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Thalassemia is one of the most common hematological disorders globally, characterized by impaired synthesis of hemoglobin (Hb) chains. The primary form of adult hemoglobin is hemoglobin A (HbA), which accounts for >95% of total Hb and exists as a tetramer composed of two α-globin chains and two β-like globin chains (α2β2). Disruption of the balanced synthesis of these α- and β-globin chains, triggered by mutations or deletions in the α-globin-encoding genes HBA1 (OMIM *141800) and HBA2 (OMIM *141850), or the β-globin-encoding gene HBB (OMIM * 141900), leads to red blood cell damage and hemolysis, ultimately resulting in α-thalassemia or β-thalassemia, respectively (1,2). Genetically, the human genome normally contains four functional copies of HBA gene (genotype: αα/αα) and two functional copies of the HBB gene (genotype: βN/βN). The clinical severity of thalassemia is directly tied to the number of functionally defective HBA or HBB alleles. Based on this allele dosage effect, α-thalassemia is classified into four subtypes: α-thalassemia minima (α+ trait, mildest, often asymptomatic), α-thalassemia trait (αTT, mild anemia), α-thalassemia intermedia (αTI, moderate anemia requiring intermittent transfusion), and α-thalassemia major (αTM, severe, life-threatening anemia); β-thalassemia is classified into three subtypes: β-thalassemia trait (βTT, mild asymptomatic anemia), β-thalassemia intermedia (βTI, moderate anemia with infrequent transfusion needs), and β-thalassemia major (βTM, severe anemia requiring lifelong regular transfusions) (3-4).
Among the regions heavily affected by thalassemia worldwide, China, especially the southern provinces, stands out due to high disease prevalence and significant associated health burdens, making it a key focus for thalassemia epidemiological and clinical research (5). In recent years, due to population mobility and the growing number of inter-regional marriages, the thalassemia carrier rate has been exhibiting a trend towards northward expansion (6).
In accordance with national health policies, Hubei Province incorporated thalassemia into the newborn screening program in 2016, and subsequently the screening was extended to the prenatal stage in 2022. However, the epidemiological data on thalassemia in Hubei exhibit regional variability. In light of these disparities, the present study focused on individuals of reproductive age and the pediatric population in Hubei in an aim to analyze thalassemia-associated genetic mutations and hematological changes. It is hoped that the results of the present study can provide comprehensive and solid data for genetic counseling, disease prevention and early intervention strategies.
Between January, 2019 and September, 2024, a total of 2,604 individuals of reproductive age and 407 pediatric subjects, who underwent thalassemia gene testing at Renmin Hospital of Wuhan University (Wuhan, China), were enrolled in the present study. The individuals of reproductive age, which were non-selectively screened, had a mean age of 31.39±5.72 years (age range, 17-60 years) and included 526 males (20.20%; mean age, 33.25±6.36 years) and 2,078 females (79.80%; mean age, 30.93±5.45 years). The pediatric subjects had a mean age of 3.19±4.31 years (age range, 1 day to 16 years), consisting of 230 males (mean age, 2.72±3.88 years) and 177 females (mean age, 3.78±4.76 years). These pediatric subjects were enrolled based on clinical indications, including jaundice, anemia, hemolytic anemia, or a family history of thalassemia. Hematological and anemia-related biochemical data collected during their hospital visits were analyzed. Ethical approval for the present study was obtained from the Medical Ethics Committee of Renmin Hospital of Wuhan University (Wuhan, China), with the approval no. WDRY2023-K175. Individual informed consent was waived by the Ethics Committee of Renmin Hospital of Wuhan University, as the study involved no additional interventions, and all data were analyzed in a de-identified manner.
Hematological analysis was performed using the Sysmex XN-9000 automated hematology analyzer (Sysmex Corporation). The following reagents were used: the CELLPACK DCL diluent (Sysmex Corporation) for cell counting and hemoglobin measurement, the SULFOLYSER lysing reagent (Sysmex Corporation) for hemoglobin release, and the STROMATOLYSER-FB reagent (Sysmex Corporation) for fluorescent staining of nucleic acids to perform leukocyte differential counting. Biochemical assays for serum iron (SI), total iron binding capacity (TIBC), serum ferritin (SF), folate (FOL), and vitamin B12 (VITB12) were performed on an ADVIA 1800 analyzer (Siemens Healthineers) using the manufacturer's corresponding reagent kits, namely the ADVIA Chemistry Iron Assay (cat. no. 10377510), ADVIA Chemistry TIBC Assay (cat. no. 03940010), ADVIA Centaur Ferritin Assay (cat. no. 10309969), ADVIA Centaur Folate Assay (cat. no. 124838), and ADVIA Centaur Vitamin B12 Assay (cat. no. 10330218), respectively. Transferrin saturation (TS) was calculated from the SI and TIBC results. The GeneRotex 96 nucleic acid extraction system (Xi'an Tianlong Science and Technology Co., Ltd.) and whole blood genomic DNA extraction kits (cat. no. T146H; Xi'an Tianlong Science and Technology Co., Ltd.) were utilized for genomic DNA extraction. A NanoDrop spectrophotometer (Thermo Fisher Scientific) was used to assess DNA quality. Thalassemia mutations were analyzed using commercial detection kits from Shenzhen Yaneng Bioscience, including the deletion α-thalassemia gene assay kit (cat. no. 20243401205), the non-deletion α-thalassemia gene assay kit (cat. no. 20193401915), and the β-thalassemia gene assay kit (cat. no. 20163400463). An Automatic Hybridization System (Shenzhen Yaneng Bioscience) was used to identify thalassemia gene mutations. A 3500 Genetic Analyzer (Thermo Fisher Scientific) and a Veriti 96-well Fast Thermal Cycler (Thermo Fisher Scientific) were used for further genetic analysis.
Peripheral venous blood (2 ml) was collected in EDTA anticoagulant tubes for the analysis of red blood cell count (RBC), Hb, mean corpuscular volume (MCV) and mean corpuscular hemoglobin (MCH), which were measured using a Sysmex XN-9000 automated hematology analyzer (Sysmex Corporation). Serum samples (5 ml) were collected into a serum separator tube with inert gel for the measurement of SI, TIBC, SF, TS, FOL and VITB12 levels, which were determined using an ADVIA 1800 clinical chemistry analyzer (Siemens Healthineers).
Genomic DNA was first extracted and then quantified to ensure its concentration ranged from 50-150 ng/µl, with an OD260/280 ratio between 1.7 and 1.9. Gap-polymerase chain reaction (gap-PCR) was applied to detect three common α-thalassemia deletions, namely--SEA, -α3.7 and -α4.2. Reverse dot blot (RDB) was used to identify non-deletion α-thalassemia mutations (αWS, αQS and αCS) and 17 β-thalassemia mutations (CD41-2, βE, CD43, CD71-72, IVS-II-654, -28, -29, -30, -32, CD14-15, CD27-28, CD31, IVS-I-1, IVS-I-5, CAP, CD17 and the initiation codon). The complete specifications of all tested mutations, including their Human Genome Variation Society (HGVS) nomenclature and functional impacts, are presented in Table I. Cases were considered discordant if the hematological indices (such as MCV <80 fl, MCH <27 pg) suggested a thalassemia trait, but the initial gap-PCR/RDB results were negative, or if genotype-phenotype inconsistencies were observed (for example severe anemia with mild genotype). Such cases were prioritized for Sanger sequencing and research-grade gap-PCR (Shenzhen Yaneng Bioscience) to confirm rare genotypes.
Based on consensus guidelines (3,4), β-thalassemia phenotypes were classified into βTT, βTI, and βTM. α-thalassemia was categorized as α+ trait, αTT, αTI, αTM and rare genotypes.
Microsoft Excel was utilized to input and organize the data. Carrier rates and proportions are presented as percentages (%). For the carrier population data, the direct counting method was employed, with the number of detected cases denoted as ‘n’. Hematological and biochemical indicators were characterized using the mean ± standard deviation (SD). Statistical analyses were performed using Prism 9.0 (Dotmatics) and SPSS 13.0 (SPSS, Inc.) software. To compare continuous variables, t-tests were applied. For categorical variables, the chi-squared test was utilized for assessment. P<0.05 was considered to indicate a statistically significant difference.
The thalassemia carrier rate was 14.94% (389/2604) in the individuals of reproductive age and 37.35% (152/407) in the pediatric population. The carrier rates for α-thalassemia, β-thalassemia and αβ-thalassemia were 7.60% (198/2604), 7.68% (200/2604) and 0.35% (9/2604) in the individuals of reproductive age, respectively and 16.46% (67/407), 21.38% (87/407) and 0.49% (2/407) in the pediatric group, respectively (Table II, Table III and Table IV).
The overall population carrier rate was 17.97% (541/3011), with the carrier rates for α-thalassemia and β-thalassemia being 8.8% (265/3011) and 9.53% (287/3011), respectively.
The predominant genotypes observed in both groups were--SEA/αα and -α3.7/αα. The αTT phenotype was most common, accounting for 71.64% (48/67) in the pediatric group, which was significantly higher than that in the individuals of reproductive age [50.00% (99/198)] (P<0.01) (Table II).
The dominant genotypes in both groups were β654, β41-42 and β17. The βTT phenotype accounted for 98.00 and 96.55% of cases in the individuals of reproductive age and pediatric populations, respectively (Table III). A total of 11 cases of αβ-thalassemia were identified, presenting eight distinct genotypes (Table IV).
The α-thalassemia genotype distribution in Hubei (--SEA/αα, -α3.7/αα-α4.2/αα) was consistent with that of neighboring regions (Hunan, Jiangxi, Chongqing and Guizhou); however, it differed from high-prevalence regions (Yunnan, Guangxi and Hainan) (7-14) (Fig. 1A). Similarly, the primary β-thalassemia genotypes (βN/β654 and βN/β41-42) in Hubei were similar to those in Hunan and Jiangxi, although they diverged from other regions (Fig. 1B).
Significantly reduced levels of RBC, Hb, MCV and MCH (P<0.05) were observed across all clinical phenotypes, apart from rare subtypes. Notably, the reductions in Hb and MCH parameters were more marked compared to those in RBC and MCV measurements (Fig. 2). Concurrently, thalassemia carriers exhibited significantly elevated SF and vitamin B12 levels (P<0.05 for both biomarkers), as detailed in Table V.
Thalassemia, an inherited hematologic disorder, is characterized by a broad spectrum of genotypic variations and diverse clinical manifestations. Its high morbidity and substantial disease burden pose significant public health challenges. In China, the disease exhibits marked regional heterogeneity, with particularly high prevalence rates observed in southern provinces, including Hainan and Guangdong. Notably, the implementation of comprehensive prenatal screening programs in these high-endemic regions has effectively reduced the incidence of severe thalassemia cases among newborns, demonstrating the importance of preventive strategies.
The present large-scale genetic screening study provides comprehensive epidemiological data on thalassemia in Hubei Province, revealing several critical findings. The observed carrier rate of 14.94% among individuals of reproductive age aligns with regional reports from Tongji Hospital (19.08%) and Changsha DIAN Medical Laboratory (26.18%) (15), while demonstrating some variation from other published data (16). This discrepancy may reflect differences in study populations or methodological approaches, such as variations in ethnic composition, geographical origins and sampling methods, as well as methodological differences in genetic testing and data analysis.
The present study positions Hubei as an emerging thalassemia-endemic region, with an overall carrier rate of 17.97%, particularly among pediatric populations (37.35%). The high pediatric carrier rate approaches that of traditional high-burden regions, indicating potential inadequacies in current screening programs (15,17-20). Given that the pediatric subjects in the present study had specific clinical indications related to thalassemia, it is likely that the actual carrier rate in the general pediatric population is lower, although this may still be concerning. This highlights the urgent need to strengthen prenatal prevention strategies, including expanding screening coverage, improving screening methods and enhancing genetic counseling services.
The genotypic distribution patterns observed in the present study are consistent with both intraprovincial reports within Hubei and inter-provincial data from neighboring regions (21-23). This suggests relative genetic homogeneity across the province and shared genetic-environmental influences with adjacent regions. The predominance of --SEA/αα and CD41-42 mutations aligns with established genetic drift patterns in central China, likely reflecting historical population migrations from southern endemic provinces where these mutations are highly prevalent (6). Understanding these genetic patterns is crucial for predicting disease prevalence, developing targeted prevention strategies and providing accurate genetic counseling.
The findings of the present study strongly support the primary thalassemia screening strategy in China, which combines phenotypic screening techniques by using RBC indices (RBC, Hb, MCV and MCH) with hemoglobin analysis. These parameters demonstrate a strong association with genetic diagnoses across all clinical phenotypes, rendering them effective initial screening tools. However, due to the potential for false negatives in routine blood tests, especially in high-prevalence regions, it is advisable to directly conduct universal genetic testing in prenatal care (24). This approach can improve the accuracy of diagnosis and enable early intervention, reducing the risk of severe thalassemia in offspring.
Notably, the present study reveals a previously unreported positive association between the thalassemia carrier status and elevated serum vitamin B12 levels (χ2=4.14, P<0.01). This unexpected finding may be related to compensatory erythropoiesis, where the body increases the utilization of vitamin B12 as a substrate for hemoglobin synthesis in response to impaired hemoglobin production. However, considering the cross-sectional design of the present study and the limited sample size for this specific analysis, future research with larger cohorts and longitudinal measurements of vitamin B12 metabolism is required to confirm this association and clarify the underlying mechanisms.
In conclusion, the present study establishes Hubei as an emerging thalassemia-endemic region in central China, with pediatric carrier rates approaching those of traditionally high-burden areas. These findings emphasize the urgent need for targeted public health interventions, including enhanced screening programs, optimized genetic counseling services and region-specific prevention strategies (14,25). Although Hubei has implemented prenatal and newborn screening initiatives, the observed regional genotypic heterogeneity, such as distinct profiles compared to southern provinces, highlights the necessity for tailored screening algorithms. The identification of a substantial carrier rate among individuals of reproductive age (14.94%) and the utility of key hematological markers (Hb, MCH) provide actionable insight to refine local screening protocols, thereby reducing diagnostic gaps and improving the cost-effectiveness of existing programs. Integrating hematological and genetic screening approaches remains critical for effective thalassemia control in Hubei, with the potential to mitigate disease burden and enhance population health outcomes. Notably, the higher carrier rate in pediatric subjects (37.35%) may be attributed to selection bias inherent in hospital-based sampling, as these individuals were recruited based on clinical indicators, such as anemia and jaundice, or a family history of thalassemia, factors strongly associated with increased thalassemia risk. This recruitment strategy likely overestimates the true population-level prevalence compared to community-based screening. Future studies utilizing representative community samples are therefore warranted to validate these estimates and provide a more accurate assessment of the regional thalassemia burden.
Not applicable.
Funding: The present study was supported by the Natural Science Foundation of Hubei Province (grant no. 2024AFC016).
The data generated in the present study are not publicly available due restrictions that apply to the availability of these data, which were used under the license from the Ethics Committee of Renmin Hospital of Wuhan University, but may be requested from the corresponding author.
WY made a substantial contribution to the acquisition of data by performing all laboratory experiments for thalassemia diagnosis. YL substantially contributed to the data acquisition by performing clinical examinations and compiling the hematological and biochemical profiles. JW was responsible for reviewing and validating the data analysis results, as well as drafting the introduction and discussion sections of the manuscript. TY and YZ confirm the authenticity of all the raw data and conducted data analysis. Additionally, TY and YZ took primary responsibility for drafting the initial versions of the methodology, the results sections and all tables of the manuscript. JW designed the study and edited the final manuscript. All authors read and approved the final manuscript.
Ethics approval for the present study was obtained from the Medical Ethics Committee of Renmin Hospital of Wuhan University (approval no. WDRY2023-K175; Wuhan, China). This retrospective study utilized anonymized clinical laboratory data from routine patient care at Renmin Hospital of Wuhan University. Individual informed consent was waived by the Ethics Committee of Renmin Hospital of Wuhan University, as the study involved no additional interventions, and all data were analyzed in a de-identified manner.
Not applicable.
The authors declare that they have no competing interests.
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