Introduction

Species spatial distribution is the focus of attention by ecologists because of its importance to understanding ecological processes (Bunyavejchewin et al. 2003; Gao et al. 2014). Analyses of the spatial distributions of tree species and their associations shed light on the underlying ecological processes of species and can explain mechanisms that facilitate species coexistence, while contributing to the prediction of future forest community structures as determined by the underlying processes (Wiegand and Moloney 2004; Wiegand et al. 2007; Lan et al. 2012; Liao et al. 2015).

In many cases, comparative studies of the spatial distribution of tree species indicated that most conspecifics are clustered in space in naturally regenerated tropical (He et al. 1997; Condit et al. 2000) and temperate plant communities (Zhang et al. 2010). This phenomenon may be broadly attributed to three factors: (1) environmental factors such as habitat heterogeneity or niche differences (Harms et al. 2000; Queenborough et al. 2007; Inman-Narahari et al. 2014); (2) ecological processes of populations and communities such as dispersal limitation (Grubb 1977; Hubbell et al. 2001), seed deposition (Howe 1989), facilitation (Kikvidze et al. 2005), succession (Felinks and Wiegand 2008), and gap dynamics (Nagel et al. 2006); and (3) phylogenetic differences (Wang et al. 2013, 2015) and stochastic processes that build one cornerstone of neutral theory (Hubbell et al. 2001). Meanwhile, negative feedback responses to the clustered distribution of a species are important for explaining patterns of species coexistence such as negative density dependence (Seri and Shnerb 2015). Negative density dependence can arise because attacks by density-responsive natural enemies (such as host-specialized pathogens) increase disproportionately with local conspecific density (Janzen 1970; Connell 1971; Augspurger and Kelly 1984; Hammond and Brown 1998; Bell et al. 2006; Alvarez-Loayza and Terborgh 2011; Terborgh 2012; Bagchi et al. 2014) or because competition for natural resources (e.g., competition for seed dispersers) is more intense between conspecifics than heterospecifics (Jansen et al. 2014). These direct or indirect factors lead to “repulsion” between individuals or clusters (which induces self-thinning of the same species and decrease of recruitment in its neighborhood), thus increasing the chance that other species will occupy the vacated habitats and hence providing an important theoretical foundation to explain species coexistence (Comita et al. 2010; Bagchi et al. 2014; Jansen et al. 2014).

Previous comparative spatial pattern studies focused mostly on many species of different families/genera and occupying different habitats (He et al. 1997; Lan et al. 2012; Li et al. 2014). Nonpartitioning between habitat heterogeneity and phylogenetic difference has led to confusion about the relative importance of abiotic versus biotic factors on species spatial patterns and has hindered development of theory relating abiotic/biotic factors with patterns of distribution and coexistence. Research on congeners helps to exclude the ambiguous impact caused by phylogenetic differences (Bevill and Louda 1999; Lloyd et al. 2002; Swenson et al. 2006), and might elucidate factors that induce species distribution patterns such as weak scatter abilities (Cowling 2001; Simon and Hay 2003) or specialized habitat requirements (Queenborough et al. 2007). Therefore, analysis of the distributions of congeneric pairs in space offers special opportunities to explain species coexistence in a more scientific and rigorous manner (Li et al. 2014). Alternatively, there exists much fiercer interspecific competition among congeneric species since they have similar phenotypic and ecological characteristics and probably use resources in similar ways (Ackerly and Donoghue 1998; Mooney et al. 2008), which, in principle, should discourage their coexistence (Webb et al. 2002; Mooney et al. 2008). Then, are these congenerics still mainly clustered? Are there differences between the spatial distributions of abundant versus scarce species, and what are the spatial associations among them? How do they coexist in the same communities? Zhang et al. (2010) analyzed the spatial pattern of congeneric Acer species in a temperate forest in northeastern China and revealed new species spatial patterns and coexistence. Their research focused on temperate forests but did not address plant communities at other latitudes.

In this study, we compared the spatial distribution and correlations of six sympatric Symplocos tree species in a 50-ha subtropical evergreen broad-leaf forest of southern China. A method of the pair-correlation function analysis was used to address the following questions: (1) How are these six congeners distributed in a multispecies southern subtropical forest? (2) Are there detectable differences in distribution patterns among them? (3) What is the correlation among these coexistent congeneric trees in terms of their spatial distribution within a community?

Materials and methods

Study site

Our study site, a subtropical evergreen broad-leaf forest at the Heishiding Nature Reserve, Guangdong Province, southern China (23°26′N, 111°53′E) had a complex plant composition including 1070 species in 527 genera in 162 families. The dominant tree genera are Castanopis and Lithocarpus (Fagaceae), Machilus and Lindera (Lauraceae), Altingia chinensis (Hamamelidaceae), and Camellia (Theaceae). A subtropical moist monsoon climate characterizes this vegetation distribution area, and average annual temperature is 19.6 °C, with an average of 10.6 °C in January and 28.4 °C in July. Average annual precipitation is 1744 mm, falling as rain from April to September. Average relative humidity is 80–85%. Soil is classified as red acidic forest soil (Xu and Yu 2014; Shuai et al. 2014).

A 50-ha (1000 × 500 m) permanent forest plot was established in this evergreen broad-leaf forest in 2011 following the field protocol of the Center for Tropical Forest Science (CTFS) (Condit 1998). The first plot survey to record species presence and position, label trees, and record diameter at breast height (DBH) for trees of DBH ≥1 cm was completed in 2012. We recorded 273,000 living plants of 245 species, 160 genera, and 71 families. The five most abundant species were Xanthophyllum hainanense, Cryptocarya concinna, Litsea acuminate, Neolitsea phanerophlebia and Itea chinensis. There were 86 species (accounting for 35% of all species) represented by fewer than 50 plants. Average density and basal area of the stand was 5460 individuals and 39.02 m2 per hectare, respectively. Elevation range of the plot was from 435 to 698 m, asl. Convexity at the 20 m scale range was from −24.53 to 17.63. Slope span of the plot was from 6.89° to 74.6° (Fig. 1).

Fig. 1
figure 1

Topography map of the plot at the Heishiding nature reserve, Guangdong Province, southern China

Study species

The genus Symplocos (Symplocaceae) contains about 318 species, most of which are native to the tropics and subtropics of Asia, Oceania and America (Fritsch et al. 2008). There are 77 Symplocos species reported for China (Editorial Board for Flora of China, Chinese Academy of Sciences 1974). These are mainly distributed in southwestern China, but some occur in southeastern China and only one species (Symplocos paniculata) in northeastern China. In our plot, individual Symplocos trees numbered 7500 but were not the most abundant. However, the genus Symplocos was represented by more species (nine) than any other genus recorded in the plot. The nine species varied in habit from shade-tolerant understory shrubs to mid-story trees, and even some canopy species (the maximum height was 30 m).

Six main Symplocos species were selected for analysis of their DBH structure, spatial patterns, and intra- and interspecific correlations. These were Symplocos adenophylla, S. anomala, S. congesta, S. lancifolia, S. laurina, and S. wikstroemiifolia (Fig. 2). The remaining three Symplocos species (S. denopus, S. pseudobarberina, S. stellaris) were not included in this study because of their low abundance.

Fig. 2
figure 2

Source: Editorial Board for Flora of China, Chinese Academy of Sciences (1974)

Morphological traits of six Symplocos species.

All the six closely related Symplocos species with tryma are shade-tolerant, and their seeds are dispersed by birds. But their seed shape, size and season of production differ. S. wikstroemiifolia and S. adenophylla bear oval seeds of 6–12 mm long in July–August, S. anomala and S. congesta bear cylindrical seeds of 8–13 mm long in June–December (S. anomala) and January–February (S. congesta), but S. lancifolia and S. laurina bear round seeds of 4–6 mm diameter long in June–December (S. lancifolia) and March–June (S. laurina) (Fig. 2). Moreover, S. anomala, S. congesta and S. lancifolia are understory species, S. wikstroemiifolia and S. adenophylla are midstory species, while S. laurina is a midstory or canopy species.

Data analysis

The pair-correlation function g (r), which combines univariate and bivariate statistics as one method of point pattern analysis, was used to explore the spatial distributions and correlations of the six Symplocos species at multiple scales (Wiegand and Moloney 2004; Wiegand et al. 2007, 2012). Univariate statistics were used to evaluate the spatial distribution of a single population and to decide whether the patterns of the six Symplocos species in different size classes were random, aggregated, or regular in space, and to describe the spatial scale range in which these patterns occurred. Bivariate statistics were used to evaluate spatial associations between two different populations and to determine whether intraspecific and interspecific correlations among species and DBH were positive, negative or unrelated in space.

In point pattern analysis, an aggregated distribution of species and positive interaction between two patterns at a given distance r will be assumed, respectively, for univariate and bivariate analysis when g (r) exceeds the upper confidence limit, while a regularly dispersed distribution and negative interaction will be assumed when g (r) fails to reach the lower confidence limit. Random dispersal and insignificant correlation are assumed when g(r) lies within the confidence interval (Zhang et al. 2010).

To avoid error in estimating the spatial pattern of species, heterogeneous Poisson null models were used to explain probable environmental heterogeneity. In the model analysis, the emergence of all points is assumed independent of each other, the distribution of the points conform to an intensity function that changes with location (Wiegand and Moloney 2004; Wiegand et al. 2007). One intensity function was established for the pattern analysis in the univariate statistics based on the distribution of the six congeners. A second intensity function was established for the correlation analysis in the bivariate statistics by fixing the trees of the first species and randomizing the locations of the trees of the second species. A bandwidth of 30 m and a spatial resolution of 2 m were chosen for all analyses (Wiegand and Moloney 2004; Zhang et al. 2010). Here we analyzed all species pairs by testing not only species 1 versus species 2 but also species 2 versus species 1 of all pairs to avoid nonsymmetric interaction (Wiegand et al. 2007). We further analyzed the species pairs with DBH ≥5 cm, pairs with DBH <5 cm, and pairs between DBH ≥5 cm and DBH <5 cm (Cipriotti and Aguiar 2005; Zhang et al. 2010).

Data were processed using the grid-based estimators in the Programita software package (Wiegand and Moloney 2004). The spatial scale of 20 m was adopted for the goodness-of-fit (GoF) test, and results were further analysed when p ≤ 0.05. Confidence intervals (99%) were determined using the extreme values of g(r) derived from 199 Monte Carlo simulations of the null model.

Results

Population structure

Individual plants of the six selected Symplocos species ranged in number from 254 (S. wikstroemiifolia) to 1964 (S. laurina, Table 1). The abundance of S. wikstroemiifolia was lowest of the six species. Abundance ranked in decreasing order as: S. laurina (1964) > S. congesta (1403) > S. adenophylla (1351) > S. lancifolia (1280) > S. anomala (1118). S. laurina and S. anomala had the most branches, while S. wikstroemiifolia had the fewest. Total basal area of S. laurina was significantly larger than that of the other five species, and mean DBH of S. wikstroemiifolia was notably largest.

Table 1 Population structure of six Symplocos species in a 50-ha subtropical evergreen broad-leaf forest in southern China

The five species with abundance over 1000 (S. adenophylla, S. congesta, S. lancifolia, S. anomala, and S. laurina) had distinct L-shaped distributions, while S. wikstroemiifolia with few individuals showed a unimodal-shaped size class distribution (Fig. 3). Few individuals had a DBH >10 cm among the high-abundance species (S. adenophylla, S. congesta, S. lancifolia, S. anomala, and S. laurina). There were relatively more large specimens of the low-abundance species S. wikstroemiifolia compared with the other species.

Fig. 3
figure 3

Abundance by DBH size of class of the six Symplocos species in the study plot

Spatial patterns

The spatial distributions of the six Symplocos tree species differed. S. adenophylla was mainly distributed in the middle of the plot from north to south. S. laurina was centralized in the northwestern corner and southern part of the plot. S. lancifolia and S. anomala were spread out nearly over the entire plot. S. congesta occurred everywhere but the northeastern corner. S. wikstroemiifolia was only found in the southwestern corner of the plot (Fig. 4). The six congeners were notably aggregated (Fig. 4). The GoF test indicated deviation from the Poisson null model (at 0–20 m scale range). Two species (S. adenophylla and S. laurina) had a high cluster intensity at 0–35 m scale range. The other three species also occurred in aggregated distributions at 0–35 m (S. congesta and S. anomala) or 0–30 m (S. lancifolia) scale ranges, but were less aggregated than S. adenophylla and S. laurina (Fig. 5). S. wikstroemiifolia was more highly aggregated than the other five species (Figs. 4, 5). The degree of aggregation of all six species decreased as the scale increased, which conformed to their natural distributions in the plot (Fig. 4).

Fig. 4
figure 4

Spatial distribution of six Symplocos species in relation to the topography of the study plot

Fig. 5
figure 5

Univariate point pattern analysis of six Symplocos species. (The insertions indicate the point pattern analysis of two size classes (DBH <5 cm and DBH ≥5 cm). Black lines indicate g11(r) function; dotted lines indicate the upper and lower limits of the 99% confidence interval. Points above the upper limits indicate aggregation distribution, within the intervals random, and below the lower limits regular. The 99% confidence level were calculated using the highest and the lowest values of g11(r) derived from 199 Monte Carlo simulations of the heterogeneous Poisson null model with bandwidth h = 30 m; ring width for estimation of the pair-correlation function was 4 m; cell size was 2 × 2 m)

Five mid-story species (S. adenophylla, S. congesta, S. laurina, S. lancifolia, and S. anomala) had individuals with DBH <5 cm, and they all notably aggregated at 0–20 m scale range. Among these species, S. adenophylla and S. laurina had a much higher clustering intensity than that of the other three species (Fig. 5). For individuals with DBH ≥5 cm, two species (S. adenophylla and S. laurina) were notably aggregated at 0–20 m scale range, while S. wikstroemiifolia and S. congesta were aggregated at 0–13 m but random at >13 m scale range. Additionally, S. lancifolia was aggregated at 0–7 and 10–17 m, and random at 7–10 and >17 m scale ranges; S. anomala was randomly distributed at all study scales (Fig. 5).

Spatial associations

There were positive associations for 12 pairs of species and negative associations for five pairs at the small scale range (Table 2). Ten of 12 pairs with positive associations proved symmetrical in S. lancifolia and S. wikstroemiifolia, S. laurina and S. wikstroemiifolia, S. congesta and S. wikstroemiifolia, S. congesta and S. lancifolia, and S. lancifolia and S. laurina. S. lancifolia and S. wikstroemiifolia were associated positively at the 0–4 m scale range, S. laurina and S. wikstroemiifolia at 0–6 m, S. congesta and S. wikstroemiifolia at 0–8 m, S. congesta and S. lancifolia at 0–14 m, and S. lancifolia and S. laurina at 0–18 m scale range. S. adenophylla had a positive association with S. congesta at 0–2 m scale range, and S. lancifolia had a positive association with S. adenophylla at 0–2 m scale range. Five pairs with negative associations proved symmetrical in S. adenophylla and S. laurina, S. adenophylla and S. wikstroemiifolia at scales of the entire study plot. S. adenophylla and S. lancifolia were negatively correlated at all scales in the entire study plot. The remaining 13 pairs had no significant spatial associations.

Table 2 Bivariate point pattern analysis of the spatial associations of six Symplocos species in the study plot

The spatial correlations between large DBH (≥5 cm) plants and small DBH (<5 cm) plants of the same species were further tested. Eight of 12 species pairs had positive associations at 0–18 m scale range, and none were negatively associated at any scale (Fig. 6). For the correlations for different species pairs with large DBH (≥5 cm), 8 of 30 species pairs had symmetrical negative associations with S. adenophylla and 4 other species (S. anomala, S. lancifolia, S. laurina and S. wikstroemiifolia), 4 of 30 species pairs had symmetrical positive associations among S. lancifolia and 2 other species (S. congesta and S. wikstroemiifolia) at the small scale (<4 m), and the remaining 18 species pairs were not correlated (Fig. 6). For the correlations of different species pairs with small DBH (<5 cm), 21 of 30 species pairs were not correlated, five species pairs (S. lancifolia symmetrically vs S. congesta, S. lancifolia symmetrically vs S. laurina, S. congesta vs S. adenophylla) had positive associations at small scales, and four species pairs (S. adenophylla symmetrically vs S. lancifolia, S. adenophylla symmetrically vs. S. laurina) had negative associations (Fig. 6). For the correlations between large DBH (≥5 cm) individuals and small DBH (<5 cm) individuals of different species, six of 60 species pairs were positively associated at small scales and 14 of 60 species pairs were negatively associated at 0–20 m scale range. The remaining 40 species pairs were not notably associated (Fig. 6).

Fig. 6
figure 6

Bivariate point pattern analysis examples for intra- and interspecies associations among two size classes (DBH <5 cm and DBH ≥5 cm) of six Symplocos species. CON: S. congesta, ADE: S. adenophylla, ANO: S. anomala, LAU: S. laurina, WIK: S. wikstroemiifolia, LAN: S. lancifolia. Black lines indicate g12(r) function; dotted lines indicate the upper and lower limits of the 99% confidence interval. Points above the upper limits indicate a positive correlation, within the intervals indicate no correlation, and below the lower limits negative correlation

Discussion

The distribution patterns of tree species in space provide fundamental information for comprehending underlying ecological process and species coexistence mechanisms (Li et al. 2014). Similar species occupying one ecological area theoretically repel sibling species because of the similarity between their strategies for resource use. Thus, obstacles to coexistence often occur among congenerics. Our analysis of the spatial associations among six congeners found that 12 of 30 pairs were associated positively at small scales, and 13 of 30 pairs were unrelated. For species with different size classes, 79 of 120 pairs were not correlated, and 17 of 120 pairs were associated positively. These results suggest that coexistence of Symplocos species within subtropical plant communities is common and that interspecific competition among them is not very common. Consistent co-occurrence patterns of congeneric tree species were reported for other plant communities (Zhang et al. 2010; Li et al. 2014). What determines the relative distribution of congeneric species in a community? Previous studies suggested that divergence of traits within a genus can reduce niche overlap and relax competition, thus permitting the co-occurrence of congeners (Beltrán et al. 2012). The six Symplocos species varied in habit from shade-tolerant understorey shrubs to mid-storey trees, and even to canopy trees (maximum height of 30 m). The distinct functional traits characteristic of these growth habits might explain the coexistence of Symplocos species within this subtropical forest.

Specialized habitat is also an important impact factor contributing to the coexistence of congeneric species (Davies et al. 1998). In our plot, elevation varied from 435.4 to 698.4 m asl. These congeneric species distributed in different parts of the heterogeneous topography. Hence, we suggest that topographical differences may contribute to species traits divergence and thus maintain the coexistence of species within a genus.

Significant difference of size (DBH) class structure distinguished the congeners. S. wikstroemiifolia with few individuals had a unimodal shaped size-class structure with many large trees. The five other congeners were more abundant and had a distinct L-shaped size-class structure with few large individuals. The distribution patterns of some species changed with size-class. For example, S. anomala at DBH <5 cm had significant aggregation at small scales. In contrast, S. anomala at DBH ≥5 cm was randomly distributed at all study scales. For small plants of DBH <5 cm, the degree of aggregation of S. adenophylla and S. laurina was much higher than that of the other congeners, but for large individuals of DBH ≥5 cm, S. wikstroemiifolia had the highest degree of aggregation of all six congeners. The spatial associations between some species pairs also varied by size-class. For example, the GoF test detected a symmetrically positive association between small–small trees at scales of 0–10 m, but no correlation between large–large trees or large–small trees. The observed size-dependent changes in the distribution pattern of the six congeners and their associations are possibly due to the changes of functional traits of species with increasing tree size. Because tree functional traits such as stem diameter, leaf mass, specific leaf area, and N/P ratio in leaf usually have underlying effects on species survival and competitive ability, such traits typically vary with tree size (Iida et al. 2014). Moreover, the spatial patterns of the congeners and their associations were found to change with spatial scales, and the intensity of aggregation and association decreased as scaling increased as a whole.