1. Introduction
Blackberry (
Rubus spp.) is a perennial shrub and an economically significant small fruit crop [
1]. Although blackberry fruits are valued for their bioactive compounds, such as anthocyanins and polyphenols with antioxidant properties [
2,
3], their commercial appeal—particularly for the fresh market—is often limited by high organic acid levels, which result in excessive sourness, and a restricted aromatic profile in many cultivars [
4,
5].
This sensory limitation, combined with growing consumer demand for superior flavor, underscores the urgent need for breeding strategies that simultaneously enhance fruit quality and stress tolerance. Among environmental stresses, drought is a major constraint; most cultivated blackberries require high soil moisture (>85%), and growth is severely inhibited when soil moisture drops to 40–50%. Previous research on drought tolerance has focused on a limited number of cultivars, including ‘Hull Thornless’, ‘Ningzhi 1’, and ‘Kiowa’ [
6,
7,
8,
9], and has primarily characterized physiological responses such as osmotic adjustment. Consequently, the genetic architecture underlying drought tolerance in blackberry remains poorly understood.
This knowledge gap is exacerbated by the narrow genetic base of homoploid cultivars, a result of their recent and closely related origins, which significantly hinders breeding progress [
10,
11]. Interspecific hybridization with wide relatives offers a strategic approach to overcoming this genetic bottleneck, enabling the introgression of valuable resistance and flavor genes from wild germplasm into elite cultivars [
12]. For instance, wild Mexican blackberry (
R. trivialis) has been successfully used in breeding commercial cultivars such as ‘Ouachita’ and ‘Navaho’, which combine strong adaptability—including drought and heat tolerance—with desirable horticultural traits [
13].
Among wild
Rubus species,
Rubus chingii stands out as a particularly valuable donor. Its mature fruits are valued not only for their delicate texture and nutritional richness but also for their considerable medicinal properties [
14]. Compared to cultivated blackberries,
Rubus chingii fruits exhibit higher titratable acidity and a more layered, complex flavor profile [
15]. The species also exhibits strong drought tolerance, thriving in soils with 40–60% water content [
16]. Previous studies have highlighted interspecific hybridization with such wild germplasm as a promising strategy for berry improvement [
17]. Thus, introgressing the drought tolerance and flavor traits of
Rubus chingii into cultivated blackberry holds significant practical value for climate-adaptive breeding [
18].
Despite the recognized potential of wild Rubus germplasm, systematic evaluations of interspecific F1 hybrid populations—particularly those integrating comprehensive assessments of both agronomic performance and drought tolerance—remain scarce. In this study, we utilized an F1 population derived from a cross between the cultivated blackberry ‘Prime-Ark® Freedom’ and the wild species Rubus chingii to: (1) analyze genetic variation and heritability of key agronomic and physiological traits; (2) examine correlations among fruit quality and drought tolerance traits to understand potential trade-offs; and (3) identify superior hybrids with balanced performance using principal component analysis.
3. Discussion
The parental lines selected for this study—cultivated blackberry ‘Prime-Ark® Freedom’ and its wild relative Rubus chingii—exhibited pronounced divergence in both agronomic performance and drought tolerance, making them ideal candidates for investigating trait inheritance. Their F1 progeny displayed wide phenotypic segregation, with extreme phenotypes spanning multiple traits, thereby providing a rich resource for elite genotype selection and cultivar development. Systematic evaluation of growth, fruit quality, and drought-response traits has yielded a phenotypic and genetic foundation to guide targeted blackberry breeding.
Vegetative traits in the F
1 population—leaf width, length, and shape index—fell predominantly under genetic control. Notably, most plants exhibited leaf morphology resembling the maternal parent rather than the palmate compound leaves characteristic of the paternal line, pointing to additive genetic effects with possible modulation by maternal cytoplasmic inheritance [
19]. Leaf SPAD value and inflorescence number per branch, by contrast, registered low heritability, implicating environmental factors—light, water, and nutrient availability—as primary drivers of phenotypic variation in these traits (
Table 1) [
20]. Multi-environment trials, potentially coupled with genomic selection, thus emerge as logical next steps for improving selection efficiency [
21].
Fruit appearance and commercial value hinge critically on fruit thickness, fruit diameter, and single fruit weight [
22]. Here, all three traits displayed quantitative inheritance under polygenic control, yet their progeny means fell significantly below the mid-parent values, with no individuals surpassing the higher parent—a clear genetic tendency toward reduced fruit size (
Table 2). The smaller fruit size of the paternal parent, combined with relatively limited additive gene interactions, likely accounts for this trend, consistent with observations in pear and Chinese cherry breeding [
23].
Nutritional and flavor-related compounds presented a more complex genetic landscape. Total phenolic and anthocyanin contents exhibited high heritability, with substantial proportions of progeny exceeding the higher-parent value—evidence that favorable alleles for these traits operate additively, offering clear potential for cumulative genetic gain through phenotypic selection. Flavonoid and soluble sugar contents, however, displayed a maternal inheritance bias. Soluble sugar, in particular, showed low heritability and no transgressive segregation, suggesting possible involvement of dominant gene action. Breeding strategies targeting these compounds might therefore prioritize high-value parents as maternal donors or incorporate backcrossing schemes [
24].
The solid–acid ratio (SSC/TA) further illustrated the genetic complexity underlying fruit quality. Its population mean fell below the mid-parent value, with a distinct phenotypic skew toward lower-ratio individuals (
Table 3). This pattern aligns with the well-documented genetic antagonism and close linkage between QTLs governing sugar and acid accumulation in fruit crops—a dynamic often ascribed to competition for shared carbon precursors and coordinated biosynthetic regulation [
25,
26].
Drought tolerance in hybrid progeny emerges as a complex trait orchestrated by multiple physiological mechanisms [
27]. Central to this resilience is photosynthetic stability, which underpins sustained carbon assimilation under water-limited conditions [
28]. Among photosynthetic pigments, chlorophyll a and total chlorophyll exhibited high heritability and typical additive inheritance—characteristics conducive to effective phenotypic selection. Chlorophyll b, by contrast, displayed heterosis and transgressive segregation, suggesting that dominant allelic effects may shape the regulatory genes governing chlorophyll interconversion [
29].
Within the antioxidant system, catalase (CAT) activity—critical for H
2O
2 scavenging and ROS homeostasis—stood out for its high heritability and pronounced heterosis in the F
1 generation, demonstrating that hybridization can effectively bolster this key enzymatic defense [
30]. Peroxidase (POD) activity followed a different trajectory, adhering to a low-parent inheritance pattern with no progeny exceeding the higher parent. Despite its high heritability, the low genetic transmission ability (Ta) of POD points to predominantly non-additive genetic control, likely arising from epistatic interactions between parental alleles. Reduced glutathione (GSH) content presented yet another pattern: skewed toward the lower parent yet retaining high heritability and substantial Ta, with several transgressive individuals observed—evidence of a genetic architecture that integrates both additive and non-additive effects (
Table 6).
Correlation analysis of fruit quality traits uncovered distinct patterns of association. Titratable acidity (TA) exhibited a strong negative correlation with SSC/TA, capturing the core metabolic trade-off between sugar accumulation and acid degradation during fruit maturation—a dynamic that ultimately governs flavor balance [
31]. Flavonoid content correlated negatively with soluble sugar levels, hinting at a potential resource allocation conflict between primary and secondary metabolic pathways [
32,
33]. Fruit size and shape traits, meanwhile, formed a positively intercorrelated network, indicating that a coordinated genetic program directs overall fruit development (
Figure 5) [
34].
Among drought tolerance traits, photosynthetic pigment components displayed strong positive intercorrelations, reflecting a synergistic response to stress [
35]. The correlations among antioxidant parameters, in turn, delineate an integrated ROS-scavenging system that helps preserve cellular integrity and leaf water status [
36]. Adding another layer of complexity, the significant negative correlation between proline and chlorophyll a contents supports a metabolic trade-off wherein resources—such as nitrogen—may be redirected from photosynthesis to osmotic adjustment under drought conditions (
Figure 7) [
37].
Proline accumulation under drought stress presents a well-documented interpretational challenge: it can signal either adaptive osmotic adjustment or stress-induced damage [
38]. Principal component analysis offered a data-driven resolution. In PC3, proline loaded positively with RWC and POD (
Table 7), delineating a coordinated physiological pattern wherein genotypes with higher PC3 scores simultaneously maintain water status and antioxidant defense—a combination characteristic of adaptive function rather than stress injury [
39]. The seven elite genotypes naturally exemplified this adaptive pattern, all maintaining RWC near or above the population mean (54.91%) while keeping proline levels (103–282 μg·g
−1) below the population mean (322 μg·g
−1). H25, for instance, combined moderate proline (254.13 μg·g
−1) with high RWC (60.61%) and elevated POD activity (147.22 U·g
−1 FW). Such variation confirms that selection favored coordinated trait combinations over a simplistic proline threshold—a finding consistent with the current understanding that proline homeostasis and its interplay with cellular redox balance are more critical for stress tolerance than proline accumulation alone [
40,
41].
Principal component analysis (PCA) was employed in this study to construct integrated evaluation systems for fruit quality and drought tolerance, weighting traits objectively based on their inherent variance structure [
42]. This framework enabled the identification of seven elite individuals—H3, H4, H8, H10, H11, H14, and H25—through a dual-trait selection strategy that simultaneously demanded high drought tolerance and superior fruit quality. These findings underscore the potential of interspecific recombination to overcome trait trade-offs and pyramid favorable alleles (
Figure 8) [
43], while simultaneously validating PCA as a powerful tool for screening superior genotypes.
Several methodological considerations warrant acknowledgment. The heritability estimates presented here derive from a single environment, with environmental variance calculated from parental replicates following standard quantitative genetics procedures. Should the genetically diverse F
1 progeny prove more environmentally sensitive than their parents, this approach may underestimate true environmental variance, consequently overstating heritability. Hence, the heritability values reported should be interpreted as upper-limit estimates specific to the conditions of this trial [
44].
Looking beyond the current study, the absence of multi-year validation leaves the stability of these elite genotypes across varying growing seasons an open question. Their fertility and cross-compatibility, likewise, demand further investigation before they can be fully deployed in subsequent breeding programs.
4. Materials and Methods
4.1. Plant Materials
An interspecific hybrid population was generated in 2021 by crossing the cultivated blackberry ‘Prime-Ark® Freedom’ (female parent) with the wild species Rubus chingii (male parent). The resulting seeds were sown the following year, producing an F1 population of 108 seedlings. In 2023, these seedlings were transplanted to field conditions at the experimental station of the Institute of Botany, Jiangsu Province and Chinese Academy of Sciences (Nanjing, China), where they were cultivated for subsequent evaluation.
4.2. Analysis of Floral Morphological Traits of Rubus spp. × Rubus chingii Hybrids
Floral morphological traits were assessed during peak bloom (April–May 2025) across all 108 flowering individuals. Traits recorded included petal color, petal shape, petal diameter, and number of flowers per inflorescence. petal diameter was measured on fully opened flowers using a digital caliper (MNT-150, DEGUQMNT, Hanover, Germany; precision 0.01 mm). For each plant, observations were conducted on ten flowering branches, with three biological replicates per measurement.
4.3. Analysis of Leaf Morphological Traits of Rubus spp. × Rubus chingii Hybrids
Leaf trait measurements were performed during the vigorous growth stage. From each plant, the terminal leaflet of leaves positioned at the 3rd to 5th node on the primary stem was sampled. Leaf length (from base to tip) and maximum leaf width were recorded using a ruler, and the leaf shape index calculated as the length-to-width ratio. Leaf chlorophyll content was estimated with a SPAD-502 chlorophyll meter (Konica Minolta, Tokyo, Japan). All measurements were based on ten leaves per plant, with three biological replicates per trait.
4.4. Analysis of Fruit Appearance and Nutritional Quality Traits of Rubus spp. × Rubus chingii Hybrids
Fruit traits were evaluated at commercial maturity across 90 individuals, each selected for bearing at least five fruit-bearing branches. The experimental design followed a completely randomized arrangement within the field plot. For each genotype, all available uniformly developed, fully ripe fruits were collected from a minimum of five branches per plant. These collected fruits were subsequently divided randomly into three biological replicates, with each replicate containing approximately equal numbers of fruits—at least five per replicate whenever fruit availability permitted.
For morphological assessment, fruit diameter (FD) and fruit thickness (FT) were measured in millimeters using a digital caliper; the fruit shape index (FSI) was subsequently calculated as FD/FT. Single-fruit weight (SFW) was determined in grams using an electronic analytical balance (Jiangke Co., Shanghai, China; sensitivity 0.01 g), while fruit firmness (FF) was recorded in N with a GY-4 digital fruit firmness tester (TOP Instrument Co., Hangzhou, China). All morphological measurements were conducted on every fruit within each biological replicate, and replicate means were calculated for subsequent analyses.
Following morphological evaluation, fruits from each biological replicate were separately pooled, homogenized, and processed for biochemical assays. Soluble solids content (%) was measured from each replicate using a PAL-1 handheld refractometer (Atago, Guangzhou, China), with three technical replicates performed per biological replicate. For all remaining biochemical determinations, subsamples of homogenized tissue were taken—typically 10–50 g per replicate, depending on available fruit mass—and analyzed in triplicate.
Titratable acidity (%) was determined by acid–base potentiometric titration using a ZD-2 automatic titrator (Jinmai Instrument Co., Hangzhou, China), with 0.1 M NaOH titrated to pH 8.1 [
45]. Total phenolic content (mg·g
−1) was quantified via the Folin–Ciocalteu method, employing gallic acid as a standard and measuring absorbance at 765 nm [
46]. Anthocyanin content (mg·g
−1) was assessed using the pH differential method with buffers at pH 1.0 and 4.5, measuring absorbance at both 520 nm and 700 nm [
47]. Vitamin C content (μg·g
−1) was determined through Fe
3+ reduction colorimetry at 536 nm, with ascorbic acid serving as the standard [
48]. Soluble sugar content (μg·g
−1) was measured using the anthrone-sulfuric acid method, with glucose as the standard and absorbance recorded at 620 nm [
49]. Flavonoid content (mg·g
−1) was evaluated by the aluminum nitrate colorimetric method, using rutin as the standard and measuring absorbance at 502 nm [
50].
4.5. Evaluation of Drought Tolerance Traits of Rubus spp. × Rubus chingii Hybrids
A controlled drought stress treatment was imposed in the field during the vigorous shoot growth phase following fruit harvest in July 2025. Plants were arranged in a completely randomized design throughout the plot. Prior to treatment initiation, all 108 F
1 individuals and both parental lines received initial irrigation to standardize soil moisture [
51].
To establish uniform starting conditions—a fundamental requirement for reliable field drought screening [
8]—all plants were irrigated to field capacity prior to stress initiation. This was achieved through a two-stage irrigation protocol. First, an evening application (after 18:00) continued until the root zone (approximately 30 cm × 30 cm) became visibly saturated, with standing water persisting for 30 min. A second irrigation followed the next morning (6:00–7:00) to compensate for overnight percolation, ensuring that all plants entered the stress period with fully recharged soil moisture.
To minimize the impact of inherent variability among F
1 progeny, two complementary strategies were implemented. Standardized sampling was employed to reduce diurnal and positional variation: leaves were collected from the 4th to 5th fully expanded leaf from the shoot apex between 8:00 and 10:00 a.m., a time window selected specifically to capture stable water status measurements [
52]. Furthermore, parental lines were interspersed throughout the plot, serving as internal benchmarks for physiological comparisons under identical growing conditions.
Following the initial irrigation protocol, water was withheld for seven consecutive days under natural rain-free conditions, with daytime temperatures frequently reaching 38 °C. This treatment duration was selected based on preliminary observations indicating that blackberry plants typically exhibit visible stress symptoms after 5–7 days without irrigation—a window that allows sufficient stress induction while avoiding plant mortality [
9]. At the conclusion of the stress period, leaf samples were collected from the 3rd to 4th mature leaf from the shoot apex of each plant. For every genotype, three biological replicates were obtained, each sampled from a distinct branch. Samples were immediately placed in pre-chilled bags, maintained on ice, and transported to the laboratory for subsequent analysis [
7].
A suite of physiological parameters was measured following established protocols, with three biological replicates per plant. Peroxidase (POD) activity was determined via the guaiacol method, monitoring the oxidation of guaiacol at 470 nm; results were expressed as U·g
−1 FW [
53]. Catalase (CAT) activity was assayed using the ammonium molybdate method, measuring H
2O
2 decomposition at 405 nm and reported as nmol·mg
−1 prot [
54]. Malondialdehyde (MDA) content was quantified through the thiobarbituric acid (TBA) reaction, with absorbance recorded at 532 nm (nmol·mg
−1 prot) [
55]. Proline (Pro) content was estimated by the acidic ninhydrin method, measuring absorbance at 520 nm and expressing results as μg·g
−1 FW [
56]. Reduced glutathione (GSH) content was measured via the DTNB method, monitoring the reaction with 5,5′-dithiobis- (2-nitrobenzoic acid) at 420 nm; values were reported as mg GSH·g
−1 prot [
57]. Chlorophyll a, chlorophyll b, and total chlorophyll contents were determined spectrophotometrically by measuring absorbance at 663 and 645 nm, with results expressed as mg·g
−1 FW [
58]. Relative water content (RWC) (%) was determined gravimetrically. Briefly, leaf discs were weighed for fresh weight (
Wf), hydrated to full turgor for 12 h to obtain saturated weight (
Wt), and oven-dried at 85 °C to constant dry weight (
Wd). RWC was calculated as:
WC = (
Wf −
Wd)/(
Wt −
Wd) × 100% [
59].
4.6. Statistical Analysis
The data were managed in Microsoft Excel 2016, and the figures were generated via Origin 2022. Genetic parameters for major economic traits were calculated on the basis of established quantitative genetics methods. The following parameters were derived from parental and hybrid progeny data:
The Mean, Median parental value (MP), ratio of higher high parents (HH) between the two parents (BP), ratio of lower than low parents (LL), genetic transmitting ability (Ta), coefficient of variation (CV), environmental variance (Ve), and broad-sense heritability (H2) were calculated via a formula based on previously reported methods [
60,
61]. The relevant calculation formulas are as follows: (where P1 and P2 represent parental values; S denotes the standard deviation of hybrid progeny; F represents the mean value of hybrid progeny;
denotes the variance of parents; and
denotes the variance of hybrid progeny).
Parental mean (MP): .
Percentage of progeny exceeding the higher parent value (HH): HH = Number of super-high-parent plants/Total number of hybrid progeny × 100%.
Percentage of progeny with values between the two parents (BP): BP = (Total number of hybrid progeny—Number of super-high-parent plants—Number of below-low-parent plants)/Total number of hybrid progeny × 100%;
Percentage of progeny below the lower parent value (LL): LL = Number of plants below low-parity/Total number of hybrid progeny × 100%.
Coefficient of variation: .
Genetic transmission ability: .
Genetic transmission ability (Ta) reflects the capacity of parents to transmit their phenotypic traits to offspring [
62,
63], and has been widely used in fruit tree breeding to evaluate parental breeding value [
60]. Its underlying theoretical basis—parent–offspring regression—is well established in classical quantitative genetics [
64].
Environmental variance: .
Broad-sense heritability: .
Correlation analysis: To explore the intrinsic relationships between fruit quality and drought tolerance traits, Pearson correlation analysis was conducted on the 13 fruit traits and 9 drought tolerance traits. This analysis was performed in OriginPro 2024 to calculate the correlation coefficient (r) and corresponding p-value for each trait pair. Significance thresholds were defined as follows: p < 0.05 (significant, *), p < 0.01 (highly significant, **), and p < 0.001 (extremely significant, ***). A heatmap was generated from the correlation coefficient matrix to visually represent the results, with significance levels indicated by asterisks.
Principal component analysis: To account for differences in scale and units among traits, the raw data were standardized via the Z-score method, and each observation was transformed to a mean of 0 and a standard deviation of 1. The calculation was as follows:, where is the standardized value for sample i and trait j; is the original value; and and are the mean and standard deviation of all samples for trait j, respectively. The standardized matrix Z was used as input for PCA in OriginPro 2024. Principal components were extracted on the basis of eigenvalues (λ > 1). Sample scores for each principal component were calculated as , where is the loading of trait j on component k and p is the total number of traits. For fruit quality traits, the first four principal components (all eigenvalues > 1) were retained. For drought tolerance traits, the first three principal components (eigenvalues > 1) were retained, as the fourth component had an eigenvalue below 1.
The corresponding scores
to
were derived. A linear weighted model was constructed for comprehensive evaluation: the weight for each principal component was
, and the comprehensive score for each sample was
[
65,
66].
5. Conclusions
Systematic evaluation of the F1 progeny derived from cultivated blackberry ‘Prime-Ark® Freedom’ and wild Rubus chingii revealed continuous phenotypic variation across growth, fruit quality, and drought tolerance traits—clear evidence of quantitative polygenic inheritance and substantial genetic diversity within the population. Inheritance patterns varied markedly by trait. Anthocyanin and total phenolic contents exhibited strong additive effects coupled with high heritability, positioning them as promising targets for breeding nutritionally enhanced fruits. Catalase activity demonstrated pronounced heterosis, while proline content uniquely combined exceptionally high heritability with broad genetic variance; together, these traits emerge as reliable early physiological markers for drought tolerance.
An integrated quantitative framework, developed through principal component analysis (PCA), enabled simultaneous assessment of fruit quality and drought tolerance. Applying this dual-trait screening strategy identified seven elite genotypes—H3, H4, H8, H10, H11, H14, and H25—that uniquely combine robust drought tolerance with superior fruit quality. These selections constitute a core germplasm resource for breeding high-quality, drought-tolerant blackberry cultivars. Looking forward, multi-environment validation of these elite genotypes and in-depth genetic analysis—including QTL mapping and transcriptomic studies—will be essential to accelerate their development into commercially viable cultivars.