1. Introduction
The colonization of plants by endophytes greatly enhances the genomic and metabolic characteristics of plants, providing the host plants with a range of essential life-supporting functions or improving their survival strategies [
1]. The plants, in turn, provide nutrients and habitats that support the survival of the host endophytes [
2]. Because of the multiple benefits of plant–endophyte interactions, studies of endophytes are extensive and some of these endophytes have been used in agricultural and horticultural practices as microbial agents for biological control and growth promotion [
3]. However, the efficacy and persistence of most of the used endophytic agents in the agricultural system are very limited due to the stability of the effects.
The endophytes within certain plants can be horizontally transmitted endophytes (HTEs) or vertically transmitted endophytes (VTEs). On the other hand, the symbiosis of endophytes with their host plants could be facultative or obligate [
4]. Obligate endophytes require plant tissues to complete their life cycle, whereas facultative endophytes periodically colonize internal plant tissues [
5]. To some extent, plant preference for VTEs with obligate traits may imply that these endophytes have exceptional functions from which plants could derive long-term benefits. The biotechnologies developed to purposefully manipulate and manage these valuable endophytic resources in sustainable agriculture could facilitate a second green revolution [
6].
Seed-borne endophytes are an important concern for VTEs due to their potential presence in emerging progeny plants and play an important role in these plants during seed germination and early seedling establishment [
7]. Core seed endophytes have been shown to be vertically transmitted in rice and several other crops, opening up new opportunities to improve plant fitness by manipulating the seed-associated microbiome [
8,
9,
10]. Similarly, in vegetative propagated crops, vegetative propagules (e.g., shoot tips or cuttings) carrying endophytes can also undergo vertical transmission and confer functions equal to or greater than those conferred by seeds on host plants [
11,
12,
13]. Compared to the seeds of most plants, vegetative propagules have the advantage of larger volumes and a lower threshold for accommodating larger quantities and more diverse endophytes. Our previous study showed that plants dominantly inherit functionally important endophytes from stock plants via in vitro-cultured plantlets [
13]. In addition, most plant–bacteria interactions are revealed in the long-term, resulting in a fairly stable microbiome composition throughout the vegetative phase [
14]. As a result, some of the stably symbiotic seed-borne or vegetative propagule-borne VTEs could be considered a type of plant “acquired heritable trait” [
15,
16] and can be manipulated to “breed” plants with the traits of specific functional VTEs, which we refer to as “plant endophytic modification (PEM)” [
13]. Instead of modifying genes through plant genetic modification (PGM), PEM involves modifying the VTEs of a plant to achieve the long-term or even heritable effects of these VTEs.
To date, PEM has been proposed to have great prospects for application in agriculture and horticulture, while practical cases demonstrating this are lacking. In the present work, a successful PEM is carried out using grapevine as an example.
2. Material and Methods
2.1. Candidate VTE Strains and Grapevine Cuttings
Three candidate endophytic microorganisms Bacillus cereus (strain ZX-2, Genebank accession No. OQ216591), Pantoea ananas (strain P1, Genebank accession No. OQ216615), and Didymella sp. (strain YA, Genebank accession No. OQ195745), were previously isolated and identified by comparing their ITS or 16S rRNA sequences in the NCBI database, and these endophytic operational taxonomic units (OTUs) were confirmed as VTEs in our previous study. These microbial strains were preserved as the collection of our lab (laboratory of plant–microbe interactions, Yunnan university). The VTE strains were subcultured on plates using appropriate culture media [ZX-2 and P1 in peptone beef agar (PBA) medium (1000 mL medium containing beef extract 10 g, peptone 3 g, Nacl 5 g, and agar 10 g) for 3 days, and YA in potato dextrose agar (PDA) medium for 7 days]. Then, candidate strains were suspension-cultured using the corresponding liquid culture media. Cultures were harvested from the suspensions by centrifugation at 800 rpm and then diluted (bacteria: ~106 cells/mL; fungi: mycelium fresh weight 4 mg/mL) for further applications.
Dormant cuttings of a locally grown grapevine cultivar, Rose Honey (Vitis vinifera L. × V. labrusca L.), were harvested from a vineyard planted in 2017 as a target plant for carrying out the PEM. The vineyard was located in the campus of Yunnan university, Kunming, China. The grapevines in the vineyard were cordon-pruned. In addition, cuttings of several grapevine cultivars, such as Shuijing (Vitis vinifera L. × V. labrusca L.), Faguoye (V. vinifera L.) and Qiuzi (V. davidii), were also harvested from the same vineyard and used in the experiments. All grapevine cuttings were harvested in February 2022. Cuttings with one nodal segment were preserved in a freezer at 4 °C and used within one week. About 200 cuttings from the grapevine cultivar Rose Honey and 50 cuttings from other cultivars were used in the experiments.
2.2. Anti-Pathogenic Fungi Assay of the Candidate VTE Strain ZX-2 In Vitro
Double-culture experiments were carried out to determine the antagonism of the candidate endophytic bacterial strain ZX-2 to the pathogenic fungal strains VN8 (
Fusarium graminearum), VN4 (
Verticillium sp.), VN6 (
Botryosphaeria dothidea), VN13 (
Alternaria alternata), and VN14 (
Pestalotiopsis trachycarpicola). All these fungal strains were previously isolated from grapevines, molecularly identified, and preserved in our lab collection. A 5 mm diameter mycelial disc from a 7-day-old PDA culture of the pathogenic fungus was inoculated into the center of a PDA plate. Four ZX-2 discs (prepared from a 5-day-old PBA plate) were then placed around the fungal disc at 8 mm intervals. Individually grown pathogenic fungus was used as a control. The colony diameters of the double- and single-cultured pathogenic fungi were measured after 7 days of incubation at 28 °C and the antifungal activity was estimated via the inhibition of mycelial growth of the fungi in the direction of actively growing bacteria. The percentage inhibition was calculated using the following formula:
In the formula, Rsingle is the radial growth of the single-cultured fungal colony; Rdual is the radial growth of the fungal colony opposite the bacterial colony.
2.3. Testing the Ability of Candidate VTE Strains to Infect and Colonize Vine Cuttings
To test the infection and colonization abilities of the candidate VTE strains, the bottom ends (cut in an inclined plane immediately before use) of vine cuttings were immersed in VTE strain suspensions for 48 h at room temperature. Cuttings immersed in sterilized water were used as a control group. The VTE-infected cuttings, as well as the control cuttings, were then incubated in 100 mm diameter pots with sterilized soil (soil: humus = 3:1), with one cutting per pot. Cuttings were incubated in an aseptic culture room with 12/12 light/dark periods at 25 °C, 60–75% relative humidity. At different days after treatment (DAT), cuttings were harvested and divided into upper, middle, and lower sections to determine the isolation rates of the candidate endophytes and other endophytic taxa using a tissue patch method (isolation rate (%) = number of isolates/tissue patches × 100) [
17]. The candidate VTE strain isolates and the other co-emerging endophytic isolates were morphologically categorized and then identified by comparing the certain DNA sequences (16S rRNA for bacterium and ITS V3–V4 for fungus) in the National Center for Biotechnology Information (NCBI) database.
To study the infection pathway of the candidate bacterium B. cereus in vine cuttings, 1 DAT and 30 DAT cuttings were first divided into upper, middle, and lower segments; then, the segments were further divided into pith, xylem, and phloem tissues. The isolation rates of pith, xylem, and phloem tissues were determined separately using the same method as above.
2.4. Establishment of ZX-2-Modified Grapevines (ZX-2mg)
Grapevine cuttings of Rose Honey (RH) cultivar with or without ZX-2 infection were all grown in 100 mm diameter pots (24 February 2022) until the survey of first-year (90–340 days after treatment (DAT)) and second-year (520 DAT) vine plantlets. During the growth of the cutting seedlings, the bud rates, number of leaves, leaf areas, and height of new shoots were measured on 20 randomly selected vines from each of the ZX-modified and control vines. In addition, root number, root length, and fresh weight were determined for five randomly selected vine plants at 90 DAT. B. cereus (ZX-2) in vine cuttings and the established vine plants were tracked to determine the isolation rates at different DAT using the patch culture method, followed by a molecular identification.
2.5. Proportional Assay for Culturable Endophytic Fungi and Bacteria in Vine Cuttings
Tissue patches of grapevines incubated on PBA plates can be used to observe the emergence of both the endophytic bacterial and fungal colonies. The isolation rates of all the bacteria and fungi growing on PBA media were calculated and isolated in different DAT cuttings. The pure cultured isolates were morphologically classified as fungi or bacteria and then identified via comparison of the ITS or 16S rRNA sequences in the NCBI database. Endophytic strains with different ITS or 16S rRNA sequences were conserved as different OTUs.
2.6. Profiling of the Endophytic Microbiota in Different Parts of ZX-2mg and Control Grapevines
Genomic DNA extraction, subsequent profiling of the endophytic microbiota in ZX-2mg and control vines at 90 DAT, and subsequent computational analyses were performed according to the procedures of Xiang et al. [
13]. The raw fungal and bacterial sequence data were deposited in the NCBI under accession numbers PRJNA977117 and PRJNA977126, respectively.
2.7. Determining the Disease Resistances of Grapevine Leaves
An antagonistic assay of plant leaves against pathogenic fungi was proposed to evaluate the disease resistance of plants to certain pathogenic microbes. Briefly, leaf discs (5 mm diameter) were harvested from fully developed grapevine leaves to test their antipathogenic ability against fungi. An antipathogenic fungal test of grapevine leaves was carried out according to the procedures described above (
Section 2.2) for the antipathogenic fungal test of ZX-2. Instead of the ZX-2 bacterium, vine leaf discs were placed around the pathogenic fungi to test the anti-fungal effects of the vine leaves. Leaves from all surviving vines (25 ZX-2mg, 12 control vines) were tested for their antifungal activity and three fully expanded leaves from each vine were tested as replicates.
To further evaluate the disease resistance of the vines, the percentage of necrotic lesion area caused by naturally occurring diseases (mainly downy mildew and powdery mildew) in each vine leaf was estimated for both the second-year ZX-2mg and control vines in later autumn (18 October 2023). The percentage of necrotic lesion area was also measured on the leaves of all surviving vines.
2.8. Statistical Analyses and Graphical Works
All statistical analyses of data of endophytic microbiota in ZX-2mg and control vines were performed using dedicated packages in R, version 3.5.1 (The R Foundation for Statistical Computing, Vienna, Austria), unless otherwise stated. Alpha diversities between sample groups were compared using box plots. A principal coordinate analysis (PCoA) of endophytes in ZX-2mg and control vines was performed to determine beta diversity at the ASV level. The relative abundance (RA) of a given endophyte genus (or other taxonomic levels) was calculated using the following formula:
In the formula, N
i represents the obtained clean reads of the genus in the sample; N
all represents the total obtained clean reads of all genera in the sample. Linear discriminant analysis effect size (LEfSe) and a Bugbase phenotype prediction analysis were performed to determine the composition and phenotype changes in the endophytic microbiota in ZX-2mg compared to the control vines using the tools provided by LC-BioTechnologies company, Wuhan, China (
https://www.omicstudio.cn/home (accessed on 29 May 2023)).
Data on plant growth parameters, pathogen inhibition rate, lesion area percentage of vine leaves, and the isolation rates of ZX-2 and other endophytes are presented as the mean ± standard variation of multiple replicates and were analyzed using SPSS 16.0 software (SPSS Inc., Chicago, IL, USA) for Windows. One-way ANOVA followed by Tukey’s multiple comparison test was used to determine significance at p < 0.05. The various packages in R, Sigma Plot 12.5 (Systat Software Inc., San Jose, CA, USA) and the tools in Excel and PowerPoint were used to perform most of the statistical analyses and to graph the results.
4. Discussion
The vertical transmission of microbial profiles and keystone taxa such as the genera
Pantoea and
Xanthomonas of the rice microbiome suggest new ways to improve plant fitness by manipulating seed-associated microbiomes [
8,
9]. In addition, plants that can be propagated from cuttings, such as grapevines, also confirm the inheritance of beneficial endophytes along vegetative generations, leading to the birth of plant endophytic modification (PEM) [
13]. PEM can be achieved technologically through the natural selection and artificial modification of the endophytic microbiome in plants. In agricultural systems, individual plants or the shoots of a plant may occasionally acquire traits associated with certain heritable endophytes so that these plants or shoots can be selected and propagated as crop lines. PEM by natural selection may have been applied in horticulture as ‘bud sport selection’, although we did not recognize it. We have reason to believe that certain proportional “bud mutations” are not caused by plant genetic variations (somatic cell clonal variations) but by the acquisition of certain heritable functional endophytes. PEM by artificial modification serves to directly shape the VTE of a target plant. Fortunately, this was successfully established in our current work. The addition of a disease-resistant VTE strain, ZX-2 (
B. cereus), to freshly harvested (cut) wooden cuttings resulted in improved disease resistance of the progeny vines (
Figure 9), confirming the practical value of PEM in agricultural and horticultural systems.
In general, successful PEM essentially involves (i) elite candidate VTE strains; (ii) suitable propagules of target plants; and (iii) methods for introducing the candidate VTE strain into target plants. Plant endophytes, like other plant-associated microbiota, are associated with the plant genotype in terms of host selectivity [
18,
19]. Studies have shown that long-term plant breeding not only shapes plant traits but also has a significant impact on the plant-associated microbiota [
3]. This suggests a microbiome-integrated breeding approach [
20]. Owing to the association of crop genetics with microbiota-based quantitative traits, host–microbiota interactions can be treated as an external quantitative trait, suggesting the need for strategies to integrate microbiota manipulation into crop selection programs [
21]. However, it was also found that most intentionally introduced endophytic strains in the phyllosphere or rhizosphere of a plant disappear within a short time before having any detectable effect [
1]. All of these studies emphasized the match between the genotype of the host plant and its associated endophytes.
As shown in the present experiment, not all VTEs are suitable for PEM (
Supplementary Figure S1). Due to the complexity of a plant assembling its endophytic microbiota [
4,
22,
23], the integration of an artificially introduced microbe into an established endophytic microbiome is difficult to predict. In general, endophytic strains for potential use in PEM should have the following characteristics: (1) a high ability to infect and colonize target plants; (2) the ability to transfer across plant compartments and generations; and (3) the ability to confer beneficial functions to host plants. Our proposal is to screen candidate PEM strains from the same plant genus, species, variety, or line for which PEM will be implemented. In this sense, the basic idea of PEM is to popularize those that incidentally acquire VTEs in most plant populations. In addition, we propose investigating candidate endophytic strains from the systematically distributed VTEs that could potentially move to different plant compartments (including propagules) and progeny plants. The currently used endophytic bacterial strain, ZX-2, was selected from a grapevine cultivar Faguoye (
V. vinifera L.) and showed a strong ability to infect and become an endophyte within the grapevine cultivars Faguoye, Shuijing (
V. vinifera L. ×
V. labrusca L.), Rosehoney (
V. vinifera L. ×
V. labrusca L.), and Qiuzi (
V. davidii) (
Supplementary Figure S2), all of which taxonomically belong to the same genus,
Vitis. Most importantly, ZX-2 could rapidly move to the newly formed shoots and leaves of grapevines with higher relative abundances (
Figure 3 and
Figure 6), conferring disease resistance to the grapevines (
Figure 9). The successful case of PEM using a cultivated grapevine in this work was largely attributed to the elite VTE strain, ZX-2. It is expected that more PEM strains with different functions will be developed and applied in future agricultural and horticultural practices.
The propagules that started the PEM are also important. The mechanism by which exogenous microorganisms horizontally infect intact plants and organs (e.g., seeds, bulbs, and tubers) and become endophytes is still poorly understood. Roots and leaf stomata and lenticels are considered to be plant parts and channels by which the plant can receive new endophytes. However, how these invading microbes enter plant tissues and are integrated into the existing endophytic microbiota requires further study. Our successful PEM may be partly due to the open system of freshly harvested cuttings, allowing for bacteria to easily enter the vascular bundles along the water flow (
Figure 2).
However, as shown in our present research, the PEM cannot guarantee that all modified plants and their progeny will acquire the expected traits, but greatly increased the probabilities of host plants colonizing more candidate VTE strains (ZX-2) and obtaining the beneficial traits derived from the colonization of the candidate VTE strains (
Figure 9 and
Figure 10;
Supplementary Table S1). Therefore, a secondary or continuous selection is needed to obtain elite crop lines during a PEM. In addition, in this case of PEM, the relative abundances of the candidate bacterium ZX-2 (
Bacillus cereus) were promoted in all parts of ZX-2mg, especially in the shoot parts (
Figure 6), conferring ZX-2mg leaves with enhanced anti-pathogen abilities (
Figure 9). However, some ZX-2mg leaves with relatively lower isolation rates of ZX-2 showed relatively stronger rates of fungal pathogen antagonism. On the other hand, the highest isolation rates of ZX-2 in grapevine leaves did not imply that the grapevine had the strongest pathogen antagonism (
Supplementary Figure S3). The results suggest that, in addition to the ZX-2, other endophytes in ZX-2mg are involved in conferring disease resistance and other traits to the host plants.
In addition to the introduced ZX-2, the composition and abundance of other endophytes in ZX-2mg were strongly influenced (
Figure 5,
Figure 6 and
Figure 7). Compared to non-PEM grapevines, the introduction of ZX-2 significantly increased the relative abundance of the genera
Bacillus,
Anoxybacillus, and
Lysinibacillus in grapevine shoots (
Figure 6). The genus
Bacillus is an undeniable source of biological control agents in sustainable aquaculture and agriculture [
24,
25]. In addition to the species
Bacillus cereus (ZX-2), the level of three other endophytic bacterial species belonging to the genus
Bacillus (
B. thermoamylovorans,
B. marasmi, and
B. firmus) were also significantly increased in the shoots of ZX-2mg. The RA of the bacterial genus
Aneurinibacillus was significantly increased in the shoots of ZX-2mg, and species of this genus were found to produce thermostable and organic solvent-tolerant lipase [
26] and have the ability to solubilize tricalcium phosphate and fix nitrogen [
27]. Other bacterial genera, such as
Proteiniphilum,
Clostridium,
Bradyrhizobium,
Comamonas, and
Shewanella, were also significantly increased in the shoots of ZX-2mg (
Figure 6). In the roots, the levels of some of the endophytic bacteria were also significantly promoted in ZX-2mg (
Figure 6). Accordingly, fungal endophytes were significantly altered in the shoots and roots of ZX-2mg (
Figure 7). The coordinated changes in other endophytes in ZX-2mg may confer other effects than disease resistance on host plants, such as growth promotion and delayed leaf abscission (
Figure 10). The fact that one PEM had multiple effects on host plants further suggests a necessary step of continuous selections during the process of PEM. However, the alternative functions of the PEM and the modified endophytic microbiota await further investigation.
To test the disease resistance of PEM plants, we proposed a plant tissue–pathogen dual-culture system. PEM and non-PEM plant leaf discs were subjected to dual culture with different pathogenic fungal strains and, as expected, most leaf discs from PEM plants showed significant growth-suppressive effects on some pathogenic fungi (
Figure 9A,C). PEM and non-PEM grapevines were of the same cultivar with similar genetic backgrounds but different endophytic microbiota. The endophytic isolates from the fungus-antagonistic grapevine leaf discs confirmed the antagonistic effects against the tested pathogenic fungi in an alternative experiment. Therefore, in addition to testing the disease resistance of plants, the method can be used to test whether the plants contain any disease-resistant endophytes and to rapidly isolate endophytes that are antagonistic to specific pathogens.
In contrast to plant genetic modification (PGM), PEM is performed by modifying the VTE of a plant to obtain stable functional endophyte traits and can be used as an alternative plant breeding strategy in agriculture and horticulture. However, there are still many problems with the successful application of this technology in the selection of candidate strains and propagules, the introduction of candidate strains into plants, the trait ‘expression’ of the candidate endophytic trains, and the continuous selection for obtaining stable PEM lines. Successful PEM should be carried out with a candidate VTE within the permissive range of the host genotype, where the candidate VTE has the opportunity to integrate with the endophytic microbiota of the target plants. Nevertheless, in the context of plant genetic modification, PEM is still a good compensation tool in “crop breeding” practices.