1. Introduction
Avian influenza virus (AIV), a member of the family Orthomyxoviridae, is a single-stranded, negative-sense RNA virus with a genome composed of eight segments. Based on antigenic differences in the surface glycoproteins hemagglutinin (HA) and neuraminidase (NA), AIVs are currently classified into 18 HA subtypes (H1-H18) and 11 NA subtypes (N1-N11) [
1]. Among these, H5 subtype avian influenza viruses, particularly highly pathogenic avian influenza viruses (HPAIVs), pose a serious threat to the poultry industry and can cross the species barrier to infect mammals, including humans [
2], thereby presenting a persistent challenge to public health security [
3]. Since the first isolation of the A/goose/Guangdong/1/96 (Gs/GD/96) H5N1 virus from geese in Guangdong, China, in 1996, viruses of this lineage have continuously evolved into multiple clades and, through reassortment, have generated various subtypes such as H5Nx, which have gradually spread to many regions worldwide [
4,
5].
Wild birds are recognized as the natural reservoir of avian influenza viruses. In particular, species belonging to the orders Anseriformes and Charadriiformes play critical roles in the long-term maintenance, transmission, and evolution of these viruses [
6]. The migratory behavior of wild birds facilitates the long-distance dissemination of avian influenza viruses across geographical regions, thereby promoting transboundary transmission and genetic reassortment [
7]. East China, located at a key node of the East Asian–Australasian Flyway, contains abundant wetland resources and diverse wild bird habitats, making it a crucial region where wild bird migration intersects with poultry production. These ecological conditions provide an ideal setting for the spread, reassortment, and mutation of H5 subtype avian influenza viruses [
8]. In recent years, frequent outbreaks of H5 subtype avian influenza viruses in wild birds have suggested that these viruses have established sustained transmission cycles within wild bird populations [
9].
Although H5 subtype avian influenza viruses of poultry origin have been extensively studied, long-term systematic surveillance data on the genetic evolution and antigenic variation of H5 viruses in wild birds in East China remain limited. In this study, H5 AIVs isolated from wild birds in East China during 2013–2022 were characterized through whole-genome sequencing, phylogenetic analysis, and antigenic profiling. We hypothesized that these viruses would exhibit genetic heterogeneity, evidence of reassortment, and variable degrees of antigenic relatedness to vaccine strains deployed in China during different periods. This study aimed to elucidate the transmission dynamics and molecular evolutionary trends of H5 AIVs in wild bird populations, thereby providing a scientific basis for early warning of avian influenza outbreaks, vaccine strain selection, and the formulation of region-specific prevention and control strategies.
2. Materials and Methods
2.1. Sample Collection and Virus Isolation
From 2013 to 2022, a total of 27,000 samples were collected from key freshwater lakes and natural wetlands along the East Asian–Australasian Flyway in East China (a detailed breakdown by sampling location and year is provided in
Supplementary Table S1). The sampled species spanned multiple orders, predominantly Anseriformes (
Tadorna ferruginea,
Anas platyrhynchos,
Mergus merganser), Charadriiformes (
Larus ridibundus,
Larus argentatus,
Himantopus himantopus), and other waterbirds (
Egretta garzetta,
Ardea cinerea,
Grus grus,
Grus japonensis, etc.). After collection, swab samples were placed in viral transport medium, stored in a portable cooler at 4 °C, transported to the laboratory within 24 h, and immediately stored at −80 °C until use. Before virus isolation, the swab samples in viral transport medium were thoroughly mixed, and solid debris was removed by centrifugation at 10,000×
g for 10 min. The resulting supernatant was inoculated into 10-day-old specific-pathogen-free (SPF) embryonated chicken eggs at a dose of 0.2 mL per egg, with three eggs used per strain. The inoculated eggs were then incubated at 37 °C for 96 h.
2.2. Plaque Purification of Virus
To ensure genetic homogeneity, three rounds of plaque purification were performed for all 16 isolates in MDCK cells. MDCK cells (ATCC, Manassas, VA, USA; CCL-34) were cultured in Dulbecco’s modified Eagle’s medium (DMEM; Procell, Wuhan, China) supplemented with 10% fetal bovine serum (Gibco, Waltham, MA, USA) at 37 °C under 5% CO2 and seeded into 6-well plates (Corning Incorporated, Corning, NY, USA). Once the cells had formed confluent monolayers, the virus was serially diluted 10-fold in serum-free DMEM and inoculated onto the monolayers. After 1 h of adsorption, the cells were overlaid with a 1:1 mixture of 1.5% agar and 2× high-glucose DMEM (Genom, Hangzhou, China) containing TPCK-treated trypsin (Sigma, St. Louis, MO, USA) at a final concentration of 1 μg/mL. The plates were inverted and incubated at 37 °C with 5% CO2 for 72 h, and plaque formation was monitored daily. Subsequently, 0.33% neutral red staining solution (Sigma, St. Louis, MO, USA) was diluted 1:20 in PBS and applied to the agar overlay. After an additional 12 h of inverted incubation, the plaques were picked from each purification round. The picked plaques were subjected to three freeze–thaw cycles, propagated in 10-day-old specific-pathogen-free (SPF) embryonated chicken eggs, and the resulting viral stocks were stored at −80 °C.
2.3. Whole-Genome Sequencing
Viral RNA was extracted from allantoic fluid using TRIzol reagent (Invitrogen, Carlsbad, CA, USA) according to the manufacturer’s instructions and reverse-transcribed into cDNA, which was subsequently used as the template for PCR amplification. All gene segments were amplified using Hoffman primers [
10] and sequenced by GenScript Biotech Corporation. The complete genome sequences of all isolates generated in this study were deposited in GenBank.
2.4. Phylogenetic Analysis
To accurately genotype the viruses and clarify evolutionary relationships, reference sequences were objectively selected based on WHO/WOAH-recommended representative strains and NCBI BLASTN 2.17.0+ homology searches, in addition to the 16 isolates from this study. Sequences were assembled using SnapGene 6.0.2, and phylogenetic analysis was performed with PhyloSuite v1.2.2. The best-fit substitution model was selected using ModelFinder. Maximum-likelihood (ML) phylogenetic trees were then constructed using IQ-TREE, employing the ultrafast bootstrap approximation with 10,000 replicates, a maximum of 1000 iterations, and a minimum correlation coefficient of 0.90. The resulting trees were visualized using the online tool iTOL (
https://itol.embl.de/, accessed on 11 April 2026).
2.5. Molecular Characterization
Molecular characterization was performed using MegAlign pro 17.1 and MEGA X to analyze key protein features and mutation sites. Potential glycosylation sites in the HA and NA proteins were predicted using the online bioinformatics tool NetNGlyc 1.0 Server (
https://services.healthtech.dtu.dk/services/NetNGlyc-1.0/, accessed on 7 April 2026).
2.6. Selection Pressure Analysis
To evaluate selection pressure on each gene segment, sequences were first aligned using MAFFT, after which stop codons were removed and the aligned sequences were exported in FASTA format. The best-fit substitution model was selected using the Datamonkey web server (
http://www.datamonkey.org/, accessed on 3 May 2026). Positive selection sites in the eight gene segments of the 16 isolates were analyzed using four algorithms: fixed effects likelihood (FEL), mixed effects model of evolution (MEME), fast unconstrained Bayesian approximation (FUBAR), and single-likelihood ancestor counting (SLAC). The selection coefficient ω represents the ratio of nonsynonymous to synonymous substitution rates (dN/dS), where ω > 1 indicates positive selection, ω = 1 indicates neutral evolution, and ω < 1 indicates negative (purifying) selection.
2.7. Antigenic Analysis
Antigenic differences among the isolates were analyzed using cross-hemagglutination inhibition (HI) assays in accordance with World Health Organization standard operating procedures. Phylogenetic analysis of the HA gene grouped the 16 isolates into six well-supported clades. To represent the full genetic diversity of the collection without testing highly similar strains redundantly, genetically distant strains were selected from each clade (JYWB4, QP10, GY183, GY999, SSW7, CM120, SH17, DT10, and CIXI20). The nine strains were subsequently used to prepare inactivated oil-emulsion vaccines. For each strain, a group of five 6-week-old SPF chickens (
n = 5) was immunized with 0.4 mL of the corresponding vaccine per bird. The vaccines were prepared by emulsifying inactivated whole virus with white oil and Tween-80 adjuvant using a homogenizer. Once satisfactory serum antibody titers had been achieved, serum samples from each group were collected, pooled, and subjected to cross-HI assays. HI assays were performed according to the standard protocol [
11]. Viruses were diluted to 4 hemagglutination units (HAU) per 25 μL. In a 96-well V-bottom microtiter plate, 25 μL PBS was added to each well, followed by 25 μL of test serum in the first well. Serial twofold dilutions of serum were made, and then 25 μL of 4-HAU antigen was added to all wells. After incubation at 37 °C for 15 min, 25 μL of 1% chicken red blood cell suspension was added, mixed, and the plate incubated for an additional 15 min before recording the hemagglutination inhibition endpoints. The highest serum dilution that yielded a button-like pellet of erythrocytes was defined as the HI titer. All HI assays were performed in three independent experiments. The resulting HI titers were further analyzed via antigenic cartography (
https://www.antigenic-cartography.org/, accessed on 8 April 2026).
4. Discussion
Since the emergence of Gs/GD-lineage H5 viruses, H5 AIVs have diversified through clade turnover and frequent reassortment [
22,
23,
24]. Rather than providing a comprehensive historical reconstruction, the present study offers a regional snapshot of H5 genetic and antigenic diversity in wild birds from East China between 2013 and 2022. The 16 isolates included H5N1, H5N6, and H5N8 viruses belonging to clades 2.3.2.1d, 2.3.2.1e, 2.3.4.4b, 2.3.4.4d, 2.3.4.4e, and 2.3.4.4h. The coexistence of these divergent HA clades, together with the heterogeneous phylogenetic origins of several internal gene segments, suggests that wild birds in this region may be exposed to multiple H5 lineages and reassortant gene pools. This is consistent with previous evidence that migratory wild birds can facilitate the movement and genetic mixing of avian influenza viruses across geographic regions [
6,
7,
8]. These findings contribute to the understanding of H5 evolution in wild birds by showing that the East China segment of the East Asian–Australasian Flyway can serve as an important interface where genetically distinct H5 viruses are detected.
The detection of clade 2.3.4.4b viruses in 2020 and 2022 is noteworthy in the context of recent global H5N1/H5Nx evolution. Since 2020, clade 2.3.4.4b H5 viruses have become dominant in many regions and have been associated with extensive outbreaks in wild birds, poultry, and an increasing range of mammals [
3,
25,
26]. The H5N8 isolate CIXI20/2020 and the H5N1 isolate YX01/2022 identified in this study are consistent with the broader replacement and geographic expansion of clade 2.3.4.4b viruses [
25,
26]. In contrast, the earlier H5N6 viruses detected in 2016–2019 belonged mainly to clades 2.3.4.4d, 2.3.4.4e, and 2.3.4.4h, reflecting the regional diversity of H5N6 viruses in East Asia before the widespread predominance of clade 2.3.4.4b [
23,
27] Therefore, our findings are broadly consistent with the global transition from multiple regionally circulating H5Nx lineages toward the increasing predominance of clade 2.3.4.4b.
All isolates contained multiple basic amino acids at the HA cleavage site, consistent with the molecular characteristics of highly pathogenic avian influenza viruses [
22,
28]. This finding indicates that highly pathogenic H5 viruses can be detected in wild birds in this region and may pose a risk to poultry populations if introduced into farms or live poultry markets. In addition to the cleavage motif, changes in HA and NA glycosylation patterns may influence receptor binding, antigenic exposure, and the balance between HA and NA functions [
29,
30,
31]. The presence or loss of glycosylation sites near antigenic or receptor-binding regions, together with positively selected sites in HA, suggests that immune selection and host adaptation may contribute to the antigenic diversification of these viruses [
5,
32,
33,
34,
35].
Several molecular markers associated with mammalian adaptation or increased pathogenicity were detected in PB2, PA, NP, M1, NA, and NS1 proteins. These markers have been reported to influence polymerase activity, host restriction, virulence in mammals, or host antiviral responses [
12,
13,
14,
15,
16,
17,
18,
19,
20,
21]. Their presence in wild-bird-origin H5 viruses deserves attention, especially in the context of the increasing global detection of clade 2.3.4.4b viruses in mammals [
3,
25].
Antigenic analysis is a critical approach for evaluating vaccine efficacy and the potential for viral immune escape, providing an antigenic basis for avian influenza vaccine strain selection, optimization of immunization programs, and epidemiological surveillance [
36]. In this study, cross-hemagglutination inhibition (HI) assays revealed clear time-dependent antigenic drift among avian influenza isolates from different years: isolates from the same year exhibited limited antigenic distances, whereas those from different years showed pronounced antigenic divergence, a pattern driven primarily by high-frequency mutations in the HA gene and host immune selection [
37,
38]. The marked antigenic differences between early epidemic strains and recent vaccine strains reflect the continuous updating of vaccine strains in China. The majority of wild bird-derived isolates were antigenically well matched with the contemporary Chinese vaccine strains, indicating that these vaccines could effectively cover the dominant antigenic types circulating at the time. Notably, these vaccine strains not only conferred effective protection against viral circulation in domestic poultry in China but also displayed good antigenic matching with strains circulating in wild birds, underscoring a strong epidemiological linkage between wild bird and domestic poultry viruses [
27,
39]. Nevertheless, a small number of isolates still showed potential antigenic mismatch with the contemporary vaccine strains [
26]. Therefore, continuous surveillance of avian influenza virus circulation in wild birds can provide early warning for domestic poultry, enabling timely detection of antigenic variants and guiding vaccine strain updates. This substantially improves early detection and helps reduce the risk of introduction and spread of the virus from wild birds to domestic poultry.
Several limitations should be considered when interpreting these findings. Although 27,000 samples were collected over a 10-year period, only 16 H5 viruses were isolated, and no isolates were obtained in several years. Therefore, the dataset is insufficient to estimate the true prevalence, annual continuity, or dominant evolutionary pathways of H5 AIVs in wild birds in East China. The antigenic analysis was based on HI assays and antigenic cartography, which provide valuable serological evidence but cannot fully predict vaccine protection in the field. Therefore, our findings should be interpreted as a surveillance-based snapshot of genetic and antigenic diversity rather than definitive evidence that wild birds maintain or drive H5 evolution in this region. Future studies should combine expanded longitudinal sampling, environmental and host-species metadata, poultry outbreak data, and in vivo vaccine-challenge experiments to clarify transmission pathways and vaccine relevance.