My logic is little different. Normally, they are waiting until last quarter for transferring spill over visas from EB1 and EB2 ROW to EB2 India/China. If they transfer visas in second or third quarter, you never know all of sudden there may be high demand in later quarters for EB1 and EB2 ROW. Even if they have 10,000 spill over visas, they are enough to push cutoff date sharply for EB2 India and China. The combine annual quota of EB2 India and China is around 5600 and extra 10k spill over visas are enough to make significant forward movement. With the bitter experience of July 2007 visa bulletin, State department and USCIS steeping forward cautiously. I really expecting sharp movement in August and September. Again, it is difficult to predict USCIS and I may be wrong but I am crossing my fingers!
India and China have already used up their EB2 Annual Quota. So what ever left are from the spill over all of EB1 , EB2 (ROW). My guess is that this number is not enough to move the dates any further.
Aug it will stay the same(04012004) and in Sep EB2 will either be U or 01012003 , based on the amount of EB2 issued in July and Aug.
Again in OCT, EB2 china will be 01012006 and india would be 01012004.