1. Introduction
Water scarcity and inefficient irrigation management are increasingly constraining the sustainable development of citrus production in subtropical regions worldwide. In southern China, citrus orchards are predominantly distributed across red-soil hilly landscapes, which are characterized by shallow soil profiles, low water-holding capacity, steep slopes, and highly uneven intra-annual precipitation patterns [
1,
2]. These unfavorable soil–hydrological conditions, when coupled with high evaporative demand during the growing season, frequently result in unstable water supply within the root zone. Consequently, irrigation becomes the dominant regulator of soil–plant water relations in such orchard systems [
3,
4]. Under the intensifying pressures of climate change, improving water use efficiency while maintaining yield has emerged as a critical challenge for irrigation management in citrus orchards located in red-soil hilly regions.
Irrigation depth is widely recognized as a key factor governing the vertical distribution of soil water and its accessibility to plant roots [
5,
6]. Shallow irrigation can rapidly increase surface soil moisture but often exacerbates evaporative losses, whereas deep irrigation is conducive to the formation of a relatively stable deep soil water reservoir but may reduce water availability to the most active root zones [
7,
8]. Previous studies have demonstrated that irrigation depth can substantially alter soil moisture stratification, root growth characteristics, and crop performance in orchard systems [
9,
10]. However, the regulatory effects of deep irrigation are highly contingent upon soil hydraulic properties, root system architecture, and atmospheric evaporative demand. In red-soil hilly regions characterized by rapid drainage and intense evaporation, the underlying mechanisms by which irrigation depth modulates soil–plant water relations remain insufficiently and systematically understood.
Root system plasticity plays a central role in plant adaptation to heterogeneous soil water environments. Numerous studies have shown that root length density, root surface area, and biomass allocation can dynamically adjust in response to soil moisture conditions and irrigation practices, thereby regulating water uptake efficiency [
11,
12]. In citrus orchard ecosystems, roots are typically concentrated in the shallow soil layers, yet their actual contribution to water absorption can vary substantially under different irrigation regimes and seasonal stages [
13,
14]. Reliance solely on the spatial distribution of roots is insufficient to accurately reflect the true sources of plant water, especially when significant gradients in soil moisture and isotopic composition exist along the soil profile.
Stable hydrogen and oxygen isotopes (δ
2H and δ
18O) provide a powerful tool for elucidating plant water sources and root water uptake strategies. The dual-isotope approach enables discrimination among precipitation, soil water at different depths, and xylem water, thereby directly revealing plant water use pathways [
15,
16,
17]. In irrigated orchard systems, isotope-based studies have shown that different irrigation regimes can substantially influence soil water evaporation intensity, isotopic fractionation patterns, and root water uptake depth [
18,
19]. However, most existing research has focused on irrigation amount or frequency, with limited attention to the role of irrigation depth in regulating soil water isotopic characteristics and root water uptake dynamics, particularly in subtropical red-soil regions, where significant knowledge gaps remain.
In recent years, the development of Bayesian mixing models such as MixSIAR has provided a more robust approach for quantitatively disentangling plant water sources, allowing uncertainties to be explicitly accounted for on the basis of isotopic analysis [
20,
21,
22]. Integrating stable isotope tracing with observations of soil moisture and root traits facilitates a systematic understanding of how irrigation depth regulates the soil–root–water continuum and influences seasonal shifts in root water uptake strategies [
23,
24,
25]. Nevertheless, studies simultaneously combining soil moisture dynamics, root architectural responses, isotopic fractionation processes, and quantitative assessments of water sources remain limited in perennial orchard ecosystems.
Based on the above background, this study focused on a citrus orchard in the red-soil hilly region of southern China to systematically investigate the integrated effects of different irrigation depths on soil moisture distribution, root system traits, and root water uptake sources. The specific objectives were: (1) to quantify the temporal dynamics and vertical distribution patterns of soil water content under shallow, intermediate, and deep irrigation regimes; (2) to assess the effects of irrigation depth on citrus root architecture and its vertical distribution; (3) to reveal soil water evaporative fractionation patterns and their responses to irrigation depth based on δ2H–δ18O dual-isotope analysis; and (4) to quantitatively determine the seasonal contributions of different soil layers to citrus root water uptake using the MixSIAR model. By integrating hydrological, root, and isotopic evidence, this study aims to provide a theoretical basis and practical guidance for optimizing water-efficient irrigation depth in citrus orchards of red-soil hilly regions.
2. Materials and Methods
2.1. Study Area
The field experiment was conducted in 2024 in a standardized Nanfeng tangerine orchard located in Chating Village, Baishe Town, Nanfeng County, Jiangxi Province, China (27°05′N, 116°27′E). The region has a subtropical monsoon climate, with a mean annual temperature of 18.5 °C, an average annual precipitation of approximately 1845.5 mm, and a frost-free period of about 285 days. Rainfall is highly seasonal, with frequent summer drought events despite high annual precipitation totals.
The orchard consisted of 15-year-old citrus trees planted at a spacing of 4 m × 3 m, with uniform canopy structure and standard local management practices. The soil is classified as a typical red soil, characterized by strong weathering, acidic conditions, and limited water-holding capacity. Key soil physicochemical and hydraulic properties at different depths are summarized in
Table 1.
2.2. Experimental Design
A single-factor field experiment was established to examine the effects of irrigation depth on soil water dynamics and citrus root water uptake. All treatments received the same total irrigation amount, equivalent to 75% of full irrigation, where full irrigation maintains the soil moisture upper limit at 100% of field capacity, while irrigation depth varied among treatments. Three irrigation depths were applied: shallow irrigation (D1, 25 cm), intermediate irrigation (D2, 50 cm), and deep irrigation (D3, 100 cm). Each treatment was replicated in separate plots within the orchard (
Figure 1). In this study, three trees located in the center of each plot were selected for each treatment as three biological replicates. Considering the terraced planting pattern of the experimental site (terrace width of 4 m) and the tree spacing of 6 m × 6 m, the area of each individual plot was calculated to be 144 m
2. All treatments were arranged using a completely randomized design.
To exclude the influence of natural precipitation during the experimental period, all plots were covered with rain proof. In this study, a 12-mil-thick polyethylene anti-aging rain-shelter film was used. The film had a light transmittance of ≥85% and was coated with an anti-fogging layer to minimize alterations in the light environment under the shelter, thereby reducing potential impacts on citrus photosynthesis. Irrigation water was delivered through subsurface emitters installed at the designated depths, ensuring precise control of water input location while maintaining consistent irrigation volume across treatments. The irrigation frequency was once every half month (15 days). Prior to each irrigation event, soil samples were collected from different soil layers in each plot (consistent with the monitored soil depths in the experiment) using a soil auger. Gravimetric soil water content was determined by the oven-drying method. An upper irrigation threshold of 75% of field capacity was applied, and the irrigation amount was calculated as the difference between the current soil water content and this threshold. A pressure-compensated drip irrigation system was used, with emitters delivering a flow rate of 8 L h−1. Each plot was equipped with a water meter with an accuracy of 0.001 m3 for real-time measurement to ensure precise irrigation application. The duration of each irrigation event was dynamically adjusted according to the required replenishment volume, emitter flow rate, and the number of trees per plot. The actual irrigation amount for each treatment was determined based on water meter readings and subsequently converted to irrigation water applied per tree (L tree−1).
2.3. Sample Collection and Analysis
2.3.1. Soil Water Content
Soil samples were collected on representative sunny days in July, August, September, and November 2024, at monthly intervals. Using a soil auger, samples were taken at 20 cm intervals along the 0–200 cm soil profile. The samples were immediately placed in pre-labeled aluminum boxes and sealed. The sealed samples were oven-dried at 105 °C for 10 h until a constant weight was reached to determine gravimetric soil water content, which was then multiplied by soil bulk density to calculate volumetric soil water content (θ). For isotopic analysis, soil samples were placed in 100 mL wide-mouth plastic bottles and sealed with parafilm. The isotopic samples were stored at –20 °C to prevent degradation and ensure the accuracy of isotopic information. Volumetric soil water content was calculated using the following equation:
In the equation, θ represents volumetric soil water content (m3 m−3); θₘ is the gravimetric soil water content; and ρ is the soil bulk density (g cm−3).
2.3.2. Stable Isotope Sampling and Measurement
Soil samples for isotopic analysis were collected simultaneously with soil moisture sampling and immediately sealed in airtight containers to prevent evaporation. Samples were stored at −20 °C prior to water extraction. Soil water was extracted using a low-temperature cryogenic vacuum extraction (CVE) system. Extraction efficiency was calculated as:
where α is the extraction efficiency (%);
and
are the weights of the collection tube after and before extraction (g), respectively; and
and
are the weights of the sample tube before extraction and after oven-drying (g), respectively. Extraction efficiency was maintained between 98–102% to ensure the validity of isotopic information [
26].
Stable isotope compositions of soil water (δ2H and δ18O) were measured using a liquid water isotope analyzer (LWIA-45EP, Los Gatos Research, Mountain View, CA, USA). Citrus xylem water was extracted from one-year-old shoots collected at midday, with phloem carefully removed prior to extraction. To minimize potential spectral interference from organic compounds, xylem water isotope analysis was conducted using an isotope ratio mass spectrometer (IRMS, Iso-prime Limited/Elementar UK Ltd., Cheadle Hulme, Greater Manchester, UK). A correction of 8.1‰ was applied to δ2H values to account for systematic depletion associated with cryogenic extraction.
All isotope ratios are reported relative to Vienna Standard Mean Ocean Water (VSMOW) as:
where δ is the isotopic composition (‰),
is the isotope ratio of the sample (‰), and
is the isotope ratio of the reference standard VSMOW (‰).
Citrus plant samples were collected at noon from one-year-old shoots, with phloem carefully removed to retain only xylem, sealed, and refrigerated prior to vacuum extraction. To account for potential δ
2H depletion during extraction, an 8.1‰ correction was applied [
27]. Atmospheric precipitation samples were obtained using an evaporation-minimizing rainfall collector, with single-event samples refrigerated to prevent evaporative fractionation.
2.3.3. Root Sampling and Analysis
Root samples were collected in October during the fruit maturity stage. Root samples were collected using a soil auger, with a sampling volume of 954.23 cm3 for each soil layer. After sampling, root materials were carefully washed to remove adhering soil and impurities, oven-dried to a constant weight, and weighed to determine dry mass. The reported fine root dry weight (RDW) was standardized to the sampled soil volume, ensuring comparability of data among treatments and across different soil layers. Sampling was conducted at a horizontal distance of 1 m from the tree trunk and extended vertically to a depth of 200 cm at 20 cm intervals. Roots were carefully washed, and non-citrus roots were removed manually. Cleaned roots were stored at −20 °C prior to analysis.
Root samples were scanned at 300 dpi using an Epson V700 scanner (Seiko Epson Corporation, Suwa, Nagano, Japan). Root length density (RLD) and root surface area (RSA) were quantified using image analysis software. Subsequently, roots were oven-dried at 70 °C for at least 72 h to constant weight for determination of root dry weight (RDW).
2.4. Statistical Analysis and Isotope Mixing Modelling
All experimental data were processed using Microsoft Excel 2021. Statistical analyses were conducted using SPSS 27.0. One-way analysis of variance (ANOVA) was applied to evaluate differences among irrigation treatments, and Duncan’s multiple range test was used for post hoc comparisons at a significance level of p < 0.05. Figures were produced using Origin 2021.
The Bayesian mixing model MixSIAR was applied to quantify the proportional contributions of soil water from different depth intervals to citrus root water uptake. The model was implemented in R (version 4.2.2) using uninformative (uniform) priors. Both residual and process error structures were enabled to account for isotopic variability and source heterogeneity. Markov chain Monte Carlo (MCMC) simulations were run with three chains, each with 100,000 iterations, a burn-in period of 50,000 iterations, and a thinning interval of 50. Model convergence was evaluated using Gelman–Rubin diagnostics (values < 1.05) and visual inspection of trace plots, with the results showing that the Gelman–Rubin diagnostic values of all parameters were less than 1.05 and the trace plots exhibited stable trends without significant fluctuations, thus confirming a good model convergence performance. Results are reported as posterior means with 95% credible intervals.
Based on soil water isotopic dynamics and hydrological processes, soil water sources were classified into three depth intervals: shallow (0–40 cm), intermediate (40–120 cm), and deep (120–200 cm). The 0–40 cm layer was the primary root and water uptake zone, showing peak root traits and the highest contribution across treatments, with soil moisture strongly influenced by evaporation and irrigation. The 40–120 cm layer functioned as a relatively stable active root zone and represented the key responsive layer to irrigation-depth regulation, whereas the 120–200 cm layer mainly served as a deep supplementary water source during drought periods. This classification ensured isotopic separability among sources and reflected functional differences in root water accessibility.
Following the widely accepted assumption that no isotopic fractionation occurs during root water uptake and xylem transport, citrus xylem water isotopic composition was assumed to directly reflect source water signatures.
3. Results
3.1. Temporal Dynamics of Soil Water Content (SWC) Across Different Soil Layers
Soil volumetric water content (SWC) exhibited pronounced temporal and vertical variability under different irrigation depth treatments (
Figure 2). Across all sampling months and treatments, SWC generally increased with soil depth, with the lowest values consistently observed in the 0–40 cm layer, indicating a strong susceptibility of surface soil to drying.
Across the growing season, soil water content (SWC) exhibited distinct treatment- and depth-dependent patterns. In July, SWC in the 40–120 cm hydraulically active zone was highest under deep irrigation (D3, 30.24%), significantly exceeding that under shallow irrigation (D1, 25.07%; p < 0.05) and comparable to moderate irrigation (D2, 27.28%), while no significant differences were observed among treatments in the 0–40 cm or 120–200 cm layers. In August, moderate irrigation (D2) resulted in the highest SWC in this layer (28.04%), which was slightly but significantly greater than D1 (27.69%; p < 0.05), whereas D3 (27.10%) did not differ significantly from either treatment. This pattern persisted in September, with D2 maintaining the highest SWC (27.94%), representing an increase of more than 50% relative to D1 (p < 0.05) and remaining comparable to D3 (26.66%). By November, SWC in the 0–40 cm layer was lowest under D3 (6.72%), significantly lower than under D1 (9.78%) and D2 (8.87%), whereas no significant treatment effects were detected in deeper soil layers.
Although the rain-shelter film used in this study was designed with high light transmittance and enhanced ventilation to minimize microclimatic interference, it may still have slightly reduced surface soil evaporation compared with open-field conditions, potentially resulting in lower soil water content in the 0–40 cm layer. However, all treatments were subjected to the same sheltered conditions, and the effects of reduced evaporation were therefore consistent across treatments. Consequently, such evaporation differences did not alter the irrigation-depth–driven vertical distribution of soil moisture, and the water regulation effects within the active root zone (40–120 cm) remain robust and reliable.
3.2. Response Traits and Vertical Distribution Patterns of Citrus Roots
Root length density (RLD), root surface area (RSA), and root dry weight (RDW) exhibited similar vertical distribution patterns across irrigation treatments, with all three indices peaking in the 0–40 cm layer and declining sharply with increasing soil depth (
Figure 3).
In the 0–40 cm layer, RLD under deep irrigation (D3, 0.29 cm cm−3) was significantly higher than that under shallow irrigation (D1, 0.17 cm cm−3; p < 0.05), while no significant difference was observed between D3 and D2 (0.18 cm cm−3). Across deeper soil layers, RLD did not differ significantly among treatments.
Root surface area consistently reached the highest values under intermediate irrigation (D2) across all soil depths. In the 0–40 cm layer, RSA under D2 (190.33 cm2) was nearly threefold higher than that under D1 (50.27 cm2; p < 0.05) and substantially higher than that under D3. Similar patterns were observed in the 40–120 cm and 120–200 cm layers, where RSA under D2 exceeded that under the other treatments.
Root dry weight followed trends comparable to those of RSA. In the 0–40 cm layer, RDW under D2 (9.00 g) was nearly 29-fold higher than that under D1 (0.32 g) and markedly higher than that under D3 (1.44 g; p < 0.05). In deeper layers, RDW under D2 remained the highest among treatments, although absolute values decreased substantially with depth.
3.3. Isotopic Relationships Among Precipitation, Soil Water, and Xylem Water
Comparative analysis of stable isotopes (δ
2H–δ
18O) revealed that the isotopic compositions of both soil water and xylem water deviated markedly from the local meteoric water line (LMWL: δ
2H = 7.19 δ
18O + 5.87; n = 26, R
2 = 0.94,
p < 0.01). This pattern indicates pronounced evaporative enrichment of soil water in citrus orchards located in red-soil hilly regions. The majority of soil water samples from all three treatments were distributed below the LMWL, suggesting that although precipitation represents the primary source of soil water, infiltrating rainfall underwent substantial evaporative fractionation throughout the growing season (
Figure 4).
Marked differences were observed among treatments in the soil water evaporation lines (SWL), indicating that irrigation depth exerted a strong control on the intensity of soil water evaporation. Among the three irrigation treatments, D1 exhibited the lowest SWL slope (δ2H = 4.74 δ18O − 29.15; n = 30, R2 = 0.76, p < 0.01), reflecting the strongest evaporative fractionation and the most severe soil drying conditions. In contrast, D2 showed the steepest SWL (δ2H = 6.13 δ18O − 9.74; n = 30, R2 = 0.70, p < 0.01), suggesting that precipitation was directly replenished to the mid-soil layer (25–50 cm), thereby effectively alleviating evaporative fractionation in the surface soil. The SWL slope for D3 was intermediate (δ2H = 5.45 δ18O − 10.89; n = 30, R2 = 0.66, p < 0.01), indicating minimal evaporation of deep soil water per se, but moderate evaporative enrichment in shallow layers induced by upward capillary transport from deeper soil horizons. The rain-shelter film may have slightly altered the radiation and humidity conditions within the shelter, thereby exerting a minor influence on isotopic fractionation of surface soil water. However, soil layers below 40 cm were much less affected by evaporative processes. Moreover, the observed differences in isotopic fractionation among treatments (strongest in D1 and weakest in D2) were primarily governed by irrigation depth. Because all treatments were exposed to the same shelter conditions, the uniform disturbance introduced by the rain-shelter did not obscure the core treatment effects. Consequently, the water-source characteristics inferred from the isotopic analysis are considered reliable.
3.4. Seasonal Variation in Citrus Root Water Uptake Depth
The isotopic overlap between soil water and xylem water revealed a dynamic, month-to-month shift in the depth of citrus root water uptake (
Figure 5). Under the shallow irrigation treatment (D1), root water uptake was primarily concentrated in the 40–90 cm soil layer in August. By September, the dominant uptake zone shifted upward to the 20–60 cm layer, and further shallowed to 20–40 cm by November. This progressive upward shift indicates a markedly increasing reliance of citrus trees on shallow soil water under D1. Under the intermediate irrigation treatment (D2), the depth of root water uptake exhibited pronounced seasonal variability. In August, water uptake was mainly derived from the 50–90 cm soil layer; by September, the dominant uptake zone migrated upward to 30–60 cm. In November, however, the uptake depth deepened substantially and expanded to encompass the 20–120 cm soil profile, indicating a transition from a relatively concentrated uptake zone to a vertically expanded water-uptake strategy. Similarly, under the deep irrigation treatment (D3), citrus root water uptake showed clear seasonal dynamics. In August, uptake was predominantly concentrated in the 40–100 cm soil layer. By September, the main uptake zone shifted upward to the 20–40 cm layer, and in November, root water uptake remained dominated by shallow soil water, primarily within the 20–50 cm layer.
3.5. Quantitative Analysis of the Contribution of Different Soil Layers to Citrus Root Water Uptake
Based on the MixSIAR model outputs, citrus water-source utilization patterns differed markedly among irrigation depth treatments (D1–D3) (
Figure 6). Under the shallow irrigation treatment (D1), citrus water uptake exhibited a pronounced reliance on shallow soil water, with its contribution increasing steadily from 48.00% in August to 93.00% in November, while the contribution of deep soil water declined significantly over the same period, from 27.60% to 3.70%.
In contrast, the intermediate irrigation treatment (D2) showed a more balanced and seasonally differentiated partitioning of water sources across soil layers. In August, shallow and mid-layer soil water contributed 30.00% and 66.40%, respectively; by September and November, the contributions of these two layers fluctuated synchronously and declined overall. Meanwhile, the contribution of deep soil water increased progressively from 3.60% to 30.70%, indicating that intermediate-depth irrigation enhanced the role of deep soil water in supporting citrus water uptake.
Under the deep irrigation treatment (D3), despite irrigation water being directly supplied to deeper soil layers, citrus water uptake was still dominated by shallow and mid-layer soil water. Their contributions ranged from 42.70% to 89.10% and from 47.70% to 8.40% between August and November, respectively, whereas the contribution of deep soil water remained consistently low (2.50–9.60%). This pattern suggests that deep irrigation did not substantially alter the preferential uptake of shallow to mid-layer soil water by citrus trees.
5. Conclusions
This study systematically elucidated how irrigation depth regulates soil water distribution, root system traits, and root water uptake strategies in citrus orchards developed on subtropical red-soil hilly landscapes. Irrigation depth exerted a pronounced control on the spatiotemporal heterogeneity of soil water across the profile, with the 40–120 cm layer identified as the most sensitive and hydraulically active zone responding to irrigation inputs.
Compared with shallow and deep irrigation, intermediate irrigation at 50 cm consistently maintained higher and more stable soil water availability within the active root zone while substantially reducing surface-layer evaporative fractionation. Shallow irrigation enhanced short-term surface wetting but intensified non-productive evaporation and progressively constrained water uptake to shallow soil layers. In contrast, deep irrigation increased mid-to-deep soil water storage but contributed only marginally to direct root water uptake, indicating an indirect regulatory role rather than effective utilization by citrus roots.
Integration of stable isotope analysis and MixSIAR modelling revealed pronounced plasticity in citrus root water uptake strategies in response to irrigation depth. Intermediate irrigation promoted coordinated and seasonally adaptive water uptake from shallow, middle, and deep soil layers, whereas shallow irrigation led to an increasing reliance of roots on surface soil water, and increasing irrigation depth did not necessarily enhance water-use efficiency.
Overall, these findings demonstrate that irrigation depth exerts a stronger control over root water uptake patterns than irrigation amount by stabilizing water availability within the hydraulically active root zone and mitigating non-productive evaporative losses. For citrus orchards in red-soil hilly regions, optimizing subsurface irrigation depth—rather than increasing irrigation volume—represents an effective strategy to enhance water-use efficiency and improve the resilience of orchard water management under increasing climatic variability.