Study site and experimental design
The study region was near Hezuo city (E 102°88′, N 34°94′, at an average elevation of 2900 m), Gannan Tibetan Autonomous Prefecture, on the northeastern Qinghai-Tibetan Plateau, China. The climate is a typical plateau continental with long daylight hours and strong radiation. The average annual precipitation is 545mm, with most falling between August and September. The annual mean air temperature is 2℃, with a monthly minimum of -23°C in January and a monthly maximum of 28°C in July, there is no absolute frost-free period throughout the year. Meteorological data in the study regions were collected using grid data covering CRU TS4.04 (LAND) from 1901 to 2020, from the Royal Netherlands Meteorological Institute (http://climexp.knmi.nl/). The soil type is alpine meadow. The vegetation is typical alpine meadow, in which the plant community is dominated by D. fruticosa and herbaceous species, such as Kobresia myosuroides, Elymus nutans, Kobresia humilis, Kobresia capillifolia, Stipa aliena, Potentilla anserina etc.
Shrub encroachment plays an important role in the Qinghai-Tibet Plateau. We selected two habitats of D. fruticosa for study, including shady slope and sunny slope (Table S1), three 5m×5m quadrants were selected in each habitat. In each plot, D. fruticosa with similar base diameter were measured. Liao et al. (2018) suggested that more than 50% coverage is severe shrub encroachment, thus, for this study, we used the cover percentage of D. fruticosa to describe the state of shrub encroachment in different habitats (Table S1).
Soil sampling and measurements
We sampled soil at the same time as the vegetation surveys. A five-point sampling method was measured in each plot. Soil samples of each point were divided into two parts. One part packed into an aluminum box for transport to the laboratory where soil water content was measured after 24h drying in an oven at 105°C. The other part was brought back to the laboratory in plastic bags, then used to determine the soil nutrients. These soil samples were air-dried in the laboratory, passed through a 1 mm sieve and used for analysis of soil pH. Soil pH was measured from 1:1 (v/v) soil water solution. Soil was passed through an additional 0.25mm sieve before determining SOC, STP and STN. Soil organic carbon (SOC) was used by the potassium dichromate and sulfuric acid oxidation method. The sulfuric acid-perchloric acid digestion was used for both soil total nitrogen (STN) and soil total phosphorus (STP). Soil total nitrogen (STN) were followed by the indophenol blue spectrophotometry (Bremner & Mulvaney, 1982). Soil total phosphorus (STP) were followed by the molybdenum antimony anti-colorimetric method (Murphy and Riley 1962). Soil water content (SWC, %) was determined by the oven dried method.
Root functional traits
Root samples were gathered from different habitats, and returned to the lab for analysis. The study methodology broadly followed Liu et al. (2023). Fine roots (< 2mm) were carefully cleaned in water. Root systems were scanned. Fine root lengths were measured with a vernier scale. The total volume of fine roots was measured by the drainage method, weighed to acquire the dry mass after oven-dried at 60°C for 48h. Specific root length (SRL, m/g) was calculated as follows: fresh root length / root dry mass. Root tissue density (RTD, g/cm3) was calculated as follows: root dry mass/ fine roots volume. Specific root area (SRA, cm2/g) was calculated as follows: fine root surface area/ dry mass.
Leaf functional traits
At each habitat, we selected five health and robust plants with fully expanded leaves. Leaves were scanned using a CanoScan LIDE300 scanner and leaf fresh weight was weighed by electronic balance (accuracy of 0.0001g). Then the surfaces of the collected intact leaves were cleaned, leaf dry weight was measured after oven-dried at 60°C for 48h. Leaf area (LA) was quantified using ImageJ software analysis. Leaf mass per area (LMA) was expressed as leaf dry weight (LDW)/leaf area (LA) (Rosas et al. 2021). The nitrogen leaf content (Nmass−leaf) was measured by the indophenol blue spectrophotometry after H2SO4-H2O2 digestion (Bremner and Mulvaney 1982), total phosphorus leaf content (Pmass−leaf) was measured by H2SO4-H2O2 digestion and molybdenum-antimony anti-colorimetric method (Murphy and Riley 1962).
Maximum photosynthetic rate per unit leaf dry weight (Am, nmol. g− 1. s− 1) was calculated as follows: maximum photosynthetic rate per unit leaf area (Aa, umol.m− 2. s− 1) /leaf mass per area (LMA). Photosynthetic nitrogen use efficiency (PNUE, umol. g− 1. s− 1) was calculated as follows: Am / Nmass−leaf. Photosynthetic phosphorus use efficiency (PPUE, umol. g− 1. s− 1) was calculated as follows: Am / Pmass−leaf.
Stem and leaf hydraulic traits
In each habitat, sun-exposed branches from D. fruticosa shrubs were selected from the upper canopy in the morning. These were immediately put in water, then the ends of the branches were re-cut and were attached to a hydraulic conductivity measurement instrument to determine maximum hydraulic conductivity (Kmax). The solution used was 20 mmol L− 1 KCl solution, the pressure gradient was 5 KPa. The hydraulic conductivity (Kh, g m s− 1 MPa− 1) was calculated as follows: Kh=F/(dp/dx), where dp/dx (MPa m− 1) is the pressure gradient along the length of the segment and F (g s− 1) is the flow of water through the stem section per unit time. Stem sapwood specific conductivity (Ks, g m s− 1 MPa− 1) was calculated as follows: the hydraulic conductivity (Kh, g m− 1 s− 1 MPa− 1) / the sapwood area (As, cm2). Leaf specific hydraulic conductivity (KL, g m s− 1 MPa− 1) was calculated as follows: the hydraulic conductivity (Kh, g m− 1 s− 1 MPa− 1) / the distal leaf area (AL, cm2). Leaves were scanned and leaf area was quantified using ImageJ software. The Huber value (HV) was determined by the sapwood area (As, cm2) / the distal leaf area (AL, cm2).
Stem vulnerability curve
Stem vulnerability curves (VCs) were determined by according to Sperry et al. (1988). Subsequently, branches with different water potential gradients were measured by bench drying methods, then were covered with black plastic bags to balance the water potential between stems and leaves. Measure the water potential of each branch with a pressure chamber (Model 1505D, PMS Instrument Company, Albany, USA). If the difference in water potential between two branch is < 0.2 MPa, the average of two branch was assumed to be the xylem water potential. After the actual hydraulic conductivity (Ki, g m s− 1 MPa− 1) was determined, the branch segment was flushed with 20 mmol L− 1 KCl solution under 0.15 MPa pressure for about 30 min, and the maximum hydraulic conductivity (Kmax) was determined. PLC(%) were expressed by the formula: PLC(%)=(Kmax-Ki)/Kmax×100%, the vulnerability curves were plotted using PLC% as a function of the xylem water potential, and then fitted by an exponential sigmoid function: PLC%=100/{1 + expa(Ψi−b)}, where Ψi is xylem water potential, a is the maximum slope of the curve and b is the xylem water potential at 50% loss of hydraulic conductivity (P50), which can reflect the resistance of branches to embolism.
Leaf pressure-volume curve
For two habitats, a branch was obtained from each of five individuals, and quickly wrapped in a black plastic bag. After rehydration to saturation (ΨL> -0.3 MPa), the branch was weighed to determine their saturated fresh weight (SW). After measuring the water potential (Ψ) with a pressure chamber, a leaf pressure-volume curve was evaluated using the bench drying procedure (Hao et al. 2010). The branch was allowed to dry on a bench for a certain time, and the corresponding fresh weight (FW) and ΨL were measured again; the measurements were repeated until Ψ did not decrease significantly (Aritsara et al. 2022). Then, the measurement of leaf area (LA) was conducted using a scanner and ImageJ software. Dry weight (DW) was measured in an oven at 70℃ for 72 h. The relative leaf water content (RWC, %) and RWC were expressed by the following formula: RWC=(FW-DW)/(SW-DW) ×100%; RWCtlp= 100-RWC. Then using 100-RWCtlp and the corresponding − 1/Ψ to make the P-V curve, modulus of elasticity(ε) and leaf turgor loss point water potential(π0) and were determined by the P-V curve (Bartlett et al. 2012).
Wood density and Minimum water potential
Segments 3-5cm selected for hydraulic conductivity measurement were used to measure the sapwood density (WD, g cm− 3) according to Hacke et al. (2000). Bark and pith material were separated from segments and Archimedes' drainage method was used to measure the volume of the fresh sapwood (V, cm3). The sapwood sample was dried out in an oven at 75°C for 72 h to determine the dry mass(W, g), and then used for determination of WD. WD was calculated by the following formula: WD = dry mass (W) / fresh sapwood(V).
On a sunny day, five branches were selected between 12:00 noon-13:00 pm and quickly wrapped in a black plastic bag, and immediately taken to the laboratory. Minimum water potential (Ψmin) was determined in a pressure chamber (Model 1505D, PMS Instrument Company, Albany, USA).
Gas exchange parameters measurements
The photosynthetic parameters were selected to be measured in close position to the branches used to determine the hydraulic traits. Three individuals were selected from each habitat, and the same photosynthetically active radiation PAR (1500 µmol·m− 2·s− 1) were settled in different habitats, and three leaves from every individual were measured from 9:00–11:30h. The net photosynthetic rate (Pn), intercellular CO2 concentration (Ci), transpiration rate (Tr) and stomatal conductance (gs) were measured with a portable photosynthesis system (GFS-3000, Heinz Walz GmbH, Effeltrich, Germany) during continuous sunny days. WUE was expressed by the following formula: net photosynthetic rate (Pn) / transpiration rate (Tr).
Data analysis
All traits were tested for normality and all original data were log10-transformed. One-way ANOVA and the least significant difference (LSD) method were used to determine community structure traits and soil nutrient difference. Differences in branch hydraulic structure and photosynthetic capacity relationships between shady and sunny slopes of D. fruticosa were compared with independent-samples t-test. Pearson correlations and linear regression analysis were performed for pairwise combinations of traits. Additionally, to assess the relationships between fine root functional traits and soil variables, we conducted stepwise multiple regressions analysis. To assess relationships between shrub encroachment and functional traits, PCA was performed using all functional traits and vegetation cover. All statistical analyses were performed using SPSS 26.0 software, and figures were drawn with Origin 2022.