What Olaf didn't include but would have helped is that they gave an example of such a company: Enapter.
Enapter is an electrolyzer manufacturer:
https://www.nsenergybusiness.com/news/enapter-to-set-up-elec...Another example is Nikola (via SPAC). But that's a totally different industry, as their goal is to make Class 8 trucks running on hydrogen:
https://valueandopportunity.com/2020/06/11/nikola-motor-comp...I believe what the author is trying to say is that no matter what a business actually does or sells (stationary, portable or vehicle systems or integration services)--that's "quasi quer durch die Branche"-- the company will have a near-instant advantage as long as hydrogen is involved in some way.
Why do you think Nikola switched from natural gas trucks to hydrogen? See first para.:
https://www.trucks.com/2016/08/30/nikola-hydrogen-fuel-cell-...I know this sort of writing style, too, and I don't like it. Quasi, in German, is more of a filler word than anything else. But in this context, the above explanation might be of some use.
Best