1. Introduction
Hylocereus undatus (commonly known as dragon fruit or pitaya), a member of the Cactaceae family, has emerged as a high-value fruit crop with considerable commercial relevance. Its increasing popularity is largely attributed to its favorable nutritional profile and the rapid expansion of its cultivation across tropical and subtropical regions [
1]. However, conventional vegetative propagation of this species presents significant limitations for large-scale production, including low multiplication rates and the risk of systemic pathogen transmission. In this context,
in vitro micropropagation represents a viable alternative to overcome these constraints, enabling the rapid and efficient production of genetically uniform and pathogen-free plantlets [
2,
3].
As a cornerstone of plant biotechnology, micropropagation allows for the clonal multiplication of elite genotypes under strictly controlled conditions and has been successfully applied to a wide range of horticultural species. Nevertheless, despite extensive research on
in vitro propagation protocols for
H. undatus, their effectiveness remains strongly influenced by the type and physiological origin of the explant, leading to considerable variability in growth performance and multiplication efficiency [
4,
5,
6]. While seed-derived cultures are valuable for germplasm conservation, their genetic heterogeneity limits their suitability for true-to-type clonal propagation [
6]. In contrast, the use of meristematic tissues—such as shoot apices and nodal segments—has consistently supported direct organogenesis, providing a reliable foundation for large-scale clonal micropropagation systems [
7,
8]. In Cactaceae, the areole, a specialized axillary meristematic structure, has been identified as a particularly responsive explant for shoot induction and multiplication in
Hylocereus, further reinforcing its suitability for
in vitro propagation strategies [
4,
9,
10,
11].
Micropropagation of pitaya generally involves a sequence of stages, including aseptic culture establishment from shoot apices or lateral nodes, shoot elongation, mass multiplication, and rooting. However, the process is considered moderately challenging due to the release of polysaccharides and the succulent nature of pitaya tissues, which favor fungal and bacterial contamination and may induce explant necrosis [
12,
13,
14,
15,
16]. Despite these challenges,
H. undatus can be regenerated
in vitro through both direct and indirect pathways, facilitating the safe exchange of germplasm between laboratories without quarantine or phytosanitary restrictions.
The success of any micropropagation system is critically dependent on the precise application of plant growth regulators (PGRs). Auxins and cytokinins play a central role in directing morphogenic responses, regulating processes ranging from explant establishment to shoot induction, proliferation, and elongation. Their synergistic and antagonistic interactions govern cell division and organogenic fate, with cytokinins primarily promoting shoot formation, while auxins influence rooting and broader morphogenetic patterning. In
H. undatus, exogenous cytokinin application has been strongly associated with enhanced shoot initiation and multiplication, whereas auxin supplementation can modulate growth patterns and
in vitro physiological traits [
17,
18,
19,
20].
Despite advances in the development of micropropagation protocols for
H. undatus, there remains a need for standardized methodologies that effectively integrate reliable aseptic establishment with optimized PGR formulations. A comprehensive understanding of how specific PGR treatments influence key developmental parameters—including explant disinfection efficiency, shoot induction frequency, proliferation rate, shoot elongation, and overall morphological quality—is essential for establishing reproducible, efficient, and scalable propagation systems [
3,
21].
Consequently, this study was designed to systematically evaluate the in vitro establishment of H. undatus explants. Specifically, the objectives were to assess the effectiveness of different disinfection treatments, including varying exposure times and disinfectant agents, and to examine the effects of PGRs on key stages of in vitro culture, namely shoot induction, proliferation dynamics, shoot elongation, and the resulting morphological characteristics of regenerated plantlets.
2. Materials and Methods
2.1. Plant Material
Stem segments approximately 50 cm in length were collected from mature pitahaya (H. undatus) plants cultivated under field conditions with a drip irrigation system in the municipality of Poncitlán (20.364157° N, 102.900837° W). The collected segments were rooted and grown in 4 kg black polyethylene bags. A 3:1 (v/v) mixture of potting soil and coconut fiber was used as the substrate. Plants were maintained under greenhouse conditions at the Centro Universitario de la Ciénega, University of Guadalajara, located in La Barca, Jalisco, Mexico (20.2763° N, 102.6038° W). Greenhouse-grown plants received weekly foliar applications of the commercial fungicide Captan® (Adama, Nezahualcoyotl, Mexico, RSCO-FUNG-0306-008-002-050) at a concentration of 2 g/L and were irrigated twice weekly with well water. This management regime was maintained until the emergence of new shoots suitable for in vitro establishment.
2.2. Explant Disinfection Protocol
Young shoots (20–30 cm in length) were collected from established greenhouse-grown plants. For explant disinfection, the shoots were cut into 7–10 cm segments and placed in plastic beakers. The explants were washed under running tap water with detergent soap and gently brushed to remove superficial contaminants from both the plant tissue and spines. Following this preliminary cleaning step, the explants were transferred to separate beakers for the application of the different disinfection treatments. These treatments varied in disinfectant type, concentration, and exposure time, as detailed in
Table 1.
The experiment was established under a completely randomized design (CRD) with six disinfection treatments. Each treatment consisted of seven culture vessels, each containing two explants, and the culture vessel was considered the experimental unit. The response variables evaluated were contamination (fungal or bacterial), phenolic oxidation, and survival. For each variable, the number of affected or surviving explants per vessel was recorded.
2.3. Establishment and Induction of In Vitro Cultures
For the
in vitro establishment and induction of dragon fruit explants, the basal Murashige and Skoog (MS) medium [
22] was used. The medium was supplemented with 1 mg/L BAP (6-Benzylaminopurine) (Sigma-Aldrich, Saint Louis, MO, USA #B3408), 30 g/L sucrose (Sigma-Aldrich, Saint Louis, MO, USA #S5390), and 7 g/L agar (Sigma-Aldrich, Saint Louis, MO, USA #A7921). The pH was adjusted to 5.7 before autoclaving at 121 °C and 15 psi for 20 min. A volume of 20 mL of the culture medium was dispensed into each glass vessel.
Disinfected shoots (7–10 cm in length) were aseptically prepared on a sterile glass plate. A V-shaped cut of approximately 2–3 cm was made to excise the bud (areole), thereby removing any tissue potentially damaged during the disinfection process. The resulting explants had a final length of approximately 2 cm in length. Two areoles were inoculated into each culture vessel. The vessels were sealed with plastipack to maintain aseptic conditions and properly labeled for traceability.
All cultures were maintained in a growth chamber at 25 ± 1 °C under a 16 h photoperiod. Explants were evaluated at 15-day intervals over a total period of 45 days for contamination, phenolic oxidation, and survival. Survival was defined as the proportion of explants that remained viable, free of visible microbial contamination, and without severe tissue necrosis at the end of the establishment period.
2.4. Shoot Multiplication Protocol
Following a 45-day establishment phase, shoots exceeding 3 cm in length were selected for the multiplication experiment. This study aimed to evaluate the effects of different concentrations of the cytokinin BAP and the auxin indole-3-butyric acid (IBA) (Sigma-Aldrich, Saint Louis, MO, USA #57310) on shoot multiplication in
H. undatus. Cladode segments approximately 1 cm in length were excised from the selected shoots, yielding two explants per donor shoot. The explants were cultured in Magenta™ vessels (Merck KGaA, Darmstadt, Germany, #V8505), with four segments placed equidistantly in each vessel to minimize competition for space and nutrients. Each vessel contained the culture medium corresponding to its assigned PGR treatment (
Table 2).
The vessels were sealed to prevent contamination by pathogens (e.g., fungi, bacteria), labeled with the date and treatment number for identification, and transferred to a growth chamber. The incubation conditions were maintained at a temperature of 24 ± 2 °C under a 16 h photoperiod (
Figure 1).
During the multiplication phase, the proportion of explants exhibiting organogenic shoot formation was recorded as “shoot response” at 30-day intervals. The multiplication capacity was further assessed by recording the mean number of shoots per explant for each treatment. Data collection for these parameters was conducted at 15-day intervals throughout the entire culture period. Additionally, the average shoot length was measured after 60 days of culture using a millimeter-scale ruler, determining the distance from the base of the shoot at the point of emergence to its apical meristem to assess longitudinal growth. Shoot length was recorded as absolute shoot length and measured only for elongated, viable shoots. Shoots that emerged late during the culture period and subsequently underwent phenolic oxidation were recorded as induced shoots but were not measurable in length and therefore assigned a value of 0.00 cm. Complementary morphological assessments were performed to evaluate the quality of the regenerated shoots. These included visual scoring of shoot vigor, the incidence and nature of callus formation at the explant base, and the presence of physiological abnormalities such as hyperhydricity, necrosis, or chlorosis. These qualitative observations provided a comprehensive evaluation of the developmental performance under each hormonal treatment.
For the in vitro multiplication phase, the experimental unit consisted of a Magenta™ vessel containing 40 mL of MS medium supplemented according to the assigned treatment. Four dragon fruit (H. undatus) explants were aseptically established per vessel. The experiment included ten distinct treatments; each replicated five times, resulting in a total of 50 experimental units. For statistical analysis, the culture vessel was considered the experimental unit. For binary response variables, the number of responsive explants per vessel was used as the response, whereas for quantitative variables, measurements were averaged per vessel before analysis.
2.5. Data Analysis
The collected data were statistically analyzed using SPSS software, version 22 (IBM Corp., Armonk, NY, USA). Variables related to contamination, phenolic oxidation, survival, and shoot response were analyzed using generalized linear models (GLM) with a binomial distribution and logit link function, considering treatment as a fixed factor. For each variable, the number of affected or surviving explants per culture vessel was used as the response, with the culture vessel considered the experimental unit. Estimated marginal means were obtained from the models and expressed as percentages. Pairwise comparisons among treatments were performed using Bonferroni-adjusted tests, and differences were considered statistically significant at p ≤ 0.05.
For quantitative data, a one-way analysis of variance (ANOVA) was applied to assess significant differences among treatments. When significant differences were detected, Tukey’s honest significant difference (HSD) test was used for mean separation at a significance level of p = 0.05. Quantitative results are presented as mean ± standard deviation (SD). All figures were generated using GraphPad Prism software, version 8.1 (GraphPad Software, San Diego, CA, USA).
4. Discussion
Successful aseptic establishment of pitahaya requires the inclusion of fungicides in disinfection protocols, along with an appropriate combination of sodium hypochlorite concentration and exposure time to minimize microbial contamination and maximize explant survival. This finding appears to be consistent with reports by Cassells [
23], who highlighted that basic disinfection protocols are often insufficient to eliminate endophytic microorganisms associated with explants from plants grown under non-controlled conditions. Incorporating fungicide such as Sultron into the disinfection protocol significantly reduced fungal contamination and improved explant survival. These results align with previous studies in cacti and other perennial species, where the use of fungicides during initial disinfection facilitated aseptic establishment by controlling persistent internal contaminants [
10].
The protocol combining Tween 20, Sultron at 8 mL/L, 70% ethanol, and 30% NaClO, with moderate exposure times, showed the highest survival percentage and complete absence of fungal contamination. This suggests an optimal balance between antimicrobial efficacy and the explant’s physiological tolerance. Such a balance has been described as a determining factor in optimizing micropropagation protocols, as prolonged exposures or high concentrations of oxidizing agents can cause tissue damage, oxidative stress, and reduced viability, even when contamination is controlled [
24].
The results for
in vitro shoot multiplication efficiency show that adding BAP to the culture medium has a significant positive effect on the budding response of pitahaya explants. In contrast, the control treatment without PGRs showed only a 20% response. The treatment containing 2.0 mg/L BAP achieved a 100% response, indicating that this cytokinin concentration may be particularly effective for inducing bud formation in this system. Intermediate BAP concentrations, such as 1.0 mg/L and 0.5 mg/L, also produced high responses (85% and 90%, respectively), suggesting that relatively low cytokinin levels are sufficient to promote shoot multiplication. These concentrations fall within the range considered optimal for bud induction in pitahaya, typically between 1 and 3 mg/L of BAP [
3].
In treatments where BAP was combined with IBA, the results indicate that auxin at low concentrations can exert a synergistic effect with cytokinin [
25]. Specifically, treatments containing 1.0 mg/L BAP + 0.1 mg/L IBA and 3.0 mg/L BAP + 0.5 mg/L IBA showed high budding percentages, suggesting that a high cytokinin-to-auxin ratio can improve tissue stability and favor cellular polarity during shoot formation. However, when auxin predominates relative to cytokinin, as in the treatment containing 0.5 mg/L BAP + 1.0 mg/L IBA, shoot proliferation decreased notably.
The results obtained are generally consistent with those reported by Seran and Thiresh [
26], who achieved up to a 62% budding response in
H. undatus using MS culture medium supplemented with 3 mg/L Thidiazuron (TDZ) and 0.5 mg/L 1-Naphthaleneacetic acid (NAA), and a 48% response using 3 mg/L BAP and 0.5 mg/L NAA. Comparable regeneration responses have also been reported by Canales-Carrera et al. [
9], who observed up to an 85% response at 28 days in explants of
H. guatemalensis.The control treatment, without added PGRs, exhibited low shoot numbers per explant throughout the evaluations. These values align with previous studies, where pitahaya shows minimal proliferation without PGRs [
27]. The multiplication capacity observed at 30 days suggests that moderate cytokinin concentrations break apical dominance and promote the activation of axillary buds, consistent with reports in pitahaya cultures [
8]. By day 45, shoot proliferation increased in all BAP treatments, indicating that higher cytokinin doses can maintain a high rate of cell division once the tissue has entered the proliferative phase. Other studies on
Hylocereus have likewise found that BAP combinations in the range of ~1–4 mg/L (depending on cultivar and explant) considerably increase shoot number compared to cytokinin-free controls [
27].
By the end of the experiments, continued shoot multiplication at elevated cytokinin concentrations may suggest that plant tissue adapts to the cytokinin regimen and maintains an active budding cycle. Similar responses have been reported in previous studies using other cytokinins, such as kinetin and TDZ [
28]. The low yield of the control throughout the experiment confirms that pitahaya explants require an exogenous supply of cytokinins for efficient
in vitro multiplication.
Collectively, the results indicate that supplementing the culture medium with 3.0 mg/L of BAP is suitable for maximizing shoot proliferation in prolonged culture, while lower concentrations optimize shoot initiation. This information is valuable for developing efficient pitahaya micropropagation protocols, as it allows for a balance between rapid initiation and sustained multiplication.
The results demonstrate that the different BAP and IBA combinations evaluated significantly influence the morphogenic response, highlighting that hormonal balance is a key element for shoot induction and proliferation in
H. undatus. The results suggest a clear functional synergistic effect between cytokinin and auxin, where the former promotes cell divisions in meristematic tissues and the latter favors differentiation and establishment of new shoots. This response is consistent with the physiological models proposed by George et al. [
29], indicating that cytokinins in the presence of moderate amounts of auxin favor caulinar structure formation, provided the hormonal balance does not shift toward root induction. Similar behavior has been reported in
H. undatus and
H. polyrhizus, where BAP combinations with IBA significantly increased proliferation [
30].
The treatment containing 1.0 mg/L BAP combined with 0.1 mg/L IBA produced intermediate but relatively consistent values for shoot proliferation and elongation, suggesting that low to moderate auxin levels combined with moderate cytokinin levels can be effective for protocols prioritizing shoot quality over quantity. Previous studies on red pitahaya ‘Da Hong’ demonstrated that high BAP concentrations can induce compact and deformed shoots, whereas moderate levels (0.5–1.0 mg/L) promote more vigorous structures, albeit in lower numbers [
27].
Conversely, the treatment containing 0.5 mg/L BAP + 1.0 mg/L IBA showed the lowest values, with only 0.90 ± 0.21 shoots per explant at 60 days. This supports the idea that low cytokinin levels are insufficient to induce shoot proliferation in pitahaya explants, even when auxin is present at relatively high concentrations. Excess auxin generally favors cell elongation, callus formation, or even root induction but not shoot formation, as indicated by some studies on cacti species [
29,
31].
The results are comparable to the average values reported by Mállap-Detquizán et al. [
25], who obtained 2.48 shoots per explant in yellow pitahaya (
H. megalanthus) using full-strength MS culture medium supplemented with 0.1 mg/L BAP and 3 mg/L NAA. Similarly, the shoot numbers observed in the present study are comparable to or slightly higher than those reported by Hua et al. [
19], who obtained a maximum average of 7.1 shoots in explants of different varieties of
H. undatus,
H. polyrhizus, and their hybrids, using MS basal medium supplemented with 3 mg/L Zeatin and 0.5 mg/L IBA. Differences among studies may be influenced by variations in species, explant type, and culture conditions. Overall, the present study indicates that the combination of 3 mg/L BAP + 1 mg/L IBA may be suitable for optimizing shoot proliferation in
H. undatus, whereas high auxin doses accompanied by low cytokinin significantly reduce the
in vitro organogenesis response.
Shoot length was measured at 60 days of culture. The control treatment showed no elongation, consistent with reports by Lee et al. [
27], who describe that pitahaya explants rarely develop elongated shoots in the absence of cytokinins due to limited cell division. Our results indicate that low BAP concentrations favor elongation, likely by preventing tissue hyperproliferation often associated with higher cytokinin doses. Similar results have also been observed in cacti and other succulents, where moderate doses (0.25–1.0 mg/L) of BAP stimulate elongation without causing fasciation or excessive thickening [
32].
Treatments combining cytokinin and auxin (BAP + IBA) exhibited even more pronounced elongation. However, the treatment containing 0.5 mg/L BAP + 1.0 mg/L IBA produced the shortest shoots among the hormonal treatments, suggesting that high IBA concentrations may inhibit elongation, likely due to callus formation and poorly differentiated structures. The values obtained in this study surpass those of Martínez-Arroyo et al. [
4], suggesting that the presence of IBA at moderate levels may be decisive for improving the shoot’s morphological quality, as auxin favors cell expansion. These results agree with the findings of Juárez and Passera [
33] in
Opuntia spp., who demonstrated that the presence of auxins at moderate concentrations improves the elongation and vigor of regenerated shoots, while high levels inhibit the formation of defined shoots.
Combinations with IBA favored the development of longer shoots when auxin concentrations did not exceed those of cytokinin, evidencing the importance of the balance of PGRs supplemented to the culture medium. Although maximum proliferation was achieved with high cytokinin levels, these treatments did not necessarily produce the greatest shoot length. This correlates with studies on other succulents [
32], where excessive cell division induced by BAP results in compact shoots with poor elongation. Thus, these results support the notion that higher proliferation does not necessarily imply greater vigor, which is critical for commercial micropropagation.
The control treatment’s response indicates that pitahaya maintains its intrinsic growth pattern in the absence of exogenous cytokinins, reaffirming the role of cytokinins in breaking apical dominance and promoting lateral bud activation in cacti [
10]. Regarding the interaction of auxin and cytokinin, Viñas et al. [
34] emphasize that axillary bud development in cacti requires low auxin and high cytokinin levels. In line with these observations, our results suggest that cytokinins alone can induce shoot proliferation, while the addition of auxin contributes to improved shoot structuring and morphology.
Overall, pitahaya shoot proliferation and morphogenesis appear to be closely dependent on the balance between BAP and IBA. Cytokinins appear to stimulate cell division and shoot induction, whereas low concentrations of IBA may contribute to cellular polarity, elongation, and differentiation [
12]. Previous studies in cacti have generally supported this hormonal regulation model, where the combination of BAP with IBA has been shown to increase regeneration frequency and improve the formation of functional shoots [
7].
Despite achieving high proliferation, some explants exhibited excessive callus formation, faint green coloration, initial signs of phenolic oxidation, and hyperhydricity, indicating that physiological status can be compromised under certain hormonal imbalances. Another limitation of this study is that the subsequent phases of micropropagation, namely root induction and in vitro acclimatization, were not addressed. Future studies should evaluate rooting efficiency and the successful transfer of regenerated shoots to ex vitro conditions to ensure the production of fully functional plants suitable for large-scale propagation. Addressing these stages is essential to complement the establishment and multiplication phases and to develop a complete and commercially applicable micropropagation protocol for H. undatus.
5. Conclusions
The present study demonstrates that the efficiency of Hylocereus undatus micropropagation is strongly determined by the successful optimization of its early in vitro phases, which represent critical bottlenecks in pitahaya propagation systems. In particular, stringent aseptic establishment and a finely tuned hormonal regime during shoot induction and multiplication were identified as decisive factors influencing explant survival, morphogenic competence, and overall culture performance.
The integration of a fungicide (Sultron, 8 mL/L), followed by a sequential surface sterilization protocol using 70% ethanol (1 min) and 30% sodium hypochlorite (5 min) under laminar flow conditions, proved fundamental for minimizing microbial contamination while preserving maximal explant viability. This protocol resulted in the highest rates of explant survival and aseptic culture initiation, establishing a robust foundation for subsequent in vitro development.
With respect to shoot multiplication, the results clearly highlight the indispensable role of cytokinins in triggering organogenesis. Supplementation of the culture medium with BAP significantly enhanced shoot induction and proliferation compared to the hormone-free control, with 3.0 mg/L BAP yielding the highest proliferation efficiency. Conversely, lower BAP concentrations favored shoot elongation and improved morphological stability. The incorporation of low concentrations of IBA acted synergistically with BAP, enhancing shoot vigor, elongation, and overall structural quality, provided that a favorable auxin-to-cytokinin ratio was maintained. In contrast, elevated auxin proportions relative to cytokinin negatively affected morphogenesis, reducing both shoot proliferation and elongation and inducing aberrant morphological development.
Importantly, this work focuses specifically on the establishment and shoot multiplication stages, which directly determine the physiological quality of propagules and strongly influence the success of subsequent rooting and acclimatization phases. By generating morphologically stable and physiologically competent shoots, the protocol described here provides a necessary and reproducible foundation for the completion of a full micropropagation system. While rooting and acclimatization were beyond the scope of the present study, the results reported address essential early-stage limitations and offer practical guidance for the development of complete and scalable propagation protocols.
Overall, the findings contribute valuable and reproducible knowledge for the initial stages of H. undatus micropropagation and support future research aimed at integrating rooting, acclimatization, and large-scale production under commercial conditions.