed in the Holarctic and Oriental regions. However, a cursory inspection of the male genitalia indicates that C. pulchra (Leech, 1891) is not a congener of the type species Papilio palaemon Pallas, 1771. Indeed, the findings of our morphological and molecular phylogenetic studies have revealed closer relationships with species in the genera Heteropterus and Leptalina. Accordingly, we consider that Carterocephalus pulchra should be placed in a new genus.

In the present study, we sought to assess the monophyly of the genus Carterocephalus and its relationship with other genera of Heteropterinae. On the basis of the evidence obtained, we describe a new genus.

Materials and methods

Morphological examination

For the morphological study, we followed the methods described by Fan et al. (2010). To examine wing venation, wings were removed from the thorax and cleaned with a 1:1 mixture of bleaching liquid (Blue Moon, Guangzhou, China) and water for approximately 3 to 4 min. Photographs of the wing venation and male genitalia were taken using a Keyence VHX-5000 digital microscope (Keyence, Osaka, Japan).

Taxon sampling

We sampled specimens from all genera listed in the subfamily Heteropterinae (Warren et al. 2008, 2009; Cong et al. 2019; Toussaint et al. 2020), including as many species as possible. We used a total of 44 specimens of 38 species in 13 genera as ingroup taxa, along with 12 species from other subfamilies (Coeliadinae, Pyrginae, Eudaminae, Euschemoninae, Barcinae, Trapezitinae, and Hesperiinae) as outgroup taxa. Among these specimens, 31 were newly sequenced in this study, with the remaining sequences being obtained from the GenBank database along with supplementary data presented by Sahoo et al. (2016) and Toussaint et al. (2020). The respective voucher specimens and additional information are listed in Suppl. material 1: Table S1. Vouchers bearing codes beginning with the abbreviation SCAU have been deposited in the collection of South China Agricultural University (SCAU), Guangzhou, China, and the specimens (JU19), (Dalla), and (SZSMETI) are retained in the private collections of J. Uehara, H. Chiba, and S. Sáfián, respectively.

Laboratory protocols

DNA was extracted from two or three legs of dried adult specimens using a TIANamp Genomic DNA Kit (Tiangen, Guangzhou, China) following the manufacturer’s instructions. We amplified a single mitochondrial gene (658 bp of COI) and three nuclear genes (1066 bp of EF-1α, 610 bp of RPS5, and 403 bp of Wingless), for a total of 2737 bp. The primers used to amplify each gene were synthesised by Sangon Biotech (Shanghai, China) and are shown in Suppl. material 2: Table S2. DNA amplification was performed in 20-µL reaction volumes containing 1 µL of template DNA, 0.8 µL of each primer (10 µM), 10 µL of 2× EasyTaq PCR superMix (+dye) (Transgen, Beijing, China), and 7.4 µL of ddH2O. The amplification protocol adopted is the one described by Huang et al. (2019). Sequencing of the amplicons thus obtained was performed by Sangon Biotech (Shanghai, China) and Tsingke Biological Technology (Beijing, China), and new sequences have been deposited in GenBank (Suppl. material 1: Table S1).

Phylogenetic analyses

Sequences were aligned using Clustal W (Thompson et al. 1997) and edited manually using MEGA 7.0 (Kumar et al. 2016). Gene data from Cong et al. (2019) were extracted from the genomic assembly in IDBA-UD (Peng et al. 2012). PartitionFinder v2.1.1 (Lanfear et al. 2012, 2016; Guindon et al. 2010) was used to select the optimal codon partitioning scheme under Akaike information criterion correction (AICc) (Suppl. material 3: Table S3). We inferred the phylogenetic trees using two methods, namely maximum likelihood (ML) and Bayesian inference (BI), for which we used the partition scheme produced by PartitionFinder. ML analyses were performed using IQ-TREE (Nguyen et al. 2015) as implemented in the IQ-TREE web online server (iqtree.cibiv.univie.ac.at, Trifinopoulos et al. 2016), with branch support values evaluated based on 1000 replicates for ultrafast bootstrap (UFBoot) (Minh et al. 2013) and SH-aLRT (Guindon et al. 2010). BI analyses were performed using the CIPRES Science Gateway (https://www.phylo.org/) (Miller et al. 2010) with Markov Chain Monte Carlo (MCMC) randomisation in MrBayes using XSEDE 3.2.6 (Ronquist et al. 2012). Reversible-jump MCMC was used to facilitate sampling across the entire subduction rate model. We conducted two independent MCMC runs, with four Markov chains (5 × 106 generations) for each analysis, of which the initial 25% of samples were discarded as burn-in. Bayesian posterior probabilities (PP) were used to evaluate branch support, and trees were visualised using FigTree v1.4.0.

Results and discussion

Phylogenetic relationships

The topological structures of the concatenated dataset inferred by ML and BI analyses were found to be generally consistent and strongly supported at most nodes (PP ≥ 0.98, SH-aLRT ≥ 95, UFBoot ≥ 98) (Fig. 1). Moreover, the two analyses provided strong support for the monophyly of Heteropterinae (PP = 1, SH-aLRT = 99.9, UFBoot = 100), which excludes the genera Apostictopterus, Barca, Lepella, and Tsitana originally assigned to this subfamily, and is consistent with the findings of the most recent studies (Toussaint et al. 2018, 2020; Cong et al. 2019; Zhang et al. 2019). Within the subfamily Heteropterinae, four major clades were differentiated, with 14 well-supported monophyletic subclades, corresponding to the 13 currently recognised genera and the Carterocephalus pulchra clade. Certain results were consistent with those of previous studies (Cong et al. 2019; Toussaint et al. 2020): (1) of the 13 genera, 12 genera, excluding Carterocephalus, were monophyletic; (2) Argopteron and Butleria formed a strongly supported monophyletic group (PP = 1, SH-aLRT = 99.1, UFBoot = 100) that is sister to all other genera in Heteropterinae (PP = 1, SH-aLRT = 98.3, UFBoot = 99); (3) Carterocephalus, excluding the species C. pulchra, was sister to the clade containing Metisella, Hovala, and Willema with strong support (PP = 1, SH-aLRT = 99.5, UFBoot = 100); and (4) Piruna, Dardarina, Freemaniana, Ladda and Dalla formed a strongly supported monophyletic clade (PP = 1, SH-aLRT = 98.8, UFBoot = 99). Two findings, however, are inconsistent with those reported previously. Firstly, Piruna is sister to Dardarina (PP = 0.76, SH-aLRT = 87.2, UFBoot = 94), as opposed to sister to the four genera Dardarina, Freemaniana, Ladda, and Dalla. Based on the morphology of the male genitalia (Evans, 1955), Piruna shows a relatively close similarity to Dardarina, whereas species of Dalla show extensive variation. However, previous molecular phylogenetic studies, as well as our own, sampled only some representatives of Dalla. Accordingly, the monophyly of Dalla as well as the relationships among these five genera should be subjected to further studies. Secondly, we found that Carterocephalus is not a monophyletic group, given that the 11 species analysed in the present study were recovered in two distinct clades, with C. pulchra clustering with Leptalina and Heteropterus with strong support (PP = 1, SH-aLRT = 97.7, UFBoot = 100). The other ten species, including the type species C. palaemon, were recovered as a strongly supported monophyletic clade.

Figure 1. 

Maximum likelihood phylogenetic tree of the subfamily Heteropterinae. Values at nodes represent the posterior probabilities (PP) of BI analyses values, SH-aLRT values (SH-aLRT), and Ultrafast bootstrap support values (UFBoot) of the maximum likelihood analysis. * indicates that one of the values at a node exceeds the standard (PP ≥ 0.98, SH-aLRT ≥ 95, UFBoot ≥ 98). When the three node values all reach the standard, only one * is displayed. – indicates that the node was not recovered in the ML or BI tree.

Although in this study we focused on relationships among the genera of Heteropterinae, it is worth mentioning that certain intra-generic relationships, namely, those between C. abax Oberthür, 1886 and C. patra Evans, 1939, C. avanti (de Nicéville, 1886) and C. argyrostigma (Eversmann, 1851), C. longimaculatus Hou, Fan & Chiba, 2021 and C. alcina Evans, 1939, C. palaemon (Pallas, 1771) and C. silvicola (Meigen, 1828) are strongly supported. As described by Toussaint et al. (2020), despite the lack of strong support (PP = 0.73, SH-aLRT = 85.3, UFBoot = 69), C. houangty and C. dieckmanni were clustered in a clade comprising C. palaemon, C. silvicola, C. longimaculatus, and C. alcina. In our previous study (Hou et al. 2021), we established that C. dieckmanni is sister to C. abax and C. patra. However, owing to an oversight, the names C. dieckmanni and C. argyrostigma were confused, which explains the discrepancy compared with the results reported herein. Accordingly, to determine relationships more comprehensively in the genus Carterocephalus, we ideally need to undertake additional and more extensive sampling.

Morphologically, although C. pulchra is similar to the type species of Carterocephalus with respect to wing shape and pattern (Fig. 2), the origin of vein Rs on the hindwing is located nearly midway between the termen and the base in C. pulchra, Heteropterus, and Leptalina, whereas in other species of Carterocephalus the origin of vein Rs is closer to the termen than to the base (Fig. 3). With regards to the male genitalia, the uncus in C. pulchra, Heteropterus, and Leptalina is deeply bifurcated, with arms distant from each other, whereas in the type species of Carterocephalus the uncus bifurcates with arms closely aligned (Fig. 4). These morphological similarities would accordingly appear to indicate that C. pulchra is more closely related to Heteropterus and Leptalina than to other species of Carterocephalus. Of these related genera, C. pulchra is autapomorphous with respect to its male genitalia. Notably, the gnathos is weakly sclerotized, membranous, and rounded at the tip, the valvae are asymmetrical, and the juxta is a heart-shaped ring with a narrow and long latero-central process. In summary, we propose a new genus, Pulchroptera Hou, Fan & Chiba gen. nov., for the Carterocephalus pulchra clade based on its autapomorphies and molecular evidence.

Figure 2. 

Male adults of the two skippers. Above: Pulchroptera pulchra (Leech, 1891) comb. nov. from Kunming, Yunnan, China; below: Carterocephalus palaemon (Pallas, 1771) from Moscow, Russia.

Figure 3. 

Wing venation of four genera of Heteropterinae A Pulchroptera pulchra (Leech, 1891) comb. nov. B Carterocephalus palaemon (Pallas, 1771) C Heteropterus morpheus (Pallas, 1771) D Leptalina unicolor (Bremer & Grey, 1852).

Pulchroptera Hou, Fan & Chiba, gen. nov.

Figures 2, 3, 4

Type species

Pamphila pulchra Leech, 1891

Description

Forewing length 11–12 mm. Antennae approximately half the length of forewing; nudum 8 on apiculus, dark brown. Palpi on second segment long and erect, yellow with long black hairs; on third segment black, thick, short, and porrect. Wing venation (Fig. 3): forewing: length of discoidal cell almost equal to 2/3 forewing length, Sc ends at 1/2 forewing length; origin of vein R4 before vein R5; origin of vein M2 in middle of veins M1 and M3; veins CuA1, CuA2, and 1A+2A almost parallel to each other; origin of vein CuA2 nearly midway between vein CuA1 and base. Hindwing: costa longer than dorsum; length of discoidal cell almost equal to 3/5 hindwing; origin of vein Rs midway between base and termen; origin of vein M2 slightly nearer M1 than M3. Wing ground colour and wing patterns: upper side dark brown with small yellow spots in central and submarginal areas; underside light brown, forewing patterns similar to upper side, hindwing with small silvery spots in spaces Rs, M3, CuA1, and CuA2, and with a silvery longitudinal central streak. Mid and hind tibiae each with pair of spurs. Male genitalia: Tegument small and narrow, constricted at middle in dorsal view; uncus deeply bifurcated, V-shaped dorsally; gnathos long and wide, longer than tegument, membranous, undivided from basal 1/3; saccus long; valvae asymmetrical, bifid, distal end of left valva more sclerotized than right valva; aedeagus long, subzonal sheath shorter than suprazonal sheath, ratio of subzonal sheath to suprazonal sheath approximately 1:2, vesica with cornuti; juxta a heart-shaped ring with membranous extensions dorsally.

Figure 4. 

Male genitalia of four genera of Heteropterinae A Pulchroptera pulchra (Leech, 1891) comb. nov. B Carterocephalus palaemon (Pallas, 1771) C Heteropterus morpheus (Pallas, 1771) D Leptalina unicolor (Bremer & Grey, 1852).

Remarks

The new genus superficially resembles Carterocephalus Lederer, 1852, although it is distinguishable from the latter with regards to the following characters: hindwing undersides with silver spots, a deeply bifurcated V-shaped uncus, juxta a heart-shaped ring, and valvae asymmetrical.

The new genus contains only the type species Pulchroptera pulchra (Leech, 1891) comb. nov., with the nominotypical subspecies and a further subspecies, Pulchroptera pulchra ops (Grum-Grshimaïlo, 1891) comb. nov. According to the description of Evans (1949), in Pulchroptera pulchra pulchra comb. nov. the upper side of the hindwing has a cell spot and the submarginal markings are notably more conspicuous, whereas in Pulchroptera pulchra ops comb. nov. the upper side of the hindwing lacks a cell spot and has conspicuous submarginal markings. Whether the subspecies status of the latter is valid is subject to further verification.

Etymology

The name of the genus is taken from the specific epithet of the type species ‘pulchr-’, meaning beautiful, and ‘optera’, meaning wing. The gender is feminine.

Distribution

Pulchroptera pulchra pulchra comb. nov.: China (Sichuan, Yunnan)

Pulchroptera pulchra ops comb. nov.: China (Gansu, Qinghai, Xizang)

Acknowledgments

This work was supported by the National Natural Science Foundation of China (no. 31872264, 31471984). We are grateful to Messes Jiro Uehara (Japan) and Szabolcs Sáfián (UK) for providing samples and the Cave Biology Laboratory of South China Agricultural University for taking the wing venation and genitalia photographs. We would like to thank Editage (www.editage.cn) for English language editing.

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Supplementary materials

Supplementary material 1 

Table S1

Author: Yongxiang Hou

Data type: table

Explanation note: Label information and GenBank accession numbers of the specimens 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.
Download file (27.49 kb)
Supplementary material 2 

Table S2

Author: Yongxiang Hou

Data type: table

Explanation note: Primers 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.
Download file (17.95 kb)
Supplementary material 3 

Table S3

Author: Yongxiang Hou

Data type: table

Explanation note: The best-fit partition schemes and model calculated by PartitionFinder v2.1.1.

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.
Download file (16.16 kb)
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