NET Silver authentication technology is to fly U shield flying integrity space how big?

Liu Relay Pole information (300324.SZ) last month, 8th landing on the gem, and a USB key for the main business of the enterprise through the IPO.　　Recently, Beijing Flying Integrity Co., Ltd. (hereinafter referred to as "flying integrity") also disclosed the prospectus, according to the reporter to understand that the industry, including Beijing grip Odd Data System Co., Ltd., Beijing Tiandi Rong Technology Co., Ltd. also have the listing intention, the former also won the Citic Production Ye fund in the past year. USB Key, commonly known as U-Shield, is currently used as a high-level security tool for clients to handle online banking business. General bank sales of one for personal net Silver U shield price of 40 yuan ~60 yuan, and from the above manufacturers Purchase U shield price in 15 yuan ~30 yuan. "Some big bank u shield purchase quantity in Tens, therefore tender also has the strong price advantage, but with U shield production Enterprise competition intensifies (currently has nearly 20 companies), the industry profit space is getting narrower."　　"Holding odd data a product line director of the first financial daily (Weibo) reporter said. In June, the spin pole information, its USB key sales unit price presents a significant downward trend.　　2009, 2010, 2011 Sales Unit price of 23.93 yuan, 21.04 yuan and 17.46 yuan, corresponding to the product's gross margin also showed a downward trend, 44.4%, 36.69% and 37.66% respectively. Spin-pole information revenues depend to a large extent on the procurement of agricultural banks.　　In 2010, the total amount of USB key purchase of ABC was about 20 million, of which the information of spinning pole was supplied to ABC 4 million, and the ratio of operating income from ABC was 46%.　　Benefit from the development of the second generation of USB key, flying integrity in the last three years, the single USB key price does not fall, the 2011 average price reached 26.39 yuan, but its gross margin of the product in the past three years, the decline trend, nearly three years respectively 42.58%, 42.16% and 40.71%. A bank card industry people to this reporter introduced, the development of online banking identity authentication technology has passed three generations, from the first generation of pure password authentication, to the second generation of hardware encryption auxiliary certification (such as U shield, dynamic password card certification, etc.), and then to the third generation of password + mobile phone message authentication. "Currently in the second and third generation, most of the bank's Professional edition of the network is using hardware encryption auxiliary certification, but because U shield is easily lost, inconvenient to carry many shortcomings, users are gradually inclined to use password + mobile phone message authentication, such as Alipay (micro-BO) large-scale launch of the fast payment is also the use of this certification means. The above people also believe that U shield production has a certain penetration of the "ceiling", although the current network of major banks in the banking market is not saturated, but because of a U-Shield service life of up to 5 years, the average bank for 3 years to carry out a tender, the stock of U-shield update speed slow; plus mobile internetThe impact of electronic verification technology, not optimistic about the long-term development of USB key certification industry. In fact, with the rise of E-commerce and net banking competition continues to heat up, banks to increase net bank account, has begun to lower the USB key price. such as ICBC's U-Shield price has been from the original maximum of 76 yuan gradually dropped to 55 yuan, this year began in Beijing to launch a network of silver, free u shield activities. The above people believe that the downstream product sales price reduction, the USB key manufacturers will inevitably bring further price pressure.