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The9 Limited (Nasdaq: NCTY) grows the9bit brand network and user base

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

The9 Limited reports continued expansion of its the9bit offline-to-online initiative in Southeast Asia, building a network of 41 signed brand partners across Indonesia, Malaysia and Vietnam, with 127 additional brands in the pipeline. Key partners include Malaysia’s Tealive, with over 800 outlets, Vietnam’s Highlands Coffee, with over 850 outlets, and various local venues in Yogyakarta, Indonesia.

Early marketing activations have driven both user engagement and paid campaigns. During activation periods, the9bit platform averaged about 120,000 daily active users across the region, while paid marketing services for brands such as Flaky and TwoTone generated recurring revenue streams. Since partnership marketing activities began in late May, the ecosystem’s $9BIT token has risen approximately 35%, from about US$0.037 to US$0.050, reflecting growing market interest. The company plans to extend this O2O partnership model into American and European markets as part of its broader growth strategy.

Positive

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Negative

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Filing Explained

The filing adds the August 6 press release to an F-3 amendment; no securities transaction is disclosed.

As a Form 6-K, this report furnishes interim information and says its contents, including Exhibit 99.1, are incorporated by reference into Amendment No. 4 to The9 Limited’s Form F-3 registration statement from August 6, 2026.

The current state is incorporation into the registration statement, not a disclosed offering, sale, issuance, or receipt of proceeds; the filing therefore does not establish an immediate ownership or cash change for existing common holders.

In practical terms, the press release becomes part of the referenced registration statement, but this filing does not show that any registered securities were offered or sold.

Brand partners signed 41 brands Signed across Indonesia, Malaysia and Vietnam for the9bit O2O initiative
Brand partners in pipeline 127 brands Additional brands in the Southeast Asia partnership pipeline
Daily active users approximately 120,000 Average daily active users across the region during activation periods
$9BIT token price change approximately 35% Increase since late May, from about US$0.037 to US$0.050
Tealive outlets over 800 outlets Scale of Malaysian beverage chain partnering with the9bit
Highlands Coffee outlets over 850 outlets Scale of Vietnamese café chain partnering with the9bit
offline-to-online technical
"continued progress in the Southeast Asia offline-to-online initiative of the9bit"
O2O technical
"the potential of the9bit’s O2O model to generate tangible value"
Online-to-offline (O2O) describes a business model where a company uses digital tools — like a website, app, or online ads — to attract customers and then completes the actual sale or service in the physical world, such as in a store, by delivery, or at an appointment. For investors, O2O matters because it reveals how well a business converts online attention into real revenue, affects customer acquisition costs and repeat business, and shows how scalable and defensible the company's local operations are; think of it as a digital flyer that brings people into a brick-and-mortar shop.
digital asset ecosystem financial
"the9bit, its AI-powered digital asset ecosystem"
A digital asset ecosystem is the network of technologies, platforms and services that create, trade, store and regulate electronic financial assets such as cryptocurrencies and tokenized securities. Think of it as a town: you have marketplaces (exchanges), safes (wallets and custody), roads and pipes (blockchain protocols and infrastructure) and rule-makers (regulators). Investors care because the health, security and rules of this network determine an asset’s liquidity, value stability and legal risk.
$9BIT token financial
"Since the Company started these partnership marketing activities in late May, $9BIT token has risen"
activation periods technical
"During these activation periods, the9bit’s platform averaged approximately 120,000 daily active users"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What did The9 Limited (NCTY) announce about the9bit in Southeast Asia?

The9 Limited announced that its the9bit O2O initiative has expanded across Southeast Asia, with 41 signed brand partners and 127 more in the pipeline. The network spans Indonesia, Malaysia and Vietnam, integrating digital entertainment with physical retail venues.

How many brand partners has the9bit signed and how many are in the pipeline for NCTY?

the9bit has signed agreements with 41 brands and has 127 additional brands in the partnership pipeline. These partnerships cover Indonesia, Malaysia and Vietnam, supporting The9 Limited’s regional offline-to-online growth strategy.

What user engagement metrics did The9 (NCTY) report for the9bit O2O campaigns?

During activation periods, the9bit’s platform averaged approximately 120,000 daily active users across Southeast Asia. This engagement reflects the scale available to brand partners using the9bit’s offline-to-online model and AI-powered marketing tools.

How has the $9BIT token performed since The9 (NCTY) began partnership marketing activities?

Since late May, the $9BIT token has risen approximately 35%, from about US$0.037 to US$0.050. The9 links this move to growing market interest driven by expanded brand partnerships and marketing activities in Southeast Asia.

Which major brands are partnering with the9bit in Malaysia and Vietnam for The9 (NCTY)?

In Malaysia, partners include Tealive with over 800 outlets, plus An Viet, Flaky and TwoTone. In Vietnam, Highlands Coffee, operating over 850 outlets nationwide, has joined with activations currently focused on the Hanoi market.

What future expansion plans did The9 Limited (NCTY) outline for the9bit partnership network?

The9 plans to extend the9bit’s O2O partnership pipeline beyond Southeast Asia into American and European markets. The company sees the expanding partner base as central to its regional and global growth strategy for the digital asset ecosystem.

 

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

FORM 6-K

 

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16 UNDER

THE SECURITIES EXCHANGE ACT OF 1934

 

For the month of August 2026

 

 

 

Commission File Number: 001-34238

 

 

 

THE9 LIMITED

 

17 Floor, No. 130 Wu Song Road

Hong Kou District, Shanghai 200080

People’s Republic of China

(Address of principal executive offices)

 

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

 

Form 20-F x             Form 40-F ¨

 

 

 

 

 

 

Explanatory Note

 

This current report on Form 6-K, including the exhibits hereto, is incorporated by reference into the amendment No. 4 to the registration statement on Form F-3 (File No. 333-295089) and shall be a part of such registration statement from the date on which this current report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.

 

 

 

 

EXHIBIT INDEX

 

Exhibit No.   Description
99.1   Press Release – The9 Expands Brand Partnership Network Across Southeast Asia  

 

 

 

 


SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

  THE9 LIMITED
       
  By       :

/s/ George Lai

  Name : George Lai
  Title : Director and Chief Executive Officer

 

Date: August 6, 2026

 

 

 

 

Exhibit 99.1

 

The9 Expands Brand Partnership Network Across Southeast Asia

 

the9bit Signs 41 Brand Partners Across Indonesia, Malaysia, and Vietnam, with 127 More in the Pipeline

 

Hong Kong — August 6, 2026 — The9 Limited (Nasdaq: NCTY) (“The9” or the “Company”), a global diversified high-tech company, today announced continued progress in the Southeast Asia offline-to-online (“O2O”) initiative of the9bit, its AI-powered digital asset ecosystem. The initiative has built a growing network of brand partnerships across Indonesia, Malaysia, and Vietnam as part of a strategy of integrating digital entertainment experiences with physical retail environments.

 

To date, the9bit has signed agreements with 41 brands across Indonesia, Malaysia, and Vietnam, with 127 additional brands in the pipeline across the region.

 

In Malaysia, partners include Tealive—one of the country’s largest beverage chains, with over 800 outlets—along with An Viet, Flaky, and TwoTone. Flaky, a family-run business now led by its second generation, has engaged the9bit’s AI marketing platform to power its marketing campaigns—a paid engagement that generates recurring revenue for the9bit while helping the brand grow. TwoTone, one of Kuala Lumpur’s most popular live music venues, has also engaged the9bit for a paid marketing campaign, and the resulting joint event lifted the venue’s ticket sales while generating revenue for the9bit. Together, these paid engagements reflect a growing marketing-services revenue stream for the9bit alongside its consumer platform.

 

In Vietnam, the initiative has attracted Highlands Coffee, a leading café chain operating over 850 outlets nationwide, with activations currently focused on the Hanoi market.

 

In Indonesia, the growing roster of signed partners includes Yamie Panda and Koet Coffee, both operating in the university hub of Yogyakarta. Early activations in Indonesia have yielded encouraging on-the-ground results. Partner venues reported a gradual increase in dine-in foot traffic over two consecutive days following campaign events, alongside measurable growth in brand recognition within university communities and younger consumer segments—a demographic central to the9bit’s long-term strategy. During these activation periods, the9bit’s platform averaged approximately 120,000 daily active users across the region, reflecting the scale of engagement available to brand partners through the O2O model. These early indicators reflect the potential of the9bit’s O2O model to generate tangible value for brand partners while deepening user engagement beyond its digital ecosystem.

 

This momentum has extended to the9bit’s token economy. Since the Company started these partnership marketing activities in late May, $9BIT token has risen approximately 35% from about US$0.037 to US$0.050, reflecting growing market interest in the ecosystem.

 

 

 

 

The Company views the expanding partnership pipeline as a key enabler of the9bit’s regional growth strategy. By embedding digital entertainment touchpoints within high-footfall physical venues, the9bit aims to create a differentiated experience layer that connects its platform with everyday consumer environments across Southeast Asia. The Company plans to expand its partnership pipeline into the American and European markets in the near future.

 

About The9 Limited

 

The9 Limited (Nasdaq: NCTY) is a global, diversified high-tech company redefining how games are created, played, and monetized. Founded in 1999 and Nasdaq-listed since 2004, The9 brings over two decades of gaming heritage to its flagship platform the9bit, an AI-powered digital asset ecosystem built around AI game creation and the $9BIT token economy, where every participant can play, create, earn, and own a stake in its growth. Beyond the9bit, The9 continues to explore emerging opportunities across AI-empowered industries and the broader digital ecosystem, including an equity stake in AI-driven drug discovery company NYB, building a multi-engine business positioned at the frontier of AI and the new economy, reshaping how value is created and shared.

 

Forward-Looking Statements

 

This release contains statements that are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management’s beliefs and expectations as well as on assumptions made by and data currently available to management, appear in a number of places throughout this document and include statements regarding, amongst other things, results of operations, financial condition, liquidity, prospects, growth, strategies and the industry in which we operate. The use of words “will”, “expects”, “intends”, “anticipates”, “estimates”, “predicts”, “believes”, “should”, “potential”, “may”, “preliminary”, “forecast”, “objective”, “plan”, or “target”, and other similar expressions are intended to identify forward-looking statements. These forward-looking statements are not guarantees of future performance and are subject to a number of risks and uncertainties that could cause actual results to differ materially, including, but not limited to statements regarding our intentions, beliefs or current expectations concerning, among other things, results of operations, financial condition, liquidity, prospects, growth, strategies, future market conditions or economic performance and developments in the capital and credit markets and expected future financial performance, and the markets in which we operate. For a discussion of these and other risks and uncertainties that could cause actual results to differ materially from those expressed in any forward-looking statement, see The9’s filings with the U.S. Securities and Exchange Commission. The9 undertakes no obligation to update or revise forward-looking statements to reflect subsequent events or circumstances, except as required by applicable law.

 

 

 

 

Investor Relations Contact

 

Ms. Jojo Su

Investor Relations Specialist 

The9 Limited

Tel: +86 (21) 6108-6080

Email: IR@corp.the9.com

 

Ms. Helen Wu

Piacente Financial Communications

Tel: +86 (10) 6508-0677

Email: The9@thepiacentegroup.com

 

 

 

Filing Exhibits & Attachments

1 document